Analysis Templates
Fundalyze offers three analysis templates tailored to different experience levels. Each template guides you through a structured set of steps to build a complete fundamental analysis.
Choosing a Template
When you start a new analysis, you pick one of three levels: Beginner, Intermediate, or Advanced. Your choice determines how many steps you'll complete and how deep the analysis goes. You can always start with Beginner and work your way up as you gain confidence.
Beginner Template
The Beginner template covers 5 steps and 55 fields. It focuses on the essentials: company overview, key financial metrics, working capital basics, a simplified industry comparison, and a final recommendation. Perfect for your first analysis or for a quick high-level look at a company.
Intermediate Template
The Intermediate template expands to 8 steps and 111 fields. It adds DCF valuation, technical analysis, and sentiment analysis on top of the Beginner steps. This template is ideal when you want a more rounded view that includes both quantitative models and market sentiment.
Advanced Template
The Advanced template is the most comprehensive at 10 steps and 155+ fields. It includes everything from the Intermediate template plus valuation analysis and a detailed risk assessment. Use this when you want to leave no stone unturned before making an investment decision.
Steps Explained
Every template shares a common set of core steps. Here's what each one covers:
Company Overview — Business model, sector, market position, competitive moat, and management quality.
Financial Metrics — Revenue, earnings, margins, debt ratios, and growth trends over multiple years.
Working Capital — Current assets vs liabilities, cash flow health, and operational efficiency.
Industry Comparison — How the company stacks up against its peers on key metrics and multiples.
DCF Valuation — Discounted cash flow model to estimate the company's intrinsic value.
Technical Analysis — Price trends, support/resistance levels, and momentum indicators.
Sentiment Analysis — Analyst ratings, news sentiment, and insider activity.
Valuation Analysis — Multiple valuation approaches compared: P/E, P/B, EV/EBITDA, and more.
Risk Assessment — Company-specific, industry, and macro risks that could affect the investment.
Recommendation — Your final verdict: buy, hold, or sell, with a target price and investment thesis.
Auto-Save and Progress
Your work is automatically saved as you fill in each field. You can leave at any time and pick up right where you left off from your dashboard. The progress bar shows how many fields you've completed out of the total for your chosen template.