Everything you need for investment research
From your first stock analysis to a professional-grade research workflow. Structured templates, real financial data, and a portfolio to track it all.
Your analysis workflow, step by step. Every analysis follows three phases. Pick a company, work through a structured template, and arrive at a data-backed conclusion.
Research
Start with any publicly traded company
Search by ticker or name. Fundalyze pulls company data, financials, market cap, sector classification, and key identifiers automatically through our data pipeline.
Analyze
Work through structured analysis steps
Choose your template level and systematically work through each section: financials, valuation, competitive positioning, risk, and more. Every field is guided with tooltips and examples.
Conclude
Arrive at a data-backed recommendation
Synthesize your research into a clear investment thesis: recommendation, conviction level, entry price, target, stop-loss, and catalysts. Save to your portfolio and share with the community.
Templates for every level. Start simple or go deep. Each template adds more analytical depth, from basic fundamentals to full professional-grade research.
Learn the fundamentals
Perfect for getting started. Covers the essential building blocks: company profile, core financials, basic valuation, risk overview, and your first recommendation.
Deeper analysis
Adds working capital analysis, competitive moat assessment, and DCF valuation modeling. For investors ready to go beyond surface-level metrics.
Professional grade
The full toolkit. Adds technical analysis and sentiment analysis to the intermediate framework. For experienced investors building comprehensive research reports.
All the info you need, in one place. Financial statements, valuation multiples, market sentiment, and competitive benchmarks. We structure everything, so you get a clear view.
Financial Fundamentals
- Revenue & growth rates
- Profitability margins
- Efficiency ratios
- Balance sheet health
Valuation & Multiples
- P/E, P/B, P/S, PEG
- EV/EBITDA
- DCF model inputs
- Industry comparisons
Risk & Governance
- Business & operational risks
- Financial leverage metrics
- Regulatory exposure
- Management quality
Technical Indicators
- Moving averages (20/50/100/200)
- RSI, MACD, Bollinger
- Support & resistance levels
- Volume analysis
Market Sentiment
- Analyst ratings & targets
- Institutional ownership
- Short interest data
- News sentiment tracking
Working Capital
- Inventory management
- Receivables analysis
- Liquidity ratios
- Cash flow patterns
Track your investments, not just your analyses. Build watchlists, monitor price movements, and keep all your research organized in one place.
Watchlists
Track stocks you're researching or own. See live price changes and quick access to your analyses.
Price Alerts
Set alerts for entry points, stop-losses, or target prices. Get notified when your thesis needs attention.
Saved Analyses
All your completed analyses in one library. Filter by status, sort by date, and track your recommendation history.
Share & Compare
Share analyses with friends or the community. Compare your thesis against other investors.