Finlume — Stock Research

Before you buy a stock, check what the company itself filed with the SEC — and what the biggest investors are doing with it. Finlume turns SEC filings into answers to the questions worth asking before every purchase. 6,500 US companies, ten years of reports, portfolios of up to 1,000 funds. No account. No ads. Your data stays on your phone. FIVE QUESTIONS BEFORE YOU BUY • Does the company really make money? Ten years of revenue, profit and cash flow, margins and return on equity against the sector median — see whether results are growing or just look good for one quarter. • Is it drowning in debt? The full balance sheet, debt, liquidity, the Piotroski health score (9 yes-or-no tests) and the Altman bankruptcy risk — with the numbers behind them, not just a verdict. • What are the funds doing? Form 13F portfolios quarter to quarter: who bought, who sold, who opened a new position. On every company — how many institutions hold it. • Do insiders believe in it? Form 4 transactions, with purchases made with their own money separated from routine compensation. A notification when an insider of a company you own buys its shares. • How much upside do analysts see? The upside ranking: the distance from today's price to the average analyst target, for the companies you pick. FIND CANDIDATES Screener: 27 criteria in 10 groups and six one-tap strategies — Quality, Growth, Defensive, Dividend, Institutional pick, Strong fundamentals. The counter says "161 of 1,452 evaluated", not "161 results": a company without a filed statement cannot be judged, and the app says so. SEE WHETHER YOU BEAT THE MARKET Your portfolio across several brokerage accounts — US stocks plus ETFs and shares from exchanges worldwide — in your currency. Your result against the same purchases in the S&P 500 or Nasdaq 100: you see at once whether your picks beat the index. Dividend income forecast, import from your broker's file (XTB), price alerts, earnings calendar and a home screen widget. EVERY NUMBER IS CHECKABLE Tap a figure to see the formula, the statement lines and the filing behind it — with a link to the SEC EDGAR archive. Every screener criterion explains what it means, how to read it and what it quietly filters out. Finlume is an analytical tool. It is not investment advice, makes no price predictions and never tells you what to buy — it gives you the data so you decide yourself. FREE, ALWAYS All SEC data: 13F portfolios, statements, ratios, health score, insider transactions. Your portfolio with valuation and dividend forecast, the upside ranking, price alerts, watchlist, earnings calendar, backup. FULL VERSION — 30 DAYS FREE, THEN ONE PAYMENT Screener, portfolio chart and results against an index, CSV export, widget. No subscription. YOUR OWN API KEYS, OPTIONAL Quotes, analyst targets, non-US prices, price charts and AI summaries run on keys you enter yourself — the providers' free plans cover most features, and you pay them, not us. NINE LANGUAGES English, Polish, Spanish, Portuguese, German, French, Japanese, Chinese and Korean. Company and fund names are trademarks of their owners; Finlume is not affiliated with them. SEC EDGAR data is as current as what was filed; 13F portfolios show positions at the end of the previous quarter.