Audit your portfolio

Paste the companies you own. We read the accounts they filed with the SEC and tell you which of the tests value investors published each one meets today, which it does not, and which figures we could not read, with the reason for every blank.

Ticker symbols, separated however you like, up to 25 at a time. No account, no email, and no share counts: this reads the symbols and nothing else.

How to read the answerFive rules
Coverage comes before the result
The answer says first how many of your symbols it could measure and names every one it could not, with the reason. A symbol we hold nothing for is reported as exactly that. Nothing quietly disappears from a list of your own companies.
A figure we cannot read stays blank
It is never read as zero and never guessed. A test that needs it comes back incomplete, which is neither met nor failed, and the figure is listed with the reason it could not be read. A bank does not report a gross margin, and that is how a bank presents its accounts rather than a gap in ours.
There is no portfolio score
Counts, per test, with the unmeasurable ones named beside them. A single figure would have to decide that meeting one investor’s criteria and meeting another’s are worth the same, and decide what an incomplete contributes. Neither has an answer, so neither is invented.
Nothing here is weighted
The tool never asks how many shares you hold, so look-through earnings, position weights and any concentration measured by value are left out and said so. A weight you did not give us would describe a portfolio you do not own.
Up to 25 companies at a time
A longer list is refused rather than trimmed, because a list whose tail is silently dropped still reads as an answer about the whole portfolio.

Computed from annual accounts filed with the SEC: a computation on public filings, not a recommendation, and not advice. Past filings do not indicate future results. See the risk disclaimer.

Measurement on these pages

We would like to load Google Analytics and Microsoft Clarity here, to see which pages get read and which links bring people here. Clarity records how these pages are used; Google also counts the signup, sign-in and checkout steps. They store cookies, so we ask first: nothing loads until you answer, nothing runs inside the product, and the site works the same either way. What each one collects.