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ValueSense features - Stock watchlist

<– Back to the Knowledge Base The Stock Watchlist feature serves as a centralized hub for monitoring and analyzing your investment ideas and portfolio holdings. Located within the ValueSense Workspace, this comprehensive tool allows users to create multiple custom watchlists, track real-time performance data, and analyze stocks through various metrics

ValueSense features - Intelligent Universal Search

<– Back to the Knowledge Base The Intelligent Universal Search represents a fundamental breakthrough in financial data discovery. Unlike traditional ticker searches that simply direct users to company pages, ValueSense's Smart Search provides instant, comprehensive access to all platform features, metrics, ratings, and analyses through a single query.

ValueSense features - KPI & Segments Data for stocks

<– Back to the Knowledge Base The KPI & Segments Data feature provides comprehensive access to detailed operational metrics and business segment performance data. This feature enables deep analysis of company performance beyond traditional financial statements, offering granular insights into revenue streams, operational efficiency, and strategic business units. Access KPI

ValueSense features - AI-Powered Earnings Overview

<– Back to the Knowledge Base The AI-Powered Earnings Overview leverages advanced artificial intelligence and natural language processing to transform raw earnings call transcripts into actionable insights. This feature automatically analyzes, summarizes, and visualizes earnings data to provide investors with comprehensive, AI-driven understanding of company performance and strategic direction. AI-Powered

ValueSense features - Investor Relations Presentations & transcripts

<– Back to the Knowledge Base The Investor Relations Presentations & Transcripts feature provides integrated access to official company investor relations materials directly within ValueSense's stock analysis platform. This feature centralizes earnings call transcripts, investor presentations, and related IR content alongside core financial data, creating a comprehensive research

ValueSense features - Advanced stock charting

<– Back to the Knowledge Base Advanced Stock Charting in ValueSense provides powerful fundamental analysis capabilities, allowing users to visualize, compare, and analyze financial metrics with interactive charts. This feature focuses on fundamental analysis rather than technical price analysis, offering deep insights into company performance through comprehensive financial data visualization.

ValueSense features - Dashboards

<– Back to the Knowledge Base Dashboards in ValueSense allow users to create comprehensive analytical views by combining multiple saved charts into a single, cohesive presentation. This feature enables users to build narratives around their data analysis and share insights with the community. Stock Dashbaords Accessing Dashboards To access the

ValueSense features - Metric calculators

<– Back to the Knowledge Base Metric Calculators are analytical tools that provide instant, in-depth analyses for specific financial metrics for any publicly traded company. Instead of manual calculations, these tools generate comprehensive reports that help you analyze key financial indicators to make smarter investment decisions by providing automated data

ValueSense features - Advanced Stock Heatmap

<– Back to the Knowledge Base The Advanced Stock Heatmap is a powerful data visualization tool that provides an immediate, at-a-glance overview of entire stock market indices. Instead of sifting through tables of numbers, you can instantly see which stocks, industries, or sectors are performing well or poorly based on

ValueSense features - Overview templates

<– Back to the Knowledge Base Overview Templates unlock fast, insightful stock analysis with ready-made analytical frameworks that help you quickly evaluate any company. Instead of building dashboards from scratch, you can select from a comprehensive library of curated templates, each focusing on different aspects of financial analysis to provide

ValueSense Intrinsic Value Tools - Peter Lynch Charts

<– Back to the Knowledge Base Peter Lynch Charts provide a quick, visual assessment of a stock's current valuation relative to its own historical performance. This powerful tool compares a stock's market price to valuation bands calculated from its historical Price-to-Earnings (P/E) ratios, helping investors

ValueSense Intrinsic Value Tools - DCF Value Calculator

<– Back to the Knowledge Base The DCF Value Calculator is a comprehensive tool that determines the intrinsic value of a stock using a Discounted Cash Flow (DCF) model. It automates the complex calculations involved in projecting a company's future cash flows and discounting them back to present

ValueSense Intrinsic Value Tools - Discount Rate Calculator

<– Back to the Knowledge Base The Discount Rate Calculator is a specialized tool that determines a company's discount rate, which is a critical input for stock valuation models like Discounted Cash Flow (DCF) analysis. It calculates both the Weighted Average Cost of Capital (WACC) and Cost of

ValueSense Intrinsic Value Tools - Earnings Power Value (EPV)

<– Back to the Knowledge Base The Earnings Power Value (EPV) calculator is a conservative valuation method developed by Bruce Greenwald that estimates a company's intrinsic value based solely on its current, sustainable earnings without factoring in any future growth. This approach helps investors understand what a company