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Documentation Index

Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt

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Sourcetable’s fundamental analysis tools examine company financials to assess intrinsic value, growth potential, and investment quality.

Available analysts

Fundamental analyst

Evaluates core financial metrics — revenue growth, profit margins, return on equity, debt-to-equity, free cash flow, and earnings quality. Provides a comprehensive financial health assessment.

Factor analyst

Scores stocks across multiple quantitative factors — value, momentum, quality, size, and volatility. Identifies factor exposures and compares against benchmarks.

Value investor

Applies value investing principles — looks for stocks trading below intrinsic value using DCF analysis, P/E ratios, P/B ratios, and margin of safety calculations.

Growth investor

Identifies high-growth opportunities by analyzing revenue acceleration, market expansion, TAM, competitive moats, and reinvestment rates.

Contrarian investor

Finds opportunities where market consensus may be wrong — analyzes sentiment extremes, mean reversion signals, and overlooked catalysts.

Using fundamental analysis

Ask the AI assistant:
  • “Run a fundamental analysis on AAPL”
  • “Compare the value metrics of MSFT, GOOGL, and AMZN”
  • “Which S&P 500 stocks have the highest growth scores?”
  • “Analyze Tesla’s financial health and give me a buy/sell recommendation”
  • “Run a DCF analysis on Netflix with a 10% discount rate”

DCF analyst

The DCF (Discounted Cash Flow) analyst builds detailed financial models:
  • Projects future cash flows based on historical growth rates
  • Applies discount rates to calculate present value
  • Estimates terminal value
  • Provides a fair value range with sensitivity analysis