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Stock Snapshot

Review the market and company inputs for a stock you selected.

Comes with: Professional Trading Masterclass: Stocks tools

Using the Stock Snapshot

Stocks tools: PTM

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Illustrative example, not current market data

This is a preview, so every field and button below is switched off and the figures stay as they are. They all work once your access is verified.

Example

Illustrative example, not current market data.

One name at a time. This is a lookup, not a screener, so it will not rank or find candidates.

Fundamentals

SEC EDGAR company facts (annual filings)

Apple Inc. · the latest annual filing, compared with the year before it

Piotroski F-score components met: 7 of 9 This is a published academic checklist (Piotroski, 2000), not a recommendation.

  • Positive return on assets last financial year
    yes
  • Positive operating cash flow last financial year
    yes
  • Return on assets higher than the year before
    yes
  • Operating cash flow exceeded net income last financial year
    yes
  • Long-term debt (relative to assets) lower than the year before
    yes
  • Current ratio higher than the year before
    no
  • No net new shares issued versus the year before
    yes
  • Gross margin higher than the year before
    yes
  • Asset turnover higher than the year before
    no

Trend

Daily EOD data

Price, moving averages and relative line

252 trading sessions

Illustrative example, not current market data. The horizontal axis counts trading sessions rather than calendar dates, because the example is not a real market period.

AAPL closing prices over 252 trading sessions, 252 sessions, on split and dividend adjusted closes. The close moves from 182.07 to 192.03, a change of +5.47 per cent. The 50-day average is drawn across 251 of the 252 sessions, ending at 191.71. The 200-day average is drawn across 101 of the 252 sessions, ending at 185.13. Rebased to 100 at the start of the window, AAPL ends at 105.5 and XLK ends at 110.2. The relative line, AAPL against XLK and also starting at 100, ends at 95.7, covering 252 of the 252 sessions.
Last close
192.03
vs 50-day MA
+0.17%

MA 191.71

vs 200-day MA
+3.73%

MA 185.13

Relative return vs sector ETF XLK

HorizonAAPLXLKRelative
3 months+1.20%+1.69%-0.49%
6 months+8.00%+3.68%+4.32%
12 months+5.71%+10.35%-4.64%

Moving averages and returns are lagging measures of past prices from daily EOD data. They are not signals or predictions, and nothing here is a recommendation. The chart draws a line only where the history behind it exists: the 200-day average starts once 200 sessions sit behind a point, and a session the benchmark did not trade leaves a gap instead of a joined-up guess.

What this tool does

Review the market and company inputs for one US-listed stock: its SEC-filed fundamentals checklist, and how its price sits against its moving averages and its sector ETF.

The full instructions, and the definition and limit of every number it produces, open with the tool itself.

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