Stockpot

A personal stock analysis tool. Premium terminals charge for access to the same public SEC filings I can fetch myself.

Stockpot preview
The overview tab opens on a conviction score and the one-glance read: P/E, PEG, quality, 5-year price position, a return projection, and a margin-of-safety band. Every figure is computed by the API; the client only formats it.
The overview tab opens on a conviction score and the one-glance read: P/E, PEG, quality, 5-year price position, a return projection, and a margin-of-safety band. Every figure is computed by the API; the client only formats it.
The analysis tab has the investment thesis, analyst consensus with a target range, a three-scenario valuation lens, and the entry prices that decide when a stock is worth acting on.
The analysis tab has the investment thesis, analyst consensus with a target range, a three-scenario valuation lens, and the entry prices that decide when a stock is worth acting on.

About this project

FinanceCloudflare WorkersValuation ModelingWatchlist
I needed a way to classify stocks quickly without paying for a terminal subscription. The backend builds a multi-pillar ConvictionReport and uses expected return as the single source of truth for fair value, return bands, and investment thesis. An enrichments layer pulls in analyst consensus, dividend health, peer benchmarks, DuPont decomposition, Beneish M-Score, and about a dozen other signals, so a single ticker lookup gives me a full picture.
  • Implements niche valuation methods: Greenwald Owner Earnings and a custom Carrot Valuation
  • Multi-pillar ConvictionReport: quantitative score built from valuation, quality, momentum, and data-integrity pillars
  • Expected-return architecture: return bands, fair-value assessment, and investment thesis all derive from a single API-computed field
  • 5-Factor Deal Quality model to score competitive advantages
  • Reverse DCF calculator to surface the market's implied growth expectations for a ticker
  • Enrichments layer: analyst consensus, dividend signals, peer benchmarks, DuPont ROE, Beneish M-Score, and EPV among others
  • Edge computing via Cloudflare Workers with KV caching for instant lookups
  • Direct integration with SEC Edgar and Yahoo Finance for raw financial inputs
Stockpot screenshot 1