Report Insights
Deep dive into the actionable insights, analytics, and intelligence delivered by Grade My Investments reports.
flowchart LR
FMP[(FMP API<br/>13 endpoints)]:::ext
TREND[Trend Analysis<br/>Revenue - Equity<br/>Net Income - Debt<br/>Cash Flow]:::app
PROJ[Forward Projections<br/>PE - Margin Trajectory<br/>Cash Runway<br/>Dividend Yield]:::app
MLFC[ML Forecasts<br/>Revenue - Debt<br/>Cash Flow - Equity<br/>Health Score - Sentiment]:::svc
BADGE[Health Badges<br/>Unprofitable - Persistent Losses<br/>Cash Positive]:::sec
RTYPE{Report Type}:::app
GLOB[Global Stats<br/>Combined - Target<br/>Per-List]:::data
SYM[Per-Symbol Report<br/>12 worksheets]:::data
MLOUT[ML Forecasts Report<br/>6 worksheets]:::data
FMP --> TREND
FMP --> PROJ
FMP --> MLFC
TREND --> BADGE
TREND --> RTYPE
PROJ --> RTYPE
MLFC --> MLOUT
BADGE --> RTYPE
RTYPE --> GLOB
RTYPE --> SYM
classDef app fill:#1f2630,stroke:#C0894E,color:#F3EFE8;
classDef svc fill:#241c14,stroke:#E2B583,color:#F3EFE8;
classDef data fill:#22201a,stroke:#C0894E,color:#EBD3AE;
classDef ext fill:#1b1f27,stroke:#5A616B,color:#C4C0B8;
classDef sec fill:#1d2733,stroke:#5cc8e0,color:#eafaff;
Report Overview
The report generator alpha console program outputs a set of Excel and JSON files for further processing by report analysts and technology tools. All reports output by Grade My Investments tell part of the story about the stock symbols you select to report over.
Why Excel? Excel is the tool of finance. It provides the language of numbers and the ability to further process numbers.
Data Sources
We use 13 endpoints from FMP to download comprehensive data including:
- Historical stock prices
- Company information
- Balance sheets (yearly and quarterly)
- Cash flow statements (yearly and quarterly)
- Income statements (yearly and quarterly)
- Key metrics and analyst recommendations
- Price targets
- Upcoming earnings
Trend Analysis - Your Friend
The primary processing output of all reports is to figure out the trends of how well an investment has performed over its history.
Key Trend Indicators We Track:
- Is revenue increasing?
- Is net income increasing?
- Is debt going down or up?
- Is equity going up or down?
Identifying trends is a very powerful tool for finding the best stocks to invest in. Every Excel report we generate has multiple tables along with charts that tell a visual story of the numbers in the data.
Forward Projections
Trend analysis answers "what has happened?" Forward projections answer "what comes next, if today's behavior holds?" Every per-symbol report now includes a suite of projection charts and Excel sheets that extrapolate the company's recent operating cadence into the future.
Per-Symbol Projection Charts
- Quarterly P/E Projection — projects how the price-to-earnings ratio evolves quarter-by-quarter at the current price.
- 4-Multiple Valuation — overlays projected price targets at 10×, 15×, 20×, and 25× P/E so you can see what the company has to earn to justify a re-rating.
- Margin Trajectory — projects gross, operating, and net margin paths from recent quarterly trends.
- Cash Runway — projects months of operating cash remaining at current burn rate.
- Dividend Yield Projection — projects forward yield based on the dividend cadence and current share price.
- Quarters-to-Justify-PE — calculates how many quarters of current earnings growth are required to grow into the current valuation.
Forward Projection Excel Sheets
Every per-symbol Excel workbook now includes 4 dedicated projection sheets driven by the shared ProjectionCalculator, alongside the historical sheets. The HTML version of the per-symbol report has been brought to dashboard parity, so what you see in the web app matches what is exported.
ProjectionCalculator drives the web dashboard, the MAUI app, and the Excel reports — so projections never diverge between surfaces.
Stock Health Badges & New Metrics
The reports now ship with an at-a-glance badge system that summarizes a stock's financial health without requiring a deep read of the numbers:
- ❗ Unprofitable — flags companies operating at a loss.
- Persistent Losses — red-tier flag for companies with sustained unprofitability.
- Cash Positive — green sub-badge for companies generating positive operating cash flow.
Badges appear consistently across the web dashboard, the MAUI mobile app, and Excel reports. Alongside the badges, the reports now compute and surface 10 additional value, quality, and safety metrics drawn from the underlying financial statements.
Global Statistics Combined Report
This report combines all the data retrieved and processed from all symbol lists selected in the report job.
Excel Tabs:
| Tab Name | Key Columns |
|---|---|
| CombinedAnalysis | Symbol, Portfolio %, TotalValue, YearsCalc, Revenue%, Technical%, Equity%, Net Income%, CashFlow%, Debt%, Market company |
| RevenueAnalysis | Symbol, Revenue Growth%, YearsCount, Avg Per Year, Trend Increasing |
| TechnicalAnalysis | Symbol, All Time Growth%, Last 12 Months%, Avg Per Day, Avg Per Year, Avg Per Month (includes growth chart by symbol) |
| EquityAnalysis | Symbol, Equity Growth%, Years Count, Avg Per Year, Trend Increasing |
| NetIncomeAnalysis | Symbol, Net Income Growth%, Years Count, Avg Per Year, Trend Increasing |
| CashFlowAnalysis | Symbol, Cash Flow Growth%, Years Count, Avg Per Year, Trend Increasing |
| DebtAnalysis | Symbol, Debt Growth%, Years Count, Avg Per Year, Trend Increasing |
| MarketCapAnalysis | Symbol, Market Cap (includes market cap chart) |
| ProjectedAnalysis | Symbol, Position Value, Current Price, Sentiment Score, 3m/6m/12m/Year End Projections Shows projections if you invest $10k per symbol, includes total column |
Global Statistics Target Report
This report also combines all data retrieved and processed from all symbol lists selected in the report job.
Excel Tabs:
| Tab Name | Key Columns |
|---|---|
| RevenueAnalysis | Symbol, Revenue Growth%, YearsCount, Avg Per Year, Trend Increasing |
| TechnicalAnalysis | Symbol, All Time Growth%, Last 12 Months%, Avg Per Day, Avg Per Year, Avg Per Month (includes growth chart) |
| EquityAnalysis | Symbol, EquityGrowth%, YearsCount, Avg Per Year, Trend Increasing |
| NetIncomeAnalysis | Symbol, Net Income Growth%, YearsCount, Avg Per Year, Trend Increasing |
| CashFlowAnalysis | Symbol, Cash Flow Growth%, YearsCount, Avg Per Year, Trend Increasing |
| DebtAnalysis | Symbol, Debt Growth%, YearsCount, Avg Per Year, Trend Increasing |
| Market Cap Analysis | Symbol, Market Cap (includes market cap chart) |
Symbol List Global Statistics
This report combines all data retrieved and processed for a given symbol list. This way users can create custom symbol lists and only compare that given data.
Excel Tabs:
| Tab Name | Key Columns |
|---|---|
| RevenueAnalysis | Symbol, Revenue Growth%, YearsCount, Avg Per Year, Trend Increasing |
| TechnicalAnalysis | Symbol, All Time Growth%, Last 12 Months%, Avg Per Day, Avg Per Year, Avg Per Month |
| EquityAnalysis | Symbol, EquityGrowth%, YearsCount, AvgPerYear, Trend Increasing |
| NetIncomeAnalysis | Symbol, Net Income Growth%, YearsCount, AvgPerYear, Trend Increasing |
| Cash Flow Analysis | Symbol, Cash Flow Growth%, YearsCount, AvgPerYear, Trend Increasing |
| DebtAnalysis | Symbol, DebtGrowth%, YearsCount, AvgPerYear, Trend Increasing |
| Market Cap Analysis | Symbol, Market Cap (includes market cap chart) |
| ProjectedAnalysis | Symbol, Position Value, Current Price, Sentiment Score, 3m/6m/12m/Year End Projections Shows projections if you invest $10k per symbol, includes total column |
Per Symbol Report
The per symbol report is generated for an individual stock symbol.
Excel Tabs (12 worksheets per symbol):
| Tab Name | Key Data |
|---|---|
| CompanyInfo | Symbol, Company Name, Industry, Sector, Exchange, Country, Website, Description, CEO, Full Time Employees |
| HistoricalPrices | Date, Open, High, Low, Close, Adj Close, Volume |
| IncomeYearly | Date, Period, Revenue, Cost of Revenue, Gross Profit, Operating Expenses, Operating Income, Net Income, EPS, EPS Diluted, EBITDA Includes income chart over years |
| IncomeQuarterly | Same as IncomeYearly Includes quarterly income chart |
| BalanceYearly | Date, Period, Total Liabilities, Total Equity, Cash and Cash Equivalents, Total Current Assets, Total Current Liabilities, Long Term Debt, Total Debt |
| BalanceQuarterly | Same as BalanceYearly |
| CashFlowYearly | Date, Period, Net Income, Operating Cash Flow, Investing Cash Flow, Financing Cash Flow, Free Cash Flow, Capital Expenditure, Net Change in Cash Includes cash flow yearly chart |
| CashFlowQuarterly | Same as CashFlowYearly Includes cash flow quarterly chart |
| KeyMetrics | Date, Revenue Per Share, Net Income Per Share, Operating Cash Flow Per Share, Free Cash Flow Per Share, Book Value Per Share, PE Ratio, Debt to Equity, ROE, ROA |
| AnalystRecommendations | Date, Analyst Ratings Buy, Analyst Ratings Hold, Analyst Ratings Sell, Analyst Ratings Strong Buy, Analyst Ratings Strong Sell |
| PriceTargets | Published Date, Analyst Name, Analyst Company, Price Target, Adj Price Target, Price When Posted |
| UpcomingEvents | Date, Symbol, EPS, EPS Estimated, Revenue, Revenue Estimated, Fiscal Date Ending |
ML Forecasts Report
Grade My Investments includes a machine learning report (ml-forecasts.xlsx) powered by Microsoft ML.NET that generates predictive analysis for all symbols in the job.
ML Excel Tabs:
| Tab Name | Key Data |
|---|---|
| Revenue Forecast | Symbol, 4-period revenue forecasts with upper/lower confidence bounds |
| Debt Forecast | Symbol, 4-period debt forecasts with confidence intervals |
| Cash Flow Forecast | Symbol, 4-period cash flow forecasts with confidence intervals |
| Equity Forecast | Symbol, 4-period equity forecasts with confidence intervals |
| Health Score | Symbol, composite health score, anomaly detection results (is anomaly, raw score, magnitude) |
| Sentiment Forecast | Symbol, 4-period sentiment forecasts based on price action analysis |
Also generated as an HTML report and a ml_forecast_data.json file for programmatic access.
Position Reports
Portfolio Position Tracking
Grade My Investments now supports position reports, allowing users to enter their stock holdings with share counts and cost basis. This data feeds directly into the Projected Analysis tab in symbol list reports, enabling personalized investment projections.
- Enter positions with symbol, number of shares, and cost basis
- Create multiple position reports for different portfolios
- Projected Analysis uses position data for personalized growth projections
- Track portfolio weightings and rebalancing opportunities
- Available in both Client Web and Admin Web applications
Investment Philosophy
Do you have a stud or a dud?
Investing is a hard numbers game. Do you have stocks that perform fiscally well or do you not? When investing you want your money to grow and our tool helps you find the winning stocks.
Report Stats
- Data Endpoints:
13 FMP endpoints - File Outputs:
Excel, HTML, and JSON formats - Processing:
Trends, growth rates, comparisons - Visualization:
Charts for every data table
Key Metrics Tracked
Trend analysis focus areas:
- Revenue Growth %
- Net Income Growth %
- Equity Growth %
- Cash Flow Growth %
- Debt Growth %
- Technical Performance
- Market Cap Analysis
- Projected Returns
AI Integration Tip
Upload your Grade My Investments Excel reports to Claude AI for:
- Stock ratings and analysis
- Company efficiency insights
- Investment recommendations
- Portfolio optimization suggestions
Successfully tested by Leopard Data team!