Insight Studio

What do you want to analyse?

Start with a company or stock idea. More analysis categories can be added here later.

Stock analysis starter

Investment analysis

Search by company name or ticker, choose the correct market listing, then add up to five entry points to estimate DCA and build a plain-English stock snapshot.

Company name or ticker

Selected listing No ticker selected yet Search and choose the correct market listing.

Current price – Live quote source loads after selection.

1-year movement – Trend range appears here.

Date enteredEntry priceQuantityCost

Total invested$0

Total quantity0

DCA average–

Unrealised result–

Technical trendWaiting for ticker

Company profile

Search and select a ticker to load company, ticker, market, sector and industry context.

Quote pulse

Current price, day range, market and quote metadata appear after selection.

Share movement

One-year change and position inside the observed range update from live chart data.

Technical trend

Moving-average and momentum-style readouts update from the selected ticker.

Range context

The high-low range card helps show whether price is near the top, middle or lower end.

Volatility / drawdown

Daily volatility and worst drawdown are estimated from historical closes.

Volume activity

Latest volume is compared with recent average volume when the source provides it.

Position / DCA mirror

Saved position rows on this device feed the DCA and unrealised movement view.

Valuation / fair value

P/E, P/S, EV/EBITDA and fair value assumptions can plug into this widget next.

Factor grades

Momentum is available now; value, growth and profitability grades need fundamentals.

Analyst / earnings

Targets, EPS surprises, upgrades and earnings dates are reserved for analyst feeds.

Insider / alternative signals

Insider trades and alternative datasets can be connected later without a local ticker database.

Peer / sector context

Peer comparison and sector ranking can be added through an on-demand screener source.

Plain-English summary

The summary updates after quote, trend, volume and position data loads.

Business performance

Reporting period

Select a company above to view its financial results.

Investments & capital allocation

Select a company to see its reported investment and spending figures.

Investment balances and cash flows describe the company’s finances, not your share-price return. They do not identify every subsidiary or portfolio holding. Negative cash-flow values indicate outflows.

Company events

Event type

Select a company to load its dated disclosures and shareholder events.

SEC dates are filing dates. Item 5.02 can concern appointments, departures or compensation; open the filing for names and effective dates. The calendar shows recorded events, not a forecast of future earnings dates. Coverage depends on the listing and source.

Market data is requested through a WordPress proxy and cached briefly; financial results can be cached for up to six hours. Recent tickers and position rows are remembered only in this browser on this device. This is educational information, not financial advice.

Company profile Market cap, employees, sector, headquarters and countries served.

Share movement Current price, selected-period change, high/low range and volume context.

Financial picture Revenue, profit/loss, quarterly movement and year-on-year comparison.

Plain-English readout Charts explained in simple language without buy/sell recommendations.

Profit analysis

How much money is the business really making?

Start with revenue, expenses and profit, then drill into customers, products, employees, locations, cash flow, refunds, taxes, inventory and time trends.

Customers / clients Average spend per client Sales shown in system Total expenses / bills Refunds / returns Unpaid invoices Cash in bank Tax collected / owed Inventory value Number of sales

Business mirror

Enter whatever numbers you know. The tool will calculate what it can and flag mismatches.

Total revenue$0Money coming in

Total expenses$0Money going out

Net profit$0Revenue minus expenses

Profit margin0%Net profit / revenue

Sales0Completed transactions

Customers0Unique customer count

Expected revenue$0Clients multiplied by average spend

Revenue gap$0Expected revenue minus visible sales

Year-over-year mirror

Compare up to five years

Enter the yearly numbers you know. Empty fields are treated as unknown, and the graphs update locally in the browser.

Years to analyse

YearRevenueExpensesProfitCustomersSales

Fill at least two years to see trend warnings.

Revenue

Expenses

Profit

Profit margin

Customers / sales

RevenueTotal, hourly, customer, product, employee, location, channel and payment method.

ExpensesRent, wages, contractors, inventory, utilities, fuel, marketing, insurance, software, taxes and fees.

ProfitGross profit, net profit, operating profit, margin and profit trend.

SalesSales count, completed, pending, returned, cancelled and average order value.

CustomersNew, returning, lost, high-value, low-value, average spend and purchase frequency.

Products / servicesBest sellers, worst sellers, most profitable, least profitable, refunded and seasonal items.

EmployeesSales, revenue, profit, jobs completed, hours worked, conversion and productivity.

TimeToday vs yesterday, week vs week, month vs month, year over year and seasonal peaks.

Cash flowMoney received, money paid, invoices, bills due, cash in bank and daily movement.

Outstanding moneyUnpaid invoices, late payments, customer debt, supplier debt and overdue invoices.

InventoryInventory value, fast-moving items, slow stock, dead stock, shortages and turnover.

PricingAverage selling price, discounts, coupons, margin after discount and price changes.

Refunds / returnsRefund amount, refund rate, return reasons, trends and products with highest refunds.

TaxesGST/VAT collected, tax payable, tax paid, payroll tax and income tax estimate.

ForecastingRevenue, expenses, profit, cash flow and inventory forecast starters.

Business health KPIsMonthly revenue, expenses, profit, growth, churn, burn rate, runway and break-even.

Drill-down dimensionsTime, customer, employee, product, service, supplier, location, channel, campaign and region.

Upload CSV CSV or JSON API link

Rows0

Columns0

Numeric0

Dates0

Categories0

Missing cells0

Suggested views

Load data and the tool will suggest sensible charts from the columns it detects.

Chart type X column Y column Aggregation

Data preview

Waiting for data.