Stock & Investment Analyzer

Enter your stock data manually — no API key required. Fill in as many fields as you have, then click Analyze.

Company Information

Historical Price Data

Paste CSV (Date, Price, Volume) or add rows manually. Volume is optional.

DateClose Price ($)Volume (opt.)

Fundamental Metrics

Enter as many metrics as available. Fields left blank will be skipped in the analysis.

Pricing

Valuation

Growth & Profitability

Financial Health & Income

Annual Report / Financial Statements

Enables 3-Statement · DCF · Comps

Upload an annual report PDF — the app will extract revenue, net income, EBITDA, cash flow, and balance sheet figures automatically. Or use the fallback tab to paste a manual CSV if you prefer.

Drag & drop an Annual Report PDF here

or

You can also click here and press Ctrl+V to paste a copied PDF file

Works with 10-K, 10-Q, Annual Reports, and most earnings PDFs

What gets extracted automatically:

  • Revenue & Revenue Growth
  • COGS, Gross Profit & Gross Margin
  • EBITDA & EBIT
  • Depreciation & Amortization
  • Net Income & EPS
  • Cash, Total Assets & Total Debt
  • Stockholders' Equity
  • Operating Cash Flow & CapEx

Best results with PDFs from SEC EDGAR, company IR pages, or Bloomberg. Scanned image PDFs are not supported.

Paste a CSV where each row is one fiscal year. Required: Year, Revenue.

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No Analysis Yet

Head to the Data Input tab, fill in your stock data, and click Analyze.

AI

Hello! I'm your InvestIQ assistant. I can help you analyze stocks and investments based on the data you enter.

To get started, go to the Data Input tab, fill in your stock information, and click Analyze. Then come back here to ask me anything.

You can ask me about valuation, risk, trends, financial health, dividends, and more.

Financial Models

Three-statement model, DCF valuation, and trading / precedent transaction comparables — all driven by your uploaded financial data.

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No Financial Data Loaded

Upload or paste a financial statements CSV on the Data Input tab, then return here.

No Annual Report Loaded

Upload a company's annual report PDF on the Data Input tab to unlock the Report Chat. You can then ask anything about what's in the report — business highlights, management commentary, risks, strategy, and more.