About Stocklore
A US public-company filing research tool
Feature details
Search & detail panel
Type a ticker (AAPL), company name (Apple), or sector into the search box to get a list of stocks. Click a stock to open a slide-out panel on the right with all of the following on one screen.
Price chart (1M · 3M · 6M · 1Y)
An SVG chart drawn in-house from daily closing prices via the Massive API. It's 15-min delayed data, suited for long-term trends; use your brokerage app for precise intraday prices.
Quarterly results bar chart
Quarterly revenue and EPS parsed from SEC EDGAR 10-Q/10-K filings, shown as bars. EPS consensus beats (green) and misses (red) are color-coded so you can quickly gauge earnings-quality consistency.
Six key financial metrics
PER, EPS (TTM), operating margin, FCF, debt ratio, and ROE parsed directly from SEC EDGAR. Next to each metric we show the difference vs the sector average (%p) and the relative rank within the sector (roughly top 10–25%). Sector averages are hard-coded reference values per major sector such as semiconductors and software.
Technical indicators (RSI · MACD · Bollinger Bands · moving averages · 52-week position · 20-day momentum)
Computed by Stocklore from one year of daily closes. We don't use any external technical-indicator API. We show calculated states such as moving-average relationships (MA20·MA50), RSI values, and the 52-week range — for reference, not as a trading judgment. Formulas are on the Methodology page.
Investor checklist (pick from 5 institutions)
Pick one of Seth Klarman, Warren Buffett, Ray Dalio, Stanley Druckenmiller, or ARK Invest, and we score the current stock against that institution's criteria. The source of each threshold (books, interviews, reverse-engineering) is detailed on the Methodology page. We show a grade based on the share of criteria passed, and institutions actually holding the stock get a green dot on their chip.
DCF estimate (based on your inputs)
Adjust growth rate, discount rate, and terminal P/E with sliders to compute a DCF estimate in real time. It's a simple model value based on your inputs — not a target price, fair value, or investment advice.
13F holder links
A list of well-known investors holding the stock, with their position changes (new, added, trimmed, unchanged), is shown at the bottom of the panel.
In-depth analysis — change-detection layer
This is Stocklore's core differentiator. Rather than just listing individual numbers, we build meaning from the relationships between metrics and changes over time. While others show the current snapshot, Stocklore also shows 'what has changed.' Everything is factual description, not a buy/sell recommendation. All the interpretations and insights below are free (the only Pro difference is convenience features like save limits and alerts).
At a glance — analysis summary
We gather one representative conclusion from each layer below and summarize them at the top of the stock detail. They're classified as worth-watching, above-benchmark, or for-reference, so you can see what to note about this company on one screen.
Contextual reading (metric cross-reads)
Like 'ROE is high, but is that from the business or from debt (leverage)?', we conditionally describe how the level of one metric changes the meaning of another. You see all 7 SEC-XBRL-based cross rules and their basis for free.
Earnings & financial quality
Deeper metrics for 'is this profit real?' — FCF conversion, SBC intensity (share of stock-based comp), net debt/EBITDA, plus accruals, ROIC, and buyback trends, all for free. We also show the actual numerator/denominator amounts and the assessment thresholds.
Cash-change breakdown
We break down 'why did cash fall (or rise)?' into operating, investing, and financing using the SEC cash-flow statement. It distinguishes a loss-driven decline from spending on investment or shareholder returns. Amounts by item (buybacks, dividends, CapEx, M&A, debt) are free too.
Risk-factor changes (10-K diff)
We compare the risk items a company writes each year in its 10-K (annual report) against the prior filing to show what was newly added, removed, or revised. The original English SEC text is provided alongside an AI translation. The change summary and the full previous→current text are free.
Adjusted (Non-GAAP) detection
We detect whether a company reports Adjusted (non-GAAP) metrics in its earnings release in addition to GAAP, and what it excludes from costs. We cross-reference that effect with our computed SBC intensity.
Quarterly results trend
Rather than individual quarterly numbers, we cross the direction of revenue growth and operating margin to describe what phase it's in (efficiency, investment, joint improvement, slowdown). We compare using medians so a one-off quarter doesn't skew it.
Multiple valuation what-if (Analysis tab)
Change an assumed price with a slider to see how PER, EV/EBITDA, and PSR change. We also interpret what that price assumes.
Watchlist & filters
Manage stocks you've starred in one table. Add a filter and its metric column appears automatically, so you can compare many stocks at a glance.
16 financial filters
Filter by PER, PBR, EPS (TTM), operating margin, net margin, ROE, ROA, FCF, debt ratio, current ratio, revenue growth, EPS growth, market cap, RSI, beta, and dividend yield. RSI, beta, and dividend yield need a separate data source and are currently in preparation.
Save filter presets
Save filter combinations like 'Warren Buffett style' or 'high-growth tech' under a name and recall them anytime. Up to 3 on the free plan, 10 on Pro.
Filter combinations
We provide 16 filter combinations by category, such as stable, balanced, aggressive, and special situations. Apply one instantly with a single button.
Tag system
Add custom tags (e.g., AI, high-dividend) to stocks and filter by tag. Useful for organizing your watchlist with your own taxonomy.
Investor-criteria filter (19 investors)
Shows only stocks that meet all of the public criteria (checklists) of 19 investors such as Warren Buffett and Peter Lynch. It's a public-data 'meets-the-criteria' check only — not the investor's actual trading judgment or a recommendation — and each criterion's source is noted on the Methodology page.
Earnings calendar
Shows the expected next earnings date of your watchlist stocks in a calendar. Estimated as the last earnings date + 91 days, which can differ from the actual schedule by ±2 weeks.
13F tracker
We parse the 13F-HR filings submitted quarterly to the SEC to track the portfolios of 35 institutions (well-known investors). This feature is Stocklore's core differentiator.
35 institutions · 4 groups
Tracked in four groups: Value & Activist (Buffett, Ackman, Klarman, Icahn, Elliott, Greenlight and 12 total), Macro & Contrarian (Tepper, Druckenmiller, Dalio, Soros, Burry and 7), Growth & Thematic (ARK, Tiger Global, Coatue, Viking, SoftBank and 8), and Institutional · PE · Sovereign (Apollo, Carlyle, Oaktree, Saudi PIF, Temasek and 8).
Position-change display
New buys, share increases, share decreases, and unchanged vs the prior quarter are shown as color badges (the actual trading signal is based on share count). Quarterly weight trends are shown as a Sparkline mini-chart so you can read the trend.
Data delay
SEC 13F filings are due within up to 45 days after quarter end. So the portfolio shown can differ from the actual current position by up to 45 days plus a quarter (3 months).
Watchlist integration
Click a stock on an investor's page to add it to your watchlist or open the detail-analysis panel.
Stock comparison
Pick two stocks from your watchlist to compare financial metrics and quarterly-results trends side by side.
Butterfly bar chart
Revenue growth, operating margin, net margin, ROE, ROA, debt ratio, and current ratio are shown as a butterfly chart extending both ways from the center. The +/- ratio vs the sector average is shown too.
Quarterly-trend line chart
A line chart overlaying the two stocks' quarterly revenue and EPS, so you can see at a glance when the gap started widening.
Metric-combination reading
We analyze profitability, growth, and financial-health patterns to give tags like 'high-return growth stock' or 'financially stable company,' and to lay out — rule-based — which axis (value, growth, profitability, stability) the two stocks differ on and what the metric combination means. All factual description, provided free.
Portfolio builder
Pick an example mix (stable, balanced, aggressive) to see a typical sector-weight example. Adjust weights with sliders, select stocks, and enter an investment amount to compute the expected allocation. It's not investment advice recommending specific stocks, amounts, or weights — it's a simulator you build yourself.
Portfolio evaluator
Scores your current portfolio on five items (profitability, growth, financial health, sector diversification, valuation).
Return tracking (Pro)
Enter purchase price and quantity to compute current P&L and performance vs the S&P 500. Coming on the Pro plan.
Data sources & limitations
Prices · charts · snapshots
15-min delayed real-time · 5 years of daily bars · major US exchanges (NYSE·NASDAQ·AMEX·Arca)
Financial metrics · quarterly results · EPS
Parsed from 10-Q / 10-K · US GAAP basis · updated quarterly
Institutional portfolios (13F)
13F-HR XML parsing · up to 45-day delay after quarter end · filing required for managers over $100M
RSI · MACD · Bollinger Bands · moving averages
Computed by Stocklore from one year of daily closes · formulas on the Methodology page
DCF estimate
EPS (TTM) uses SEC EDGAR parsed values · slider parameters are set by you
Dividend data
ETF dividend history · yield computed from the trailing 12 months
15-min delayed prices
Prices shown are 15-min delayed, not real-time. For an accurate live price and to trade, always use your brokerage app. Use Stocklore prices only for long-term trends, PER calculation, and the like.
Limited data for IFRS companies
SEC EDGAR is based on US GAAP filings by US companies. Foreign ADRs like Samsung Electronics or TSMC report under IFRS in local currency, so their metrics may be missing or inaccurate.
Some stocks have no data
Small-cap, newly listed, or SPAC stocks may have no financial filings or a different parsing format, so they can show as —.
Sector-average basis
Sector-relative metrics are reference values set from representative companies in each sector. They aren't a live full-sector average, and the reference figures are reviewed and updated periodically.
Free plan · Pro plan
FeatureFreePro
All financial metrics (PER · EPS · operating margin · FCF · debt ratio · ROE)✓✓
Technical indicators (RSI · MACD · Bollinger Bands · moving averages)✓✓
Sector-relative metrics + rank within sector✓✓
13F institutional tracker (all 35 institutions)✓✓
Investor checklist scoring (19 investors)✓✓
DCF estimate (based on your inputs)✓✓
In-depth analysis & insights (metric cross-reads · earnings/financial quality · cash/risk changes · segment revenue · 13F synthesis)✓✓
Save to watchlist1030
Save filter presets310
Active metric filters at once47
Stock tags1 per stock3 per stock
Condition alerts (based on RSI · price · financial change)—✓ Pro
13F new-buy alerts—✓ Pro
Portfolio return tracking (P&L · vs S&P 500)—✓ Pro
Preset condition alerts (when a watchlist stock newly meets the conditions)—✓ Pro
Free features will not be reduced going forward. Pro is offered only as added value. The Pro plan is in preparation.
Feedback & contact
Bug reports, feature ideas, data-error reports, questions about investor-checklist criteria — anything is welcome. As a solo project, replies may be slow, but every email is read.
The fastest way is to send feedback right inside the app. Once signed in, a single line is enough, and we reply to your sign-up email. You can also email us directly: [email protected]
Stocklore is not an investment adviser and does not provide personalized investment advice. All data, metrics, checklists, and DCF estimates provided are for reference only — no trade recommendations or target prices. Investment decisions and their outcomes are entirely your own responsibility.