About Stocklore
A US public-company filing research tool
Stocklore keeps getting better. See the changelog →·See the roadmap →
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 · 5Y)
A chart drawn from daily closing prices. Moving averages are drawn to match the range, and earnings dates and the points where risk factors changed appear as marks on the chart. You can also draw your own lines. Prices are delayed 15 minutes, so use this for trend context and your broker app for exact current prices.
Results bar chart
Revenue and EPS parsed from SEC filings, drawn as bars. Revenue shows the change versus the same period a year earlier (%), and EPS is colored for profit (green) or loss (red). Companies that file quarterly figures are shown by quarter; companies that file once a year — mostly those based outside the US — are shown by year, and the screen says which one you are looking at. (Figures are what was filed, not analyst consensus.)
Six key financial metrics
P/E, EPS (TTM), operating margin, FCF, debt ratio and ROE are parsed directly from SEC EDGAR. Next to each metric we show the actual gap from the sector reference (%p or x). The sector reference is the median of that sector’s representative stocks (up to 15), calculated weekly, and we print the sample size and as-of date beside it. With a sample that small we show the gap from the reference rather than a percentile ("top X% of the sector").
Technical indicators (RSI · MACD · Bollinger Bands · moving averages · 52-week position · 20-day momentum)
Calculated by Stocklore from one year of daily closes. Moving-average relationships (MA20 · MA50), RSI values and the 52-week range are shown as calculated states, for reference rather than trading decisions. Formulas are on the methodology page.
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
Meaning is built from how metrics relate to each other and how they move over time. Alongside the current value, we show what changed. Everything is factual description, not a recommendation to buy or sell. All of the interpretations below are free (Pro differs only in conveniences such as saving 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 P/E, EV/EBITDA, and P/S 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.
21 metric filters
Filter by P/E, P/B, EPS (TTM), operating margin, net margin, ROE, ROA, FCF, debt ratio, current ratio, revenue growth, EPS growth, market cap, RSI, dividend yield, MA20 gap, MA50 gap, Bollinger position and 52-week position. Click a metric column header to sort by it.
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 from when the company reported the same quarter a year earlier — not a date the company has confirmed.
13F tracker
We parse the 13F-HR filings submitted quarterly to the SEC to track the portfolios of 52 institutions (well-known investors).
52 institutions · 4 groups
Tracked in four groups: Value & Activist (Buffett, Ackman, Klarman, Icahn, Elliott, Greenlight and 17), Macro & Contrarian (Tepper, Druckenmiller, Dalio, Soros and 6), Growth & Thematic (ARK, Tiger Global, Coatue, Viking, SoftBank and 15), and Institutional · PE · Sovereign (Apollo, Carlyle, Oaktree, Saudi PIF, Temasek and 14).
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 benchmark 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
Build a portfolio by adding any stock — from your watchlist or any ticker — by amount or weight. Enter a purchase price to also see your P&L versus cost and the past year's market move. It's not investment advice recommending specific stocks, amounts, or weights — it's a tool you build yourself.
Cross-holding lenses
Surfaces hidden overlaps and tilts that only show once you combine several holdings — sector concentration, institutions holding several of your names, style tilt, and lead-segment exposure. By dimension, with no overall grade.
Quarterly review
Records your holdings each quarter so you can look back at what you added or dropped and how weights shifted the next quarter.
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, P/E calculation, and the like.
How non-US (IFRS) companies report
Companies based outside the US, such as TSMC or Novo Nordisk, file with the SEC once a year (or half-yearly) under IFRS. For those stocks we show results by year or half-year and say so on screen. When the reporting currency is not the US dollar, we leave price-based metrics such as P/E blank rather than calculating them.
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 benchmark basis
The sector reference is the median of the actual metrics of that sector’s representative stocks (up to 15), calculated weekly. It is not an average across every listed company in the sector, so we print the sample size and as-of date beside each metric.
Some content is made with AI
Some of the content in this service is produced with AI. Translation is done with AI as well.
Free plan · Pro plan
FeatureFreePro
All financial metrics (P/E · EPS · operating margin · FCF · debt ratio · ROE)✓✓
Technical indicators (RSI · MACD · Bollinger Bands · moving averages)✓✓
Sector-relative metrics✓✓
13F institutional tracker (all 52 institutions)✓✓
Investor-criteria filter (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
Portfolio holdings2060
Watchlist movers email (weekly)✓✓
Condition alerts (based on RSI · price · financial change)1 of each kind10
Preset condition alerts (when a watchlist stock newly meets the conditions)1Up to preset limit
13F new-buy alerts1 institution10
New-filing alerts (10-Q · 10-K · 8-K)—✓ Pro
Free features will not be reduced going forward. Pro is offered only as added value. We keep widening what Pro watches for you, and whatever gets added is yours at the same price.
Who builds this
Stocklore is built and run by one person.
I invest in US stocks and wanted filings and financials in one place, but couldn't find a tool that did it — so I started building one. That means the person building it is also the person using it: when a screen is awkward, I'm the first to run into it.
Market data and servers cost a fixed amount every month. Pro subscriptions are how those costs are covered, which is why all the analysis and interpretation stays free.
What I'm building now is on the roadmap, and what has changed is in the changelog.
Feedback & contact
Bug reports, feature ideas, data corrections, questions about the investor criteria — all welcome. A reply may take a few days, but every message gets 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]
Business information
CompanyStocklore
CEOLee Seung-jae
Business reg. no.764-36-01607
E-commerce permit2026-Jeonju Wansan-0476
AddressS120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea
Email[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.