Getting Started

Figuring out what a company’s really worth takes a few steps, but it doesn’t have to be complicated.

Model Builder (recommended starting point)

The Model Builder is our visual, drag-and-drop interface for building and editing valuation models directly in your browser, so you can adjust assumptions, see the impact on intrinsic value, and save your work without writing code.

• Open the Model Builder

Watch the walkthrough

Watch our quick video to see how you can use the Model Builder, tweak assumptions, and track your favorite stocks.

We’ve also packed in a few key resources to help you along your investment journey.

Understanding the Business

• Company Profile

• Financial Ratios

• Revenue Breakdown

Estimating an Intrinsic Value

• Choosing a Valuation Model

• Calculating the Estimated Value of the Business (per share)

  • Start with the defaults, then adjust assumptions to match your expectations.

Staying Updated

• The Stock Watchlist
  • Track updates, set alerts, and monitor key activity around the companies you follow.

Other Resources

Financial Models Documentation

• Valuing financial service firms (banks, insurance companies and investment banks)
• Dividend Discount Models Documentation
• Excess Return Models

Complete Python Editor Documentation

• Developer's Guide: Our complete documentation on Read the Docs covers all the steps and functions for writing valuation models in the code editor.

Join our Discord Community

Have questions, opinions to share, or just want to chat? Join Discord Community