Software / Case study
Fundamenta
A desktop research tool for screening companies against explicit criteria and comparing the fundamentals behind a shortlist.
01 / Intent
A workspace for the research process
Fundamenta brings company fundamentals, screening, and comparison into a desktop workspace. The aim is to make the path from a research question to its supporting evidence easier to follow.
A screen narrows the set of companies. Comparing the results helps explain their differences. Inspecting a metric connects the number back to its source.
In development. A public download is currently unavailable.
02 / Workflow
From a screen to a shortlist
Two example criteria make it easy to see why some companies pass a screen and others fall outside it.
This interface and its fictional companies illustrate the workflow.
Quality at a price
- ROIC ≥ 15%
- P/E ≤ 20×
| Company | ROIC | P/E |
|---|---|---|
| Aster Components | 22% | 18× |
| Bracken Instruments | 17% | 14× |
-
Set the criteria
Look for a return on invested capital of at least 15% and a price-to-earnings ratio of at most 20×.
-
Inspect the matches
Two of the four examples meet both thresholds. Looking at the excluded companies helps explain what the screen selects for.
Inspect all four examples
Company ROIC P/E Result Aster Components 22% 18× Match Bracken Instruments 17% 14× Match Lumen Materials 10% 12× Outside filter Juniper Devices 24% 27× Outside filter -
Compare the shortlist
Aster has the higher return on invested capital in this example. Bracken has the lower price-to-earnings multiple. The next step is to compare reporting periods and inspect the source figures.
03 / Status
Desktop application in development
The desktop application is in development. The example above presents a screening flow using sample data.
A public release will need its own installer, supported-platform information, and release notes.