Financial Health Extractor

Enter a US stock ticker to pull the last three fiscal years of sales, margins, net income, free cash flow, and total debt from SEC filings.

Import Portfolio

Upload a CSV or Excel file with a Symbol (or Ticker) column and either market value or allocation weight.

Expected headers include Symbol and Current Value, Market Value, or % of Account. CSV files are limited to 5 MB.

Fiscal Year	Sales	Gross Margin	Net Margin	Net Income	Free Cash Flow	Total Debt

Data sourced from SEC EDGAR 10-K filings via EdgarTools. Margins are calculated as gross profit ÷ sales and net income ÷ sales. Free cash flow is operating cash flow minus capital expenditures. Total debt combines current and long-term debt maturities. Business outlook is based on sales, margins, net income, and free cash flow. Period averages are the mean annual year-over-year change across the three fiscal years shown.