← Global Settings

Settings

DCF defaults apply across the portfolio, DCF estimates, and valuation badges. Saved in this browser only. Alpaca price refresh uses server-side credentials.

Model defaults

WACC (discount rate)

%

Terminal growth rate

%

Projection period

years

Cash flow basis Free cash flow Net income Average of FCF and net income

Growth rate method

Average year-over-year uses the mean annual change. Endpoint CAGR uses the compound rate from the first to last year in each period.

Average year-over-year Endpoint CAGR

Starting cash flow

The base value projections grow from. Latest year falls back to the 3-year average when the most recent value is zero or negative.

Latest fiscal year 3-year average

Default growth rate

Used when no custom rate or slider position is saved for a ticker.

10-year historic average 5-year historic average 3-year historic average

SEC data library

EdgarTools uses the standard SEC bulk cache and live SEC requests. Datamule reads filing archives from a Datamule portfolio directory on the server (DATAMULE_DATA_DIR) and is fastest when those tar files are pre-downloaded.

EdgarTools (default) Datamule (local tar archives)

SEC download mode

Bulk download uses pre-loaded data on the server and is fastest for large portfolios. If bulk data has not been downloaded yet, the app falls back to live SEC automatically. Regular download always fetches from SEC. Datamule bulk mode uses tar archives in DATAMULE_DATA_DIR.

Note: Off/local-only only works when the server already has local SEC cache available. If local bulk data is not present, 3 Yr status and portfolio valuation may not be available.

Bulk download (recommended for large portfolios) Regular download (live from SEC) Off (fastest when using only existing local data)

Appearance System default Light mode Dark mode

Alpaca Markets (Local)

Used to refresh Last Price values on the portfolio page via the Alpaca Market Data API. Credentials are saved only in this browser and are never stored on the server. In Alpaca, open API Keys and create or view a key pair. Please use the Paper Trading API for maximum security in case the data gets leaked from the browser.

API Key ID

Secret Key