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Settings

DCF defaults apply across the portfolio, DCF estimates, and valuation badges. Saved in this browser only. Alpaca price refresh uses server-side credentials. This section is for setting the bare minimum levels to determine if a discounted cash flow valuation should be made and how. This is not the investment criteria section so don't set high minimum growth rates here. That can be done on the filter buttons above the screener.

Model defaults

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Cash flow basis

Free cash flow matches screener backend. Average includes net income.

Growth rate method

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

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.

Default growth rate

Used when no custom rate or slider position is saved for a ticker. 10-year matches screener backend default.

DCF Valuation Cut Off

Controls DCF eligibility. Looser = more tickers in screener, tighter = fewer but higher quality.

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Startup Breakout DCF

Exemption for successful startup companies that experienced early growth/R&D losses but recently scaled into consecutive profitable years with revenue growth.

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Upward Trend Requirement

When enabled, requires Sales, Earnings, Cash Flow and EPS to trend upward over the lookback window. If any checked metric fails, DCF is marked unavailable.

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Metrics to check

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.