Wall Street Data. Independent Investor Price.
Bloomberg charges $2,000/mo for institutional data. We built a fundamental analysis terminal from SEC filings — starting at $0.
10,000+ stocks · 15 years of data · 50+ metrics · Updated daily
SEC EDGAR
Primary source data
10,000+ stocks
Quality-filtered
15 years of history
+ trailing twelve months
7-day free trial
Cancel anytime
What Pro Unlocks
The tools we built because we couldn't find them anywhere else.
Full Business Cycles
15 years of data lets you see how a company performed through 2008, 2020, and every cycle in between.
Owner Earnings
Buffett's preferred earnings metric, auto-calculated from SEC filings. See what a business truly earns.
Fair Value Visualization
Interactive chart with over/undervalued shading — not a static price target. You decide the assumptions.
Quality Checklist
9-point fundamental scorecard covering profitability, growth, and financial health at a glance.
Keyboard-Driven Workflow
Cycle through screener results with [ ] keys. Discover random stocks with a single keystroke.
Your Data, Your Way
Customizable financial tables, detailed Excel export, dark mode, and a clean one-page layout.
How We Compare
Most research platforms recycle the same data in the same way. We built the tools we actually wanted as investors.
| The Ledger Terminal | Typical Platform | |
|---|---|---|
| Pro price | From $12/mo — 7-day free trial | $20–80/mo |
| Data source | SEC EDGAR filings — primary source | Third-party aggregators |
| Historical depth | 15 years of annual data + TTM | 5–10 years |
| Stock analysis layout | One-page tearsheet — everything at a glance | Scattered across multiple tabs and pages |
| Chart scale | Logarithmic — shows compounding as it really is | Linear — distorts long-term growth |
| Screener filters | 200+ across 27 categories | 20–50 basic filters |
| Quarterly data + TTM | Quarterly financials with trailing twelve months | Annual only or limited quarterly |
| Business descriptions | Extracted from 10-K filings | Generic one-liners |
| Qualitative analysis | AI-generated outlook & guidance — sourced from management's own filings | Analyst opinions or none |
| Price & fundamental alerts | 50 alert types, email notifications | Basic price alerts or none |
| Fair value visualization | Interactive chart with over/undervalued shading | Static price target or none |
| Owner earnings | Built-in — Buffett's preferred earnings metric | Not available |
| Quality scoring | 9-point fundamental checklist | Star ratings or proprietary scores |
| Stock discovery | Random stock explorer with keyboard nav | Not available |
| Screener cycling | Browse results one-by-one with [ ] keys | Table view only |
| Relative strength | Rolling 1-year performance vs S&P 500 | Not available or separate tool |
| Financial metrics per stock | 50+ modular metrics, 7 sections | 10–30 metrics, fixed layout |
Frequently Asked Questions
What happens during the 7-day free trial?
You get full access to every Pro feature — 15 years of data, fair value charts, quality checklists, Excel export, and unlimited tearsheets. No charge until day 8. Cancel anytime from your account page.
Can I cancel anytime?
Yes. Cancel from your account page with one click. If you cancel during the trial, you won't be charged at all. After the trial, your Pro access continues until the end of the billing period.
Where does the data come from?
Every number is extracted directly from SEC EDGAR filings — the same source institutional investors use. We run automated QA checks against the original filings to ensure accuracy.
How is this different from Yahoo Finance or Google Finance?
We focus on long-term fundamental analysis, not daily news. You get 15 years of history instead of 5, plus log-scale valuation charts, owner earnings, and a 9-point quality checklist — a 200+ filter screener rounds it out, and all of it lives on a single page per stock.
What does "quality-filtered" stocks mean?
We exclude OTC stocks, shell companies, penny stocks, and SPACs. Every stock in our database has real revenue, files with the SEC, and meets minimum trading requirements. You research real businesses.
Do you offer refunds?
If you're not satisfied within the first 30 days of a paid subscription, contact us — refunds are handled case by case. The 7-day free trial also means you can try everything before paying.
What is the Founders plan?
A limited-edition annual plan with 30% off locked in forever. Only 100 slots are available. Once they're gone, they're gone. Founders get every Pro feature at the lowest price we'll ever offer.
Can I use this on mobile?
Yes. The Ledger Terminal is fully responsive. Charts, tables, the screener, and watchlists all work on mobile browsers. No app download required.
15 Years of SEC Filings, Parsed Ourselves
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