Lesson 05 — Navigating Financial Data on InvestingSamjho
Week 03 · Lesson 5 of 5 · Week 03 — Financial Statements Intro
InvestingSamjho has a full suite of tools for fundamental analysis. Here's your map: Browse all 4,400+ listed companies Filter by sector, industry, or listin...
Your research workflow on the platform
InvestingSamjho has a full suite of tools for fundamental analysis. Here's your map:
1. Equity Catalog (/catalog)
- Browse all 4,400+ listed companies
- Filter by sector, industry, or listing group
- Each company has a scrip code (e.g.
500325for Reliance) - Click any entity to see its full dossier
2. Company Dossier (Entity Page)
This is where you'll spend most of your time. Once you open a company, you'll see:
| Tab/Card | What it shows |
|---|---|
| Stock Overview Card | Latest metrics at a glance — PE, ROE, Net Margin, Market Cap |
| Financial Statements | P&L, Balance Sheet, Cash Flow (quarterly + annual) |
| Metrics Explorer | 70+ ratios charted over time with 9 preset views |
| Valuation History | Price × P/E × P/S × P/B chart with corporate action adjustments |
| Shareholding Pattern | 5-year promoter/FPI/MF/retail composition |
| Announcements | Recent company filings |
| Investor Presentations | PDF decks from earnings seasons |
| Earnings Call Transcripts | Conference call PDFs |
| Corporate Actions | Stock splits, bonus issues, dividends |
3. Screener (/screener-v2)
The screener lets you filter ALL 4,400 companies by financial criteria:
- Example: "Show me companies with Revenue Growth > 15% AND ROCE > 20%"
- 74 screening fields available (margins, ratios, growth rates, valuations)
- 18 built-in presets (Quality, Growth, Value, etc.) — try them!
- Toggle between quarterly and annual data
- Choose Standalone or Consolidated
- Save your screens for later use
4. Compare Stocks (/compare)
Compare 2–10 companies side-by-side on 30+ financial metrics:
- Pick companies from the same sector for peer comparison
- See who has better margins, growth, and capital efficiency
5. Metrics Explorer
Available on every company's entity page. It shows:
- 9 one-click presets: Margins, Return Ratios, Leverage, Growth, Cash Flow, Efficiency, Valuation, Per Share, DuPont
- Select any individual metric to chart
- Dual-axis charting (e.g., Revenue on left, Margin % on right)
- Data table below the chart
6. Investment Funnel (/funnel) — Coming soon
Your personal pipeline for moving from discovery → research → conviction:
- Saved screens (persistent)
- Watchlists with pipeline stages
- Candidate queue for pre-research triage
- Smart alerts on financial triggers
7. Research Workspace (/research)
For deeper analysis (you'll use this in Week 12):
- Structured research notes
- Thesis builder with conviction tracking
- Templates for different analysis types
- Source vault for linking evidence
How it all connects
Practice exercise
Try this now (10 min)
- Go to Equity Catalog → search for "HDFC Bank" or "Asian Paints"
- Open the entity → look at the Stock Overview Card (note the PE, ROE, Net Margin)
- Scroll to Metrics Explorer → click the Margins preset → see how margins changed over time
- Switch to the Financial Statements tab → toggle between Standalone and Consolidated
- Note the revenue and profit figures for the last 4 quarters
- Go to Screener (
/screener-v2) → try preset: "Quality" → see what filters are applied - Go to Compare (
/compare) → add HDFC Bank + ICICI Bank → see the side-by-side view
Key takeaway
The platform gives you the data — financial statements, 70+ computed metrics, peer comparisons, valuation charts, and screening tools. Your job from Weeks 04–08 is learning how to interpret all of this. "Data toh hai — ab samajhna seekho."