PREDITAS Documentation

Welcome to the PREDITAS documentation. This page describes every feature available in the platform, with detailed instructions on how to use each control, filter, and visualization.

Search Company

Company search is the main entry point for exploring data on any listed company. It is available on every screen via the top navigation bar.

Controls

Search field Text field: Type the name or ticker of a company to display real-time suggestions. Accepts B3 tickers (e.g. PETR4, VALE3) and US exchange tickers (e.g. AAPL, MSFT).
When to use: Whenever you want to switch the company being analyzed on any dashboard screen.
Suggestions list Dropdown: Shows matching companies as you type. Each item displays the ticker, company name, and exchange. Click an item to select the company.
Search dialog Dialog: When clicking the search icon in the sidebar, the search opens in an overlay panel with a darkened backdrop. The same component is displayed on all screens and device sizes.

Tips

Search by ticker for more precise results (e.g. 'BBDC4' instead of 'Bradesco').
The platform supports companies listed on B3 and US exchanges such as NYSE and NASDAQ.

Market Overview

/market

The Market Overview screen is the platform's home page: a thermometer summarizing the day across the exchanges tracked, weighted by the sessions in progress; a board of global indices grouped by region; the macroeconomic indicators (rates, inflation, currencies, and risk sentiment), with a shortcut into the Economic Outlook; and stock selections that open the Screener with ready-made filters. Every index and every indicator shows the date of its last observation — with the time when the data is intraday — and values refresh on their own while the page stays open.

Controls

Market thermometer Panel: A dial that sums up the day: the average day change of the board's 15 indices, weighted by trading session, with the reading in words (steady market; mild, moderate, or strong gains or losses). Each index weighs 1 while its exchange trades; after the close its weight halves every 4 hours, down to 10% of a trading index's weight. So an Asian session that closed hours earlier does not dominate while Europe and the Americas trade, and overnight Asia leads the reading; with everything closed (weekends), it is the plain average of each index's last session. Next to it, a table by region shows whether the exchanges are trading (and until when), how long ago they closed or when they open, the region's average change, and its weight in the current reading. Below the dial, the count of indices advancing, unchanged, and declining; at the bottom, the day's top gainer and top loser. The info icon next to the title explains the calculation.
When to use: To see right away how the market is doing now — giving more weight to the markets that are trading — and which regions drive the move.
Global indices Panel: Board of the main indices grouped into Americas (Ibovespa, IBrX 100, S&P 500, Nasdaq, Dow Jones), Europe (Euro Stoxx 50, FTSE 100, DAX, CAC 40, IBEX 35), and Asia (Nikkei 225, Hang Seng, Shanghai, KOSPI, Sensex). Each row shows the index name, the date of the last observation — with the time when the quote is intraday —, a mini chart of the last 30 daily closes, the value, and the change against the previous close. Each region's header shows whether its exchanges are trading, partly open, or closed — the same session rule that weighs the thermometer.
When to use: To compare performance across regions and to tell a live quote from the close a shuttered market left behind.
Macroeconomic indicators Panel: The eight indicators organized by theme, each pairing the Brazilian reading with its global benchmark: Rates (Selic and the 10-year Treasury), Inflation (IPCA and US CPI), Currencies (USD/BRL and EUR/USD), and Risk sentiment (VIX and gold). Each indicator shows the current value, the change in its own unit (percent for FX, gold, and VIX; basis points for the Treasury; percentage points for Selic; month-over-month for inflation) and the date of the last observation — with the time for intraday data. Selic and inflation swap that date for the context that matters: the date of the last Copom move and the index's reference month. Selic, the Treasury, IPCA, CPI, and USD/BRL are clickable and open the Economic Outlook with the indicator already selected (it replaces the last chart when four are already on screen). Temporarily unavailable indicators are simply not displayed.
When to use: To follow rates, inflation, and currencies at a glance and jump straight to the historical series with market expectations.
Stock selections Panel: Ready-made screens for Brazil or the US (switch in the panel's corner) reflecting traits that matter when building a portfolio. In Brazil: Rising earnings (earnings forecast for the next 12 months more than 10% above the last 12, with ROE above 10%), Accelerating revenue (forecast revenue growing more than 10%, net margin above 5%), Growth at a fair price (forecast earnings growing more than 15%, P/E between 0 and 15, ROE above 10%), Consistent growth (revenue and earnings with a 10-year CAGR above 10%, only companies with a complete history over the period), High margins (net margin and ROE above 15%), and Solid dividends (dividend yield above 6%, net debt/EBITDA below 2, and net margin above 5%). In the US, a universe more than ten times larger, the criteria are stricter: Rising earnings (earnings forecast more than 20% above the last 12 months, forecast revenue growing more than 10%, net margin above 15%, and ROE above 10%), Accelerating revenue (forecast revenue growing more than 20%, net margin and ROE above 10%), Growth at a fair price (forecast earnings growing more than 20%, P/E between 5 and 20, ROE above 15%), Consistent growth (revenue and earnings with a 10-year CAGR above 15%, with a complete history, and net margin above 10%), High margins (net margin, ROE, and ROIC above 20%), and Strong balance sheet (more cash than debt, ROE above 20%, and net margin above 15%). A ratio that is not meaningful for a company (ROE over negative equity, P/E on a loss) never meets a criterion. Each selection shows its criteria, how many companies pass them today, and the largest of them; clicking opens the Screener with the same filters, market, and market-cap sort already applied. Selections marked Forecast use the platform's forecasts and are part of the Premium plan.
When to use: As a starting point to build or review a portfolio — refine the filters in the Screener. They are objective criteria, not investment recommendations.

Tips

The comparative performance chart and the price series live on the Historical Prices screen.
Closed markets keep their last traded value: the date and time next to the name tell you how recent each quote is.
Selection counts are refreshed at most every 30 minutes; the full, always-current list lives in the Screener.

Sectors

/sectors

The Sectors screen presents aggregates by economic sector for the Brazilian (B3) and US (NYSE/Nasdaq) markets: a grid with each sector's current snapshot, the quarterly indicator history with median and interquartile range, the sector's company list, and a comparison of one company against its peer distribution.

Controls

Market selector Toggle: Switches between Brazil (B3) and US (NYSE/Nasdaq). The preference is saved in the browser, and the selected market and sector appear in the URL so the link can be shared.
Sector grid Button: One card per sector showing company count, total market cap, median ROE and net margin, and the year-over-year change in aggregate profit (green/red). Sectors with fewer than 5 companies display a 'small sample' badge. Click a card to select the sector.
When to use: To quickly compare sector size and profitability and pick which one to analyze in detail.
Sector history Selector: Quarterly chart of the chosen indicator (ROE, ROA, ROIC, margins, leverage) with the median as a line and the P25–P75 range as a translucent band. The tooltip shows the median, quartiles, and the number of companies (n) in each quarter — sector composition changes over time.
Companies in the sector Selector: Table with the selected sector's companies (up to 100), sortable by market cap, ROE, and net margin, with P/E and dividend yield. The ticker links to Company Overview.
Company vs. sector Selector: Search for a company to see, metric by metric, its position among peers: a bar with the sector's P25–P75 range, a median marker, the company's dot, and the percentile spelled out. If the company belongs to another sector, the screen offers to switch to it.
When to use: To assess whether a company is a standout or a laggard within its own sector.

Tips

Cards with the 'small sample' badge have fewer than 5 companies — interpret the medians with caution.
The per-quarter n in the history tooltip helps spot periods with few reporting companies (survivorship bias).

Company Overview

/dashboard

The Company Overview dashboard is the central analysis screen for a company. It presents customizable cards with financial and operational variables — by default, Price, Revenue, Net Income, Net Profit Margin, ROE, and Dividend Yield — with support for forecasts and company comparisons. You can choose which variables to display by adding or removing cards as needed. More than 48 variables are available for selection.

Controls

Metric cards Button: The screen displays up to 6 customizable cards, each showing the latest value and percentage change of a financial variable. Default cards are Price, Revenue, Net Income, Net Profit Margin, ROE, and Dividend Yield, but you can replace them with any of the 48+ available variables. Click the '+' button on an empty slot to add a card via a searchable list; click the 'X' on a card to remove it.
When to use: Customize cards to track the metrics most relevant to your analysis.
Variable selection for chart Button: Click on a card to select or deselect the corresponding variable in the chart below. Selected cards are visually highlighted. Multiple variables can be selected simultaneously for comparison on the same chart.
When to use: When you want to analyze specific metrics or compare different indicators of the same company over time.
Collapse cards Toggle: Collapses the metric cards into a strip of variable names, and the chart takes over the height they used. The names stay clickable to select or deselect variables, and 'Expand cards' brings the full cards back. The preference persists across sessions.
When to use: When you want the largest possible chart area without going fullscreen.
Frequency Selector: Sets the temporal granularity of the data: Quarterly, TTM (Trailing Twelve Months), or Annual.
When to use: Use Quarterly to follow recent trends; TTM for continuous data without fiscal calendar dependency; Annual for a long-term view without seasonality.
Chart type Selector: Switches between bar charts and line charts. Bars are best for discrete period values; lines make it easier to visualize continuous trends.
Multi-graph mode Toggle: When enabled, each selected variable is displayed in a separate chart instead of being overlaid on a single chart.
Fiscal year Toggle: When enabled, aligns time axes by the company's fiscal year instead of the calendar year.
Show forecast Toggle: When enabled, extends charts with future periods predicted by the model, visually distinguished from historical data.
When to use: Available on paid plans. Enable to include projected future results based on models trained on historical data.
Add comparison Button: Opens company search to add a second company to the same chart, enabling side-by-side comparison of the same metric.
When to use: Use for benchmarking competitors or comparing a company against a sector peer.

Tips

The six default cards are: Price, Revenue, Net Income, Net Profit Margin, ROE, and Dividend Yield.
Combine profitability variables with valuation variables to evaluate the relationship between quality and price.
Forecasts are recalculated periodically with new data.

Financials

/tables

The Financials screen shows the complete financial data for the selected company in tabular format with columns per period. It includes five categories: Income Statement, Balance Sheet, Cash Flow, Financial Ratios, and Relative Prices.

Controls

Statement selector Tab: Switches between five data categories: Income Statement, Balance Sheet, Cash Flow, Financial Ratios, and Relative Prices.
Frequency Selector: Switches between Quarterly and Annual data. In quarterly mode, each column represents a fiscal quarter.
Forecast columns Toggle: Displays an additional column with model-predicted values for the next period, visually identified with a projection marker. In quarterly mode, it shows the forecast for the next quarter. In annual mode, it shows the projection for the current year (if still incomplete) or the next year.
When to use: Available on paid plans. Use to project financial statement lines for the next period.
Performance mode Button: Switches to a growth analysis view showing annualized and cumulative growth rates for key metrics (Price, Revenue, EBIT, EBITDA, Net Income, and Total Debt) over 1, 2, 5, and 10-year periods, plus the full available period.
When to use: Use to quickly assess a company's long-term historical growth across key fundamental metrics.
Change % (Δ%) Button: When enabled, displays an additional row below each variable showing the period-over-period percentage change.
When to use: Use to quickly analyze the evolution of each financial statement line between consecutive periods.
Fiscal year Checkbox: When enabled, aligns periods by the company's fiscal year instead of the calendar year. Only displayed for companies whose fiscal year does not end in December.
When to use: Enable for companies with non-calendar fiscal years for a more accurate view of business cycles.

Tips

For US companies, data follows the SEC reporting standard (10-Q and 10-K).
For Brazilian companies, data is based on quarterly and annual reports filed with the regulator.

Screener

/screener

The Screener lets you filter and rank companies based on custom financial and operational criteria. You can combine multiple filters, choose the analysis period, and save screeners for future use.

Controls

Add filter Button: Opens the filter builder to add a new criterion. Each filter combines a variable, a comparison operator, and a value.
Variable Dropdown: Selects the metric to filter on. Variables are organized into categories: Valuation (P/E, EV/EBITDA, P/B), Profitability (ROE, ROA, ROIC), Growth, Debt, Margin, and Liquidity.
Operator Selector: Defines the comparison type: greater than (>), less than (<), greater than or equal (>=), less than or equal (<=), or equal to (=).
Value Text field: Sets the numeric threshold for the filter. For percentages, enter the value in percentage points (e.g. '15' for 15%).
Historical / Forecasts Toggle: In the Add Filter header, sets whether new filters use reported data or the machine learning forecasts (Premium). Forecast filters get a Forecast badge and their columns are marked with a telescope. Dividend yield has no forecast; forward multiples use the current market cap over the projected result.
When to use: Use it to find companies with forecast earnings or revenue growth, or cheap on forward P/E, combined with historical filters.
Period Selector: Historical filters: Last quarter, Last 12 months (TTM) or 5, 10 and 15 years (the value must meet the filter in every year); growth is the 1-, 5-, 10- or 15-year CAGR. Forecast filters: next quarter, next 12 months, current year (reported + forecast quarters) and next year; growth compares the next 12 months with the last 12, each year with the previous one, or gives the 2-year CAGR.
Market Selector: Filters by listing market: B3 (Brazilian companies), NYSE/NASDAQ (US companies), or All.
Sector Dropdown: Limits the screener to a specific economic sector (e.g. Financials, Technology, Energy, Consumer Staples).
Save screener Button: Saves the current set of filters with a custom name for future reuse.
When to use: Use to preserve filter combinations you use regularly, such as 'Dividend stocks' or 'B3 value plays'.
Saved screeners Dropdown: Lists previously saved screeners. Select one to load it instantly.
Preset filters Button: Pre-configured filter templates for common screening scenarios: High ROE, Low P/E, Dividend Champions, Debt Free, High Margins, Revenue Growth, and Profit Growth.
When to use: Use as a starting point for analysis and customize filters as needed.

Tips

Combine valuation filters with quality filters (e.g. ROE > 15%) to find high-quality companies at reasonable prices.
TTM (Trailing Twelve Months) mode is ideal for capturing the most recent data without depending on the fiscal calendar.
The Stock selections on the Market Overview open the Screener with filters, market, and sort ready. Adjust the criteria and save the result as your own screener.

Economic Outlook

/macroeconomics

The Economic Outlook screen displays macroeconomic data series for Brazil and the United States. Indicators are organized by type (inflation, interest rates, GDP, employment, etc.) and each series automatically carries its country of origin. Select up to 4 series simultaneously on the chart. Company financial data can be overlaid for correlation analysis.

Controls

Macro category Dropdown: Selects the type of indicator: Monetary Policy, Inflation, GDP, Employment, Exchange Rate, External Sector, or Fiscal Policy.
Specific series Dropdown: Within the selected category, chooses the exact data series to display in the chart (e.g. '12-month cumulative IPCA', 'Unemployment rate').
Market expectations Toggle: For series with available expectations, toggles between showing only realized data or also including consensus projections.
Company overlay Button: Adds a specific company's financial series to the macro chart to correlate the macroeconomic indicator with corporate performance.
When to use: Use to check, for example, how changes in interest rates affect a bank's financial income or a company's debt cost.
Time range Selector: Sets the chart's time horizon: 1 year, 3 years, 5 years, 10 years, or the full available history.
Show forecast Button: Toggles forecast data for the selected company financial variable on the chart. Requires a company variable to be selected (except price).
When to use: Available on paid plans. Use to project the company financial series overlaid on the macroeconomic chart.
Percent change (Δ%) Button: When enabled, displays percentage change instead of absolute values for the selected series.
When to use: Use to compare relative evolution of series with different units or magnitudes.

Tips

Correlate inflation indicators with retail or utility company results to assess cost impacts.
Use the company overlay to check how changes in macro indicators affect specific company metrics.
Clicking Selic, the Treasury, IPCA, CPI, or USD/BRL on the Market Overview opens the Economic Outlook with that indicator already selected and highlighted.

My Portfolio

/portfolio

The Portfolio screen lets you build and track a personalized asset portfolio. You can add Brazilian and US stocks, define weights, and monitor consolidated performance.

Controls

Add asset Button: Opens a form to add a new position to the portfolio. You can set the ticker, quantity, and average acquisition price.
Portfolio table Tab: Displays all portfolio positions with columns for current price, daily change, return since entry, market value, and portfolio weight.
Configurable metrics Button: Financial metrics displayed as additional columns in the portfolio table. Click the settings icon next to the 'Metrics' header to select up to 3 indicators (e.g. P/E, DY, ROE, ROA, ROIC, and others).
Allocation chart Selector: Displays a pie chart with the percentage distribution of assets by market value. Toggle between two modes: 'Assets' (by company) and 'Sectors' (by economic sector).
Benchmark Selector: Selects benchmark indices to compare the portfolio's cumulative performance against. Available benchmarks: SELIC, IPCA, and Ibovespa (IBOV).
Time range Selector: Sets the period displayed in the portfolio performance chart: 3M (3 months), 6M (6 months), 1Y (1 year), 3Y (3 years), or MAX (full available series).
When to use: Use to adjust the analysis window for the portfolio's historical performance.
Weight mode Selector: Switches between two ways of calculating asset weight in the performance chart: 'Current weight' (weighted by each position's market value) or 'Equal weight' (equal distribution across all assets).
Edit position Button: Opens the edit form for an existing position to update quantity or average price.
Remove asset Button: Removes an asset from the portfolio list.

Tips

Set the average acquisition price to see the real return since entry for each position.
Use the SELIC benchmark to compare your portfolio's performance against the base interest rate.

AI Agent

/agent

The AI Agent is a financial analysis assistant powered by advanced language models. It has access to the platform's financial data and can answer questions, generate analyses, and compare companies in natural language.

Controls

Message field Text field: Type your question or request for the agent. The agent understands Portuguese and English and can answer questions about companies, sectors, indicators, and macroeconomic data.
Send message Button: Sends the current message to the agent and waits for the response.
Conversation history Tab: Displays the history of the current conversation. The platform stores up to 20 conversations, with up to 50 messages per conversation. Older conversations are automatically removed when the limit is reached.
New conversation Button: Clears the history and starts a new chat session. Use when you want to completely change topics.
AI credits Tab: Displays the current credit balance. Credit consumption is variable and based on the complexity of the question and the amount of data and tokens required to generate the answer — more complex analyses consume more credits. Credits reset monthly on the billing cycle anniversary; unused credits do not carry over.
Suggested prompts Button: Displays example questions on the agent's welcome screen: 'Analyze Petrobras' financial results in the last quarter', 'Compare the performance of the banking sector vs retail in 2024', 'What does ROE mean and how to interpret this indicator?', and 'What are the market expectations for the Selic rate?'.

Tips

Be specific in your questions: mention the ticker, period, and metric of interest for more precise answers.
The agent uses recent conversation history for context and continuity within a session.
The agent can access financial statement data, stock prices, and macroeconomic series from the platform.

Settings

/settings

The Settings screen centralizes account preferences, subscription plan, and interface customization options.

Controls

Theme Dropdown: Selects the interface theme: System (follows operating system preferences), Light, or Dark. The preference is saved automatically.
Manage subscription Button: Opens the subscription management portal where you can view current plan details and billing history.
Upgrade plan Button: Upgrades take effect immediately. The remaining days of the current cycle are prorated against the new plan price.
Downgrade or cancel Button: Downgrades and cancellations are scheduled for the end of the current billing cycle. Current plan features remain available until the paid period expires. A cancellation can be reversed before the cycle ends.
Payment methods Button: Manages account payment methods. Add new cards, set a default method, and remove existing methods.
Marketing consent Toggle: Controls whether you receive marketing and platform news emails.
Download data Button: Exports personal account data.
Delete account Button: Initiates the process of permanently deleting the account. An email confirmation is required. This action cannot be undone.
When to use: Use only if you wish to completely terminate access to the platform and remove all account data.

Tips

There are no refunds for cancellations or downgrades — access remains active until the end of the paid period.
Billing cycles are monthly.

Forecasting

Platform forecasts are generated by statistical models trained on historical financial data and macroeconomic variables. Models are retrained periodically with the most recent data. Each variable has a predictability index that indicates forecast reliability, based on backtest errors and data coverage. On the Financials screen, the forecast shows the next period (next quarter or next fiscal year). On the Company Overview screen, charts can display projections for further-ahead periods. Important notice: Forecasts are estimates generated by statistical models and may contain significant errors. They do not constitute investment advice. Use projections as a complementary reference, not as the sole basis for financial decisions.

Controls

Forecast horizon Selector: The forecast horizon varies by screen. On the Financials table, the forecast is shown for the next period (next quarter or next year). On the Company Overview charts, projections may extend further ahead.
Confidence intervals Selector: Charts display upper and lower confidence interval bounds, indicating the uncertainty of the projections.
Model retraining Selector: Models are retrained periodically as new financial results and macroeconomic data become available.
Predictability index Selector: Each variable receives a score from 0 to 100 that measures predictability, based on mean backtest forecast error and historical data coverage. The score is classified into three bands: Higher (90–100), Medium (70–89), and Lower (0–69). The predictability badge is displayed on charts and tables alongside the forecast.
When to use: Click the badge to see full details: score, backtest error, ranking among variables, and data coverage.
Backtest error Selector: Inside the predictability popover, the backtest error shows the average percentage error observed when testing the model against actual historical data. This value is compared against the average of companies in the same market (B3 or US exchanges), providing context on whether the error is high or low relative to peers.
When to use: Use to assess forecast reliability. A backtest error lower than the market average indicates higher historical accuracy of the model for that variable.
Variable forecastability ranking Selector: Shows the variable's position in a predictability ranking among all available variables (e.g. 5/48). Variables at the top of the ranking tend to have more accurate forecasts. The ranking enables comparing forecast reliability across different variables.
When to use: Use to prioritize which forecasts deserve more attention: higher-ranked variables tend to be more predictable and their models historically show lower error.
Historical data coverage Selector: Indicates the quality and extent of the historical data used to train and validate the model. Three levels: Strong (long and consistent history), Moderate (partial but sufficient history), and Limited (few validated data points). Series with limited coverage may have less reliable forecasts.
Data quality alerts Selector: The platform automatically identifies conditions that may affect forecast quality: limited validated history (short series), irregular coverage or relevant data gaps, and extra instability in series with values near zero. These alerts are shown in the predictability popover when applicable.

Tips

Forecasts are available for all Income Statement, Balance Sheet, and Cash Flow variables. Price and valuation ratios do not have forecasts.
Forecasts are available on paid plans (Premium and Premium AI).
Predictability is not a probability of being correct — it is an estimate based on the model's historical performance. Both forecasts and the predictability assessment may contain errors.
Compare a variable's backtest error against the market average for context. An error lower than the average indicates above-average performance for that company.
Variables with Higher predictability and Strong coverage tend to offer more reliable projections.
Important: Forecasts are estimates and may contain significant errors. They do not constitute investment advice.

Macroeconomic Data

The platform provides 37 macroeconomic series — 28 for Brazil and 9 for the United States. All indicators include historical data and, where available, market expectations and projections. Up to 4 series can be displayed simultaneously on the macroeconomic chart. Company financial data can be overlaid for correlation analysis.

Controls

Brazil — Monetary Policy Selector: Selic Rate · Format: % p.a. · Frequency: annual
Brazil — Inflation Selector: IPCA, IGP-M, Administered IPCA, Food at Home IPCA, Industrialized Goods IPCA, Free Prices IPCA, Services IPCA · Format: % YoY (12-month cumulative) · Frequency: annual
Brazil — GDP Selector: Total GDP, Agriculture, Industry, Services, Household Consumption, Government Consumption, Exports, Imports, Gross Fixed Capital Formation · Format: % YoY change · Frequency: quarterly
Brazil — Employment Selector: Unemployment Rate · Format: % · Frequency: quarterly
Brazil — Exchange Rate Selector: USD/BRL Exchange Rate · Format: USD/BRL · Frequency: spot
Brazil — External Sector Selector: Exports, Imports, Trade Balance, Current Account, Foreign Direct Investment · Format: USD billion, 12-month cumulative
Brazil — Fiscal Policy Selector: Gross Government Debt, Net Public Sector Debt, Nominal Balance, Primary Balance · Format: % of GDP · Frequency: quarterly
US — Monetary Policy Selector: Federal Funds Rate, 10-Year Treasury Bond, 3-Month Treasury Bill · Format: % p.a. · Frequency: annual
US — Inflation Selector: CPI, Core CPI, PCE, Core PCE · Format: % YoY · Frequency: annual
US — GDP Selector: Real GDP Growth · Format: % p.a. · Frequency: annual
US — Employment Selector: Unemployment Rate · Format: % · Frequency: quarterly

Tips

Brazil expectations come from consensus market surveys. US expectations come from Federal Reserve surveys and professional forecasters.
Company financial data can be overlaid on the macroeconomic chart for correlation analysis.

Financial Variables

The platform provides more than 48 financial variables organized into five categories: Income Statement, Balance Sheet, Cash Flow, Ratios, and Prices. Data is available at three frequencies: Quarterly, TTM (Trailing Twelve Months), and Annual. Forecasts are available for all categories except Prices.

Controls

Income Statement (P&L) — 10 variables Tab: Revenue, Costs, Gross Profit, Operating Expenses, EBIT, Depreciation & Amortization, EBITDA, Net Interest Income, Income Before Taxes, Net Income
Balance Sheet — 17 variables Tab: Total Current Assets, Cash & Short-Term Investments, Receivables, Inventory, Total Non-Current Assets, Long-Term Investments, Property/Plant/Equipment, Intangibles & Goodwill, Total Assets, Total Current Liabilities, Accounts Payable, Short-Term Debt, Total Non-Current Liabilities, Long-Term Debt, Total Debt, Net Debt, Equity
Cash Flow — 5 variables Tab: Operating Cash Flow, Investing Cash Flow, Financing Cash Flow, Free Cash Flow, Total Cash Flow. Free Cash Flow is operating cash flow minus capex for US companies (the US market definition) and operating plus investing cash flow for Brazilian ones, because CVM statements carry no standardized capex line.
Ratios — 16 variables Tab: Profitability: Gross Margin, EBIT Margin, EBITDA Margin, Net Profit Margin, ROE, ROA, ROIC. Leverage: Net Debt/EBITDA, Debt/Equity. Valuation: P/E, P/EBIT, P/EBITDA, P/Sales, P/FCF, P/Book, Dividend Yield
Prices — 7 variables Tab: Stock price plus valuation ratios: P/E, P/EBIT, P/EBITDA, P/Sales, P/FCF, Dividend Yield

Tips

Monetary values are expressed in local currency (BRL for Brazilian companies, USD for US companies). Ratios are shown as multiples; margins and profitability as percentages.
TTM (Trailing Twelve Months) aggregates the last 4 available quarters.
A ratio appears only over a positive denominator, as in Bloomberg and Capital IQ: negative equity has no ROE or Debt/Equity, a trailing-year loss has no P/E, and a negative trailing EBITDA has no Net Debt/EBITDA. A negative Net Debt/EBITDA means net cash.
Forecasts are available for all categories except Prices.

Subscription Plans

Basic

Free

Charts and tables of financial statements from companies listed on B3 and in the USA
Comparative analysis of companies
Macroeconomic data and market expectations
No complete historical financial data
No financial statement forecasts using machine learning
No personalized analyses with the AI Agent

Premium

$6.00/month

Everything in Basic
Complete historical financial data
Financial statement forecasts using machine learning
No personalized analyses with the AI Agent

Premium AI

$10.00/month

Everything in Premium
Personalized analyses with the AI Agent

Enterprise

Custom

Everything in the Premium AI plan
Automated reports with the AI Agent
Custom forecast models with private data
White-label solutions
Dedicated account manager
Custom integrations and APIs
Advanced security and compliance