Working title
Project Money
One workspace for the research that usually lives in ten tabs. Education, filings, financials, comparison, projections, and a command center — built as a Tony Fredericks subsite.
About
The grind is the same for everyone who actually reads businesses: earnings date on one site, balance sheet on another, a 10-K in a third tab, a spreadsheet in a fourth. Project Money pulls that research stack into one local workspace. It is not a tip service. It is a place to learn the numbers, look them up, and decide with a process.
How it works
Dopamine
Command center. Organize holdings, watchlists, and the blocks you actually use.
Search
Look up any stock and see if this workspace's screen calls it undervalued, fair, or overpriced.
Compare
Put three stocks side by side. Growth, valuation, margins.
Financials
SEC XBRL income statement, balance sheet, and cash flow.
SEC filings
Official 10-K, 10-Q, and 8-K documents from EDGAR, with 8-K item codes.
Charts
SEC fundamentals plus a delayed unofficial price history.
Conference calls
Item 2.02 earnings 8-K, Exhibit 99.1 figures, official webcast if listed.
Projections
Your 3-year cases, prefilled from SEC annuals. Assumptions are yours.
Research notes
A research checklist from SEC numbers. Not a prediction.
Education
Basic and advanced lessons on reading statements, moats, and valuation.
My stocks
Track the stocks you already own.
Watchlist
Track the names you are studying.