I started my investing journey as an uninformed, word-of-mouth hype stock buyer. I bought stocks based on what my lift-club colleagues, barber and finance talking heads on the news were discussing. For years I never made a profit, buying compulsively and selling in panic. Then I was introduced to value investing by reading ‘One Up On Wall Street’ by Peter Lynch. This book taught me to invest in businesses I understand, analyze financial statements and invest for the long term. Since I started following this approach, I’ve made real returns, not looking at stock prices every 30 minutes, and going to bed knowing that my best returns are yet to come. Finding value can be difficult though, so I started building some tools to help automate much of the analysis process. The true foundation of intelligent investing rests on dissecting financial statements to uncover enduring corporate fundamentals. Screening companies for strong fundamentals is much easier when you have access to historical financial statement data (10-20 years), a way to visualize that data, and create reports of your analyses. I put together the tools I’ve been working on over the years in a singe web-app (aimed at PC use), and would like to share it with like-minded investors. The app is intended to be simple, focusing on the core aspects of financial statement and equity analysis. The app offers four core features: 1. Access to historical financial data of American publicly traded companies 2. Metric builder to define custom derived metric formulas 3. Report canvas to collate data visualization and insights for export 4. Virtual portfolio builder to create and track custom portfolios/indices You can test these feature’s through Capote’s free tier. If you have feature requests, notice any bugs, or have other inquires, feel free to reach out ! I hope to build the application based on the needs of the investment community – so all feedback would be greatly appreciated.