Alert-Invest · Stock Value Analyzer & Tracker
Stock Value Analyzer: Professional Research & Portfolio Tracking
What this toolkit does: Our Stock Value Analyzer uses 10-K and 10-Q filing data to calculate Graham Net-Net NCAV value, Peter Lynch PEG ratio tenbagger scores and Warren Buffett Owner Earnings — providing a Margin of Safety framework for S&P 500 investors. Includes real-time stock tracker, portfolio analysis with efficient frontier, and 13F filing tracker for elite investor moves.
Three professional-grade tools for retail investors who want to invest like Buffett, Lynch and Graham — without a Bloomberg terminal.
Three tools. One investing edge.
01
Find — Discovery
Value Stock Screener (S&P 500)
S&P 500 intrinsic value screener updated 2× / week. Graham Net-Net NCAV, Lynch PEG ratio and Buffett Owner Earnings filters applied simultaneously. Top 10 undervalued picks every week.
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02
Evaluate — Optimise
Portfolio Analysis Tool
Efficient frontier, stock correlation matrix, Sharpe ratio, weight optimisation and capital allocation efficiency. Best free alternative to Bloomberg for retail portfolio diagnostics.
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03
Monitor — Track
Real-Time Stock Tracker
Live prices, Free Cash Flow Yield, Debt-to-Equity thresholds, ROIC and operating margin per ticker. Type any ticker, hit refresh — fundamentals populate from 10-K data automatically.
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Built around the masters of value investing
Every metric in our toolkit traces back to a proven investment framework. We implement the exact formulas used by the investors who have beaten the market for decades — applied automatically to all 500 S&P 500 stocks.
Benjamin Graham
Net-Net NCAV stock list — cigar butt investing
Graham 22.5 multiplier screen (P/E × P/B)
Margin of Safety formula — 30–50% discount
Debt-to-Equity thresholds — conservative balance sheet
Peter Lynch
Tenbagger screener for fast growers & small caps
PEG ratio scanner — undervalued growth signal
Stalwarts vs fast growers categorisation
Free Cash Flow Yield — Lynch’s liquidity check
Warren Buffett
Owner Earnings vs Net Income calculation
Economic Moat diagnostic — ROIC above cost of capital
Capital Allocation Efficiency screen
13F filing tracker — Berkshire Hathaway moves
Data & signals
10-K and 10-Q SEC filings — primary source data
Shareholder Yield (dividends + buybacks)
Free Cash Flow Yield vs earnings yield
Stock price vs intrinsic value alert system
🔒 Unlock PRO — get the full picture on every stock
Free = live prices + basic P&L. PRO = the metrics that drive real investment decisions.
| Free | Pro | |
|---|---|---|
| Real-Time Stock Tracker | ||
| Live price refresh | 1× / week | Unlimited |
| Refresh single ticker | — | ✓ |
| Op. Margin · EPS Growth · FCF Yield · ROIC | 🔒 | ✓ |
| P/E · PEG · Debt/Equity thresholds (TTM) | 🔒 | ✓ |
| Value Stock Screener · Updated 2× / week | ||
| 500 stocks ranked by intrinsic value & quality | 🔒 | ✓ |
| Top 10 undervalued — Graham / Lynch / Buffett weekly | 🔒 | ✓ |
| Portfolio Analysis Tool | ||
| Efficient frontier & weight optimisation | 🔒 | ✓ |
| Stock correlation matrix & Sharpe ratio | 🔒 | ✓ |
| Alert-Invest Platform | ||
| 13F tracker & guru stock picks 2026 | 🔒 | ✓ |
| Stock alerts & community chat | 🔒 | ✓ |
€19.90/mo · ≈ $23 USD · ≈ $31 CAD
Get PRO access →💬 Questions? Send a message — happy to answer
Annual Performance Review
Our 2025 Portfolio
Outperformed the Market.
Outperformed the Market.
Core Portfolio ↗
+39%
Top Winner
Borr Drilling +118% Energy
Tech Portfolio ⚡
+51%
Top Winner
MongoDB +109% Tech
Frequently asked questions
What is a Stock Value Analyzer?
A stock value analyzer uses fundamental data from 10-K and 10-Q filings to calculate intrinsic value using Graham Net-Net NCAV, Peter Lynch PEG ratio and Warren Buffett Owner Earnings. It compares intrinsic value to market price to identify a Margin of Safety.
What is the Margin of Safety in value investing?
Introduced by Benjamin Graham, the Margin of Safety is the discount between a stock’s intrinsic value and its market price. Buying at 30–50% below intrinsic value protects investors from valuation errors and unexpected business deterioration.
How do you track 13F filings?
13F filings are quarterly SEC reports from institutional investors managing over $100M, disclosing all equity holdings. Tracking 13F filings from elite investors like Warren Buffett (Berkshire Hathaway) reveals highest-conviction positions and allocation changes — the basis of Alert-Invest guru stock picks.
What is the Graham Net-Net NCAV formula?
Net Current Asset Value (NCAV) = current assets minus total liabilities. Graham considered stocks trading below NCAV as cigar butt investments. The related Graham 22.5 multiplier requires P/E × P/B below 22.5 as a combined valuation ceiling.
What is the difference between Owner Earnings and Net Income?
Owner Earnings (Buffett) = net income + depreciation/amortisation − maintenance capex. It measures the true cash a business generates for shareholders — more accurately than reported net income from 10-K filings.
What are Stalwarts vs Fast Growers in Peter Lynch’s framework?
Stalwarts are large companies growing 10–12% per year. Fast Growers are aggressive small companies growing 20–25% — Lynch’s favourite for tenbaggers. A PEG ratio below 1 is his key signal for undervalued Fast Growers.
Is this a free alternative to Bloomberg for retail investors?
The Alert-Invest toolkit provides intrinsic value calculations, FCF Yield, ROIC, Debt-to-Equity thresholds and portfolio correlation analysis at a fraction of Bloomberg’s cost. The free plan covers live prices and P&L. PRO at €19.90/month adds full fundamentals, the S&P 500 screener and portfolio analysis.