OPEN-SOURCE SCRIPT
FundaMetrics Fundamentals v6
FundaMetrics Fundamentals - View Fundamentals on a Single Pane with different scales!
FundaMetrics Fundamentals transforms raw SEC filings into a visual, scalable dashboard. By pulling deep-shelf corporate data directly onto your chart, it allows investors to bridge the gap between technical price action and fundamental reality. Whether you are a value investor looking for "cash-backed" safety or a growth trader monitoring revenue momentum, this script provides an institutional-grade toolkit for evaluating a company's true worth.
Data is available as soon as it drops into TV DB, then the script extracts and analyzes!
Give it a like if you like it!
📊 The Dynamic Scaling Matrix
🛡️ The Financial Pillars (The Lines)
🟠 Golden Line: Enterprise Value (The "True Price Tag")
While Market Cap only tells you what the stock market thinks the company's shares are worth, Enterprise Value tells you what it would actually cost to buy the entire business outright.
The Formula: Market Cap + Total Debt – Cash
The Logic: You pay the base price (Market Cap), inherit the baggage (Debt), and pocket the register (Cash).
Selecting the Scale
🟣 Purple Line: Liquidity (Short-Term Runway)
Liquidity measures a company's short-term financial runway. It tells you whether a company can pay its immediate bills without taking new loans or issuing stock.
The Formula: Total Current Assets – Accounts Payable
The Logic: Subtracting immediate bills from short-term assets gives you the raw liquid buffer.
Selecting the Scale
🟢 Cash (The War Chest)
"Cash is King." This represents the absolute most liquid assets at a company's immediate disposal.
The Formula: Cash + Cash Equivalents (Option to include Short & Long-term investments
The Logic: A growing green line means a "fortress balance sheet" with dry powder for dividends, buybacks, or acquisitions.
Selecting the Scale
If set to "Actuals": Shows the raw size of the bank account (e.g., Apple's ~$160B+ cash pile).
🔴 Debt (The Financial Weight)
Represents everything the company owes to outside parties.
The Formula: (Total Liabilities) × -1
The Logic: We multiply by -1 to force the red line below the zero line, creating a "visual mirror" against Cash.
Selecting the Scale
🔵 Revenue (The Top Line Engine)
The total amount of money brought in before any expenses or taxes are paid.
The Logic: Management can't fake revenue growth. If this line goes up, customers are buying.
Selecting the Scale
🛠️ Additional Features
🟡 P/E Ratio: Dynamic valuation multiple that automatically annualizes quarterly earnings.
🔵 Earnings Anchor ("E"): Interactive dots. Hover to see the report date, Free Cash Flow, Dividends, and Working Capital in the tooltip
📋 Smart Matrix Legend: An auto-adjusting on-chart table that defines your current scaling and visibility settings.
🚫 Intraday Protection: Automatically hides on low timeframes to prevent data distortion.
📜 Credits & Disclaimer
Credits: Inspired by the foundational work of TradingView user 'sjakk'. It was old and incredibly slow so rewrote the entire thing from scratch!
Disclaimer: For educational purposes only. Not financial advice. We are not responsible for miscalculations or misguided numbers. By using this script, you agree to not hold BrightSlides LLC accountable for incorrect data. Do your own research.
FundaMetrics Fundamentals transforms raw SEC filings into a visual, scalable dashboard. By pulling deep-shelf corporate data directly onto your chart, it allows investors to bridge the gap between technical price action and fundamental reality. Whether you are a value investor looking for "cash-backed" safety or a growth trader monitoring revenue momentum, this script provides an institutional-grade toolkit for evaluating a company's true worth.
Data is available as soon as it drops into TV DB, then the script extracts and analyzes!
Give it a like if you like it!
📊 The Dynamic Scaling Matrix
- The most powerful feature of FundaMetrics is the Output Scaling dropdown. It allows you to view the same financial data through four entirely different lenses:
- ⚖️ Per Share: Translates the balance sheet to a single share. If a stock is trading at $100 and your Cash Line is $20, you are effectively buying $20 of raw cash with your share.
- 📈 % of Market Cap: Shows what percentage of the company's total valuation is backed by a specific metric.
- 🎯 % of Revenue (Margin Analysis): Flattens Revenue to a 100% baseline. This turns your chart into a Margin Dashboard, showing how much cash is kept or debt is carried relative to every dollar of sales.
- 🔢 Actuals (M/B/T): Displays raw accounting numbers for verification and macro-scale analysis, such as in Millions, Billions or Mega company, Trillions!
🛡️ The Financial Pillars (The Lines)
🟠 Golden Line: Enterprise Value (The "True Price Tag")
While Market Cap only tells you what the stock market thinks the company's shares are worth, Enterprise Value tells you what it would actually cost to buy the entire business outright.
The Formula: Market Cap + Total Debt – Cash
The Logic: You pay the base price (Market Cap), inherit the baggage (Debt), and pocket the register (Cash).
Selecting the Scale
- If set to "Actuals": Shows the exact total cost to buy the company (e.g., Apple's E-Value hovers around $3 Trillion).
- If set to "Per Share": If a stock trades at $100 but "Per Share E-Value" is $150, the company carries heavy debt relative to its price.
- If set to "% of Revenue": Shows how expensive the company is vs. sales. At 500%, the company is valued at 5x annual revenue.
🟣 Purple Line: Liquidity (Short-Term Runway)
Liquidity measures a company's short-term financial runway. It tells you whether a company can pay its immediate bills without taking new loans or issuing stock.
The Formula: Total Current Assets – Accounts Payable
The Logic: Subtracting immediate bills from short-term assets gives you the raw liquid buffer.
Selecting the Scale
- If set to "Actuals": Shows the raw dollar amount of the company's short-term cushion.
- If set to "Per Share": Shows how much of your purchase price per share is backed by highly liquid capital.
- If set to "% of Market Cap": Shows what % of total valuation is backed by the safety net.
- If set to "% of Revenue": Shows the buffer relative to sales moving through the door.
🟢 Cash (The War Chest)
"Cash is King." This represents the absolute most liquid assets at a company's immediate disposal.
The Formula: Cash + Cash Equivalents (Option to include Short & Long-term investments
The Logic: A growing green line means a "fortress balance sheet" with dry powder for dividends, buybacks, or acquisitions.
Selecting the Scale
If set to "Actuals": Shows the raw size of the bank account (e.g., Apple's ~$160B+ cash pile).
- If set to "Per Share": If the stock is $100 and Cash is $20, the actual business is only costing you $80.
- If set to "% of Market Cap": Shows how much of the price tag is backed by pure cash.
- If set to "% of Revenue": Shows how much cash the company hoards relative to the sales it brings in.
🔴 Debt (The Financial Weight)
Represents everything the company owes to outside parties.
The Formula: (Total Liabilities) × -1
The Logic: We multiply by -1 to force the red line below the zero line, creating a "visual mirror" against Cash.
Selecting the Scale
- If set to "Actuals": Shows the raw scale of total obligations.
- If set to "Per Share": Shows the amount of corporate baggage you inherit with every share you buy.
- If set to "% of Market Cap": A leverage ratio showing if the company owes more than it is worth.
- If set to "% of Revenue": Shows how suffocating the debt is relative to incoming sales.
🔵 Revenue (The Top Line Engine)
The total amount of money brought in before any expenses or taxes are paid.
The Logic: Management can't fake revenue growth. If this line goes up, customers are buying.
Selecting the Scale
- If set to "Actuals": Shows the sheer scale of the sales machine (e.g., Walmart's $600B+ annual sales).
- If set to "Per Share": Shows Revenue Per Share (RPS). Great for checking if a stock is overhyped vs. its sales.
- If set to "% of Market Cap": The inverse of the Price-to-Sales (P/S) ratio.
- If set to "% of Revenue": The line becomes a flat 100% baseline, turning the chart into a "Margin Dashboard."
🛠️ Additional Features
🟡 P/E Ratio: Dynamic valuation multiple that automatically annualizes quarterly earnings.
🔵 Earnings Anchor ("E"): Interactive dots. Hover to see the report date, Free Cash Flow, Dividends, and Working Capital in the tooltip
📋 Smart Matrix Legend: An auto-adjusting on-chart table that defines your current scaling and visibility settings.
🚫 Intraday Protection: Automatically hides on low timeframes to prevent data distortion.
📜 Credits & Disclaimer
Credits: Inspired by the foundational work of TradingView user 'sjakk'. It was old and incredibly slow so rewrote the entire thing from scratch!
Disclaimer: For educational purposes only. Not financial advice. We are not responsible for miscalculations or misguided numbers. By using this script, you agree to not hold BrightSlides LLC accountable for incorrect data. Do your own research.
Script open-source
Nello spirito di TradingView, l'autore di questo script lo ha reso open source, in modo che i trader possano esaminarne e verificarne la funzionalità. Complimenti all'autore! Sebbene sia possibile utilizzarlo gratuitamente, ricordiamo che la ripubblicazione del codice è soggetta al nostro Regolamento.
Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.
Script open-source
Nello spirito di TradingView, l'autore di questo script lo ha reso open source, in modo che i trader possano esaminarne e verificarne la funzionalità. Complimenti all'autore! Sebbene sia possibile utilizzarlo gratuitamente, ricordiamo che la ripubblicazione del codice è soggetta al nostro Regolamento.
Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.