Trade Confidently with thinkorswim Fundamentals

Fundamentals research is a core strategy for many traders and the thinkorswim platform makes it easy for traders to browse research in a time-efficient manner

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Fundamentals research is a core strategy for many traders, but it can also be a daunting and time-consuming task. Looking for a helpful tool to help reduce the time needed for research? Meet the Fundamentals section in the thinkorswim® platform by TD Ameritrade.

The Fundamentals section, located in the Analyze tab, makes it easy for traders to browse executive summaries within the trading platform, rather than having to go to several sources like research and annual reports. The tab also aggregates all of the key fundamentals that drive a company’s stock up or down so traders can more confidently make a stock investment that is potentially profitable over time. If you’d still like the ability to browse third-party research reports, that’s also possible from the tab. 

Here's a peek into what you can learn within the Fundamentals tab:

  • Start with an executive summary of the company.
Company Profile

FIGURE 1: COMPANY PROFILE.

The Company Profile is a short summary of the company—basic facts of the company, what it does, and its competitive environment. Image source: the thinkorswim® platform from TD Ameritrade. For illustrative purposes only.

  • Scroll past the company summary to the By the Numbers section to analyze a stock based on both annual and quarterly views. Review a company's underlying business state using key fundamental indicators like per-share earnings, profit margins, and more.
By the Numbers

FIGURE 2: BY THE NUMBERS. This section shows earnings, dividends, cash flow, and a number of financial ratios, dating back five years. Image source: the thinkorswim® platform from TD Ameritrade. For illustrative purposes only.

  • View equity analysis ratings and reports from The Research Team, CFRA (formerly S&P Capital IQ), Credit Suisse, Ford Equity Research, The Street, and Market Edge.

FIGURE 3: EQUITY ANALYSIS RATINGS AND REPORTS.

Select a research report from one of the analysts on the list and click Download. Image source: the thinkorswim® platform from TD Ameritrade. For illustrative purposes only.

  • Understand what drives the stock to get ahead of ways the price could be affected.
What Drives the Stock

FIGURE 4: WHAT DRIVES THE STOCK.

Which products or services drive the stock price, and what's it worth, according to an estimate from Trefis? thinkorswim® platform from TD Ameritrade. For illustrative purposes only.

Want more insight into a certain stock’s value? Use the Company Profile tool when you log in to thinkorswim and go to Analyze tab > Fundamentals section. The tool can help you uncover what drives a company's value, test different scenarios, and help inform your trading decisions.

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