Selfwealth offers access to detailed stock reports through both our website and mobile app. These stock reports are sourced from Refinitiv, a market-leading financial data provider. Each company covered by Refinitiv are given a score in a handful of key business metrics, then an average score to summarise the overall outlook of the company. The multi-page reports go into depth on these key areas, including detailed explanations of key metrics and comparisons to peer companies.
Detailed stock reports are only available to Selfwealth Premium members. All clients can still access a more limited stock report via the 'Stock Analysis' screen (for more information on Selfwealth Premium please click here).
Where can I find these stock reports?
You can access detailed multi-page stock reports on the Selfwealth platform, by following the steps below:
Website:
- Log in to the Selfwealth website
- Navigate to the stock you want a report on, either by clicking Stock Analysis and searching for it, or by clicking on one of your existing holdings.
- Click the Forecast tab on the stock page
- Click View detailed stock report to download the PDF file
Mobile:
Stock reports are a Selfwealth Premium member feature only. You will not see a button to download the report if you have not upgraded to Selfwealth Premium. Read: 'How to Upgrade to Selfwealth Premium'
- Search for the stock you want to view a report on
- Scroll down to the details section of the stock
- Click the blue 'View detailed stock report' button
- A PDF file will be displayed