Filter Stocks by Fundamentals

Asset symbol is not found or was delisted

We are unable to locate this entity at this time. If you believe the symbol you are trying to look up is valid, please let us know, and we will check it out. Check all delisted instruments across multiple markets.

Indicator Description

Shares Owned by Insiders In A Nutshell

First, you want to understand if the executive members of the company have their best interest aligned with the company. An example is that the CEO may own 45% of the shares, which would mean that he or she has a stake in the company and wants the company to succeed, which is in the best interest of everyone. Conversely, if the CEO only maintains a 10% stake, it may not be in their best interest what the company does and could have other interest then that of raising the share price. Secondly, you want to see how the movement of shares are and if people inside the company have been selling the stock, that could indicate there are internal issues that outsiders may not know about or may ever know, but it raises a red flag for you to pay attention.

When looking at stocks and the companies behind them, many of us take a look at items such as shares shorted, current price, and other data points to help formulate an opinion. One area many don’t consider and that is the amount of shares owned by insiders, and this is just as important as any other data. An insider is an employee or executive of the company, and why it is important to know how much they own is as follows.

Closer Look at Shares Owned by Insiders

Shares owned by insiders should always be on your radar because it can provide information the chart or fundamentals may be missing. A report may read one thing but the share movement of insiders could be saying another. It’s important to look at all aspects of the company but this one is certainly over looked. Take in all the details and understand why shares are moving the way they are and why the insiders hold what they do. Once you figure that out, move to the next objective until you feel comfortable about the company.

Other Suggestions

AUG Fury Gold MinesCompany
AUGG Augusta Gold CorpOTC Stock
AUGAX Columbia Us GovernmentMutual Fund
AUGR Defiance ETFsETF

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

Other Complementary Tools

Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
AI Investment Finder
Use AI to screen and filter profitable investment opportunities
Equity Valuation
Check real value of public entities based on technical and fundamental data
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings