Features
A plain-English tour of what FinForge can do.
| Feature | Description |
|---|---|
| Live Market Data | Prices and company fundamentals refresh automatically from the market. |
| Fast and Responsive | Data is stored in an optimized format (Parquet) so the app stays quick as your library grows. |
| Desktop Workspace | A modern desktop app with simple sidebar navigation keeps everything within reach. |
| Excel Dashboard | An interactive dashboard built directly into Excel, so it feels familiar. |
| Interactive Charts | Zoomable charts compare multiple stocks and ratios side by side, with dual axes and range sliders. |
| Chart Settings and Presets | Control markers, data frequency, axis stretch and dynamic axes, restyle the legend, and save chart presets for reuse. |
| Custom Ratios | Build your own financial ratios with a visual builder, with no manual formula typing. |
| Metric Folders | Group your saved metrics into folders so a large library stays organised. |
| Multi-Stock Tracking | Follow and compare many companies at the same time. |
| Ranking Dashboard | Score a set of stocks across user-selected metrics with a weighted multi-criteria model, shape each metric's scoring curve visually with draggable handles, save presets, and explore a full-screen sortable results table. |
| DCF Valuation | Run a two-stage discounted cash flow model per ticker, with assumptions seeded from the company's own financials, a WACC breakdown, fair value against the current price, and sensitivity tables. |
| Macro Rates | Fetch and chart central-bank policy rates and treasury yields, then use them to seed the DCF risk-free rate. |
| Automatic Calculations | Ratios update on their own whenever new data arrives. |
| Statement Import | Pick which line items to pull into Excel, from the balance sheet, income statement, or cash flow. |
| Research Search | Search for equity research and analyst notes from inside the app. |
| Company Profiles | A clean summary of key information for any company. |
| Cash Flow Import | Bring cash flow statements in alongside the balance sheet and income statement. |
| Template System | Save and reload workbook layouts so your setup is ready next time. |
| Auto Data Refresh | Ticker data can refresh automatically when the workspace starts, so you always open the latest figures. |
| Data Cleanup | Deleted tickers are scheduled and their data is cleared automatically after a grace period, with the option to undo. |
| Preset Sharing | Export your statement lines, metrics, ranking presets and chart presets to a single file, and import someone else's the same way. |
| Custom Excel Formulas | Every metric you save becomes a live Excel worksheet function, such as =FF("Price to Book", "AAPL"). |
| Excel Add-in | Open the app and regenerate your custom formulas straight from the Excel ribbon. |