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Analyze a Stock’s Performance Trends
What this helps you do
This guide walks you through how to use the Fundamentals tab to review key fundamentals like profitability, earnings behavior, and long term performance so you can understand how a company is actually doing behind the price chart.
Strong fundamentals can support strong trends, and knowing the story behind a stock helps you separate flashy moves from companies that show real strength over time. It helps you answer the classic “Is this stock worth my attention?” question using the same kind of information traders often look for on other sites directly inside Wallstreet.io.
When to use the Fundamentals tab
Use the Fundamentals tab any time you are deciding whether a symbol deserves a place on your watchlist or inside your Strategy Builder work. It is especially useful when you are comparing a few possible trades, revisiting a stock you have not looked at in a while, or sanity-checking a strong chart against the actual business underneath.
Step 1. Open the Fundamentals tab and choose your view
Click the Fundamentals tab for the symbol you are reviewing.
By default, it opens in a compact view so you can still see your candlestick chart above it. This is handy when you want to compare price action and fundamentals at the same time.
If you want more room to work, click the Maximize icon in the top right of the Fundamentals tab. The panel will expand and you will see all four sections at once: Profitability, Earnings, Overview, and Profile.
When you are focused on either Profitability or Earnings, you can also use the Maximize icon in the top right of that individual chart. This enlarges just that panel so you can study the pattern without scrolling.
Step 2. Pick the right time frame for your trading horizon
At the top right of both the Profitability and Earnings panels you can choose 1Y, 3Y, 5Y, 10Y, or 20Y.
As a rule of thumb:
You can change this setting at any time while you work. The charts and the Overview panel will update to match, so you are always comparing apples to apples.
Step 3. Use Profitability to see how the stock behaves through time
Start in the Profitability panel. This is where you answer questions like:
3.1 Read the YoY bar chart
With YoY selected, you see a year over year return bar chart.
Each bar shows the return for one year in your chosen range. If you pick 1Y, you only see one bar, so it looks wide. As you increase the lookback, more years appear and each bar gets thinner.
Move your cursor across the bars and read the tooltip for each year’s return. Look for patterns such as clusters of strong years, deep negative years, or long flat stretches. This gives you a quick feel for how “lumpy” or steady performance has been.
3.2 Switch to Cumulative to see the Buy and Hold path
Click Cumulative to change the view to a line chart.
Here, the line shows the cumulative dollar result of a Buy and Hold position over the selected period, starting from zero. In other words, it is the running total of how much a simple long position would have made or lost during that window.
Hover across the line to see how that cumulative result changed over time. A smooth, rising line with modest pullbacks tells a very different story than a jagged line with repeated deep drawdowns.
Use this view to answer:
Step 4. Check Earnings to judge the business behind the chart
Next, move to the Earnings section. This is where you look beyond price and ask:
4.1 Start with Line view to spot the pattern
With Line selected, you see two lines over time. One tracks actual EPS, the other shows estimated EPS for each reporting period.
Pick a time range that fits your question, then hover across the points. The tooltip shows:
Scan for stretches where actual EPS trends higher over several periods and notice how often it comes in above or below estimates. Frequent positive surprises tell one kind of story, frequent disappointments tell another.
4.2 Switch to Table for exact numbers
If you need more precision, click Table. The chart turns into a grid listing each period in rows, with columns for actual EPS, estimated EPS, and the gap between them.
This is useful when you want to compare specific quarters, double check a particular earnings season, or copy down numbers for a journal or external spreadsheet.
Step 5. Use the Overview panel to balance reward and risk
Once you have a feel for profitability and earnings, scroll to the Overview panel. This gives you a compact snapshot of return, drawdown, price context, and basic size and liquidity.
Focus on three areas.
5.1 Headline performance
At the top, look at:
Together these tell you whether the reward on offer is in line with the worst pullbacks you would have had to tolerate.
5.2 Price levels and moving averages
On the left side of the table, compare:
This helps you see where price sits inside its recent range and relative to common trend references. Traders often use this to decide whether a stock is extended, consolidating, or coming off a low.
5.3 Size, activity, and valuation
On the right, review:
You can use this information to avoid symbols that are too thin for your trading style, and to compare valuation across alternatives in the same watchlist or sector.
Step 6. Use the Profile to confirm it fits your universe
Finally, scroll to the Profile section to anchor all these numbers to a real business.
Read the company name, headquarters, and employee count. Open the Website link if you want to scan investor relations or product pages. Skim the business description to remind yourself how the company actually makes money and in which segments.
This is where you answer questions like:
Bringing it back to your trading workflow
Once you have gone through these steps, you should know whether a symbol:
From there, you can open the Seasonality tab to see how the stock tends to behave across the calendar, especially around key months or events.
If it still looks attractive, move over to Strategies or Strategy Builder and decide whether to build, subscribe to, or prioritize strategies for that symbol, knowing you are working with a stock that fits your criteria.