Research and Fudamentals
Fundamental analysis and research data play a crucial role in assessing a company's intrinsic value. Credit research analysts review balance sheets, income statements, and statements of cash flows (fundamental data) to determine the true worth of a company. On the tastytrade platform, users can now conveniently access this data. Users can analyze companies, revenue, net income, liabilities, and assets on a quarterly and annual basis. This enables users to evaluate whether a stock is fairly valued in relation to its intrinsic value and the broader market. Find information on all of the tastytrade research tab items in our glossary here.
Desktop
To access fundamental data on the desktop platform, log in and navigate to the Research section by clicking on the "Research" icon located on the left-hand side of the platform. From there, you can find essential information about a company's financial health and performance.To access fundamental data on the desktop platform, log in and navigate to the Research section by clicking on the "Research" icon located on the left-hand side of the platform. From there, you can find essential information about a company's financial health and performance.
Research Tab Location on Desktop Platform
Web-Browser
To access fundamental data on my.tastytrade.com, log in to your account and go to the Research section by hovering over the "Research" icon on the left-hand side then clicking on it. From there, search for the desired company and explore information like revenue, net income, assets, and liabilities.
Research Tab Location on Web Based Platform
IOS
IOS platform users can find fundamental data by tapping on a symbol in the watchlist or positions tabs or the details button in the trade table. A quick action menu will appear in which you can tap on the Fundamentals button. Scroll up and down to view a company's revenue, net income, assets, and liabilities on a quarterly and annual basis.
Fundamentals on mobile platform
Users will not see a fundamentals button if no data is available for the active symbol. For example, there is no data for SPY. Thus a fundamentals button will not appear when SPY is the active symbol.