Visualizing Stock Fundamentals with Finmagine

The Complete 4-Step Workflow: From Data Overload to Confident Decisions Using Charts, Health Scores, Diagnostics & Valuation

Published: February 10, 2026 | Updated: February 10, 2026 | 20 min read | Tutorial | Version 2.1.0

Multimedia Learning Hub

Master the complete Finmagine 4-step workflow through video, audio deep dive, comprehensive overview, and interactive knowledge testing

Complete Learning Path

This comprehensive tutorial covers the entire Finmagine Financial Chart Builder v2.1.0 from visualization to valuation. You will master all four tabs, understand the differences between Screener.in and Google Finance workflows, and learn the analytical techniques that transform raw financial data into investment insights.

The 4-Step Workflow:

  1. Step 1 — Charts Tab (Visualization): Transform P&L, Balance Sheet, and Cash Flow tables into interactive dual-axis charts with metric persistence
  2. Step 2 — Quick Analysis Tab (Health Check): Get instant sector-aware health scores (0-100) with customizable strictness presets
  3. Step 3 — Calculated Ratios Tab (Diagnostics): Investigate 11+ derived ratios and decompose ROE with DuPont Analysis
  4. Step 4 — Price Analysis Tab (Valuation): Compare price growth vs. profit growth, identify cyclical patterns, assess risk metrics

Key Skills You Will Master:

  • Dual-axis charting with automatic bar/line detection on both Screener.in and Google Finance
  • The Minimize-Restore workflow for Google Finance (essential for switching views)
  • Clear All vs. Reset Preferences — when to use which
  • Sector-aware health scoring that adjusts for Banking, IT, FMCG, Infrastructure, and 14 more sectors
  • Customizable thresholds: Conservative, Moderate, and Aggressive presets
  • DuPont Analysis to distinguish Quality Compounders from Leveraged Growth traps
  • Price/Profit Growth Ratio to identify Catching Up (undervalued) and Running Ahead (overvalued) stocks
  • Cyclical Analysis to time entries around seasonal patterns
  • Risk Metrics (52-week range, Max Drawdown) to avoid falling knives

Platform Coverage:

  • Screener.in: Full 4-tab experience — Charts, Quick Analysis, Calculated Ratios, Price Analysis
  • Google Finance: Charts tab with Minimize-Restore workflow for global stocks (NASDAQ, NYSE, NSE, LSE, etc.)
  • Privacy: 100% client-side processing — your data never leaves your browser

Watch the Complete 4-Step Workflow

Follow along with this comprehensive video walkthrough covering all four tabs, platform differences, and real company examples.

Video Title: Visualize Screener.in & Google Finance Data Like a Pro | Finmagine 4-Step Stock Analysis Workflow

Complete video demonstration covering Charts, Quick Analysis, Calculated Ratios, Price Analysis, and the Minimize-Restore workflow

Listen to the Audio Deep Dive

This in-depth audio guide explores all four tabs with real-world examples, analytical techniques, and the reasoning behind every feature.

Duration: Full deep dive tutorial | Format: Professional narration

Deep dive audio covering the complete 4-step workflow, Google Finance quirks, DuPont Analysis, and the Price vs. Fundamentals framework

Test Your Knowledge

Click any flashcard to reveal the answer. Use the search box to find specific topics across all four tabs.

The Wall of Numbers Problem — and the 4-Step Solution

If you have ever sat in front of Screener.in or Google Finance at 11 PM, staring at row after row of financial data, trying to mentally subtract column C from column F while remembering what was in column A, you know the feeling. Your eyes glaze over. Your brain does mental gymnastics just to spot a trend. After 10 minutes of scrolling, the cognitive load is so overwhelming that you miss the very signals you were looking for.

Mastering Finmagine: The Financial Chart Builder - From Visualization to Valuation, showing Screener.in and Google Finance side by side

That is exactly where the Finmagine Financial Chart Builder enters the picture. It is a free Chrome extension that shatters that wall of numbers in milliseconds. But version 2.1.0 goes far beyond simple charting. It delivers a complete, four-step analytical workflow that takes you from raw data to a confident investment decision:

  1. Charts Tab — The Crime Scene: What actually happened? What do the numbers say?
  2. Quick Analysis Tab — The Background Check: Is this company reliable? Does it have a good history?
  3. Calculated Ratios Tab — The Forensics Lab: How exactly did they achieve their results? What is the hidden mechanism?
  4. Price Analysis Tab — The Verdict: Is the price of admission justified by the underlying value?
Two Ecosystems, One Tool: Finmagine works seamlessly on both Screener.in (comprehensive Indian equity data with all 4 tabs) and Google Finance (global stocks with the Charts tab). This tutorial covers both platforms and their critical workflow differences.
Two Ecosystems, One Tool: Screener.in supports all 4 tabs with 10+ years of data; Google Finance supports Charts tab with the Minimize-Restore workflow

Before we dive into each tab, there is one thing to understand: Screener.in is a buffet — everything is laid out on one long page. Google Finance is a vending machine — you push a button to see one specific thing at a time. This architectural difference creates workflow quirks that we will master in this tutorial.

STEP 1

Charts Tab — The Core Visualization Engine

The Charts tab is the default view when you open Finmagine. It transforms dense financial tables into interactive, fiscal.ai-style visualizations. Whether you are on Screener.in looking at Tata Consultancy Services or Google Finance looking at Apple, the charting engine works identically.

Tab 1: Charts - The Core Visualization Engine showing intelligent plotting, dual-axis system, metric persistence, and key capabilities

The Dual-Axis System: Solving the Flat Line Problem

If you have ever plotted revenue (50,000 crores) and operating margin (15%) on the same chart in Excel, you know the margin line becomes an invisible flat line hugging the bottom. The 15% is microscopic compared to 50 billion. This is the flat line problem, and Finmagine solves it automatically.

The tool scans every metric you select and asks: is this a raw number, or is this a percentage? Based on that determination:

Both metrics utilize the full vertical height of the chart. No fiddling with settings, no right-clicking to "Move to secondary axis." It just knows.

Metric Persistence: Your Preferences Follow You

Before v2.1.0, every time you navigated to a new company, your chart was blank. You had to click Sales, Net Profit, OPM% all over again. Metric persistence changes this completely.

Set up your preferred view on TCS. Navigate to Infosys. Open the panel — and your metrics are already selected and plotted. The chart is waiting for you.

Metric Aliasing

Companies are not always consistent with their terminology. One calls it "Sales," another calls it "Revenue," a third uses "Net Sales." Finmagine handles this with a built-in thesaurus:

These Terms Are EquivalentCanonical Name
Sales, Revenue, Net Sales, TurnoverRevenue
Net Profit, PAT, Profit After Tax, Net IncomeNet Profit
Operating Profit, EBIT, PBITOperating Profit
OPM %, Operating Margin %, Operating MarginOPM %
EPS, Earnings Per Share, Diluted EPSEPS

Section Context

Persistence is scoped to the section you are viewing. If you select metrics from the Annual P&L, those preferences are saved separately from your Quarterly P&L preferences. This prevents the dangerous error of accidentally comparing a full year of revenue to a single quarter.

Site-Specific Storage

Screener.in and Google Finance have separate preference storage. Your Screener.in selections will not affect Google Finance and vice versa.

Clear All vs. Reset Preferences

Managing Your Workspace: Clear All wipes the canvas but keeps saved preferences; Reset Preferences is the factory reset that clears both

These two buttons look similar but do very different things:

ButtonWhat It DoesWhen to Use
Clear AllWipes the current chart clean but preserves your saved metric preferences in the background99% of the time. Use to declutter your current view and start fresh for this company.
Reset PreferencesClears the current chart and wipes all saved preferences from browser storage. Factory reset.Rarely. Use when you want to completely change your analytical workflow or if the tool is behaving unexpectedly.
Pro Tip: Think of "Clear All" as clearing your desk for a new project — your favorite tools are still in the drawer. "Reset Preferences" is moving to a brand new office.

The Google Finance Workflow: Minimize-Restore

The Google Finance Workflow: Minimize to Refresh - 4-step cycle: Minimize, Switch View, Wait 3 seconds, Restore

Google Finance is a Single Page Application (SPA). It only loads the data for the statement you are currently viewing. When you are looking at the Income Statement, the Balance Sheet data literally does not exist in your browser yet.

The Golden Rule: On Google Finance, you must select the view you want BEFORE clicking the Finmagine button. Choose the statement type (Income Statement, Balance Sheet, or Cash Flow) and the period (Quarterly or Annual) first, then open the panel.

But what if you have already opened the panel and want to switch views? This is where the Minimize-Restore cycle becomes essential:

  1. Minimize: Click the minimize button (underscore icon in the top-right of the panel). The panel shrinks to a thin bar at the bottom.
  2. Switch View: Now interact with Google Finance freely. Click "Balance Sheet," toggle from Quarterly to Annual — set the stage.
  3. Wait: Give Google 2-3 seconds to fetch the new data and render the table.
  4. Restore: Click the minimized bar to expand the panel. The extension detects the table has changed and triggers an auto-refresh with the new data.
Do NOT press F5 (Refresh): Refreshing the browser page kills the Finmagine extension instance. You lose all current selections and have to start over. Use the Minimize-Restore cycle instead.

Why You Cannot Mix Statements on Google Finance

On Screener.in, you can create a chart that mixes Revenue from the P&L with Borrowings from the Balance Sheet because everything is on one page. On Google Finance, when you switch to the Balance Sheet tab, Google removes the Income Statement data from the browser. You can only chart metrics from one statement at a time.

Charting Recipes for Google Finance

The Profitability Trend (Income Statement, Quarterly)

Select Revenue, Operating Income, and Net Income. Look for compression — if Revenue bars climb nicely but Operating and Net Income bars stay flat or shrink, costs are eating the growth.

The Buyback Detection (Income Statement, Annual)

Select Net Income and EPS. In companies like Apple, Google, or Microsoft that do massive buybacks, you will see EPS climbing much faster than Net Income. That divergence is pure financial engineering — they are reducing the denominator (shares outstanding) rather than growing the numerator (actual profits).

Screener.in Charts: The Full Buffet

On Screener.in, you have access to 8 data sections with up to 10+ years of history:

SectionData TypeExamples
Quarterly P&L12+ quartersSales, Expenses, OPM%, Net Profit, EPS
Quarterly Balance Sheet12+ quartersEquity, Reserves, Borrowings, Assets
Quarterly Cash Flow12+ quartersCFO, Investing, Financing activities
Annual P&L10+ yearsSame as Quarterly with longer history
Annual Balance Sheet10+ yearsNet Worth, Working Capital, Fixed Assets
Annual Cash Flow10+ yearsFree Cash Flow, Net Cash Flow
Financial Ratios10+ yearsROCE, ROE, Current Ratio, D/E
Shareholding PatternMultiple quartersPromoter, FII, DII, Public holdings

You can freely cross-pollinate: mix Revenue from the P&L with Borrowings from the Balance Sheet and Cash from Operations from the Cash Flow statement — all on the same chart.

STEP 2

Quick Analysis Tab — The Financial Health Check

If the Charts tab shows you what happened, Quick Analysis tells you how healthy the patient is. It generates a composite Health Score from 0-100, identifies strengths and concerns, tracks growth rates, analyzes quarterly trends, and monitors shareholding movements — all in one view.

Tab 2: Quick Analysis - The Health Check showing health score circle, sector intelligence, context-aware logic for General/Manufacturing vs Banking/NBFC
Screener.in Exclusive: Quick Analysis requires 10+ years of comprehensive financial data (P&L, Balance Sheet, Cash Flow, Ratios, Shareholding). Google Finance typically provides only 4-5 years, which is insufficient for reliable health scoring.

The Health Score: Your Verdict at a Glance

The large circular indicator shows the overall financial health score, color-coded for instant interpretation:

Score RangeLabelColorInterpretation
80-100ExcellentGreenOutstanding financial health
65-79GoodLight GreenSolid financial position
50-64AverageYellowAcceptable, monitor closely
35-49Below AverageOrangeSignificant concerns
0-34PoorRedMajor financial stress

The score is a weighted composite of four pillars:

Sector-Aware Intelligence: Why Banks Are Not Factories

This is the critical insight that separates Finmagine from generic scoring tools. If you judge a bank by the same rules you judge a steel plant, the bank will fail every time. Why? Because a bank's product is debt. Their entire business model is taking in deposits (liabilities) and lending them out at higher rates. A bank with zero debt is a bank with no customers.

Finmagine scans the Peer Comparison breadcrumb on the Screener.in page and automatically detects the sector. When it identifies a Banking or NBFC company, it flips the entire scoring logic:

MetricGeneral/ManufacturingBanking/NBFC
Debt-to-EquityPenalizes high debt (> 1.0x)Ignored — leverage is the business model
Negative Cash Flow (CFO)Major red flagNot flagged — lending = cash outflows = growth
FCF AnalysisPerformedSkipped — not applicable to banks
Focus MetricsROCE, OPM, D/ENIM, GNPA, CASA, ROA

The tool supports 18 sectors with adjusted expectations: Banking, NBFC, Fintech, Auto, IT, Pharma, FMCG, Infrastructure, Metals, Energy, Chemicals, Telecom, Retail, Services, Media, Textiles, Agriculture, and Manufacturing.

Strengths and Concerns

Below the health score, the tool highlights specific strengths (green) and areas of concern (red):

Growth (CAGR) Analysis

The growth section displays Compound Annual Growth Rates across four timeframes — 1Y, 3Y, 5Y, and 10Y — for Revenue, Profit, and EPS. The pattern across timeframes reveals the growth trajectory:

PatternExampleInterpretation
Accelerating1Y: 25%, 5Y: 15%Growth is speeding up (bullish)
Decelerating1Y: 5%, 5Y: 20%Growth is slowing (watch closely)
Consistent1Y: 18%, 5Y: 17%Stable, predictable growth
Volatile1Y: -5%, 5Y: 25%Erratic, needs investigation

Trend Analysis Panel (Right Column)

The right side of the Quick Analysis tab shows a momentum summary with three sections:

Quarterly Trends (YoY) — Primary

Year-over-Year comparison removes seasonality. It compares Q3 FY26 vs Q3 FY25 vs Q3 FY24. This is the most reliable indicator for seasonal businesses like FMCG, Retail, and Auto.

Quarterly Momentum (QoQ) — Secondary

Sequential quarter comparison (Q3 vs Q2 vs Q1) shows recent momentum. Good for detecting turning points, but can be noisy due to seasonality.

Yearly Trends

Annual data comparison covering Sales, Net Profit, OPM%, EPS, Reserves, Net Cash Flow, Operating CF, and ROCE trend.

Shareholding Movement: Follow the Big Money

At the bottom of the right column, the tool tracks the behavior of three key institutional groups over recent quarters: Promoters (founders/owners), FIIs (foreign institutional investors), and DIIs (domestic institutions like mutual funds).

If you see promoters selling for 4+ consecutive quarters, that is a massive red flag — the captain is quietly getting off the ship. If FII and DII are both selling simultaneously, it signals an institutional exodus.

Customizing the Algorithm: Settings Modal

Customizing the Algorithm: Strictness Presets (Conservative, Moderate, Aggressive), Manual Sector Override, and individual Threshold Sliders

Click the Settings gear icon to access the configuration modal with three levels of customization:

Strictness Presets

PresetPhilosophyScore ImpactBest For
ConservativeOnly the safest, most bulletproof companies passExpect lower scores. Getting a 70 is practically a miracle.Value investing, blue-chip hunting
Moderate (Default)Balanced approach for general analysisNeutral baseline assessmentDaily research, standard screening
AggressivePrioritizes growth potential over safetyExpect higher scores. Turnarounds look much better.Growth investing, turnaround stories

How Thresholds Shift

MetricConservativeModerateAggressive
Revenue/Profit CAGR Min20%15%10%
ROE / ROCE Min20%15%12%
OPM Min15%10%8%
D/E Max (Non-Banking)0.5x1.0x1.5x
GNPA Max (Banking)2.0%3.0%4.0%
Promoter Pledge Max5%10%20%
Practical Example: A company with 12% Sales Growth and 1.2x D/E scores "Weak + High Risk" in Conservative mode (Growth < 20%, Debt > 0.5x). The same company scores "Strong + Acceptable" in Aggressive mode (Growth > 10%, Debt < 1.5x). Same company, completely different verdict.

Manual Sector Override

For conglomerates like Reliance Industries (oil, retail, telecom), the auto-detection may only reflect one part of the business. Use the Sector Override dropdown to manually select from 18 sectors and force the Health Score to use that industry's grading logic.

Individual Threshold Sliders

After selecting a base preset, you can fine-tune individual sliders. For example, you might want strict debt rules (Conservative) but lenient growth rules (Aggressive). Click "Apply & Re-analyze" to save and refresh the score.

STEP 3

Calculated Ratios Tab — The Diagnostic Engine

If Quick Analysis tells you the patient has a fever of 104, Calculated Ratios is the blood test that tells you why. Is it a bacterial infection (poor margins)? A virus (excessive debt)? This tab computes 11+ financial ratios from raw data and, most importantly, features the powerful DuPont Analysis that decomposes Return on Equity into its three drivers.

Tab 3: Calculated Ratios - The Diagnostics showing Solvency (Interest Coverage, Debt to Equity), Liquidity (Quick Ratio), Efficiency (Asset Turnover), and the power of derived data
Screener.in Exclusive: This tab requires raw P&L and Balance Sheet data which is available in sufficient depth only on Screener.in.

Universal Coverage: The Key Advantage

Unlike Quick Analysis (which relies on pre-calculated data from Screener.in), the Calculated Ratios tab derives ratios from raw financial statements entirely client-side. This means it works for any company on Screener.in — even small microcaps that other tools do not cover. As long as a P&L and Balance Sheet exist, Finmagine can calculate the key ratios.

Solvency & Liquidity Ratios

These answer the fundamental question: Can this company survive?

RatioFormulaExcellentGoodAveragePoor
Interest CoverageOperating Profit / Interest Expense≥ 5.0x3.0-5.0x2.0-3.0x< 2.0x
Debt to EquityTotal Borrowings / Shareholders' Equity≤ 1.0x1.0-1.5x1.5-2.5x> 2.5x
Debt to AssetsTotal Borrowings / Total Assets≤ 20%20-40%40-60%> 60%
Current RatioCurrent Assets / Current Liabilities≥ 2.0x1.5-2.0x1.0-1.5x< 1.0x
Quick Ratio (Acid Test)(Current Assets - Inventory) / Current Liabilities≥ 1.5x1.0-1.5x0.8-1.0x< 0.8x

The Quick Ratio (Acid Test) is particularly powerful. It asks a brutally simple question: If your sales stopped tomorrow and you could not sell a single piece of inventory, could you still pay off all your immediate debts? If a company has a high Current Ratio but a low Quick Ratio, it may be hoarding unsold stock to make its balance sheet look healthier than it is.

Profitability Ratios

RatioFormulaExcellentGoodAveragePoor
EBITDAOperating Profit + DepreciationInformational only (absolute value, no rating)
EBITDA MarginEBITDA / Revenue × 100≥ 40%25-40%15-25%< 15%
Net Profit MarginNet Profit / Revenue × 100≥ 20%10-20%5-10%< 5%

Efficiency Ratios

RatioFormulaExcellentGoodAveragePoor
Asset TurnoverRevenue / Total Assets≥ 3.0x2.0-3.0x1.0-2.0x< 1.0x
Fixed Asset TurnoverRevenue / Fixed Assets≥ 10.0x5.0-10.0x2.5-5.0x< 2.5x
Equity MultiplierTotal Assets / Shareholders' Equity≤ 1.5x1.5-2.5x2.5-4.0x> 4.0x

DuPont Analysis: The Crown Jewel

DuPont Analysis: Deconstructing ROE - Net Profit Margin x Asset Turnover x Equity Multiplier = Calculated ROE, showing how to distinguish Quality Compounders from Leveraged Growth traps

DuPont Analysis is the single most powerful feature in the entire extension. It decomposes Return on Equity (ROE) into three components:

ROE = Net Profit Margin × Asset Turnover × Equity Multiplier

This reveals how a company achieves its ROE — and whether that ROE is sustainable or fragile.

Three Company Profiles

ProfileNPMAsset TurnoverEquity MultiplierVerdict
Quality CompounderHighModerateLowSustainable, low-risk ROE. Driven by pricing power and efficiency. This is the gold standard.
Efficient OperatorModerateHighModerateGood capital utilization. Think discount grocery chains — thin margins but incredible inventory turnover.
Leveraged GrowthLowLowHighROE inflated by debt. A house of cards. One bad quarter or interest rate hike and it collapses.
The Critical Insight: Three companies can all show 20% ROE. One achieves it through 40% profit margins (luxury brand). Another achieves it through incredible turnover (discount chain). The third achieves it by borrowing billions (leveraged growth trap). The ROE number looks identical, but the quality is worlds apart. DuPont reveals the truth.

Calculated vs. Actual ROE

The tool compares its DuPont-calculated ROE against Screener.in's reported ROE. A match (within ~2%) confirms data consistency. A larger difference may indicate timing or averaging differences.

DuPont for Banks: Read with Caution

The Calculated Ratios tab uses universal formulas — it does NOT adjust for sector. This means a bank will always show a high Equity Multiplier (rated "Poor" in red) because banks are inherently leveraged. This is expected and normal. Cross-reference the Quick Analysis tab (which does adjust for banking) to confirm the leverage is being managed safely via NIM and GNPA.

Quick Analysis vs. Calculated Ratios: When to Use Which

AspectQuick AnalysisCalculated Ratios
RoleThe Dashboard — tells you if a company is healthyThe Diagnostics Tool — tells you why
Primary OutputHealth Score (0-100)11+ Financial Ratios
Sector AwarenessYes — auto-detects and adjustsNo — universal formulas (user provides context)
Unique FeatureShareholding TrackerDuPont Analysis
Customization3 strictness presets + individual slidersFixed formulas and standard thresholds
Use First?Yes — get the "pass/fail" verdict firstSecond — investigate the "why" behind the score
STEP 4

Price Analysis Tab — The Valuation Verdict

You have visualized the trends (Charts), assessed the health (Quick Analysis), and investigated the fundamentals (Calculated Ratios). Now comes the question that actually determines if you make money: Is the price you are paying justified?

Tab 4: Price Analysis - Valuation showing the Price/Profit Growth Ratio, Catching Up (green), Running Ahead (red), and Fairly Valued badges with CAGR comparison table
Screener.in Exclusive: Price Analysis requires Stock Price CAGR data, Compounded Profit/Sales Growth rates, quarterly profit data, and 52-week High/Low prices — all available on Screener.in but not on Google Finance.

Price vs. Fundamentals: The Core Question

This panel directly challenges the basic psychology of investing. A stock that is up 50% feels great. But the sober question is: did the business grow 50%? The tool compares the stock's price CAGR against its profit CAGR (primarily over 5 years, falling back to 3 years if unavailable).

The Price/Profit Growth Ratio

Price/Profit Growth Ratio = Stock Price CAGR ÷ Profit CAGR

BadgeRatioMeaningInvestor Action
CATCHING UP< 0.7xProfit growth significantly outpaces price growth. Stock may be undervalued.Research for potential undervaluation. This is what value investors dream of.
FAIRLY VALUED0.7x - 1.3xPrice and profit growth roughly aligned.Neutral. Focus on future growth expectations.
RUNNING AHEAD> 1.3xPrice growth far exceeds profit growth. Stock may be overvalued.Caution. The gap between price and value is pure sentiment/hype.
The Flipped Script: Sometimes "high" is actually cheap. If a stock is hitting a 52-week high but its profits are growing even faster, it might still be "Catching Up." And sometimes "low" is extremely expensive — if profits are collapsing faster than the price. As Warren Buffett said: "Price is what you pay, value is what you get."

CAGR Comparison Table

Below the Price vs. Fundamentals panel, a table shows Stock Price CAGR, Profit CAGR, and Sales CAGR across 10Y, 5Y, 3Y, and 1Y/TTM timeframes. Key patterns to watch:

Cyclical Analysis: Timing the Entry

Cyclical Analysis: Timing the Entry showing the CYCLICAL badge, seasonality logic (30% variance threshold), and Quarter Performance Ranking #1 through #4

Many businesses are seasonal or cyclical. AC companies, auto companies, infrastructure firms, FMCG — their quarterly profits follow predictable patterns tied to festivals, government budgets, and harvest cycles.

How It Works

  1. Groups all historical quarterly profits by month: Mar, Jun, Sep, Dec
  2. Calculates average profit for each quarter type across multiple years
  3. Measures the variance between best and worst quarter averages
  4. If variance exceeds 30% of the mean, the company gets the purple CYCLICAL badge

Quarter Performance Ranking

Quarters are ranked from #1 (strongest, dark green) to #4 (weakest, red/brown). This lets you know which quarters to expect strong results and which to expect weakness.

Why This Matters

If an AC company posts a small loss in December, the market might overreact and sell it off. But if the tool tells you December is historically their #4 quarter, you know this is normal. Instead of panic-selling, seasoned investors use the seasonal dip as a buying opportunity — knowing the strong #1 and #2 quarters are ahead.

IndustryTypically Strongest QuarterDriver
InfrastructureQ4 (March)Government spending/billing before fiscal year-end
Retail / FMCGQ3 (Oct-Dec)Diwali, festive season, Christmas
AutoQ2 (Sep) and Q4 (Mar)Festive demand + year-end incentives
AgricultureSeasonalHarvest cycles and monsoon patterns

Risk Metrics: The 52-Week Analysis

Risk Metrics: Drawdown and Range showing the 52-Week Range Bar, Max Drawdown calculation, and the Falling Knife distinction based on Profit CAGR direction

The Risk Metrics panel visualizes where the current stock price sits within its 52-week range and quantifies the historical volatility.

52-Week Range Bar

A visual bar from 52W Low to 52W High with a marker showing current price position. The tool classifies the position into three zones:

BadgeConditionInterpretation
Near 52W HighWithin 10% of highPotentially expensive. The tool warns: "Consider if the valuation is justified."
Near 52W LowWithin 20% of lowCould be a value opportunity or a falling knife. Must verify fundamentals.
Mid RangeBetween the aboveNeutral territory. Balanced risk/reward.

Max Drawdown (52W)

Measures the maximum peak-to-trough drop over the last year: (High - Low) / High × 100. This quantifies the "pain tolerance" required to hold the stock:

DrawdownRisk LevelStrategy
< 20%LowSafe to buy on momentum. Corrections are shallow.
20-40%ModerateNormal volatility. Standard entry rules apply.
40-60%HighAvoid buying at peaks. Wait for deep pullbacks.
> 60%Very HighExtreme volatility. Requires strict stop-losses.

The Falling Knife Distinction

When a stock is "Near 52W Low," is it a bargain or a trap? The answer lies in combining the price position with profit momentum:

The Decision Matrix: Buy when the price is falling but profits are rising (divergence). Avoid when the price is falling because profits are also falling (convergence).
EXAMPLES

The 4-Step Workflow in Action: Real Company Analysis

Let us walk through the complete workflow with a real company to see how all four tabs work together to build a complete investment thesis.

Example: Affle (India) Ltd — Quality Compounder

Step 1: Charts Tab — Visualize the Trends

Affle Charts Tab showing Annual P&L with Sales bars growing from 167 to 2,266 crores (2018-2025), OPM% line at 21-28%, and Profit before tax bars growing steadily

The chart instantly reveals a powerful growth story: Sales (blue bars) climbing from 167 crores in Mar 2018 to 2,266 crores in Mar 2025 — a 13x increase. The OPM% line (green) has stabilized around 21-23% after initially being higher, showing mature but healthy margins. Profit before tax (red bars) shows consistent upward trajectory.

Step 2: Quick Analysis Tab — The Health Check

Affle Quick Analysis showing Health Score 91 (Excellent), 3 Strengths, 0 Concerns, ROCE 17%, OPM 23%, with strong CAGR across all timeframes

Health Score: 91 (Excellent). Three strengths flagged, zero concerns. Revenue CAGR of 28% (5Y), Profit CAGR of 26.5% (5Y), and consistent positive operating cash flow for 8 years. The trend analysis shows increasing sales and profits YoY. This is a textbook quality company.

Step 3: Calculated Ratios Tab — The Diagnostics

Affle Calculated Ratios showing Interest Coverage 83.29x (Excellent), Debt to Equity 0.01x (Excellent), Current Ratio 3.86x (Excellent), EBITDA Margin 27.1%, Net Profit Margin 16.9%, and DuPont Analysis: NPM 16.9% x Asset Turnover 0.66x x Equity Multiplier 1.20x = 13.5% ROE

The solvency picture is pristine: virtually debt-free (D/E of 0.01x), Interest Coverage of 83x, Current Ratio of 3.86x. Now look at the DuPont Analysis: NPM 16.9% (Good) × Asset Turnover 0.66x (Poor) × Equity Multiplier 1.20x (Excellent) = 13.5% ROE. This is a Quality Compounder profile — the ROE comes from profit margins with almost zero reliance on debt. The low asset turnover is typical for IP/tech businesses.

Step 4: Price Analysis Tab — The Valuation

Affle Price Analysis showing CATCHING UP badge, Price/Profit Growth Ratio 0.24x, Stock Price CAGR 10% vs Profit CAGR 42%, Mid Range positioning, Max Drawdown 44.2%

CATCHING UP with a Price/Profit ratio of just 0.24x. Profit growth (42%) massively outpaces price growth (10%). The stock is in the Mid Range of its 52-week range. Despite a high Max Drawdown (44.2%), the fundamentals are accelerating. This is a classic value setup where the market has not fully appreciated the company's profit growth.

The Complete Verdict: Affle shows excellent health (91/100), quality earnings (DuPont confirms zero leverage), and significant undervaluation (Catching Up at 0.24x). The four tabs together paint a coherent picture that no single metric could deliver alone.
WORKFLOW

The Complete Analyst Workflow

The Complete Analyst Workflow: A circular flow from Quick Analysis (Health Check) to Calculated Ratios (Diagnosis) to Price Analysis (Valuation) to Charts (Visualization), with Finmagine at the center transforming raw data into a coherent investment narrative

The four tabs are designed to work as a complete end-to-end workflow. Here is the recommended analytical sequence:

  1. Quick Analysis first: Get the instant health score. If the score is below 40, you may want to skip to the next company unless you are specifically hunting turnarounds.
  2. Calculated Ratios second: Understand why the score is what it is. Check the DuPont Analysis to verify ROE quality. If you see a "Leveraged Growth" profile, proceed with extreme caution.
  3. Price Analysis third: Is the stock catching up or running ahead? Check cyclical patterns for timing. Assess risk metrics for entry positioning.
  4. Charts last: Now that you know what to look for, build targeted visualizations. Chart the specific metrics that matter for your thesis — margins, cash flow, shareholding trends.
Speed Screening: For rapid filtering, spend 10 seconds per company on Price Analysis (check the badge), 10 seconds on Quick Analysis (check the score), and only deep-dive into Calculated Ratios and Charts for companies that pass the initial screen.
HELP

Troubleshooting & FAQ

Troubleshooting and Edge Cases: No Financial Data Found, Insufficient Data for Quick Analysis, Unknown Sector / Wrong Logic, Metrics Not Restoring - with solutions for each

Common Issues & Solutions

"No Financial Data Found"

Button Not Appearing

Quick Analysis Tab Not Appearing

"Insufficient Data" in Quick Analysis

Sector Shows Wrong Industry

"Clear All" Does Not Prevent Metrics from Coming Back

Metrics Not Restoring on New Company

Google Finance: Chart Shows Stale Data

DuPont ROE Does Not Match Screener.in ROE

Frequently Asked Questions

Is the extension really free?

Yes, 100% free. No trial, no premium tier, no hidden costs, no account required.

Does it collect my data?

No. Everything happens client-side in your browser. The extension never sends data to any server. It does not know which companies you research.

Why are Quick Analysis, Calculated Ratios, and Price Analysis only on Screener.in?

These features require deep historical data (10+ years P&L, balance sheet, shareholding, growth rates). Screener.in provides this depth for thousands of Indian companies. Google Finance typically provides only 4-5 years, which is insufficient for reliable health scoring, ratio calculation, and CAGR comparison.

Can I compare multiple companies on one chart?

Not simultaneously. The tool analyzes one company at a time. For comparisons, screenshot each company's charts and place them side-by-side, or open multiple browser tabs.

What browsers are supported?

Chrome and all Chromium-based browsers: Microsoft Edge, Brave, Opera, etc. Mobile browsers are not supported (Chrome extensions are desktop-only).

From Data Overload to Confident Decisions

Finmagine: Making Financial Analysis Accessible to Everyone. Powerful Visualization. Deep Diagnostics. Instant Valuation.

You now have the complete Finmagine 4-step workflow in your analytical toolkit:

Financial analysis just got dramatically faster and more intuitive. What used to require Excel exports, manual calculations, and 20+ minutes per company now takes seconds. The data is abundant and free — the edge is entirely about the story you can read in that data. Finmagine automates the looking so you can spend all your time on the thinking.

Remember: Price is what you pay, value is what you get. These four tabs are designed from the ground up to help you tell the difference.

Next Steps:

  1. Install the extension from the Chrome Web Store
  2. Run through all four tabs on a company you are currently researching
  3. Experiment with the Settings modal — try Conservative vs. Aggressive on the same company
  4. Practice the Minimize-Restore cycle on Google Finance
  5. Build analytical templates: consistent metrics you check for every company in a sector

Explore the Complete Chart Builder Hub

Discover all Chart Builder resources — tutorials, case studies, and more. Transform Screener.in & Google Finance data into professional charts.

Visit Chart Builder Hub →
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