FolioCue is an institutional valuation operating system. Direct SEC EDGAR 10-K & 10-Q filing ingestion, intrinsic discounted cash flow models, and automated dividend compounding in one unified platform.
Decades of market research confirm that long-term equity returns converge strictly to fundamental cash generation. FolioCue replaces market noise with forensic audited statements, free cash flow models, and quantitative downside protection.
Grounded in Benjamin Graham, David Dodd, and Warren Buffett's 90-year track record of asymmetric equity compounding.
A share of stock is not a lottery ticket or an electronic blip; it is an undivided ownership interest in an operating enterprise. Price fluctuations are noise; true return stems from compounding book value and cash distributions.
The secret of sound investment is the margin of safety: paying substantially less than conservative appraisal value. This quantitative cushion absorbs macroeconomic shocks, managerial missteps, and forecast volatility.
Accounting net income can be manipulated by accruals and capital assumptions. True economic earnings—unlevered free cash flow after maintenance capex—is the sole reliable fountainhead of dividend compounding and intrinsic worth.
“If you aren't thinking about owning a stock for ten years, don't even think about owning it for ten minutes. Price is what you pay. Value is what you get.”
How FolioCue turns raw SEC filings into cold, quantitative investment clarity.
Bypassing second-hand aggregators to ingest primary source filings directly from the SEC EDGAR system. Inspect audited balance sheets, cash flow waterfalls, and notes with zero lag.
Dynamic projection of unlevered owner earnings across 5-year and 10-year horizons, with customizable WACC discount rates, terminal growth constraints, and enterprise-to-equity reconciliation.
Hidden dilution quietly destroys shareholder value. FolioCue forensic algorithms isolate stock-based compensation expense and historical share count growth to calculate true per-share owner yield.
Automate the dividend reinvestment snowball across multiple brokerage portfolios with exact lot dates, dividend yield tracking, and multi-user family/fund collaboration.
Three unified pillars that transform scattered financial reports into an effortless daily portfolio terminal.
Primary Source Veracity: Ingest audited income statements, balance sheets, and cash flows straight from SEC EDGAR. Track historical employee headcount trends, revenue segment splits, and executive RSU dilution.
Margin of Safety: Calculate conservative intrinsic fair value per share using multi-stage cash flow projections, dynamic cost of capital (WACC), and terminal capitalization rates with instant sensitivity matrices.
Real-World Growth: Model dividend reinvestment snowball velocity across custom taxable and retirement accounts. Monitor unrealized and realized returns, cost basis, and multi-user portfolio collaboration.
Evidence-based equity allocation profiles tailored for long-term compounders, deep-value contrarians, and dividend growth investors.
Official academic and foundational citations
Replace speculation with intrinsic clarity. Ingest primary SEC filings, calculate discounted cash flow fair values, and manage your family and fund holdings in one place.
Select a portfolio from the sidebar to view details.
Manage application users (Admin only)
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Prospective users who requested platform access.
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Review prospective users, inspect signup source & quiz preferences, and invite users to join (Admin only).
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Manage mail delivery servers, fallback credentials, and test mailbox deliverability (Admin only)
Send an instant diagnostic test email to verify authentication and mailbox arrival.
info@clancue.com (high-speed transactional), while secondary server sends through Google Gmail.
Audit 10-Q filing cadence, last pulled EDGAR sync dates, 10-K Q4 coverage, and financial metrics extraction (Admin only).
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List of companies with locally stored financial metrics and SEC filings.
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