LnThale

This is an investment management assistant for value investors that brings stock screening, financial statement organization, valuation, position tracking, and investment notes together in one place. You can maintain a watchlist and company profiles, enter or import multi-year financial data, and use PE, PB, PEG, and dividend models to estimate fair value and margin of safety, with historical valuation records kept for later review. The holdings module tracks cost basis, current price, profit and loss, and portfolio weight, and supports transaction history and position reviews. Notes can be categorized and linked to specific stocks, valuations, or holdings, so you can capture investment thesis, industry research, and action notes in one workflow. The profile area also lets you back up and restore data, export CSV files, and manage valuation parameters and note categories—built for investors who want a structured approach to value investing.