Historical fundamental stock rankings for US-listed companies
Track earnings calendars, calls, transcripts and financial reports for public companies
Stage
Not given
Not given
Founded
Not given
Not given
Based in
BR
Not given
Pricing model
Freemium
Freemium
Pricing
Free: Public Archive through 2021. Founding membership: $99/year (locked price until October 31, 2026). Standard annual membership: $149/year. Monthly plan: $19/month.
Free plan: $0/month with 3 research credits per month. Plus plan: $14.9/month billed annually ($178.8 total, save 22%) with 300 research credits per month. Pro plan: $24.9/month billed annually ($298.8 total, save 14%) with 650 research credits per month.
Key features
Historical fundamental rankings from 1996 through 2021
HDB Score composite metric
Compare up to four companies side by side
Tenure rankings measuring consistency
Portfolio research shortlist for members
Current and recent rankings for members
Live and archived earnings call audio playback
Interactive transcript notes with timestamps and inline research annotations
8-language AI translation of earnings transcripts
Historical earnings data spanning nearly two decades
Official SEC filings including 10-K, 10-Q, and 8-K documents
Real-time keyword and symbol tracking with push notifications
One-click download of investor presentations and PDF filings
What makes it different
26 years of free historical data through 2021 requires no account
Proprietary HDB Score algorithm based on historical fundamentals
Built independently with publicly documented methodology
Focuses on fundamental consistency rather than predicting returns
Multi-language AI translation supporting 8 languages including Chinese, Japanese, Korean, German, French, Spanish, Portuguese and English
Access to nearly two decades of historical quarterly earnings data
Official SEC filings delivered alongside streamlined summaries
Interactive live transcripts with timestamped notes during earnings calls
Holder Dashboard