Inventory Goal Advisor Overview
Ease of Use
Inventory Goal Advisor is a inventory analysis platform designed to offer extra in-depth perception by enabling customers to study what each analysts and retail merchants suppose. It presents perception into over 75,000 shares throughout exchanges in a number of areas. Inventory Goal Advisor contains options resembling analyst and consumer scores, inventory evaluation, prime inventory lists, inventory screeners, and extra.
About Inventory Goal Advisor
Inventory Goal Advisor is a web based inventory analysis platform that lets you see what each analysts and retail merchants take into consideration a inventory. It presents protection for greater than 75,000 shares throughout exchanges within the US, Canada, Europe, and India, which units it aside from related platforms that focus solely on US shares.
In our Inventory Goal Advisor assessment, we’ll take a deep dive into this analysis platform’s options and instruments that can assist you determine if it’s best for you.
Inventory Goal Advisor Pricing Choices
Inventory Goal Advisor presents 3 pricing tiers: Fundamental, Premium, and Platinum.
The Fundamental plan is free and presents entry to a lot of the platform’s analysis. Nevertheless, it doesn’t embrace entry to the highest picks record or customized inventory screens, and it doesn’t will let you export information. It additionally contains just one watchlist with as much as 10 shares.
The Premium plan prices $4.99 per thirty days and unlocks almost all of Inventory Goal Advisor’s options. The principle limitation is which you can solely export information one web page at a time. It contains as much as 5 watchlists with as much as 20 shares every. You’ll obtain a 1-week free trial of the Premium plan once you join Inventory Goal Advisor Fundamental.
The Platinum plan prices $29.99 per thirty days and lets you export as much as 1,000 inventory information at a time for evaluation in Excel. It additionally presents as much as 50 watchlists with as much as 50 shares every.
Inventory Goal Advisor Options
Analyst and Person Scores
Inventory Goal Advisor tracks analyst scores for greater than 75,000 shares from the US, Canada, UK, Germany, France, and India. The platform shows an inventory of all shares with latest analyst score actions, and you may type shares by nation, consensus score, or based mostly on whether or not it was upgraded or downgraded. For any particular person inventory, you possibly can view a 10-year historical past of analyst score actions and value targets.
Inventory Goal Advisor additionally permits customers to weigh in on shares and problem their very own value targets. These targets are issued with a purchase, promote, or maintain score and a time horizon from 1-11 months. You’ll be able to type shares by consumer score or see a full historical past of consumer scores for any particular person shares, similar to you possibly can for analyst scores. Nevertheless, we discovered that usually solely essentially the most well-known US shares have quite a lot of latest consumer scores.
Inventory Goal Advisor makes use of a set of algorithms to mechanically analyze all the shares the platform covers. This contains automated elementary evaluation, which covers features like how secure a inventory is, how a inventory’s earnings and income progress in comparison with opponents in the identical sector, and the way a inventory is priced in comparison with earnings and ebook worth. The evaluation is damaged down into easy execs and cons, offering a fast overview of the place a inventory stands based mostly on fundamentals.
The platform additionally grades shares from A-F based mostly on a wide range of efficiency metrics. You’ll be able to see at a look how a inventory has carried out relative to its sector and alternate over the previous 1-5 years. Inventory Goal Advisor additionally presents easy grades for monetary ratios like price-to-earnings, price-to-book, and debt-to-equity.
High Shares Lists
Inventory Goal Advisor combines analyst scores, consumer scores, and its personal automated inventory evaluation to create lists of potential inventory picks. The High Shares record allows you to filter shares based mostly on analyst scores and elementary evaluation, whereas the High Picks record shows shares which have bullish value targets and robust elementary prospects. Brief sellers may also discover a Worst Pricks record, which shows shares with bearish value targets and weak fundamentals.
Inventory Goal Advisor features a customizable inventory screener that lets you filter shares based mostly on market efficiency, monetary ratios, and analyst scores. It’s straightforward to make use of, however you possibly can’t filter shares based mostly on consumer scores or the outcomes of Inventory Goal Advisor’s automated elementary evaluation. As well as, you possibly can solely search shares on one alternate at a time. That signifies that it’s essential to run two screens to get outcomes from each the NYSE and NASDAQ.
The great factor in regards to the screener is which you can simply examine shares within the outcomes desk. The desk reveals analyst scores in addition to efficiency and elementary evaluation grades in comparison with each trade opponents and the alternate being focused.
Inventory Goal Advisor additionally contains 51 premade screens. Most of those are what you’d count on, together with screens for top-performing shares, doubtlessly undervalued shares, and progress shares.
Customization and Structure
Inventory Goal Advisor is simple to make use of, though there aren’t many customization choices inside the platform. It can save you screens and construct watchlists, every of which has its personal information feed.
Extra vital, Inventory Goal Advisor lets you export almost all the platform’s information to Excel in case you have a paid subscription. That may be worthwhile if you wish to use Inventory Goal Advisor’s evaluation together with information from one other inventory analysis platform to construct your individual screens.
Inventory Goal Advisor Platform Differentiators
The principle factor that differentiates Inventory Goal Advisor from different inventory analysis platforms is that it contains protection for shares outdoors the NYSE and NASDAQ. On this platform, you’ll discover information for OTC shares and shares on the most important exchanges in Canada, the UK, Germany, France, and India. That mentioned, the shortage of information for Chinese language shares listed in Hong Kong is considerably disappointing given the dimensions of that market.
One other factor that makes Inventory Goal Advisor stand out is that it permits customers to contribute their very own inventory scores alongside analyst scores. This may very well be a terrific function, though we have been a bit upset with the way it labored in follow. Many worldwide shares don’t have any consumer scores and the platform doesn’t allow you to incorporate consumer scores into customized screens.
What Sort of Dealer is Inventory Goal Advisor Greatest For?
Inventory Goal Advisor is finest suited to medium- and long-term buyers who wish to incorporate analyst value targets into their funding choices. The platform does a pleasant job of monitoring and summarizing analyst scores and mixing that with automated elementary evaluation in a means that’s straightforward to soak up. You can too mix analyst scores, efficiency information, and monetary information within the inventory screener to seek out potential inventory picks.
This platform particularly stands out for buyers who wish to look past fashionable US shares. It’s certainly one of solely a handful of inexpensive, lay investor-friendly analysis platforms that covers worldwide shares from Canada, Europe, and India.
- Covers 75,000 shares from the US, Canada, UK, Germany, France, and India
- View 10-year historical past of analyst scores for each inventory
- Person-contributed inventory scores
- Customizable inventory screener with 51 premade screens
- Most information is on the market without cost
- Comparatively few user-contributed scores
- Doesn’t supply information for Hong Kong-listed shares