Fundai user guide
Every part of Fundai, step by step: finding a company and reading its reports, building a filter and following symbols in a watchlist.
Build your first filter
Go from one simple condition to a short list of symbols. In this example we find companies whose cumulative sales grew more than 30% on the year before.
In «General filters», pick an industry, sub-industry, symbol or one of your watchlists. Left empty, every company is checked.
Filters pageStep 1 of 4 In the «Apply filter to» row, choose «Monthly report», then «Add condition». Each report type has its own steps and parameters.
Set the parameter to «Sales amount», the range to cumulative through Azar and the comparison to the same range last year. «Your condition in plain words» under the steps says exactly that.
«Run filters» sorts symbols from the highest growth. «Data guide» above the table shows the unit and range of the figures.
More guides
9 guides- Company page3 stepsFind a company and read its overviewCompany page · 3 stepsSearch for a symbol, then read the last trading day, the key ratios and the money flow in «At a glance».BasicStart
- Company page4 stepsProfit margin and dividends over timeCompany page · 4 stepsCompare overall, seasonal and period margins, and see how much of its profit the company paid out as cash.BasicStart
- Company page3 stepsFinancial statements in rials or dollarsCompany page · 3 stepsRead the income statement, balance sheet and cash flow period by period, and switch them to thousands of dollars.IntermediateStart
- Company page4 stepsMonthly reports and product salesCompany page · 4 stepsSee each product’s sales by month or cumulatively, compare product shares and read sales in dollars.IntermediateVideoStart
- Filters4 stepsCombine several conditionsFilters · 4 stepsJoin conditions with «and» or «or», and see how many symbols each one removes.AdvancedVideoStart
- Filters3 stepsA technical filter on one trading dayFilters · 3 stepsRank companies by real-money inflow, buyer power or trading volume on a single day.BasicVideoStart
- Filters3 stepsSaved filters and Fundai suggestionsFilters · 3 stepsSave your conditions under a name, run suggested filters and send every result to a watchlist at once.BasicStart
- Watchlist3 stepsRead the Fundai watchlistWatchlist · 3 stepsSee each symbol’s return since it was introduced next to the equal-weight index over the same stretch.BasicStart
- Watchlist4 stepsBuild a personal watchlistWatchlist · 4 stepsAdd symbols with a reason, then use the same list as the scope of your filters.BasicStart
Didn’t find your answer?
The video tutorials walk through these same steps on screen. For anything else, message Fundai support.