CirclFi

CirclFi provides a robust stock valuation engine for precise investment decisions. Key features include: • Daily analysis of over 5,982 US equities • 13 institutional-grade valuation models, including Bayesian DCF and Monte Carlo • Quality of Company score for identifying undervalued stocks • Real-time updates from SEC EDGAR and FRED (Federal Reserve) data This platform processes 77,766+ valuations per run, offering comprehensive intrinsic value assessments. It leverages Nobel Prize-winning financial economics and applied mathematics, with models like Merton-Black-Scholes Option Pricing, Greenwald Columbia Framework, and McKinsey Value Framework. The engine operates through autonomous phases: ingesting raw data from SEC EDGAR and market APIs, computing valuations with its diverse model suite, and signaling actionable insights. Investors gain access to a live Google Sheets terminal, allowing them to sort, filter, and compare valuations across their portfolios to identify mispriced securities. Every formula, derivation, and data source is meticulously documented in an open methodology to ensure transparency and trust. Designed for individual investors, financial analysts, and quantitative researchers, CirclFi empowers users to move beyond speculative guessing. It provides a data-driven edge for identifying investment opportunities, supporting strategic portfolio management, and enhancing stock research.