Fundamentals
Fundamental filters use the latest company snapshot. They do not have a candle timeframe, but they can be combined with technical conditions. Fundamentals are available for US and India equities — ETFs and forex are price-data only.
| Group | Fields |
|---|---|
| Valuation | PE ratio, PB ratio, EV/EBITDA, market cap |
| Profitability | ROE, ROA, EBITDA margin, net margin, gross margin |
| Earnings | EPS, revenue, EBITDA, net profit |
| Balance Sheet | Debt/equity, total debt, total cash, current ratio where available |
| Classification | Sector, industry, macro sector, sub-industry where available |
| Ownership | Promoter holding, FII holding, DII holding for India equities |
How Fundamentals Combine With Technicals
1
Pure fundamental query
Sortefi can answer from snapshot data without loading candles.
India stocks with PE below 15 and ROE above 20%
2
Composite query
Sortefi narrows by fundamentals first, then applies technical indicators to remaining symbols.
Large cap stocks with RSI below 35 on daily
Examples
US stocks with PE below 20 and ROE above 15%
India stocks with debt to equity below 0.5 and positive net profit
Large cap technology stocks with RSI below 40
India stocks where promoter holding increased last quarter