Fundamentals

Fundamental filters use the latest company or fund snapshot. They do not have a candle timeframe, but they can be combined with technical conditions.

GroupFields
ValuationPE ratio, PB ratio, EV/EBITDA, market cap
ProfitabilityROE, ROA, EBITDA margin, net margin, gross margin
EarningsEPS, revenue, EBITDA, net profit
Balance SheetDebt/equity, total debt, total cash, current ratio where available
ClassificationSector, industry, macro sector, sub-industry where available
OwnershipPromoter 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
ETFs with expense ratio below 0.25%