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Company Overview Guide

Build custom chart dashboards to monitor the metrics that matter most for any ticker.

Overview

Company Overview lets you view multiple charts side-by-side for a single ticker. Each dashboard is a collection of chart tiles, and all tiles share the same ticker and time range. You can create as many dashboards as you like and switch between them instantly.

Default Dashboards

When you first visit the Company Overview page, a pinned Flows tab is always available, plus five default dashboards:

  • Flows — Sankey diagram of the income statement for any period, with optional period-vs-period comparison. This tab is always present and is not a customizable dashboard.
  • Income Statement — Revenue, Net Income, Gross Profit, Operating Income, EPS, and more.
  • Balance Sheet — Total Assets, Total Liabilities, Equity, Cash, Current Ratio, and Debt.
  • Cash Flow — Operating Cash Flow, Free Cash Flow, CapEx, and Financing activities.
  • Ratios & Margins — Gross Margin, Operating Margin, Net Margin, ROE, ROA, and Asset Turnover.
  • Market & Valuation — Market Cap, P/E Ratio, Enterprise Value, FCF Yield, and Stock Price.

You can customize these or create entirely new ones. If you ever want to start fresh, click Reset in the tab bar to restore all defaults.

Changing the Ticker

Use the search box at the top of the page to type a ticker symbol. As you type, matching tickers will appear in a dropdown. Select one and all charts on the dashboard will reload with data for that ticker.

The ticker is stored in the URL as a query parameter, so you can bookmark or share a specific dashboard + ticker combination.

Editing a Dashboard

Click the Edit button to enter edit mode. While editing you can:

  • Rename — the dashboard title becomes an editable text field. Type a new name and click Done or click away to save.
  • Add a chart — click the dashed + Add Chart tile at the end of the grid. Pick any metric and modifier from the popup.
  • Remove a chart — click the red × button on any tile to remove it.
  • Change columns — use the column dropdown to switch between 1, 2, 3, or 4 columns.

All changes are saved automatically. Click Done when you're finished.

Creating and Deleting Dashboards

Click + New in the tab bar to create a blank dashboard. It opens in edit mode so you can immediately start adding charts.

To delete a dashboard, click the trash icon next to the dashboard title. You'll be asked to confirm. You cannot delete your last remaining dashboard.

Flows

The Flows tab shows where money goes in a single period. Band widths are proportional to dollar amounts. Use Quarterly, TTM, or Annual to change the basis, then pick a date or drag the period slider.

To compare over time, choose Previous period, Year ago, or a custom date. The two diagrams share a scale so a shrinking company actually looks smaller. Each node is labeled with its dollar amount and share of revenue; comparison mode also shows the change versus the other period. Profit the company keeps (gross profit, operating income, net income) sits at the top of each column. Green and red tints mark increases and decreases (lower expenses are shown in green).

Time Range

The time presets at the top of the dashboard control the visible date range for all charts. The available range depends on your plan:

  • Free — up to 1 year of data.
  • Basic — up to 3 years of data.
  • Pro — full history.

Tips

  • StockWatch remembers your last-visited dashboard and ticker, so clicking Company Overview in the sidebar takes you right back where you left off.
  • Use 2 columns for a side-by-side comparison layout, or 1 column to see charts at full width.
  • Combine a metric with different modifiers (e.g. Revenue as Value and Revenue as YoY Growth) to see both the trend and the growth rate.

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