A guide to using ShareValue.ai responsibly and effectively for stock research.
ShareValue.ai is an educational research tool, not an investment advisor.
It is built to help you learn to analyze stocks yourself; it does not tell you what to buy or sell.
What ShareValue.ai Does
1. Screens stocks based on fundamentals
We analyze thousands of stocks on four fundamental pillars:
- Valuation: price relative to earnings, book value, and cash flow
- Quality: profitability, efficiency, and financial strength
- Growth: revenue and earnings trajectory, and how consistent it is
- Health: debt levels, liquidity, and financial stability
Momentum (price trend) is tracked separately as a Buy/Hold/Sell signal; it is not one of the four fundamental pillars. See /methodology for the full breakdown.
2. Provides ratings and scores
We assign ratings based on the underlying analysis:
- Fundamental Rating: overall assessment combining all factors (High / Medium / Low)
- Composite Score: numerical score (0-100) for fundamentals
- Value Trap Risk: warning system for stocks that look cheap but may have problems
3. Organizes information
Complex financial data, presented in a scannable format:
- Visual scorecards and charts
- Sector leaderboards
- Comparison tools
- Plain-language explanations of each metric
What ShareValue.ai Does Not Do
We do not:
- Provide personalized investment advice
- Make buy or sell recommendations
- Tell you what to do with your money
- Guarantee investment returns
- Replace professional financial advisors
- Conduct due diligence for you
The Responsible Research Process
Here's how to use ShareValue.ai as part of a comprehensive research process:
Step 1: Identify candidates
Use ShareValue.ai to:
- Browse sector leaderboards
- Search for specific stocks
- Filter by ratings and scores
- Identify stocks with strong fundamentals
This is a starting point, not a buy list.
Step 2: Review our analysis
Understand what our ratings mean:
- Read the explanations for each metric
- Check the underlying pillar scores
- Review the verdicts (Valuation, Quality, Growth, Health)
- Note any warnings (Value Trap Risk, Financial Health)
Understand the methodology; don't just follow ratings blindly.
Step 3: Do your own research
This is the step that matters most:
- Read financial statements: 10-K, 10-Q, earnings reports
- Listen to earnings calls: understand management's perspective
- Research the industry: competitive landscape, trends, risks
- Check recent news: developments, controversies, changes
- Verify our data: cross-check numbers with other sources
- Consider qualitative factors: management quality, competitive moats, growth prospects
This is where the real work happens.
Step 4: Consult professionals
Seek professional advice:
- Discuss with a qualified financial advisor
- Consider your personal financial situation
- Review your investment goals and risk tolerance
- Get tax advice if needed
Professional advisors can provide personalized guidance.
Step 5: Make your decision
Only after completing all previous steps:
- Form your own investment thesis
- Decide if the stock fits your portfolio
- Determine appropriate position size
- Set entry and exit criteria
- Make your investment decision
You are responsible for this decision, not ShareValue.ai.
Understanding Our Ratings
Fundamental Rating (High / Medium / Low)
This combines fundamentals, momentum, and value-trap risk:
- High: strong fundamentals, positive momentum, low value-trap risk (best candidates for further research)
- Medium: good fundamentals, neutral-to-positive momentum (solid candidates worth investigating)
- Low: weak fundamentals, negative momentum, or high value-trap risk (may not meet investment criteria)
Even a "High" rating is a starting point, not a buy recommendation.
Composite Score (0-100)
Numerical score combining Valuation, Quality, Growth, and Health:
- 80-100: exceptional fundamentals
- 60-79: strong fundamentals
- 40-59: average fundamentals
- Below 40: weak fundamentals
Value Trap Risk (Low / Medium / High)
Warning system for stocks that look cheap but may have problems:
- Low: minimal warning signs
- Medium: some concerning factors
- High: multiple red flags; proceed with extreme caution
Common Mistakes to Avoid
Watch out for these:
- 1.Buying based on ratings alone: always do your own research first.
- 2.Ignoring your risk tolerance: consider your personal situation before acting.
- 3.Skipping professional advice: consult a financial advisor for personalized guidance.
- 4.Trusting data blindly: verify information independently against other sources.
- 5.Forgetting about risk: you can lose money investing.
- 6.Investing money you can't afford to lose: only invest what you can afford to lose.
- 7.Making emotional decisions: stay disciplined and rational.
Investment Risks to Consider
Market Risks
- Stock prices can be volatile
- Market crashes and corrections happen
- Economic downturns affect all stocks
Company-Specific Risks
- Companies can fail or go bankrupt
- Management can make poor decisions
- Competition can erode profits
- Products can become obsolete
Data Risks
- Our data may have errors or delays
- Financial statements can be misleading
- Past performance doesn't guarantee future results
You can lose some or all of your investment.
Only invest money you can afford to lose. Diversify your portfolio; never put all your eggs in one basket.
Best Practices
Do this:
- Use ShareValue.ai as a starting point for research
- Verify all information independently
- Read financial statements and earnings calls
- Understand the business and industry
- Consult with qualified financial advisors
- Consider your personal financial situation
- Diversify your investments
- Invest for the long term
- Stay disciplined and avoid emotional decisions
- Continuously educate yourself about investing
Programmatic Access
For developers, agentic clients, and AI assistants, the ShareValue.ai read API is documented as an OpenAPI 3 specification at:
https://sharevalue.ai/openapi.json
Public read endpoints (no authentication required):
- /api/v1/stocks/* — per-ticker analysis, scores, fundamentals
- /api/v1/leaderboards/* — ranked lists by pillar / strategy
- /api/v1/screener/* — filter stocks by criteria + presets
- /api/v1/etf/* — ETF analysis
- /api/v1/articles/* — published insight articles
- /api/v1/blog/* — blog posts and sitemap
- /api/v1/sectors/*, /api/v1/stats/* — sector and universe stats
Personal endpoints (Clerk session required):
- /api/v1/users/*, /api/v1/portfolio/*, /api/v1/watchlist/*
- /api/v1/alerts/*, /api/v1/credits/*, /api/v1/subscription/*
Rate limits apply per IP and per authenticated user. Heavy automated bulk crawls should be coordinated; contact us first.
Questions?
If you have questions about how to use ShareValue.ai, please review our Disclaimer and Terms of Service.
Key Takeaways
- ShareValue.ai is an educational tool, not an investment advisor
- Our ratings are starting points, not final answers
- Always do your own comprehensive research
- Consult qualified financial advisors
- Understand and accept investment risks
- You are responsible for your investment decisions