The majority of our fundamental, estimate, price history and quotes data is sourced from Thomson Reuters - one of the world's leading institutional sources of data.
Fundamental data collection begins with Thomson Reuters analysts being alerted when companies file financials, or publish a press release with relevant financial information.
Once the analyst has access to relevant source documents which include annual, interim and quarterly financial statements the financial information is collected in a ‘Company Specific’ format. The data is then ‘standardized’ through an automated mapping process before being delivered to Stockopedia daily.
For each computational "batch" (representing the calculations from a given day's trading data), we calculate over 1500 ratios for each company. This is done during the quiet hours at night after each trading day (i.e. Tuesday to Saturday - starting in the early hours with the aim to be ready by 7 am local time in each region) using financial statements data (balance sheets, cashflow statements and income statements), historical split adjusted price information, consensus estimates data and price quotes. Part of our process is to create the most timely set of ratios based on both 'trailing twelve month' data, and 'rolling forecast' data - please see the links for more information. The data generated is then used to generate the website - including our Stock Reports, Guru Screens and curated library of over 300 screening ratios.
We aim to have the computational batch process finished by 7 am local time each morning, ready for the trading day. However, it will sometimes be the case that we will need to work on any issues arising within a given batch so it may be published later in the day. In the site footer, we display a "timeliness" stamp that shows the latest batch we are currently using, so it's worth checking that. To explain, if you see, say, May 3rd there, then that will mean our pages are up to date as of the fundamental and trading data that was available at the close of the May 2nd trading day. Typically, you should expect to see today's date there, meaning that our data / ratios will be up to date as of the previous day's close (apart from portfolio/trading data, which will be 15 minute delayed).
For more details on how long it takes for us to receive updated company information (e.g. interim results), please refer to this article.
If you notice any issues with the data, please let us know via the Green Help & Feedback button.