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Data Services

QAV Bible › Data Ser­vices
The Sys­tem · Step 4

Data Services

The QAV check­list is only as good as the data you feed into it. Here’s where to get that data — from free sources that’ll get you start­ed, to the paid ser­vices that make run­ning the check­list fast and reli­able.

Free Ser­vices

The most direct way to get finan­cial data for a stock is from the com­pa­ny’s own finan­cial reports, avail­able on their web­site. The fol­low­ing web­sites also pro­vide free finan­cial data:

While you can extract most of the required data from these sources, it’s a slow and painful process — and you’ll often find fig­ures like net oper­at­ing prof­it don’t match between ser­vices. Cameron tried work­ing from free sources for the first year of the pod­cast before even­tu­al­ly sub­scrib­ing to Stock Doc­tor.

If you want to see how it’s done with free data only, there’s a video walk­through of the CR ver­sion of the check­list using free sources:

▶ Watch: Free Data Check­list Walk­through Paid Ser­vices

For most mem­bers, a paid data ser­vice is worth it. The time saved — espe­cial­ly when it comes to finan­cial health rat­ings and pre-built fil­ters — more than jus­ti­fies the cost.

Stock Doctor AU only

stockdoctor.com.au
What we use

This is the ser­vice we use for most of our data. It costs around $150/month (less on an annu­al sub­scrip­tion) but saves a lot of time — par­tic­u­lar­ly when it comes to their finan­cial health rat­ings, which feed direct­ly into the check­list. There’s a 14-day free tri­al.

Stock Doc­tor also lets you set up fil­ters to gen­er­ate a short­list of stocks worth analysing. If you sign up after Decem­ber 2021, you should see QAV fil­ters pre-set and ready to use.

If you do sign up, men­tion that Cameron Reil­ly from QAV referred you. QAV mem­bers get a 15% dis­count:

Get 15% off Stock Doc­tor →

Stockopedia Global

stockopedia.com

As of Sep­tem­ber 2024, we’re also using Stock­o­pe­dia as an alter­na­tive data source. It’s slight­ly less expen­sive than Stock Doc­tor and — crit­i­cal­ly for QAV Amer­i­ca mem­bers — it cov­ers inter­na­tion­al mar­kets includ­ing the US and UK, not just the ASX.

QAV mem­bers can get 10% off their first year:

Get 10% off Stock­o­pe­dia →

QuickFS

quickfs.net

An Amer­i­can ser­vice that includes ASX data and offers near real-time updates via an Excel plug-in — mean­ing the spread­sheet can update itself auto­mat­i­cal­ly. Cameron tried it for a few months but ulti­mate­ly found it more dif­fi­cult to work with than a sub­scrip­tion ser­vice like Stock Doc­tor.

Share Analysis Closed 2020

shareanalysis.com

You may hear Share Analy­sis men­tioned on old­er episodes of the pod­cast. The check­list used to pull a cou­ple of data points from their ser­vice. Unfor­tu­nate­ly it closed down in 2020 and is no longer avail­able.

Got your data source sorted?

Next up: when to pay extra-close atten­tion to the mar­ket — Con­fes­sion Sea­son and Report­ing Sea­son.

Report­ing Sea­son →
← The QAV Check­list
QAV con­tent is edu­ca­tion­al and is not finan­cial advice. Tony Kynas­ton is not a finan­cial advis­er and does not pro­vide per­son­al finan­cial advice. Past per­for­mance is not a reli­able indi­ca­tor of future per­for­mance. Please con­sult a licensed finan­cial advis­er before mak­ing invest­ment deci­sions.
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