https://quantery.app/blog/ Practical writing on testing investment ideas: theses built from raw fundamentals, honest backtesting, and fundamentals read straight from the filings. Research tooling, not investment advice. en-us Tue, 01 Sep 2026 12:00:00 GMT https://quantery.app/blog/revenue-net-income-and-margins https://quantery.app/blog/revenue-net-income-and-margins Tue, 01 Sep 2026 12:00:00 GMT Where revenue, gross profit and net income sit on a real income statement, what gross margin and net margin each measure, and where the two disagree. https://quantery.app/blog/share-count-and-dilution https://quantery.app/blog/share-count-and-dilution Mon, 31 Aug 2026 12:00:00 GMT Basic vs diluted share counts, where they sit in a filing, how issuance and buybacks move every per-share number, and how to test for dilution. https://quantery.app/blog/gross-debt-vs-net-debt https://quantery.app/blog/gross-debt-vs-net-debt Sun, 30 Aug 2026 12:00:00 GMT What total debt and net debt are, where they sit in the filings, when subtracting the cash is fair, and the two ratios a thesis uses to measure leverage. https://quantery.app/blog/working-capital-and-the-current-ratio https://quantery.app/blog/working-capital-and-the-current-ratio Sat, 29 Aug 2026 12:00:00 GMT What current assets and current liabilities are, how working capital and the current ratio come off a real filing, and where the ratio stops working. https://quantery.app/blog/when-a-one-time-gain-flatters-your-value-screen https://quantery.app/blog/when-a-one-time-gain-flatters-your-value-screen Fri, 28 Aug 2026 12:00:00 GMT Dollar Tree booked $1.31 a share of tariff refunds and Dollar General $0.25. Why one-off cash gains slip past earnings-quality checks and skew trailing screens. https://quantery.app/blog/how-to-read-a-balance-sheet https://quantery.app/blog/how-to-read-a-balance-sheet Thu, 27 Aug 2026 12:00:00 GMT The accounting identity behind every balance sheet, what book value really means, why a profitable company can show negative equity, and how a screen reads it. https://quantery.app/blog/quantery-1-6-0-the-universe-is-part-of-the-thesis https://quantery.app/blog/quantery-1-6-0-the-universe-is-part-of-the-thesis Tue, 25 Aug 2026 12:00:00 GMT Release notes for 1.6.0. A new Universes page brings standard index universes (S&P 500, Nasdaq-100, Dow 30) with point-in-time membership, named custom ticker lists, universe-aware backtests, and four new MCP tools. Thesis universe filters now apply on every scan. https://quantery.app/blog/trailing-vs-forward-numbers https://quantery.app/blog/trailing-vs-forward-numbers Tue, 25 Aug 2026 12:00:00 GMT What trailing twelve months means, how it is built from four filed quarters, and why a screen scores filed numbers instead of forecasts. https://quantery.app/blog/how-the-three-financial-statements-fit-together https://quantery.app/blog/how-the-three-financial-statements-fit-together Mon, 24 Aug 2026 12:00:00 GMT The balance sheet, income statement and cash flow statement answer three questions and lock together at two joints. Here is the map, and where a screen reads them. https://quantery.app/blog/how-to-tell-if-a-backtest-result-is-real https://quantery.app/blog/how-to-tell-if-a-backtest-result-is-real Sat, 15 Aug 2026 12:00:00 GMT Three backtests of the same screen, three different verdicts. How to use perturbation and coverage checks to separate a robust result from a lucky one. https://quantery.app/blog/quantery-1-5-0-every-number-shows-its-work https://quantery.app/blog/quantery-1-5-0-every-number-shows-its-work Sat, 15 Aug 2026 12:00:00 GMT Release notes for 1.5.0. Click any value a scan produced and see the rule that scored it, the inputs behind it, and the filing on SEC EDGAR. Plus clickable run history with two-run compare, a per-company data coverage card, and three new MCP audit tools. https://quantery.app/blog/choosing-your-screening-universe https://quantery.app/blog/choosing-your-screening-universe Fri, 14 Aug 2026 12:00:00 GMT Exchange lists, market cap floors, sector exclusions, and missing data decide what your stock screen can see. How to make those choices on purpose. https://quantery.app/blog/turning-an-oil-price-spike-into-a-testable-thesis https://quantery.app/blog/turning-an-oil-price-spike-into-a-testable-thesis Thu, 13 Aug 2026 12:00:00 GMT Energy stocks surged on Middle East supply fears while the EIA forecasts lower oil next year. How to split that headline into claims you can actually test. https://quantery.app/blog/connect-claude-to-quantery-mcp https://quantery.app/blog/connect-claude-to-quantery-mcp Wed, 12 Aug 2026 12:00:00 GMT Turn on Quantery's local MCP server and connect Claude Code or Claude Desktop, so your assistant can build theses, run screens, and backtest on your machine. https://quantery.app/blog/when-capex-outruns-cash-flow https://quantery.app/blog/when-capex-outruns-cash-flow Tue, 11 Aug 2026 12:00:00 GMT Alphabet borrowed $25 billion the same summer its free cash flow went negative. How to turn debt-funded capex into a screen you can test. https://quantery.app/blog/net-current-asset-value-business-at-zero https://quantery.app/blog/net-current-asset-value-business-at-zero Mon, 10 Aug 2026 12:00:00 GMT What net current asset value is, how to compute it from the balance sheet, what the net-net record shows, and why a live screen finds almost none today. https://quantery.app/blog/your-first-scan-in-10-minutes https://quantery.app/blog/your-first-scan-in-10-minutes Sat, 08 Aug 2026 12:00:00 GMT Install Quantery, activate a trial key, run a proven starting-point screen, and read the survivors table. Then change one rule and make the screen yours. https://quantery.app/blog/how-to-build-a-thesis-worth-testing https://quantery.app/blog/how-to-build-a-thesis-worth-testing Fri, 07 Aug 2026 12:00:00 GMT From a hunch to testable criteria: choosing measurable proxies, killing vague rules, and one worked example built from raw fundamentals. https://quantery.app/blog/what-makes-a-backtest-honest https://quantery.app/blog/what-makes-a-backtest-honest Thu, 06 Aug 2026 12:00:00 GMT Point-in-time data, survivorship bias, look-ahead, excluded costs, and walk-forward testing: what a good backtest result does and does not tell you. https://quantery.app/blog/free-cash-flow-hardest-to-fake https://quantery.app/blog/free-cash-flow-hardest-to-fake Wed, 05 Aug 2026 12:00:00 GMT What free cash flow is, how it's derived from the actual filings, why it diverges from earnings, and how to express an FCF screen from raw fundamentals.