> ## Documentation Index
> Fetch the complete documentation index at: https://takeprofit.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Financials

Financials integrates seamlessly with the stock screener and watchlists, allowing efficient financial analysis as you browse through instruments. Link these widgets together for instant financial data updates while reviewing your watchlist or screener results, or you can also use it independently.

## Financial Data Categories

### Core Reports

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/financials-widget/2.12.2_Core_Reports.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=9d42090c0f56b17b1bba94bf6b4cee84" />

1. **Income Statement**
   * Company's income, costs, profits, and losses
   * Key profitability indicators
2. **Balance Sheet**
   * Assets, liabilities, shareholder equity
   * Capital structure evaluation
3. **Cash Flow**
   * Cash inflows and outflows
   * Free cash flow analysis
   * Activity-specific cash movements
4. **Statistics**
   * Financial ratios
   * Valuation metrics (P/E, P/S, P/B, etc.)

### Data Periods

* Annual (Fiscal Year)
* Quarterly
* TTM (Trailing Twelve Months)
* Historical depth: 10 years annual or 12 quarters

> [!NOTE]
>
> Quarterly data may not be available for all companies.

## Customizing Data Display

### Display Settings

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/financials-widget/2.12.4_Display_Settings.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=898f6f98c8902760f31850fdf1bc7ee4" />

* Units: Millions (M) or Billions (B)
* Default currency: USD
* Decimal precision: Toggle between .0 and .00
* Layout: Switch between table/chart positions using "Swap Chart and Table"
* Hide/show chart with collapsible divider.

### Table Features

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/financials-widget/2.12.5_Table_Features.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=62a5e070ef1df04b9c1c937324e67989" />

1. **Common Size Analysis**
   * Convert absolute values to percentages
   * Apply to entire table or specific metrics
   * Compare companies of different scales
2. **Year-over-Year Growth**
   * Track growth rates
   * Apply %YoY to whole table or individual metrics
3. **Visualization Options**
   * Add metrics to chart directly from table
   * Chart types: Line, Area, Column, Stacked, Percent
   * Separated Axis for different scale metrics
   * Hide/show specific metrics.

## Chart Management

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/financials-widget/2.12.6_Chart_Management.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=17ef16d52e05b16a20337781666d149c" />

Once data is on the chart:

* All added metrics appear as labeled items above the chart
* Click any metric label to:
  * Change visualization type
  * Toggle Separated Axis
  * Hide temporarily without removing
  * Remove from chart completely
* Manage multiple metrics efficiently without returning to the table.

## Built-in Presets

![](https://mintcdn.com/takeprofit-a5dc0462/OOb_JRoeczowKxuL/images/guide/platform/financials-widget/2.12.7_Built-in_Presets.png?fit=max\&auto=format\&n=OOb_JRoeczowKxuL\&q=85\&s=0fa159a3a5fc25b17db3b88447190c94)

Presets offer curated combinations of financial metrics designed for specific analysis needs. Instead of manually selecting individual metrics, presets give you instant access to professionally designed metric combinations that tell a complete story about different aspects of company performance.

### List of Built-in Presets

1. Valuation Metrics
2. Dividends & Buyback
3. Profit Margin
4. Expense Breakdown
5. Return Analysis
6. ROE Analysis
7. Solvency
8. Financial Health
9. Asset Conversion Cycle.

### Custom Presets

![](https://mintcdn.com/takeprofit-a5dc0462/OOb_JRoeczowKxuL/images/guide/platform/financials-widget/2.12.8_Custom_Presets.png?fit=max\&auto=format\&n=OOb_JRoeczowKxuL\&q=85\&s=f5cf63ae7410f5258ea4916ea5c0cbaa)

* Modify existing presets
* Create new presets from scratch
* Save and access your presets.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.