Fundamental Analysis

Fundamental analysis attempts to determine the value of a company by analysing a company's financial data from its annnual report and using qualitative data about the environment in which it operates.

The topic of fundamental analysis is very broad and these pages are designed to provide you with basic information.

Explore the following topics and use them as a starting point.  Use the links and suggestions provided to expand your knowledge when you are ready.

What is fundamental analysis?

Fundamental analysis can appear to be quite complicated but it doesn't need to be.

Learn more about fundamental analysis basics including the pros and cons and fundamental ratios and then explore a range of links to other resources for more learning.

How do I use fundamental analysis?

There is no foolproof stock picking strategy. Fundamental investing strategies are just applications of theories.

For more information on a range of strategies, explore our fundamental investing strategies page.

Can I combine fundamental analysis with technical analysis?

The two disciplines of fundamental and technical analysis are often set against each other and investors may think that they have to make a choice.

Read more about combining fundamental and technical analysis to see if this strategy is right for you.

How do I get started?

You have decided that you want to include direct shares in your investment portfolio and are keen to get started.

Explore the Getting started with shares page to learn more about investment plans, paper trading and investing software.