The Financials tab shows you financial information for your position. Remember, you access the Position Card Page by clicking a ticker in the Positions area under the My Portfolio Tab.

There are several tabs on this page.  We’ll want to click the Financial tab.

On the Financials tab, you have a few options to filter your results.  You can filter by:

• Type
• • SEC Filings
  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • Financial Ratios
• Form
• • All
  • 8-K
  • 10-K
  • 10-Q
  • 4
  • Proxy Statements
  • Registration Statements
  • Institutional Ownership
• Time
• • Last Year
  • Last 3 Years
  • Last 5 Years

*Note – The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s).  Pictures in our Education Center articles are taken from a TradeSmith Platinum account.