Fundamentals dashboards from a prompt: statements, sankeys and filings

Written and reviewed by ConvexValue · Updated July 25, 2026

cvforge is usually shown building options tools, but the same connected data surface includes company fundamentals: statements, estimates, insider and institutional filings, analyst ratings and news, via the FMP packages included on every data plan.

That makes a set of research questions available from the same prompt box, with no extra vendor setup.

Why a sankey suits an income statement

A statement is published as a table because a table is precise, not because it is readable. But an income statement genuinely is a flow: one quantity enters and is progressively reduced.

A sankey renders that literally. Band width is proportional to money, so the largest cost is the widest band and you find it without reading a number. Working out where margin comes from takes a glance rather than arithmetic.

Two things to know before trusting one:

• The grouping is opinionated. Which lines get their own band and which are combined is a choice the build makes. Two correct sankeys of the same company can look different, so check the bands you care about against the statement.
• Cash and income diverge. Reported income and cash generated can point different ways, which is exactly what a combined revenue-and-cash-flow diagram makes visible instead of leaving two statements apart.

Reporting lag, restatements and filings

Three caveats apply to everything in this category:

Provider schedule. Fundamentals arrive when the data provider publishes them, which can briefly lag a company’s own release. Check the period labels before concluding that a quarter is missing.

Fiscal calendars. Fiscal years do not align with calendar years for many companies, and a quarter-over-quarter comparison across a fiscal boundary is a common route to a wrong conclusion.

Statutory delay. Insider and institutional activity is filing-derived and therefore reported after the fact. A sale can be pre-arranged months before it appears, and an absence of recent filings is not evidence of an absence of activity.

Insider data needs context

Insider selling is among the most over-read signals available, largely because it is usually shown without a price series next to it. Against price, the pattern is easier to judge: scheduled sales look like a steady trickle regardless of price, discretionary ones cluster.

The same applies to analyst ratings. Overlaid on price, the question becomes whether the consensus led the move or followed it — and upgrades clustering after a run is the common answer.

Fact-checking a claim

A pattern worth knowing: paste the sentence. A headline like “Q2 revenue jumps 36%, beating expectations” contains two checkable claims — the growth rate against the year-ago quarter, and the beat against the consensus that stood before the print. Asking for the dashboard that verifies it is faster than working out which statement line you need.

Fields you need

Income statement, balance sheet, cash flow, estimates, analyst ratings, insider transactions and news — all from the FMP packages, available on every plan including the free tier.

Watch it built

• SNDK financials as a sankey: revenue through to net income
• An AAPL income statement sankey from four words
• MU’s latest financial statements, visualised
• Fact-checking a revenue headline about TSMC
• IREN founder pay and insider selling against the share price

More in the fundamentals section, and see single-stock research dashboards for combining these with the option chain.

This is research and education, not investment advice.