Overview
Holder Dashboard is a stock research platform for exploring historical fundamental rankings of US-listed companies. Its public archive spans 1996 through 2021 and covers 3,813 companies, helping researchers examine how business fundamentals and market positions changed over time.
The HDB Score combines several fundamental dimensions into one summary, while additional lenses let users investigate the underlying revenue and net income record. The score is a research measure rather than a forecast or investment recommendation.
Key Research Tools
- Review revenue growth, consistency, trend, and cumulative revenue rankings.
- Examine net income growth, consistency, trend, and cumulative net income rankings.
- Compare up to four companies across 5-year, 10-year, and 20-year windows.
- Explore Tenure rankings to identify businesses that repeatedly appeared near the top.
- Follow ranking history to see changes in relative market position over time.
Historical Data and Limitations
The free archive includes ranking windows, metrics, filters, pagination, company research, and historical Tenure through 2021. Historical views exclude later fiscal years, but the figures come from the data provider’s current dataset and may reflect subsequent restatements or reclassifications.
Holder Dashboard also reports that a backtest of the apparent strategy mostly underperformed the S&P 500. Strong historical fundamentals therefore do not necessarily translate into stronger future returns, and the platform does not evaluate valuation or issue buy and sell recommendations.
Pricing
Archive history through 2021 is available free without an account. Membership extends the same rankings to recent and current periods, adds current Score Views and Tenure, supports comparisons with newer data, and includes a Portfolio research shortlist.
The founding annual plan costs $99 per year instead of the stated standard annual price of $149, with that rate locked while the subscription remains active. A monthly plan costs $19 per month. The source states that subscriptions can be canceled at any time and include a 30-day money-back guarantee.