Stock Doctor features

Stock Doctor has all the features and power you need to invest successfully,
with control, confidence and peace of mind, including:


Is a Stock Doctor
membership right for you?

Book a free consultation to find out how Stock Doctor can help you successfully manage your portfolio.



Expert fundamental research on over 2000 companies

Lincoln’s Financial Health Methodology

Stock Doctor’s expert fundamental research and analysis uses Lincoln’s Financial Health Methodology along with our Golden Rules framework.

Financial Health, created through the genius of our founder, Dr Merv Lincoln, is our historically proven and highly successful research methodology that identifies the healthiest, highest performing growth and income stocks on the exchange – Lincoln’s Star Stocks.


Lincoln's Financial Health Methodology

Star Stock recommendations

Lincoln’s Star Stocks are our stock recommendations covering both growth and income, and the large and small cap stars of the ASX.

By using Financial Health, Stock Doctor members are in the enviable position of identifying both high quality companies while weeding out those with unacceptable levels of financial risk. You’ll reap the rewards of always holding a rock solid, high performance investment portfolio full of Star Stocks while avoiding investment disasters.

Stock Doctor provides access to 27 years of Financial Health history and 25 years of full financial data – from balance sheets, profit and loss through to cash flow statements on all ASX listed companies.

Star Stock recommendations
Other secondary investment considerations and features, available in Stock Doctor

Detailed company information

Stock Doctor has detailed company financials with historical and forecast financial ratios, news and announcements, detailed dividend reporting, shareholder and Director information (including previous Directorships) and corporate information.

Updates within 24 hours of reporting

Stock Doctor members are empowered through detailed analysis for all 2000 ASX companies within 24 hours of reporting.

Dynamic analyst commentary

Don’t settle for automated data feeds. With Stock Doctor you receive detailed and dynamic analyst commentary, with strategic views provided for every stock listed on the ASX. You’ll receive qualitative views, calculated intrinsic values and earnings estimates.


Dynamic analyst commentary

A full suite of investment tools at your fingertips

Personalised home screen

Your ‘Stock Doctor day’ starts with a personalised home screen so you can see at a glance how your portfolio is tracking alongside today’s research snapshot, up-to-date market movements (within 20 mins) and your customised alerts. And, you’ll know your current asset values, tax position and performance at a glance.

Stock Doctor personalised home screen
Stock Doctor Portfolio Director

Portfolio Director

Stock Doctor’s Portfolio Director houses your world-class Constructor, Manager and Optimiser functions. Collectively, they are your end-to-end portfolio management solution allowing you to easily construct, manage and optimise your portfolio like a true professional.

Portfolio Constructor

Building your portfolio from a standing start is simple with the Portfolio Constructor. Simply enter your investment objective and risk tolerance and you will be presented with the healthiest options that match your personal preferences.

Portfolio Manager

Use the Portfolio Manager to record all your buy and sell transactions, including managed funds, investment properties and cash. Our Portfolio Manager will also provide you with in-depth performance and tax reporting within, or outside of, your SMSF.

Portfolio Optimiser

Stock Doctor’s traffic light system will alert you when your portfolio holdings fall outside of your objectives and risk profile. We’ll then give you optimised suggestions to get your portfolio back into alignment in the quickest possible way.

Fundamental Stock Filter

Take advantage of our advanced fundamental stock filter with 250+ criteria to select from. You can easily identify Star Stock recommendations, scan companies via historicals, forecasts and more, or filter the entire market, within industries or index constituents. Stock Doctor can also filter by growth and / or income (dividend maximisation).

Fundamental Watchlists

Stock Doctor’s Fundamental Watchlist tool has over 350 criteria to select from, allowing you to create your own bespoke views to track key data, forecasts and more.

Alert Manager

Get the alerts you want with our Alert Manager, processed intraday with email notifications. Create alerts for change (forecasts, coverage, directors’ trades, and valuations), notifications (updated financials, announcements, ex-dividend events) and pricing (over / under valued, trailing stop-loss and entry point and price to earnings ratios).

Stock Doctor Watchlists, Stock Filter and Alert Manager
Charting Package

Technical Analysis Tool and Scanner

With Stock Doctor you’ll satisfy your need for technical analysis by creating charts and filters using more than 150 indicators. You can track share price, indexes, commodities and currencies.

Direct trading links with Bell Direct

Stock Doctor also offers integration with Bell Direct for your trades. It’s an optional extra for our members.



Stock Doctor and Bell Direct

Unparalleled support and education

You’re never alone with Stock Doctor. You’ll experience an unparalleled level of coaching, education and on-call support to guide you on your investment journey.

Unparalleled Stock Doctor support and education

Direct access to our Equities Analysts

Yes – that’s right! Stock Doctor members speak directly to our equities analysts. It’s all part of the service. If you prefer, you can ask analyst questions or chat with other users through our online Investors’ Network available via Stock Doctor.

Education

We offer education webinars (targeted to your user experience; introductory, intermediate and advanced topics), ‘Insights’ webinars, education articles and Taking Stock – our weekly wrap via online video.

Daily Digest email and news

Our members receive personalised AM and PM market reports showing daily performance of your portfolio.

User Group Meeting

As a member you’ll have complimentary access to our premier annual event. It’s a great place to mingle, ask questions and hear the latest developments, enhancements and how to further drive your portfolio forward using Stock Doctor.

Stock Doctor Investors’ Network

Our members meet regularly in local areas, across Australia. It’s a face-to-face forum to meet and discuss strategies and share user tips with other like-minded investors.

A Team dedicated to you

Our Membership Services Team is on standby, ready to help you make the most of your Stock Doctor experience.

Whatever you need to become a successful investor, Stock Doctor has you covered.


24/7 worldwide access

We built Stock Doctor for all types of members. Whether you’re at home, on the golf course or travelling the world – we’ve got you covered 24/7, on any device.

Stock Doctor makes it simple to manage single or multiple portfolios anywhere, anytime and make important investment decisions ensuring your portfolio is working hard for you all day, every day.

Stock Doctor on any device



Testimonials are provided by third parties for information purposes only and are not intended to be financial product advice. Please refer to "Terms of Use" for more information.