A trade-sizing guide that recommends how much of a portfolio to put into one trade and how to split the entry. It considers the risk budget, price volatility, confidence in the trade, and the portfolio’s ability to absorb losses.
A post-market review guide for examining the day’s market activity and trading decisions. It is intended for market research, daily reviews, trading summaries, reports, and financial writing.
A pre-market checklist for reviewing a possible trade before the market opens. It checks the news catalyst, ease of trading, completeness of the plan, fit with market conditions, and exposed risks.
A price-target alert guide for when a share price approaches, reaches, or moves past a planned target. It suggests whether to take profits in stages, continue holding, or reassess the plan.
A stock-screening guide for finding shares that have pulled back without breaking their broader trend. It gives a watch range, signs of a possible reversal, and conditions that would invalidate the idea.
A question-answering guide for finding evidence in regulatory filings such as 10-K and 10-Q reports and IPO prospectuses. These are formal company documents containing financial, operational, and legal information.
A tool for studying which market sectors are gaining or losing attention, money, and investor preference. Sector rotation means investors moving from one group of companies or market style to another.
A tool for summarising shareholder letters, which are updates that public companies send to their investors. It focuses on long-term strategy, business changes, capital decisions, and signals from management.
A tool for making a first-pass study of a stock. It builds a basic view of the company’s business, market concerns, important measures, valuation, and main risks.
A tool for turning stock research into a structured, shareable memo. It records the investment case, key disagreements, valuation view, risks, and follow-up items.
A tool for setting stop-loss rules for an individual trade. It covers price-based, reasoning-based, and time-based exits, along with the actions to take when a rule is triggered.
A tool for creating warnings around important stock-price levels, such as support, resistance, previous highs and lows, and trend lines. These levels are commonly used to judge possible breakouts or growing downside risk.
A profit-taking guide that creates staged selling rules for profitable holdings, including moving the break-even point upward and conditions for staying invested.
Detect and analyze trending market themes across sectors. Use when user asks about current market themes, trending sectors, sector rotation, thematic investing, what themes are hot or cold, or wants to identify bullish and bearish market narratives with lifecycle analysis.
A trade-planning guide that creates an execution plan for one trade, including entry conditions, position size, stop-loss and profit targets, checkpoints, and emergency actions.
A tracker for stock trading halts, temporary suspensions, and resumptions, including their reasons, progress, possible effects, and post-resumption risks.
A framework for analysing how companies and financial assets may be valued and priced. It is designed for answering questions, writing reports, and producing financial articles, and can use Wind data for supporting information.
A stock valuation checker that compares a company’s current valuation with its history and industry peers. It also considers what might cause the market to value the company more highly.
A stock screener for companies with relatively attractive valuations, appealing dividends, and dividends that appear sustainable. It also reports priorities, risks, and points to monitor.
★not rated 101 4d agoA66 tokens
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