15 named research frameworks

#1 of 15

Full Company Breakdown

Complete business overview — what they do, how they make money, and where they stand in their market.

#2 of 15

Bull vs Bear + Moat

Balanced case for both sides with a structured assessment of competitive advantages and durability.

#11 of 15

Competitor Moat Comparison

Who is winning and why — head-to-head competitive advantage analysis against top rivals.

#12 of 15

Management Quality Scorecard

A structured qualitative scorecard across capital allocation, compensation alignment, guidance history, and disclosure quality — synthesized from public evidence, not an independently validated rating.

#6 of 15

Executive Compensation & Pay-vs-Performance

The SEC-mandated pay-vs-performance table (Item 402(v)) as filed in the latest proxy — SCT total vs compensation actually paid, company and peer-group TSR, no editorializing on whether pay was justified.

#4 of 15

Earnings Quality Analyzer

Detects accounting red flags, revenue quality issues, and whether reported earnings match real cash generation.

#14 of 15

Revenue Quality Decomposer

Recurring vs one-time, organic vs acquired, pricing vs volume — how durable is the growth.

#3 of 15

Fair Value Stress Test

Multiple valuation approaches under different scenarios — optimistic, base, and bear case.

#5 of 15

Long-Term Investment Thesis

3–5 year conviction case with built-in invalidators — what would prove you wrong.

#13 of 15

Macro Sensitivity Analysis

How interest rates, inflation, dollar strength, and economic cycles affect this stock.

#8 of 15

Debt Maturity Wall & Stated Covenants

When debt comes due — Year 1 through Year 5 and thereafter, as tagged — plus the filer's own stated covenant terms and any classification caveat, as filed.

#9 of 15

Catalyst Calendar

Upcoming events scored qualitatively for how plausible they look and how much they could matter to the story — not a statistical probability model.

#10 of 15

Liquidity, Leverage & Commitments

Cash, debt, leverage, and committed capacity — as printed, nothing annualized.

#15 of 15

Dilution, SBC & Share Count

Basic vs diluted, SBC, buybacks — same share class on both sides.

#7 of 15

5%+ Beneficial Ownership & Control Intent

Who owns 5%+ as filed, plus recent 13D/13G activity — and whether it signals passive or potentially activist intent.

Standalone tool (preview)

Insider Activity Analyzer

Preview: needs a live Form 4 feed, which we do not source yet. Results will show insufficient data until it is added. What executives buying and selling really means — separating signal from routine transactions. Not part of the 15 filing-based Run All frameworks.

Standalone tool

Portfolio Risk & Fit

Correlations, concentration, and stress testing — how a stock fits your existing portfolio. Paste your holdings to run it; not part of the 15 filing-based Run All frameworks.

Standalone tool

Trading Journal Audit

Behavioral patterns and personalized coaching from your own trade history. Paste your trades to run it; not part of the 15 filing-based Run All frameworks.