Quick answer: You don't need all 15 for every stock. Every framework exists to answer one specific question — find your question below and run only what you need.
Written by Jim Norris · NorrisAI AlphaLens · Updated September 2026
Start here on anything new. It's the orientation pass — what the company does, how it makes money, and where it sits in its market — before you commit time to anything deeper.
02 builds the case for and against the stock and sizes up its competitive moat. 11 tests that moat against the specific rivals actually taking share — run both if the answer isn't obvious after one.
Runs bull, base, and bear valuation scenarios instead of handing you a single price target to anchor on. Pairs well with a look at your margin of safety before you size a position — run the numbers with the margin of safety calculator.
04 flags accounting red flags and checks earnings quality against real cash generation. 14 goes one layer deeper on the top line — recurring vs. one-time, organic vs. acquired, price vs. volume. Reach for these before an earnings report or when growth looks too clean.
Builds a 3–5 year conviction case with built-in invalidators — the specific things that would prove you wrong. Write it down before you buy, not after the stock drops 20%.
The SEC-mandated pay-vs-performance table from the latest proxy, as filed — SCT total vs compensation actually paid, company and peer-group TSR. No verdict on whether pay was justified, just the numbers.
5%+ holders as filed, plus any recent SC 13D/13G activity against the issuer — and whether that activity reads as passive or potentially activist.
Checks correlation and concentration against your existing holdings. Paste your own portfolio to run it — not part of Run All's 15, since it needs your data, not just a ticker. Useful alongside portfolio construction and position sizing.
The only tool that looks at you, not the stock. Feed it your own trade history for behavioral patterns and coaching — not part of Run All's 15, and not a stock-specific run.
Grades the leadership team itself — track record, capital allocation, and whether guidance actually holds up over time.
Separates meaningful insider buying and selling from routine, scheduled transactions. Pending a live Form 4 feed, so it runs standalone rather than as part of Run All's 15.
Maps upcoming earnings, launches, and regulatory decisions, rated by probability and expected impact. Run this before you set a timeline on any thesis.
10 checks cash, debt, and committed capacity as printed — no annualizing one good quarter into a permanent cushion. 08 lays out exactly when that debt comes due and quotes the filer's own covenant terms. 15 checks basic vs. diluted share counts and SBC vs. buybacks, without mixing share classes.
Useful when the macro backdrop is doing more work than the company's own fundamentals — rate-sensitive sectors, commodity exposure, or a strengthening dollar squeezing overseas revenue.
| # | Framework | Reach for it when… |
|---|---|---|
| 01 | Full Company Breakdown | You're looking at this ticker for the first time. |
| 02 | Bull vs Bear + Moat Analysis | You want the strongest case on both sides. |
| 03 | Fair Value Stress Test | You want to know if it's cheap, fair, or expensive. |
| 04 | Earnings Quality Analyzer | Something about the numbers feels off. |
| 05 | Long-Term Investment Thesis | You're deciding whether to hold for years. |
| 06 | Executive Compensation & Pay-vs-Performance | You want to see if the CEO's pay actually tracked performance. |
| 07 | 5%+ Beneficial Ownership & Control Intent | You want to know who owns 5%+ and whether recent filings look activist. |
| 08 | Debt Maturity Wall & Stated Covenants | You want to know when debt comes due and what the covenant terms actually say. |
| 09 | Catalyst Calendar | You need to know what's coming up and when. |
| 10 | Liquidity, Leverage & Commitments | You want to check cash, debt, and commitments before sizing a position. |
| 11 | Competitor Moat Comparison | You want to see it stacked against named rivals. |
| 12 | Management Quality Scorecard | You're not sure leadership can be trusted with capital. |
| 13 | Macro Sensitivity Analysis | Rates, inflation, or the dollar are the real story. |
| 14 | Revenue Quality Decomposer | Growth looks strong and you want to know why. |
| 15 | Dilution, SBC & Share Count | Growth looks good per-share and you want to check the share count is real. |
Three more tools run standalone rather than as part of the 15 above: Portfolio Risk & Fit (paste your portfolio), Trading Journal Audit (paste your trade history), and Insider Activity Analyzer (pending a live Form 4 feed).
What does this company do, and is it priced reasonably? Enough to decide if it's worth a second look.
The company, the case for and against it, the price, whether the numbers hold up, and a written thesis with invalidators.
Every framework, one ticker, one pass. Included with Pro at 5 uses/month — the closest thing to a full analyst workup you'll get without a Bloomberg terminal.
Pick your question above, then run the matching framework against a real ticker — live prices, live filings, live news, not training data.
Use code REDDIT-FREE-TRIAL · Card required, billed day 8 · Then $39/mo, $299/yr, or $99/mo for Pro
See a complete 15-framework run on Nike.
Launch the App →Do I need to run all 15 frameworks on every stock?
No. Most questions are answered by one or two targeted frameworks; Run All 15 is for full due diligence.
Which framework should I run first on an unfamiliar company?
Full Company Breakdown, to understand what the business actually does before arguing valuation.
Which framework checks for accounting red flags?
Earnings Quality Analyzer, which compares net income to operating cash flow.
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