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.
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.
04 flags accounting red flags and checks whether reported earnings match 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%.
Checks correlation and concentration against your existing holdings. Useful alongside a broader look at portfolio construction and position sizing before you add a new name.
The only framework that looks at you, not the stock. Feed it your own trade history for behavioral patterns and coaching — not a stock-specific run.
08 separates meaningful insider buying and selling from routine, scheduled transactions. 12 grades the leadership team itself — track record, capital allocation, and whether guidance actually holds up over time.
Maps upcoming earnings, launches, and regulatory decisions, rated by probability and expected impact. Run this before you set a timeline on any thesis.
10 reads options positioning for directional signal. 15 is the specific case of a crowded short — days-to-cover, borrow cost, and whether squeeze conditions are actually in place, without the hype.
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 | Portfolio Risk & Fit | You want to check overlap with what you already own. |
| 07 | Trading Journal Audit | You want to fix your own patterns, not analyze a stock. |
| 08 | Insider Activity Analyzer | Executives are buying or selling and you want context. |
| 09 | Catalyst Calendar | You need to know what's coming up and when. |
| 10 | Options Flow Analyzer | You want to read what options traders are betting on. |
| 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 | Short Squeeze Probability | Short interest is high and everyone's talking about it. |
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.
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