Stock Research Framework
A step-by-step framework for researching any stock using AI. From initial screening to final investment decision.
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Why This Matters
Most people research a stock the same disorganised way every time: read a news article, check the price chart, maybe glance at a P/E ratio, and call it research. This framework replaces that with a real 5-step process, the same one used repeatedly, so every stock gets the same rigorous look instead of whatever information happened to be easy to find.
What's Inside
The process moves from initial screening (does this even deserve deeper research) through a company and business model analysis checklist, a financial health assessment to confirm the numbers back up the story, a competitive moat evaluation guide to understand what protects the business long-term, and finally an investment decision scorecard that turns everything you've learned into a clear yes, no, or watch.
"I'm screening [company] as a potential investment. Based on [key metrics], does this pass an initial screen for deeper research, or are there immediate red flags?"
"Evaluate [company]'s competitive moat: what specifically protects its market position from competitors, and how durable does that advantage look over the next 5 years?"
Who This Is For
Investors who research stocks regularly and want a consistent, repeatable process instead of an ad-hoc one that changes every time.
FAQ
Is this really free?
Yes, completely free. Enter your name and email and you'll get instant access, no credit card required.
What are the 5 steps?
Initial screening, company and business model analysis, financial health assessment, competitive moat evaluation, and an investment decision scorecard that ends in a clear yes, no or watch.
Why use a framework?
So every stock gets the same rigorous look, instead of whatever information happened to be easiest to find.
How long does the full 5-step process take?
With the prompts doing the heavy lifting, most investors can work through all 5 steps for a stock in 30-45 minutes, versus several hours doing it manually.