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Research framework

Ask better questions about stocks.

Learn a repeatable research process. Enter a company name to organize questions; this tool does not retrieve financial data or generate buy/sell signals.

Build a research brief

Use AI carefully

Copy this example prompt into your preferred research assistant and verify the results independently.

Act as a skeptical financial literacy tutor. Explain this company's business model; identify which figures must come from its latest SEC filings; present three bull-case and three bear-case questions. Do not give a price target or tell me to buy or sell. Cite primary sources with filing dates and explicitly flag missing or unverified data.

Primary sources

SEC EDGAR ↗

Investor.gov ↗

FINRA BrokerCheck ↗

AI may fabricate claims or citations. Verify the actual filing, period and numbers. Never paste brokerage logins or credentials into an AI tool.