Frameworks
10 concepts in this category.
Institutional Stock Screener
A comprehensive stock screening checklist inspired by how institutional analysts at top banks filter the universe of stocks. It scores companies on valuation, growth, profitability, and risk to build a shortlist of investment candidates.
Three-Scenario DCF Valuation
A detailed DCF valuation framework that projects a company's future cash flows and discounts them back to today's value. It runs bull, base, and bear scenarios to give you a range of what the stock is truly worth.
All-Weather Risk Assessment
A risk assessment framework inspired by the institutional all-weather approach. It analyses your portfolio's exposure to different economic environments — growth, inflation, deflation, recession — and identifies hidden concentrations and tail risks.
Earnings Quality Analysis
An earnings analysis framework that evaluates a company's quarterly results like a Wall Street analyst. It compares actual numbers to expectations, assesses management guidance quality, and determines the likely stock price reaction.
Strategic Portfolio Builder
A portfolio construction framework that builds a diversified investment portfolio from scratch. Based on your risk tolerance, it determines the right mix of stocks, bonds, and alternatives, then selects specific holdings within each asset class.
Multi-Timeframe Technical Analysis
A systematic technical analysis framework that reads price charts across multiple timeframes. It combines trend indicators, momentum oscillators, volume analysis, and chart patterns to generate actionable trading signals with defined entry and exit levels.
Endowment Dividend Strategy
A dividend investing framework that selects stocks with reliable, growing dividends for long-term income compounding. It screens for dividend safety, growth history, and valuation to build a portfolio that generates increasing cash flow over time.
Five Forces Competitive Analysis
A competitive analysis framework that evaluates an industry's structure and a company's competitive position within it. It uses Porter's Five Forces and moat analysis to determine which companies have durable advantages that protect their profits.
Quantitative Pattern Finder
A quantitative analysis framework that searches for statistical patterns in a stock's historical data. It looks for recurring seasonal trends, price anomalies, correlation shifts, and mean-reversion setups that may signal upcoming moves.
Macro Impact Report
A macro analysis framework that evaluates how big-picture economic forces — interest rates, inflation, GDP growth, geopolitics — impact your portfolio. It translates macro trends into specific portfolio actions and sector rotation recommendations.