
Guides
Stock Research Checklist: 9 Steps for Better Due Diligence
Use this 9-step stock research checklist to review SEC filings, business quality, financials, valuation, risks, and portfolio fit before investing.
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Market analysis, stock research guides, and product updates from the Wall Street terminal for everyone.

Use this 9-step stock research checklist to review SEC filings, business quality, financials, valuation, risks, and portfolio fit before investing.

Learn how to find breakout stocks with a 7-step checklist for price structure, relative volume, market context, fundamentals, and false-breakout risk.

Learn how to calculate a P/E ratio, compare trailing and forward P/E, interpret high or low multiples, and avoid common valuation mistakes.

Learn how to use an earnings calendar to verify report dates, save estimates, calculate surprises, and review guidance and price reactions.

Relative strength and RSI are different indicators. Learn each formula, what each measures, and how to avoid common interpretation errors.

Learn what stock market breadth means, how key indicators and formulas work, and how to interpret participation, divergences, and data limits.

Learn how sector rotation works, compare relative performance and breadth, and avoid common business-cycle, benchmark, and concentration traps.

Learn how to read a Form 13F filing, compare institutional holdings, and avoid mistakes involving reporting lags, omissions, options, and amendments.

Learn how to read SEC Form 4 filings, decode transaction codes, distinguish purchases from awards or tax withholding, and verify activity in EDGAR.

Learn how to use a stock screener in seven steps, choose useful filters, build sample screens, avoid common mistakes, and verify every result.

And they both moved for the same reason. It comes back to AI. But not the way you'd expect.

Dozens of stocks from one group are tightening up at the same time. We put the whole story together for you.
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