Most stock research goes wrong in the same way: you open twelve tabs, read whatever is loudest, and end up with an opinion you cannot reconstruct a week later. A process fixes that — not because it makes you right more often, but because it makes you able to tell, afterwards, why you were wrong.
The product is organized around a repeatable sequence. Start with the company and chart, verify the business evidence, test valuation, then record the decision. You do not need to visit every tab for every stock.
What to look at
- Research: load a ticker and confirm the company, price, source badges, and as-of dates.
- Chart and LensScore: identify the trend and buy zones, then read the five grades and any active cap.
- Financials, Metrics, and Earnings: verify the operating evidence behind the score.
- Value or Projection: test a range of assumptions; do not treat one model output as truth.
- Saved or Planner: record the thesis, risks, failure condition, and review date.
The shape of it
Workflow = Identify → Verify → Value → Decide → Review
An example
If the report card grades the business well but the Value grade is weak or the timing gauge is stretched, add the company to Saved with a price alert and a review date instead of forcing an entry.
Where people go wrong
Do not jump from a green score to a trade. Confirm source dates, missing fields, and the evidence that could invalidate the idea.
None of this requires you to visit every tab for every company. The sequence is there so you know what you have skipped. Most decisions die at step two, and that is the point — the cheapest research is the research that stops early.