Choose a Skill

30 frameworks is a lot. This page maps your goal to the right skill — and clears up the overlaps people ask about most. New here? Start with stock-eval; it touches quality, value, and risk in one pass.

Start From Your Goal

Decision Tree

What's your starting point?

├─ "I have a ticker, tell me if it's worth a look"
│     └─ stock-eval  ──(promising?)──► full-report ──► result-validator
│
├─ "I want to know what it's worth"
│     └─ stock-valuation  (DCF + comps + EV multiples + residual income, triangulated)
│
├─ "I'm in earnings season"
│     └─ stock-eval (baseline)
│           └─ earnings-call-analysis (post-call)
│                 └─ options-analysis (vol + strategy)
│
├─ "I'm thinking top-down / macro"
│     └─ economics-analysis ──► sector-analysis ──► stock-eval
│
├─ "I care about income"
│     └─ dividend-analysis ──► portfolio-review
│
├─ "I'm trading a setup"
│     └─ short-interest ──► technical-analysis ──► options-analysis ──► chart-master
│
├─ "I already own it — how do I build / manage the position?"
│     └─ stock-eval (thesis still good?) ──► technical-analysis (support levels)
│           └─ position-ladder (rungs, share-count band, trim/re-add cycle)
│                 └─ thesis-tracker (write the thesis down; --update re-checks it)
│
└─ "I want the whole package, exported"
      └─ full-report  (runs everything, saves an HTML file)

Skill Comparisons (the overlaps people ask about)

stock-eval vs. stock-valuation

These two overlap the most. The difference is depth and purpose:

Rule of thumb: stock-eval first to decide whether to dig; then stock-valuation for what it’s worth. A single DCF can be precisely wrong — stock-valuation triangulates it against the other methods so you can see how fragile the intrinsic value is.

position-ladder vs. thesis-tracker

• position-ladder — how to build or manage a position: rungs, share-count floor/ceiling, trim/re-add cycle, wash-sale flags. It has a thesis-break gate, but it does not remember the thesis.
• thesis-tracker — why you own it, written down as KPIs with thresholds and invalidation triggers, saved to a file. --update re-checks the file against new data and returns INTACT / WEAKENED / BROKEN.

Use them together: thesis-tracker says whether adding is still allowed; position-ladder says at what price and how much.

catalyst-calendar vs. thesis-tracker

catalyst-calendar lists the dated events that could move a stock over the next 90 days. thesis-tracker imports those dates and asks a narrower question after each one: did the event confirm or weaken the reason I hold this?

fact-check vs. result-validator

• fact-check — are the numbers true? Every figure and claim in a report is checked against a primary source (filing, IR release, FRED, your pasted document), derived figures are recomputed, and the report is re-issued with inline citations and a References section. Verification Score 0–10.
• result-validator — is the analysis well built? Methodology, signal consistency, risk coverage, and reasoning transparency, scored 0–100.

Run fact-check first when the stakes are real — a well-built analysis on wrong inputs is still wrong. The validator’s Data Quality score is capped by the fact-check result.

Aliases — fundamental-analysis, dcf-valuation, research-bundle

These three still work but are redirects, not separate frameworks, and are not counted in the 30:

Fundamental vs. Technical — when to use which

They’re not rivals. The swing-trade journey uses both: fundamentals to choose, technicals to time.

Next: Use Cases shows these chains end-to-end · Concepts explains the metrics · Data & Accuracy on trusting the output.

Educational content only. Not financial advice.