Choose a Skill
23 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
| I want to… | Use | Then maybe |
|---|---|---|
| Screen a stock fast (go / no-go) | stock-eval |
result-validator |
| Understand the business in depth | fundamental-analysis |
competitor-analysis |
| Know if it’s cheap or expensive | stock-valuation |
dcf-valuation |
| Get a rigorous intrinsic value | dcf-valuation |
stock-valuation |
| Read a 10-K / 10-Q for red flags | financial-report-analyst |
earnings-call-analysis |
| Judge an earnings call | earnings-call-analysis |
options-analysis |
| Check if a dividend is safe | dividend-analysis |
portfolio-review |
| Time an entry / exit | technical-analysis |
chart-master |
| Assess the competitive moat | competitor-analysis |
fundamental-analysis |
| See where smart money is moving | institutional-ownership |
insider-trading |
| Track insider buying/selling | insider-trading |
short-interest |
| Gauge short-squeeze potential | short-interest |
technical-analysis |
| Pick an options strategy | options-analysis |
technical-analysis |
| Read the macro environment | economics-analysis |
sector-analysis |
| Find sector rotation opportunities | sector-analysis |
stock-eval |
| Review my whole portfolio | portfolio-review |
dividend-analysis |
| Build one full investment thesis | research-bundle |
result-validator |
| Export a polished HTML report | full-report |
report-generator |
| Make charts for a report | chart-master |
report-generator |
| Sanity-check any analysis | result-validator |
— |
Decision Tree
What's your starting point?
├─ "I have a ticker, tell me if it's worth a look"
│ └─ stock-eval ──(promising?)──► research-bundle ──► result-validator
│
├─ "I want to know what it's worth"
│ ├─ one rigorous model ........... dcf-valuation
│ └─ cross-check several methods .. stock-valuation
│
├─ "I'm in earnings season"
│ └─ fundamental-analysis (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 want the whole package, exported"
└─ full-report (runs everything, saves an HTML file)
Skill Comparisons (the overlaps people ask about)
stock-eval vs. fundamental-analysis vs. stock-valuation
These three overlap the most. The difference is depth and purpose:
| Skill | Best for | Depth | Output |
|---|---|---|---|
stock-eval |
A fast, holistic go/no-go | Broad, shallow | Quality + value + moat + risk in one signal |
fundamental-analysis |
Understanding the business | Deep on financials | Income statement, balance sheet, cash flow deep-dive |
stock-valuation |
Is the price right? | Deep on valuation | P/E · P/S · EV/EBITDA · DCF · residual income, side by side |
Rule of thumb: stock-eval first to decide whether to dig; then fundamental-analysis (the business) and stock-valuation (the price) for the why.
dcf-valuation vs. stock-valuation
dcf-valuation— one method done rigorously: projected cash flows, WACC, bear/base/bull, sensitivity table. Use when you want a defensible intrinsic value and to see how fragile it is.stock-valuation— many methods at once (DCF + comps + EV multiples + residual income), triangulated into a range. Use when you want a “football field” of what the stock is worth from several angles.
A single DCF can be precisely wrong. Triangulating with stock-valuation is how you stress-test it.
research-bundle vs. full-report
research-bundle— chains the analysis skills and synthesizes them into one thesis in the chat. Interactive, conversational, fast to iterate.full-report— runs all modules and saves a standalone HTML file tooutput/(hero header, interactive charts, football-field valuation, composite signal). Best when you want something to share, archive, or print.
Same engine, different delivery: read-in-chat vs. export-and-share.
Fundamental vs. Technical — when to use which
Fundamental (fundamental-analysis, stock-eval, *-valuation) |
Technical (technical-analysis, chart-master) |
|
|---|---|---|
| Answers | What to own and whether it’s worth it | When to enter/exit |
| Horizon | Months to years | Days to months |
| Inputs | Financial statements, filings | Price, volume, indicators |
| Use together? | Yes — fundamentals pick the name, technicals time the trade |
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.