Putting it All Together
The full analysis workflow across the platform
Time to chain it all together. Here's a complete 8-step workflow for analyzing a stock idea across the platform's working surfaces — screener to research pages to charts to the options suite to macro — total time roughly 30 minutes from blank slate to actionable thesis. The workflow is the assembly of every prior lesson into a production analytical loop.
The 8-step workflow is a checklist for moving from 'I have no idea what to look at' to 'I have a clear thesis with sized position and risk parameters.' Each step uses one surface covered earlier in the module. Each step asks a specific question.
The sequence matters: starting with the screen before fundamentals before the chart before the options suite before macro prevents you from anchoring on any single dimension. By the time you've finished the 8 steps, you've evaluated the same idea from valuation, fundamentals, technical, options-implied, and macro perspectives.
That is the opening. Finishing a lesson is where it stops being interesting and starts being useful: the full lesson runs to 5 sections and ends with 3 practice questions. A free account is what opens the rest, and the other 255 lessons in the Academy with it. No card.
What this lesson covers
- 1The 8 steps and what each one is asking
- 2The 8-Step Workflow — surface, question
- 3Buffett's 1987 'Mr. Market' framing — every analysis has a counterparty
- 4Where to see this on the platform
- 5Summary