Build a repeatable process
A research workflow is easier to improve when it is visible. Start with recent context, read primary sources, record risks and counterpoints, then write final notes that separate evidence from uncertainty.
Research guides hub
Stock Research Guides
These guides turn common market-research questions into checklists and source-review workflows. They are educational references, not personalized investment recommendations.
Last reviewed: May 23, 2026
Pages
10
Research sections
30
Positioning
Research-only
Research-only guardrails
Useful pages without trading instructions
Compare sources, structure, and workflow fit.
Avoid price targets, trade instructions, and outcome claims.
Save final notes with risks and open questions.
Use guides as prompts
Each guide is designed as a prompt for deeper review. Check current filings, company releases, ETF issuer materials, and other primary sources before forming your own view.
Available pages
Start with a hub, then open the specific comparison or guide that matches the research workflow you are reviewing.
Research guide
How to Research a Stock Before Committing Capital
A beginner-friendly stock research workflow covering news, earnings, filings, risk factors, valuation context, fund exposure, sentiment, charts, and final notes.
Covers
Start with recent context
Read primary sources
Earnings explainer
Why a Stock Can Drop After Good Earnings
Educational guide to earnings reactions, expectations, guidance, valuation, market context, and risk factors after a strong-looking report.
Covers
Expectations matter
Guidance and margins
Research guide
AI Stock Research Tools: What to Check
A research-only guide to evaluating AI-assisted stock research tools for source visibility, notes, filings, risk context, and compliance language.
Covers
Source visibility
Risk handling
Research guide
A Repeatable Stock Research Workflow
A structured stock research workflow for news, earnings, SEC filings, risk factors, valuation context, ETF exposure, sentiment, chart context, and final notes.
Covers
Collect source context
Compare market context
SEC filing guide
How to Read a 10-K for Stock Research
A source-first guide to reviewing a 10-K, including business sections, risk factors, MD&A, financial statements, footnotes, and final research notes.
Covers
Start with sources
Turn reading into a workflow
Earnings guide
How to Review Earnings Call Transcripts
Review earnings call transcripts with prompts for reported results, guidance, margins, management tone, risks, and follow-up questions.
Covers
Start with sources
Turn reading into a workflow
Risk research guide
How to Check Stock Risk Factors
A beginner-friendly guide to reviewing risk factors, business risks, financial risks, customer concentration, liquidity, and counterpoints.
Covers
Start with sources
Turn reading into a workflow
Research workflow guide
How to Build a Stock Research Workflow
Build a repeatable stock research workflow for news, earnings, filings, risks, valuation context, ETF exposure, institutional activity, sentiment, charts, and notes.
Covers
Start with sources
Turn reading into a workflow
Filing workflow guide
How to Use SEC Filings for Stock Research
Use SEC filings for company research by checking business changes, risks, MD&A, financial statements, footnotes, dilution, and follow-up questions.
Covers
Start with sources
Turn reading into a workflow
Valuation guide
How to Compare Stock Valuation With Peers
Compare valuation context with peer selection, margins, growth, free cash flow, debt, dilution, cyclicality, and source-reviewed assumptions.
Covers
Start with sources
Turn reading into a workflow
FinMonkeys provides research tools and educational market context only. It is not a broker, investment advisor, bank, lender, or source of guaranteed outcomes.