Research Tools
Research tools provide financial statements, valuation data, screening, charts and, increasingly, AI assistance. This section explains how they work and how to judge the data they show you.
At a glance
- We cover
- Stock screeners, research platforms, charting, financial data, AI research assistants
- Remember
- Screens and AI outputs are starting points for research, not conclusions
Guides
How to Evaluate an AI Investing Tool: 8 Questions
Eight questions, good and bad answers, and a 20-minute self-test.
Read guideHow On-Chain Analytics Works: Data, Labels and Limits
From raw blocks to metrics, and where fact ends and interpretation begins.
Read guideHow Stock Screeners Work (and Common Mistakes)
Universes, filter types, data definitions and common screening mistakes.
Read guideCalculators
How we compare research platforms
Market coverage, depth and history of fundamental data, documented metric definitions, screening filters, charting, AI features and their sourcing, export and API access, and pricing.