Workflows
AI stock analysis tools: 14 workflows
An AI stock analysis tool built from 14 workflows. The 4 trading bots run on every plan, including Basic. They pull fresh candles on each request and return a bias, entry zone, stop, two targets and the reasoning, or HOLD. The 10 research workflows (Pro and Elite) turn your inputs into a structured report. Open any workflow to see exactly what it asks for.
All 14 workflows at a glance
| Workflow | Category | Plan |
|---|---|---|
| Bain Competitive Analysis for Stocks | Analytics | Pro+ |
| BlackRock Portfolio Builder | Analytics | Pro+ |
| Bridgewater Risk Assessment | Analytics | Pro+ |
| Citadel Technical Analysis | Analytics | Pro+ |
| Harvard Endowment Dividend Strategy | Analytics | Pro+ |
| JPMorgan Earnings Analyzer | Analytics | Pro+ |
| McKinsey Macro Economic Impact Report | Analytics | Pro+ |
| Renaissance Technologies Pattern Finder | Analytics | Pro+ |
| The Goldman Sachs Stock Screener | Analytics | Pro+ |
| The Morgan Stanley DCF Valuation | Analytics | Pro+ |
| Advance Day Trading Bot | Trading | Basic+ |
| Basic Day Trading Bot | Trading | Basic+ |
| Scalper Trading Bot | Trading | Basic+ |
| Swing Trading Bot | Trading | Basic+ |
Trading
Advance Day Trading Bot
A smart money concepts bot for 4-hour order blocks: liquidity sweeps, entry zones, stops and TP1/TP2 on gold, forex, crypto, indices and stocks.
- 4-hour order block zones with the daily trend
- Sweeps of the previous day and week high/low
- Entry zone, trap area, stop, TP1 and TP2 for every area
- 1 to 4 star rating: trend, touch, liquidity sweep
Basic Day Trading Bot
A day trading bot that maps smart money order blocks on the 1-hour chart: entry zone, stop, TP1 and TP2 for gold, forex, crypto, indices and stocks.
- 1-hour order block zones with the 4-hour trend
- Entry zone, trap area, stop, TP1 and TP2 for every area
- 1 to 4 star rating: trend, touch, liquidity sweep
- Any symbol: gold, forex, crypto, indices, stocks
Scalper Trading Bot
A scalping bot that maps smart money order blocks on the 15-minute chart: entry zone, stop, TP1 and TP2 for gold, forex, crypto, indices and stocks.
- 15-minute order block zones with the 4-hour trend
- Entry zone, trap area, stop, TP1 and TP2 for every area
- 1 to 4 star rating: trend, touch, liquidity sweep
- Any symbol: gold, forex, crypto, indices, stocks
Swing Trading Bot
A swing trading bot that finds daily-chart order block zones with the weekly trend: entry zone, stop, TP1 and TP2 for multi-week trades.
- Daily order block zones with the weekly trend
- Sweeps of the previous week and month high/low
- Entry zone, trap area, stop, TP1 and TP2 for every area
- 1 to 4 star rating: trend, touch, liquidity sweep
Analytics
Bain Competitive Analysis for Stocks
Perform competitive analysis on public companies using frameworks inspired by Bain & Company consulting.
- Competitive moat assessment
- Market share analysis
- Industry positioning
- Strategic advantage scoring
BlackRock Portfolio Builder
Build optimized investment portfolios using asset allocation strategies inspired by BlackRock methodologies.
- Asset allocation optimization
- Risk-return balancing
- Diversification scoring
- Rebalancing recommendations
Bridgewater Risk Assessment
Assess portfolio and market risks using all-weather principles inspired by Bridgewater Associates methodology.
- Risk factor decomposition
- Correlation analysis
- Stress testing
- All-weather assessment
Citadel Technical Analysis
Rule-based technical analysis across two or three timeframes: trend, support and resistance, momentum, volume and an indicator-agreement count.
- Multi-timeframe trend read
- Support/resistance zones
- RSI, MACD and divergence
- Indicator-agreement count
Harvard Endowment Dividend Strategy
Evaluate dividend stocks using long-term endowment principles inspired by Harvard Management Company.
- Dividend sustainability scoring
- Yield analysis
- Payout ratio assessment
- Long-term growth evaluation
JPMorgan Earnings Analyzer
Analyze company earnings reports with institutional depth inspired by JPMorgan Chase research standards.
- Earnings surprise detection
- Revenue breakdown analysis
- Guidance comparison
- Sector benchmarking
McKinsey Macro Economic Impact Report
Generate comprehensive macroeconomic impact reports using frameworks inspired by McKinsey & Company analysis.
- Macro trend analysis
- Economic indicator tracking
- Industry impact assessment
- Strategic recommendations
Renaissance Technologies Pattern Finder
Discover hidden market patterns using quantitative analysis methods inspired by Renaissance Technologies.
- Statistical pattern detection
- Quantitative signals
- Historical backtesting
- Anomaly identification
The Goldman Sachs Stock Screener
Screen stocks using institutional-grade criteria inspired by Goldman Sachs methodology with AI-powered analysis.
- Institutional screening criteria
- AI-powered stock filtering
- Comprehensive fundamentals
- Market sentiment analysis
The Morgan Stanley DCF Valuation
Perform discounted cash flow valuations using methodologies inspired by Morgan Stanley research frameworks.
- DCF modeling
- Revenue forecasting
- Risk-adjusted valuations
- Comparable analysis