Learn
Educational guides for building a better stock research workflow, from reading filings and understanding metrics to moving into deeper company analysis.
Start with stock analysis
Use the public AI summary library to move from theory into live company research with AI summaries, filings, and chart context.
Browse AI summariesUse metrics with context
The financial metrics library explains valuation, growth, profitability, and cash-flow ratios that show up throughout research pages.
Explore financial metricsCompare research tools
When the workflow is clearer, comparison pages help evaluate which research platform best fits the process being built.
Visit compare pagesResearch guides
Start with the basics, then move into deeper company research, filing review, and metric analysis.
How to Research a Stock
A step-by-step guide for beginners: understanding the business, reading financials, key metrics, SEC filings, and best practices.
How to Use Chartloom for Stock Research
A 6-step workflow using Chartloom: AI filing summaries, financial charts, valuation ranges, insiders and analysts, peer comparison, and bull, base, and bear scenarios.
How to Research a Stock Before Buying (2026)
Due diligence for self-directed investors: financial metrics, SEC filings, valuation, red flags, and a stock research checklist.
How to Read 10-K SEC Filings With AI
Use AI summaries to get an overview of 10-K annual reports, identify key sections to read in full, and cross-check with the original filing.
How to Read a 10-K or 10-Q Filing
Which sections of a 10-K matter, what to skip on a first read, how to read faster, and a due diligence checklist. Covers Business, Risk Factors, MD&A, and Financial Statements.
How to Use Claude for Stock Research (2026)
Ten copy-paste Claude prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
How to Use ChatGPT for Stock Research (2026)
Ten copy-paste ChatGPT prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
How to Use Grok for Stock Research (2026)
Ten copy-paste Grok prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
How to Use Gemini for Stock Research (2026)
Ten copy-paste Gemini prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
Where to go next
Move From Reading to Research
Chartloom combines AI filing summaries, 100+ charts, comparison workflows, and scenario modelling in one research stack.