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Retail Investing
Retail Investing under Personal Finance & Investing
8 skills
10-K/10-Q Earnings Report Summarizer
Transform 100-300 page SEC filings into 10-minute investor summaries with financial analysis, risk identification, red/green flags, and actionable investment insights.
Earnings Call Transcript Analyzer
Extract insights from earnings call transcripts to save investors time. Analyzes 30-50 page transcripts to extract forward guidance, management tone, analyst concerns, and investment flags in 2-3 pages.
Earnings Call Transcript Insight Extractor
Extract actionable insights from earnings call transcripts in 8-10 minutes instead of 45-90 minutes. Analyzes forward guidance, management tone, analyst concerns, and strategic shifts.
Investment Thesis Documentation Builder
Document investment theses with concrete exit criteria to prevent emotional trading decisions during market volatility.
Macro Trend Beneficiary Finder
Identify publicly-traded companies positioned to benefit from macro trends with detailed value chain analysis and tiered exposure categorization.
Position Sizing Quick Check
Simple rules for how much to invest in individual stocks based on your risk tolerance. Get a quick sanity check on whether your position is too large.
Pre-Investment Due Diligence Builder
Generate customized stock due diligence checklists tailored to specific companies, sectors, and investor experience levels.
True Competitor Identification
Identify genuine competitive peers for public companies based on business model analysis, not sector classifications. Find 5-10 true competitors ranked by overlap percentage for accurate valuation and competitive assessment.