Research Tools
Stock Research Resources
Simple checklists and frameworks for researching companies without the noise.
Checklist7 min read
Stock Research Checklist
A simple checklist for researching a stock before making a decision.
Open resourceSEC Filings6 min read
10-K Reading Checklist
A beginner-friendly checklist for reading an annual report.
Open resourceRisk Analysis6 min read
Risk Factor Checklist
A framework for reviewing company risk factors in SEC filings.
Open resourceFinancial Metrics8 min read
Financial Metrics Cheat Sheet
A plain-English cheat sheet for common stock research metrics.
Open resourceStock Research5 min read
Bull vs Bear Case Template
A simple framework for building both sides of a stock research thesis.
Open resourceEarnings6 min read
Earnings Report Checklist
What to review when a company reports earnings.
Open resourceStock Research6 min read
Stock Comparison Template
A framework for comparing two stocks side by side.
Open resourcestokr provides informational research tools only and does not provide financial advice.