Most people research stocks across a dozen open tabs: one for screening, one for the financials, one for valuation, and another to remember why they even bought. It is slow, and it is easy to lose the thread. Here is a simple workflow built around three jobs, screen, analyze, and track, with a tool worth using for each.
1. Screen for candidates
Screening is where most workflows start, and the tool you pick quietly decides what kind of investor you become. Active traders lean on technical screeners built around charts, relative strength, and momentum. If you invest on fundamentals rather than price action, you want a different lens: quality, valuation, and balance-sheet health.
That is what we built Intrinsiqq for. It screens US stocks on the numbers that matter to a long-term investor, valuation multiples, return on capital, and dividend safety, computed straight from SEC filings, for free, with no account.
2. Analyze and value
A screen gives you a shortlist. The real work is deciding whether a company is actually good and actually cheap. This is the core of Intrinsiqq: every stock gets a transparent quality score, a three-scenario discounted cash flow plus a reverse DCF that shows what the current price already assumes, and a full dividend analysis, all sourced from the filings with the methodology shown so you can check the math. No black box, no per-report paywall.
See the analysis on a real stock
Quality score, three-scenario DCF, and dividend safety, pre-loaded from SEC filings.
Open AAPL3. Track and review your decisions
This is the step almost everyone skips, and the one that compounds the most: writing down why you bought, what you expected, and what actually happened. Without it you repeat the same mistakes and never learn from the wins. For this, a dedicated journal beats a spreadsheet. Trade Tracs is a clean option built for exactly this: logging trades, reviewing your reasoning, and turning your own history into a feedback loop.
If you also trade actively, you have probably seen all-in-one technical platforms like Deepvue. They are powerful for finding and timing trades, but their focus is charts and scanning, not the discipline of reviewing what you did and why. Trade Tracs comes at it from the other side, journaling and trade review first:
| Trade Tracs | Deepvue | |
|---|---|---|
| Focus | Journaling & trade review | Charts, screening & scanning |
| Helps you | Learn from your own track record | Find and time entries |
| Built for | Reviewing decisions, building discipline | Active technical trading |
Pairing honest journaling with fundamental research is one of the highest-leverage habits an investor can build.
The workflow, in one line
Screen on fundamentals (Intrinsiqq), analyze and value (Intrinsiqq), then journal and review every decision (Trade Tracs). Two of the three are free, and all three take minutes once they are part of your routine.