The one-page stock research checklist
Checklists beat brilliance. This is the pre-research page Balance Labs fills automatically for 753 tickers — usable by hand, or free inside the app.
Quality (all must be defensible)
- □ Explain the business in two sentences
- □ Returns on capital: high, repeatable, improving?
- □ Moat: name the mechanism (cost, network, brand, switching)
- □ Management: capital allocation record
Valuation
- □ Earnings power (normalized) computed
- □ Ceiling price written down
- □ Margin of safety stated as a number
Thesis & timing
- □ Three thesis breaks, measurable
- □ Current signal state recorded with date
- □ Position size set BEFORE entry
Automate the checklist: run a free brief · method: scorecard guide
Related: AI research workflow · how to value a stock · fundamentals scorecard · free valuation calculator
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