Stock Sight
Investor Guides

Learn how to use Stock Sight in your daily investing workflow.

Practical, step-by-step guides mapped to real investing tasks. Pick the workflow that matches your style, or follow all four for a complete routine.

Personas

Pick your starting point

Choose the path that fits your time and investing style. Each guide takes 3–5 minutes to read.

10–15 min/day

Busy Professional

You want the essentials before market opens. Follow Workflow 1 for a daily scan routine using Market Snapshot and My Summaries.

Active Research

Stock Picker

You actively look for new ideas. Follow Workflow 2 to build a discovery pipeline with Screener, AI Analysis, and Compare.

Weekly Review

Portfolio Manager

You focus on allocation and conviction. Follow Workflows 3 & 4 for portfolio reviews and sector rotation checks.

Workflow 1

Beat the bell. Read the day in 10 minutes.

Best done before the open. Click a step to see how a busy professional uses Stock Sight every morning.

Step 01 Read the day before the day reads you.

From Your Feed, open Market Snapshot for an AI overview of index performance, sector movers, and macro themes — the broad context before any single stock.

Step 02 Every announcement. Distilled.

My Summaries packs each official company filing for your portfolio and watchlists into 2–3 key points. Tap any summary to open the original document.

Step 03 Catch the next conviction.

Spot something worth a deeper look later? Send it to a Watchlist without breaking your routine — your research pipeline stays organised.

Step 04 See your portfolio in one breath.

Portfolio Snapshot tells you which holdings need attention, where concentration shifted overnight, and which events from yesterday still matter.

Step 05 Pro Pro-grade context, per stock.

Stock Snapshot delivers a daily digest for any holding — the price move, the reason behind it, and the announcements you need to read next.

Workflow 2

Opportunity Discovery

Time required: 20–30 minutes. Run when you're actively looking for new ideas.

Step 1 — Screen for candidates

Open the Screener and filter by your criteria: sector, industry, market cap, PE ratio. Sort by the metric that matters most to you. The Minervini Screener mode is useful if you follow trend-based strategies — it shows stocks meeting Stage 2 breakout criteria.

Step 2 — Deep-dive with AI

Click any stock from the screener to open its Stock Details modal. Start on the Chart tab, then switch to Overview for business segments, key strengths, and watch-outs before diving into AI Analysis.

Step 3 — Ask specific questions

Use Prompt Analysis to ask targeted questions about a stock's official filings: "What was the revenue growth driver?", "Any change in debt levels?", "What did management say about expansion plans?" AI reads the actual filings and responds.

Step 4 — Compare alternatives

Shortlisted 2–4 candidates? Use the Compare feature. Select stocks, pick a time period, and AI generates individual analyses plus a combined comparison. It highlights trade-offs and suggests which stock looks strongest.

Workflow 3

Weekly Portfolio Review

Time required: 15–20 minutes. Recommended every weekend or Monday morning.

Free + Pro

Portfolio Summary

Insights donuts show sector concentration — click any slice to see the stocks behind it.

  • Sector mix at a glance
  • Click-to-drill holdings
Workflow 4

Decision Discipline

A checklist before you buy or sell. Time required: 5–10 minutes per decision.

Before buying

  • Run AI Analysis on the stock — check the rating and key risks section
  • Use Compare to see how it stacks up against alternatives in your watchlist
  • Check Sector Rotation — is the stock's sector in a leadership or lagging position?
  • Review Portfolio Insights — will adding this stock create sector concentration?

Before selling

  • Check the stock's AI Analysis for any thesis-breaking changes in recent quarters
  • Review Timeline for recent announcements you might have missed
  • Check Sector Rotation — is the entire sector rotating out, or just this stock?
  • Use Prompt Analysis to ask: "Has management guidance changed in the latest quarter?"
Keep going

Explore more

Dig deeper into the platform — features, pricing, and the answers to common questions.

All Features Detailed description of every feature with capabilities and use cases. Plans & Pricing Free vs Pro — what you get, limits, and how to upgrade. Frequently Asked Questions Common questions about data sources, AI, brokers, security, and plans.