OmniFolio guides are step-by-step research tutorials and end-to-end workflows — for stock research, portfolio strategy, SEC filings, congressional trading, earnings season, and macro analysis. Every guide is built on real platform tools and primary-source data.
Each category is a self-contained workflow — read it top-to-bottom or jump to the specific step you need.
New to OmniFolio? Set up your first portfolio, connect your watchlist, and tour the dashboard in under ten minutes.
Includes
Build your first portfolio · Set up watchlists · Tour the dashboard · Wire in news feeds
End-to-end workflows for researching a single stock — from ticker lookup to 10-K, earnings, insiders, and analyst takes.
Includes
Read a 10-K like a pro · Use the Earnings Surprises tool · Decode insider transactions · Run a peer comp
How to build, diversify, rebalance, and stress-test a long-term portfolio across stocks, ETFs, crypto, real estate, and cash.
Includes
Asset allocation 101 · Rebalancing without overtrading · Tax-loss harvesting basics · Net-worth tracking
Walk-throughs of the most important SEC documents — 10-K, 10-Q, 8-K, S-1, 13F, Form 4 — and how to scan them in minutes.
Includes
10-K in 10 minutes · Reading an 8-K material event · How to follow 13F filings · Form 4 insider trades
How to use congressional trading disclosures, Senate lobbying records, and federal contracting data as alternative signals.
Includes
Congress trades explained · Senate lobbying as a signal · USA Spending workflow · Following committee chairs
Read FRED data, economic calendars, central-bank meetings, and global news through the lens of a portfolio manager.
Includes
Reading the yield curve · Using the economic calendar · World Monitor walk-through · CPI & NFP playbook
How to evaluate a token: on-chain metrics, exchange listings, tokenomics, and how it fits a diversified portfolio.
Includes
Tokenomics 101 · Reading on-chain data · Stablecoin risk basics · Crypto in a portfolio
Track upcoming IPOs from S-1 filing to first trade, and use the earnings calendar to map every report that matters.
Includes
Reading an S-1 · IPO lockup expirations · Beats vs misses · Forward guidance signals
We don\u2019t teach finance theory in a vacuum. Every guide is a real research task you can run on the platform today.
Built around real research tasks
Every guide walks through an actual research task — "evaluate this stock," "decide whether to rebalance," "read this 10-K" — using OmniFolio tools end-to-end. No floating theory, no padding.
Pick your starting point
Whether you’re placing your first trade or running a multi-asset portfolio, the guides are tagged by skill level so you can jump straight to the next thing you don’t know yet.
SEC filings, FRED, official disclosures
When a guide cites a number, it’s linked back to the SEC filing, the FRED series, or the official disclosure. Education is only useful if the underlying data is verifiable.
Pre-sequenced playlists of guides — pick a track and read straight through, or cherry-pick what you need. Reading time estimates included.
Beginner: First portfolio
~30 min · 5 guides
Beginner: Reading the news feed
~20 min · 4 guides
Intermediate: Single-stock research
~60 min · 8 guides
Intermediate: Reading SEC filings
~45 min · 6 guides
Intermediate: Tracking insiders
~30 min · 4 guides
Intermediate: Earnings season playbook
~40 min · 5 guides
Intermediate: IPO research workflow
~30 min · 4 guides
Advanced: Macro overlay on a portfolio
~90 min · 9 guides
Advanced: Following Congress & lobbying
~60 min · 6 guides
Advanced: Federal contracting signals
~45 min · 5 guides
Advanced: Multi-asset rebalancing
~60 min · 7 guides
Advanced: Tax-aware portfolio moves
~45 min · 5 guides
New tracks are added on a rolling basis. All guides are free, with no signup required to read.
Built on primary-source data, wired into the platform, and never behind a paywall.
Examples cite SEC filings, FRED series, congressional disclosures, and official agency data — never scraped, never paywalled.
Every guide ends with a working link into the OmniFolio tool that runs the workflow — so you go from reading to doing in one click.
Guides are updated when the underlying tools or filings change. Each guide carries a "last reviewed" date so you know it’s current.
Free to read. Step-by-step guides for every part of the OmniFolio research stack — from a first portfolio to advanced macro overlays.