A free, step-by-step stock analysis guide series. Learn to research a single company end-to-end — from ticker lookup and 10-K reading to earnings, insider transactions, peer comps, and valuation — using real OmniFolio workflows on real tickers.
Every serious stock analysis follows the same arc. The guides here teach you each pillar with a real ticker walk-through.
What every analysis starts with
Before you read a single filing, you need the basics: business model, sector, market cap, capital structure, and recent news. The Company Lookup page builds this snapshot in seconds.
Primary-source fundamentals
The 10-K, 10-Q, 8-K, and earnings call transcripts are where the real signal lives. The guides walk you through each one with a real ticker, end-to-end.
The interpretation layer
Once you have the facts, you need context — what insiders are doing, how peers are priced, and whether the multiple makes sense at all.
Twelve focused guides — each one a real research task you can complete on the platform today. Sorted by skill level and reading time.
Look up any ticker in 60 seconds
Search · Snapshot · News
Use the Company Lookup page to pull a clean snapshot — price, sector, market cap, recent filings, and the latest headlines on one screen.
Read a 10-K in 10 minutes
Annual report · Risk · MD&A
A speed-reading playbook for the 10-K — what to skim, what to actually read, and where the real risks usually hide.
Read a 10-Q quarterly report
Quarterly numbers · Trends
Find revenue and margin trends inside a 10-Q without getting buried in 80 pages of footnotes.
Decode an 8-K material event
8-K · Real-time disclosures
How to read an 8-K filing the moment it hits the wire — guidance updates, exec changes, M&A, and earnings releases.
Use the Earnings Surprises tool
Beats vs misses · Reaction
Walk through the Earnings Surprises tool — surprise %, after-hours move, and how to spot guidance-driven reversals.
Read an earnings call transcript
Prepared remarks · Q&A
A structured way to mine an earnings call transcript — what management emphasized, what analysts pressed on, what got dodged.
Decode insider transactions (Form 4)
Form 4 · Cluster buys
Distinguish a real insider buy from a 10b5-1 sell, and use the Insider Intelligence tool to find cluster-buy signals.
Check insider sentiment
Net buying · Net selling
Use the Insider Sentiment tool to see whether insiders are net buyers or sellers in the stocks on your watchlist.
Run a peer comparison
Sector · Multiples
Build a quick peer comp — pick the right competitors, line up valuation multiples, and avoid the classic apples-to-oranges traps.
Sanity-check a valuation
P/E · EV/EBITDA · FCF yield
How to use a few simple multiples to decide whether a stock is even in the ballpark before you go deeper.
Track 13F institutional holdings
13F · Smart money
How to read a 13F to see who owns the stock — and what changed quarter over quarter.
Build a single-stock thesis
Bull · Bear · Catalyst
A repeatable single-stock thesis template — bull case, bear case, key catalysts, position sizing, andtriggers.
All examples cite SEC EDGAR filings directly. Guides are updated when the underlying tools or filings change.
Pre-sequenced playlists for company research — pick a track and read straight through.
Beginner: Your first stock analysis
~30 min · 4 guides
Beginner: Reading SEC filings
~25 min · 3 guides
Intermediate: Earnings season playbook
~40 min · 4 guides
Intermediate: Insider intelligence
~30 min · 3 guides
Intermediate: Peer comps & valuation
~45 min · 4 guides
Advanced: Building a single-stock thesis
~60 min · 5 guides
After working through this category, the standard single-stock research questions stop feeling intimidating.
Built on primary-source SEC filings, wired into the platform, and never behind a paywall.
Examples cite the original 10-K, 10-Q, 8-K, and Form 4 filings on SEC EDGAR. No scraped numbers, no second-hand summaries.
Each guide ends with a working link into the OmniFolio tool that runs the workflow — Company Research, Earnings Surprises, Insider Intelligence, and Insider Sentiment.
These are research workflows, not investment recommendations. You’re learning to do the analysis yourself — not following calls.
Free to read. From your first 10-K to a fully sized single-stock thesis — every guide is built on real OmniFolio tools.