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Research & screening with AI

Set up charting, screening and news tools, and learn how to check AI-generated research.

6 steps · about 40 min ·

  1. Read the charting & screening guide

    See how screeners, charting platforms and AI assistants fit together.

    ~10 min

  2. Compare TradingView and TrendSpider

    A broad charting platform vs. one focused on automated analysis.

    ~5 min

  3. Look at Finviz

    A widely used screener with a free tier.

    ~5 min

  4. Read the news & sentiment guide

    How news, sentiment and flow tools work, and their limits.

    ~10 min

  5. Check Perplexity

    An AI search tool with a free plan. Always open and read the sources it gives you.

    ~5 min

  6. Track what it costs

    Research tools add up. Check totals and recent price changes.

    ~5 min

Frequently asked questions

How long does the "Research & screening with AI" path take?

About 40 minutes of reading across 6 steps. Times are rough estimates.

Is my progress saved?

Ticked steps are saved in your own browser (localStorage) only. Nothing is sent to TraderStacks.

Does this path recommend trades?

No. TraderStacks teaches software, never trades. We give no tickers, signals or strategies, and nothing here is financial advice.

Other paths

Education only, never trade advice.