Research Workbench

Stock Research Workbench

Investment Education, Research & Tools for Smarter Decisions.

A repeatable path from "should I look at this company?" to a documented, stress-tested thesis. Screen a watchlist, compare fundamentals side by side, value with scenario ranges, and record the evidence, the risks, and the conditions that would prove you wrong.

Open the Workbench Read the methodology

The Swoopr Research Loop

Every tool here serves one process, documented in full on the methodology page:

Define the question, horizon, and what would change your mind.
Understand the business model and its competitive context.
Measure growth, margins, cash flow, balance sheet, and dilution from primary sources.
Compare against peers and the company's own history.
Value with scenario ranges from transparent methods.
Stress-Test the thesis: downside cases, contrary evidence, break conditions.
Document the thesis, its assumptions, and open questions with dated sources.
Review when new filings or results arrive.

None of it produces a recommendation. The output is a better-organized, honestly stress-tested piece of your own research.

Workbench Tools

Watchlist Stock Screener: filter the companies you are researching by margins, growth, leverage, dilution, and valuation, with seven original preset screens and explicit missing-data handling. Serves the Define and Measure steps.
Watchlist ETF Screener: the same screening engine over the fields a fund actually publishes, including net expense ratio, median bid-ask spread, tracking difference and top-ten weight. Serves the Define and Measure steps for funds.
Watchlist REIT Screener: the same engine again over FFO and AFFO payout coverage, occupancy, same-store NOI growth and net debt to EBITDAre, because earnings per share describes a property trust poorly. Serves the Define and Measure steps for real assets.
Company Fundamentals Comparison: put 2 or more companies side by side on the metrics that matter for your question. Serves the Compare step.
Compare Investments: settle how two asset classes, wrappers or account types structurally differ before screening inside either one. Serves the Define step.
DCF Valuation Calculator: build discounted-cash-flow scenarios with every assumption visible. Serves the Value step.
Research Workbench: the guided eight-step research document with a built-in risk register, source freshness tracking, and Markdown or JSON export. Serves the Stress-Test, Document, and Review steps.
Source Verification Ladder: match a financial claim to the strongest appropriate source and record that source's known limitations before citing it in a thesis.
Investment Data Library: inspect dataset provenance, versions, transformations, missing-data rules, and reusable source records that underpin the Workbench tools.
How to Cite Swoopr: stable citation formats for research notes, tool outputs, charts, glossary entries, datasets, and frameworks.

Learn the Discipline Behind Each Step

Research Methodology & Formula Definitions: every metric the Workbench uses, defined with worked examples.
How to Analyze a Stock: the multi-method decision framework the Loop operationalizes.
Fundamental Analysis: financial statements, valuation, moats, and capital efficiency in depth.
Stock Screening: how to build coherent screens and the mistakes that make them useless.
Stock Research Foundations: the structured Swoopr Academy course that pairs with this Workbench.

Research Infrastructure Behind the Workbench

The Workbench helps organize an individual stock or fund research process. Swoopr's supporting research infrastructure handles a different question: how should the evidence itself be sourced, documented, reproduced, and cited? Use these resources when you need to move beyond the worksheet.

Research Methodology: the eight-step Swoopr Research Loop, formula definitions, source hierarchy, evidence standards, and calculation methodology.
Evidence & Validation: which quality checks are automated, what those checks can and cannot prove, and how corrections are recorded.
SEC EDGAR Filing Search: open company filings and primary-source disclosure records directly.
Swoopr Source Ladder: match a financial claim to the strongest appropriate source and record its limitations.
Investment Data Library: inspect dataset provenance, versions, transformations, missing-data rules, and reusable source records.
Citation Guide: stable citation formats for Swoopr research notes, tools, charts, glossary entries, datasets, and frameworks.
Sentiment source verification: where positioning, volatility, credit and leverage numbers come from, ranked by how directly they can be checked.
Publication lags and vintage control: how release timing and revisions change what a market-data reading means.

The Workbench is designed to help you document a thesis, evidence, assumptions, risks, and what would change your mind. Completing the worksheet does not turn that thesis into a Swoopr recommendation. A strong research record should make disagreement easier to inspect, not make uncertainty disappear.