Guide to Action
Decisions and execution
What
Helping users move from analysis to action - making buy/sell decisions with confidence and tracking the results.
Why it matters
Analysis without action is useless. We need to help users act on their research with confidence.
How we do it
Guide to Action closes the loop - helping users translate research into investment decisions.
Key processes
- Decision support - Clear signals on stock quality, risk, and opportunity
- Alert systems - Notifications when action may be needed
- Portfolio health checks - Regular reviews of portfolio composition
- Execution guidance - Practical next steps, not just analysis
Features that drive action
- StockRank alerts - When ranks change significantly
- News alerts - Material events affecting holdings
- Risk warnings - When portfolio risk levels change
- Opportunity highlights - Stocks meeting user criteria
The outcome: Confidence
“Yes - I can do it” - Users feel equipped to make decisions because they have the data, the methodology, and the tools.