Learn
How it works
New to investing, or to this tool? This page explains what the platform does, what each tier unlocks, and the words you'll see around the app — in plain English. Nothing here is financial advice; it's a research aid.
What this platform does
It screens stocks into tiered recommendations, estimates a stock's fair value, and flags risk — so you can research ideas without first learning to read a balance sheet.
The three tiers
- Free
- A rule-based stock screener, a sector "bottleneck" scanner, the Valuation Check, and the daily market summary — open to everyone, no account needed.
- Premium
- Adds the Pre-Bullrun / Breakout recommendations and the Hype Check verdict (is a stock's premium earned by fundamentals, or just hype?).
- Pro
- Everything in Premium, plus the most in-depth signals as they roll out.
What each page is for
- Analyze
- One ticker, deep dive: run the models side by side at your chosen horizon — next day, next week, or next month (Forecast), check whether the price looks cheap or expensive versus fair value with exit guidance and (Premium) a Hype Check (Fair value), and see how the models have scored (History).
- Discover
- Find something new: the beginner index shelf (Basics), screened ideas by tier (Gainers), and the sector bottleneck scanner (Bottlenecks).
- Portfolio
- Your money: the tickers you're tracking — kept to your account when you're logged in (Holdings) — the guided capital-allocation planner (Plan), and a risk-free trial run with practice money (Practice).
Reference
Glossary
The terms you'll meet most often.
- Fair value
- An estimate of what a share is "worth" based on fundamentals. Price well below fair value looks cheap; well above, expensive.
- Fair-value confidence
- How much to trust that estimate (High / Medium / Low), based on how much clean data was available. Treat Low-confidence calls lightly.
- P/E ratio
- Price ÷ earnings per share — roughly how many years of current earnings you're paying for. Higher can mean pricier, or higher growth expectations.
- Market cap
- Share price × shares outstanding — the company's total market value. "Large cap" is bigger and usually steadier; "small cap" is smaller and often more volatile.
- Sector
- The slice of the economy a company belongs to (e.g. Technology, Energy).
- Exit signal
- Plain guidance from the Valuation Check — from "Buy Zone" through "Hold" to "Trim" / "Exit Most" — on whether a stock looks like a place to add or to lighten. On the Analyze page it is the "When would I sell?" line.
- Take-profit zone
- The price band — fair value × 1.10 to × 1.30 — where the exit rule starts talking about trimming. Below it the rule says hold; inside it, it weighs momentum before suggesting a trim. The Analyze page tells you how far above today's price the zone starts.
- Momentum risk
- How stretched a stock's recent run looks. "Elevated" or "High" means it has moved a lot, fast, and could be more prone to a pullback.
- Volatility
- How much a price swings around. More volatility means bigger ups and downs — more risk, not just more reward.
- Practice Portfolio
- Simulated "practice money" for members: buy and sell real tickers at real (delayed) prices, hold through real weeks, and see how you behaved — without risking a dollar. Practice money never mixes with your real holdings.
- Average cost (ACB)
- The average price you paid per share across all your buys — the Canadian adjusted-cost-base way of tracking cost. Buying more re-averages it; selling reduces your share count but leaves the average unchanged.