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The TradeClever field guide

Stock research.
Practical guides.

Simple explanations. Practical steps. Start where you are.

22 guides

01
Getting started

How to choose a stock screener for your research

Compare manual filters, AI scan builders, daily charts, historical coverage, and saved workflows before choosing a stock research platform.

02
Getting started

Build your first stock screen

Turn an idea into a shortlist with AI scan creation or a few clear filters.

03
Screening

Choose filters that answer your question

Understand how company, price, volume, and technical filters work together.

04
Screening

Create a stock scan with AI and CleverScan

Describe a stock idea, let AI draft the scan, and make the rules your own.

05
Chart reading

Read a stock chart with context

Get comfortable with daily candles, the visible range, and volume.

06
Chart reading

Use moving averages in chart research

Compare price with an average while keeping the period and available history in mind.

07
Chart reading

Put stock volume in context

Read trading activity alongside price, dates, and the surrounding sessions.

08
Market research

Read a market heatmap

Move from performance colors to a clear question about sectors and stocks.

09
Market research

Compare sectors, industries, and stocks

Move through market groups without losing the date, universe, or comparison period.

10
Market research

Explore the stocks inside an index

Use membership sources, sortable fields, and exports to study a defined stock universe.

11
Screening

Save a scan you can use again

Keep your research rules together and rerun them with a clear purpose.

12
Screening

Share the rules behind a stock scan

Create a public query link that lets someone see what you screened for.

13
Screening

Run a scan for an earlier session

Choose a date and understand which parts of the result use available history.

14
Getting started

Create a watchlist you will use

Keep a focused set of stocks ready for your next research session.

15
Market research

Use earnings dates in your research

Connect company event dates with chart and watchlist reviews.

16
Market research

Export daily stock price history

Take available daily OHLCV observations into a spreadsheet with their context intact.

17
Getting started

Build a simple market research routine

Move from the market overview to a focused shortlist and a useful watchlist.

18
Market research

Understand dates, coverage, and missing data

Read the data notes that give a chart, scan, or market table its meaning.

19
Getting started

Take a closer look at a stock

Connect company details, a daily chart, and market context in a clear research flow.

20
Chart reading

Compare several stock charts at once

Use CandleGlance to review a shortlist before opening a full chart.

21
Market research

Make clear performance comparisons

Keep periods, dates, and return definitions consistent when you compare sector benchmarks.

22
Screening

Set up a research alert

Choose a supported condition and check monitoring readiness before using the alert inbox.

Make room for better research

Your next idea starts here.

Build a scan with AI. Explore the results. Find your next idea.

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