Screen stocks. Study the context. Keep the ideas you want to revisit.
Use the same sequence so changes in the market are easier to distinguish from changes in your process.
Begin with dates and context
Open the dashboard and check the available data session. Review the broad market picture, then open the Sector Heatmap · S&P 500 to see how sectors compare. Note one or two observations worth investigating rather than trying to explain every move.
Run a focused screen
Open a saved scan or set visual filters for a question that follows from your overview. Keep the rules readable and check the result count. Review the columns that explain why each symbol matched before choosing names for chart study.
Give each chart a clear question
Examine the selected symbols with a consistent range and indicator setup. Ask what the chart shows about the period you are studying. Use company information and sector context when relevant, and separate observations from assumptions about the cause.
Keep a manageable follow-up
Add selected names to your watchlist and remove those that no longer serve a research purpose. Check available event dates for companies you intend to revisit. Save useful scan rules so the next session starts with a familiar process.
Read our data and methodology notes for calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.