A practical list of public resources, templates, and tools for equity research workflows that keep citations attached.
This is research workflow material only. Nothing here is financial advice, a return prediction, or a buy/sell recommendation.
- SEC EDGAR - company filings, including 10-K, 10-Q, 8-K, S-1, proxy statements, and ownership forms.
- SEC Company Search - quick company and ticker lookup.
- Investor Relations websites - earnings releases, investor decks, transcripts, and governance materials. Use the company site after confirming the issuer from SEC records.
- TradingView - charts, screening, and market context.
- Finviz - market maps, screeners, news links, and quick financial snapshots.
- Koyfin - market data dashboards and charting.
- OpenBB - open-source investment research platform and data workflows.
Treat these as attention signals, not proof of company quality.
- StockTwits - ticker-centered crowd discussion.
- Reddit investing communities - useful for discovering questions and narratives, risky as evidence.
- Google News - broad recent-news scan.
- Tomorrow Terminal - AI stock research profiles from SEC filings, financials, market data, news, Reddit, and StockTwits. Built for source-aware research workflows, not financial advice.
- Tomorrow Terminal research workflows - free SEC filing checklists, source-aware company profile templates, and stock research prompts.
A useful AI research workflow should show:
- Source type, filing date, and exact excerpt.
- What changed versus the prior comparable period.
- Whether a claim came from filings, management commentary, market data, news, or crowd discussion.
- What the model refused to infer.
- Open questions for a human researcher.
- No price target, buy/sell call, or return prediction unless a licensed human intentionally adds one.
Suggestions are welcome if they improve source trails, primary-source research, or safer AI workflows. Please avoid promotional spam, ticker pitches, affiliate links, and return claims.