How it works

Modeled on a real trading desk — debate included

A single model writing a single answer can miss what another angle would catch. So each report runs the stock through a full desk: specialists analyze in parallel, bulls and bears argue the case out, and a portfolio manager issues the final call only after the risk team has stress-tested it.

Stage 1

Analyst team

Four specialists build the evidence base from raw data.

Technical — trend, momentum, volume, key levels
Sentiment — market psychology & positioning
News — catalysts and macro context
Fundamentals — financials, earnings quality, valuation

Stage 2

Research debate

Bull and bear researchers argue the case head-to-head, then a research manager rules on which side the evidence supports.

Bull case — the strongest reasons to own it
Bear case — the strongest reasons not to
Verdict — an investment stance, with reasoning

Stage 3

Trading plan

A trader converts the research verdict into a concrete plan.

Action — buy, sell or hold
Levels — entry, stop & position sizing

Stage 4

Risk review

Aggressive, conservative, and neutral risk analysts cross-examine the plan — sizing, gap risk, and what could make it wrong.

Exposure — how much risk the idea can carry
Failure modes — named, not hand-waved

Stage 5

Final decision

The portfolio manager weighs the whole debate and issues the report’s bottom line.

Rating — on a buy-to-sell scale
Price target & horizon — typically 3–6 months, longer where the thesis needs it
Upgrade / downgrade triggers

Why the debate matters: in the TSLA sample below, the technical analyst’s read was a tactical Buy while the fundamentals analyst said Sell. The bull and bear argued it out over the research debate, the research manager ruled Underweight, and all three risk analysts reached the same direction from different starting points. The final Sell rests on that convergence — and the report shows every step of the disagreement and how it was resolved.

Research depth

Shallow, Medium or Deep — same desk, longer debate

Every depth runs all five stages. Depth sets how many rounds the bull/bear researchers and the risk team argue before a decision, which drives how far the report probes.

Depth	Debate rounds	Best for	Custom price
Shallow	1 round	A fast, essential read on a name — see the MSFT sample	$29
Medium	3 rounds	The full desk, argued out — see the TSLA sample	$39
Deep	5 rounds	Contested, high-stakes names that deserve the longest debate	$49

Sample reports — free

Read complete reports before you order one

Two full, unedited reports exactly as the system produced them — including the internal debate. Judge the quality for yourself.

TSLA Free sample Medium depth

Tesla, Inc. — Trading Analysis Report

Generated October 26, 2026 · Reference close $391.62 · 78 pages · PDF

Final rating

Sell

Price target

$375

Horizon

3–6 mo

The desk’s bottom line: sell into strength in the $393–$397 zone — a disciplined reduction to a controlled underweight, not a liquidation. The October 26 rally was the first close above the 200-day average, but on a 2.6% Q3 operating margin and a 430× trailing P/E the desk found no margin of safety ahead of the Q4 print and the December Fed meeting.

Open the PDF Download

What’s inside

I. Analyst Team Reportspp. 1–27
II. Research Team DecisionUnderweight
III. Trading Team PlanSell
IV. Risk Management Decision3 analysts
V. Portfolio Manager DecisionSell · $375

“You cannot underwrite both the floor and the multiple.”
— Portfolio Manager, TSLA report, p. 77

Inside the TSLA debate

From section I — Market analyst

“A regime probe, not a confirmed trend change”

On October 26 TSLA rose 5.2% to $391.62 on 52.9M shares — about 1.3× its ten-session average — for the first close above its declining 200-day average ($386.13). Since the July low the stock has built clean higher highs and higher lows, but the 50-day still sits below the 200-day.

The analyst’s call: a tactical, staged entry with hard stops at $376.09 and $364.76 — constructive, but explicitly “not a full-conviction trend change.”

Read: Buy (tactical, staged, risk-defined)

From section I — Fundamentals analyst

Record spending, no operating leverage

Q3 gross profit rose $440M year over year, but operating expense rose $1.58B. Operating margin fell to 2.56% in Q3 and 3.50% trailing — against 16.98% in FY2022. Shares outstanding rose 18.9% in a year, and the stock trades at about 430× trailing earnings.

Read: Sell (fundamental underweight)

From section II — Research manager

The bull’s best point, and why it wasn’t enough

The bull’s strongest work held up: normalize opex growth to 15% and Q3 operating income would have been ~$1.82B, roughly flat year over year. But the manager ruled that this cuts both ways — if the spending is optional, the robotaxi/AI story is a cost program, not a franchise; if it isn’t, the 3.5% margin is the real earnings power.

Recommendation: Underweight

From sections IV & V — Risk team and portfolio manager

Agreement on direction, argument about size

The aggressive, conservative and neutral analysts all landed on the same direction; the live dispute was how far to cut and how to hedge. The portfolio manager adopted the neutral analyst’s structure with the conservative analyst’s hedge discipline: roughly half benchmark exposure, defined-risk puts, no naked shorts — and named upgrade triggers, starting with a close above $397.27 on at least 55M shares.

Rating: Sell · Price target $375 · Horizon 3–6 months

MSFT Free sample Shallow depth

Microsoft Corporation — Trading Analysis Report

Generated October 27, 2026 · Reference price $529.68 · 44 pages · PDF

Final rating

Hold

Buy zone

$512–520

Horizon

12–24 mo

“Excellent asset, poor entry.” The bull won on franchise quality — revenue +17.8%, a 46.8% operating margin, $182.9B of operating cash flow. The bear won on price and timing: 21.5% above the 200-day, a bearish MACD divergence, and earnings-day gaps of −8.6% and +12.1% that dwarf normal volatility. Hold the core; add only in stages after the print.

Open the PDF Download

What’s inside

I. Analyst Team Reportspp. 1–25
II. Research Team DecisionHold
III. Trading Team PlanHold
IV. Risk Management Decision3 analysts
V. Portfolio Manager DecisionHold

“Excellent asset, poor entry — the bull wins on franchise quality, the bear wins on price and event asymmetry.”
— Portfolio Manager, MSFT report, p. 43

Both samples are snapshots of the data available on their generation dates and are not updated. Like what you see? Browse ready-made reports or order one on your stock.