AI research tools, SEC EDGAR and filing workflows, brokers, and the tech reshaping how stocks get researched.
3 posts
Before you fund an investing app: check registration on BrokerCheck, confirm custody, and learn what SIPC actually protects. A source-first 2026 workflow.
Lock the issuer, filing type, period, exhibit, and exact evidence table on SEC EDGAR before AI-assisted stock research becomes publishable analysis. A 2026 workflow.
ChatGPT, Gemini, and Claude in stock research — kept subordinate to filings, source-derived evidence maps, and editorial verification. A 2026 operating model, not a hype pitch.
AI-assisted research tools kept subordinate to filings, SEC EDGAR workflows, broker and account-safety checks, and honest looks at the platforms and screeners that change how US stocks get researched.
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