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Topic
Research
13 guides in Finabase Learn
- Analyst rating A sell-side analyst's recommendation on a stock, such as buy, hold or sell, often with a price target.
- Anchoring and confirmation bias: how investors fool themselves How purchase prices, past highs and targets become anchors, how confirmation bias filters what investors read, the market evidence and ways to counter both.
- Annual report A company's yearly report to shareholders summarizing results; in the US the detailed regulatory version is the Form 10-K.
- Ask Finabase AI: research stocks with the AI chat on the web Use Finabase AI Chat on finabase.io — ask about quotes, signals, news and your watchlists, use / templates and $ symbol mentions, manage chats and know your daily limit.
- Backtesting Testing a trading rule on historical data to see how it would have performed, before risking money on it.
- Cognitive biases in investing: what the research actually shows A research-based guide to the biases that cost investors money: prospect theory, the disposition effect, overconfidence, herding and anchoring.
- Consensus Estimate The average of analysts' forecasts for a company's earnings or revenue, the benchmark results are judged against.
- Due Diligence The research and analysis done before an investment or deal to understand the business, its risks and its valuation.
- Earnings Call A conference call where management discusses quarterly results and answers analysts' questions, usually right after the report.
- Fundamental analysis Evaluating a security by studying the business, its financial statements, industry and economy to estimate its intrinsic value.
- Limitations of technical analysis: what the research really shows Efficient markets, data snooping and the published evidence on technical trading rules, a 1,000-random-rule experiment on SPY, and where charts genuinely help.
- Price target An analyst’s estimate of where a stock will trade, typically 12 months out, derived from a valuation model and earnings forecasts.
- Watchlist A saved list of stocks, ETFs, indexes or crypto you want to follow, shown with live prices so you can track them without owning them.
Educational content, not investment advice. Finabase Learn explains how markets and tools work. It does not recommend any security or strategy, and examples are for illustration only. Investing involves risk, including the loss of principal. Rules and figures are for the United States unless stated and can change — check the cited source before you act.