Twelve real workflows.
Each one in fifteen minutes or less.

Every three months, look at every stock you own with the same rubric. Find the ones that have quietly weakened since last quarter.

1. Build (or reuse) a symbol list of your entire portfolio.
2. Generate a report. Sort the dashboard by grade.
3. Compare against last quarter's run — GMI surfaces what changed.
4. Drill into anything that moved from B to C, or C to D.

Before you click buy on a single stock, get the full read — financials, ML forecasts, anomaly check, AI rationale.

1. Single-symbol list, hit Generate.
2. Open the 20-tab dashboard for the deep dive.
3. Read the AI Grade rationale alongside the ML Health Score.
4. Ask Claude any follow-up that catches your eye.

You own VOO, QQQ, or any ETF. You've never actually looked at what's inside. Time to see it.

1. Import the ETF's underlying holdings as a symbol list.
2. Generate a report on the full constituent list.
3. Sort by grade — see the quality distribution across the basket.
4. Identify which holdings are dragging the fund average down.

You've got 50–200 candidate stocks from a screener, newsletter, or sector list. Rank them against each other and pick the top ten worth looking at.

1. Paste or upload the candidate symbols into a list.
2. Generate a report on the entire list.
3. Sort by AI Grade and ML Health Score together.
4. Ask Claude: "Rank the top ten by growth quality."

A holding just reported. You don't have time to read the full transcript. Get a structured read on whether the fundamentals just got stronger or weaker.

1. Run the single symbol immediately after the print.
2. Compare to your prior run from last quarter.
3. Look for grade movement and anomaly flags.
4. Ask Claude: "Did the latest quarter change the thesis?"

A Motley Fool email, a Seeking Alpha article, a friend's tip. Before you act, vet it against the actual numbers.

1. Add the recommended ticker to a fresh list.
2. Generate a full report.
3. Compare the AI Grade and ML Health Score to the article's claims.
4. Ask Claude: "Is the case in this article supported by the data?"

Year-end. You have a few losers in the taxable account. Decide which ones deserve the harvest and which deserve another quarter.

1. Build a symbol list of your underperformers.
2. Generate a report.
3. Rank by AI Grade — the lowest grades are your weakest fundamentals.
4. Sell the worst, hold the ones with improving forecasts.

You're inside ten years of retirement. Conservative holdings only feel conservative if their fundamentals are still solid. Verify, don't assume.

1. Run your retirement-bucket holdings.
2. Look specifically at anomaly flags and debt trajectories.
3. Identify any name showing deterioration.
4. Decide: hold, trim, or rotate.

You think semiconductors look interesting. Or banks. Or industrials. Get the read across the whole sector at once.

1. Pull the sector constituent list (e.g., 30 semi names).
2. Generate a report on the full set.
3. Compare grades, margins, growth — find the relative leaders.
4. Drill into the top three for a closer look.

Quarterly review with your financial advisor is on Tuesday. Show up with data, not vibes — and have specific questions ready.

1. Run your holdings the weekend before.
2. Export the dashboard to Excel.
3. Note the grade movement since last quarter.
4. Bring the printed report or share the Excel with your advisor.

A stock is trending on Reddit, WSB, or financial Twitter. Before you FOMO in, see if the fundamentals support the noise.

1. Add the trending ticker to a list.
2. Generate a single-symbol report.
3. Check the ML Health Score, anomalies, and sentiment forecast.
4. Ask Claude: "What's the bear case here?"

Once a year, take the long view. Look at every position with fresh eyes. Build the audit trail you'd want if you were grading your own decisions.

1. Run every holding — taxable, IRA, 401k, the works.
2. Pull last December's run for comparison.
3. Identify the winners, the losers, and the surprises.
4. Use Claude to write up the year's portfolio narrative.