📊 Blair's Stock Analysis Hub

Deep-dive investment analyses · Click any ticker to open its full report

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💰 Portfolio

Portfolio Summary

Data as of Nov 6 2026 · 115 analyzed tickers
115
Pages analyzed
61.9%
Avg PennyCheck™
34.5%
Avg Bull/Bear
43.3%
Avg 52W Position
8
Tier 1 names
73
v1 pages (stale)
4
AVOID rated
7
Strong Buys

Score Distribution

STRONG BUY
14
BUY
60
HOLD
31
SPEC
10
Actionable (SB + BUY)74 / 115 (64%)
Avoid / High Risk6 names

Tier Breakdown (v2 pages only)

Tier 1 · 4:1+ · 8
Tier 2 · 2–4:1 · 21
Tier 3 · <2:1 · 13
No tier (v1) · 73
Tier 1 namesTMDX, RDDT, UBER, VST, CEG, GTX, PYPL, NOW
NoteAll Tier 1 are v1 — no asymmetry stated

Sector Concentration (by page count)

Crypto
25
Energy
13
Semis
12
Commodities
12
Industrial
10
Defense
10
E-commerce
6
Software
6

Market Mood Snapshot

Avg Bull/Bear sentiment34.5% — broadly bearish
Tickers in bullish territory (>50)10 of 63 tracked
Tickers in bearish territory (<50)53 of 63 tracked
Avg 52-week position43.3% — mid-range
Near 52W highs (>70%)12 tickers
Near 52W lows (<30%)22 tickers
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Portfolio Manager Review → Portfolio Review tab
Position-level Hold/Trim/Cut calls and sector outlook with bull & bear arguments live in the Portfolio Review tab. Awaiting position screenshots to populate with real sizing data.
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This Week in Markets
Week of —
Affected sectors — set impact level per sector:
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No news added yet this week.
Click + Add News to log a market event and tag which sectors it affects.
Strong Buy / Buy
Watchlist / Fair Value
Neutral / Speculative
Avoid / High Risk
Deep Value / Special

📋 Trading Rules

Your personal investment constitution — populate this with your rules, checklists, and frameworks.

Waiting for your rules →
🛡️ Position Sizing & Risk Rules
[ Populate with your position sizing rules, max allocation per name, max sector concentration, etc. ]
🚪 Entry Rules
[ Populate with your entry criteria — what has to be true before you buy, minimum conviction threshold, catalyst requirements, etc. ]
🚪 Exit Rules
[ Populate with your exit criteria — stop-loss rules, profit targets, thesis-break conditions, time-based exits, etc. ]
💵 Cash & Portfolio Rules
[ Populate with portfolio-level rules — minimum cash %, rebalancing triggers, sector limits, leverage constraints, etc. ]
🧠 Psychology & Process Rules
[ Populate with behavioral rules — no revenge trading, no averaging down on thesis breaks, 24-hour cooling-off rule, news reaction protocol, etc. ]
⚡ Options Rules
[ Populate with options-specific rules — max premium as % of position, min DTE, only sell premium on names you'd own, assignment readiness, etc. ]
📋 Pre-Trade Checklist
[ Populate with your pre-trade mental checklist — questions you ask yourself before every new position or add. ]
🚫 Permanent Rules (Never Break)
[ Your ironclad rules — the ones past-you learned the hard way. Never break them. ]
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Awaiting Position Screenshots
Post screenshots of your TD and Questrade positions here.
Claude will extract ticker, shares, entry price, current value, and weight — then populate Hold / Add / Trim / Cut recommendations based on actual sizing, not watchlist estimates.
✅ Hold 🔵 Add ⚠️ Trim 🔴 Cut
📌 Portfolio Rules / Goals
Rule 1 — Minimum 20% Cash: Always maintain at least 20% in cash/equivalents. Cash is insurance and optionality.
[ Additional goals will be added after position review — e.g. max sector %, income target, drawdown limit ]

🎙️ Earnings Comb

Deep-dive through every investor conference and earnings call transcript. Each row is one ticker — expand to see exact quotes flagged as red flags or catalysts, the headline numbers, and what it means for the thesis.

🎙️ Combed calls
📅 Earnings Calendar
Every analyzed ticker by next report date. e = estimated from last year's timing; confirmed dates come from company announcements. After a name reports, use 📝 Copy Update Prompt on the Dashboard.

🧾 Report Cards

One card per earnings report. The call is written before the company reports: what the Street expects, which way we lean, and the numbers that would prove it wrong. The result is added after and grades the call against what happened.

Research notes, not investment advice. Actuals come from company releases; Street figures and reactions are sourced on each card.

PennyCheck™ bands: STRONG BUY ≥80%  ·  BUY/WATCHLIST ≥60%  ·  NEUTRAL/SPECULATIVE ≥40%  ·  AVOID <40%

Bear/Base/Bull IV = intrinsic value by scenario · Blended IV = probability-weighted composite · Asym = probability-weighted upside ÷ downside at current price · Upside = to base-case target · Not financial advice