ai trade planner // building the planLOADING
Enter a ticker and the planner scores it from 0 to 100 on five public-data factors, places the score in one of three bands, and works out a paper plan by arithmetic: entry at the last close, a stop from the stock's own average true range, and a position size from the account size and risk you type. The formula is published in full, every reader gets the same numbers for the same ticker, and it never places an order.
What it reads: the SEC filings we store for the company (financial statements, Form 4 insider trades, congressional disclosures and 13F holdings) and its end-of-day prices, so a plan is as of the last close it shows.
The rules every StockTools AI read follows are on our AI methodology page, with the prompts published.
It is the one place on StockTools that labels stocks and computes price levels, by a fixed formula published in full on our disclaimer page. Every reader gets the same score, band and levels for the same ticker; no person reviews them, and they do not account for your finances, taxes or goals. Read a band as a description of what the formula saw in public data that day.
No. Only the price-trend part can be backtested honestly, and that backtest is shown with every plan. The filing-based parts cannot be tested on history without look-ahead bias, so they are not.
The score, bands and levels are a formula with no model in them. The AI part is optional: a click asks the Research Committee for its read of the same ticker. Once paid plans open, that read counts against the daily AI allowance.
The planner runs for signed-in readers, and an account is free. This page, the formula and the backtest method are public.
No. It produces a paper plan, never an order. StockTools does not execute trades, connect to a broker or hold money.
Two published studies followed whole populations, not a selected few. They describe those traders in those years, not you; your own results are the ones your journal measures.
Educational only, not financial advice, and it never executes a trade. Data from SEC EDGAR and market sources.