Stock Screener

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• Ria Client Margin Of SafetyActivate when: building a retirement/decumulation plan; setting cash buffers/withdrawal.
• Ria Position Sizing KellySizes investment positions using Kelly formula.
• Sector AnalysisAnalyze US market sectors and identify rotation opportunities.
• Short InterestAnalyzes short interest, squeeze potential, and bearish positioning for a stock.
• Stock ValuationValues a stock using DCF, comparable companies, and multiples.
• Tax Filing Position ConsequencesAnalyzes multi-year tax election consequences.
• Tax Prep 8867 Due Diligencepreparing any return claiming EITC, CTC/ACTC/ODC, AOTC, or Head-of-Household status;.
• Tax Prep Pre File Audit PremortemStress-tests a tax return with aggressive positions before you file.