Use-case stack · self-directed investors

Stock & market research (not advice)

Charting, fundamentals, and private document QA for research workflows — explicitly not financial advice.

Preferred platform depends on job: charts/alerts → TradingView; fundamentals dashboards → Koyfin; private filing QA → local LLM. Cross-check everything.

Disclaimer: Nothing here is investment, tax, or legal advice. Markets can destroy capital. Use licensed professionals for decisions that matter.

Preferred / primary

Web Markets

TradingView

Charting platform with scripts, screeners, and AI-assisted features depending on plan.

In this stack: Preferred platform for charts, watchlists, alerts, and scripted ideas.

Details Site

Web Markets

Koyfin

Fundamental/market data workstation popular with serious retail/prosumers.

In this stack: Preferred for fundamentals dashboards and screening depth.

Details Site

Supporting tools

Web Markets

FinChat / public filings chat

Chat interfaces over financial documents and public company data (research only).

In this stack: Chat over filings — still open the primary documents.

Details Site

Self-hosted Markets

Local LLM for document QA

Ollama/Open WebUI + your PDFs/10-Ks for private Q&A — research aid, not a broker.

In this stack: Private Q&A on filings/notes you already downloaded.

Details Site

Hybrid Markets

Yahoo Finance + LLM notes

Free market data surfaces + your own LLM for explaining concepts — not signals.

In this stack: Free data surface + LLM concept explainers.

Details Site

Web Research

Perplexity

Answer engine oriented around cited web research.

In this stack: News/context survey — verify primaries.

Details Site

Web LLM / chat

ChatGPT

OpenAI’s mainstream chat + tools product for writing, code, and analysis.

In this stack: Explain a concept or ratio — not trade signals.

Details Site

Stacks are editorial starting points — swap tools when policy, budget, or hardware demands it.