Course/resources/Getting Started with Stanalyst
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Getting Started with Stanalyst

Helpful Tools

Key Takeaways

  • Stanalyst combines AI-powered trade analysis, automated cost basis tracking, and portfolio monitoring.
  • Create custom AI analysts tuned to your specific strategy and risk tolerance.
  • Track options income, assignment events, and rolling activity in one unified dashboard.
  • Free tier available. Start analyzing trades in minutes.

TL;DR

Stanalyst is the platform that ties everything in this course together. Create AI analysts for personalized trade recommendations, track your options income with automatic cost basis adjustments, and monitor your portfolio across multiple brokerages, all in one place.

What Stanalyst Does

Stanalyst is an AI-powered stock analysis platform built for retail traders who want institutional-quality insights without the complexity.

AI Analysts: Create custom analysts tailored to your strategy (covered calls, wheel strategy, growth, value, etc.). Each analyst generates personalized trade recommendations based on your risk parameters, preferred sectors, and account size.

Options Income Tracker: Log your puts and calls, track premium collected, and see your adjusted cost basis automatically updated when assignments happen. No more spreadsheet hell.

Portfolio Dashboard: Connect your brokerage accounts through SnapTrade and see all your holdings, P&L, and performance in one unified view.

Market Research: Screen stocks, analyze earnings, review SEC filings, and discover similar stocks to your best performers.

Quick Start: Your First 10 Minutes

Step 1: Create your account: Sign up for free at stanalyst.app. No credit card required for the Analyst tier.

Step 2: Create an AI Analyst: Choose a strategy focus (e.g., Wheel Strategy, Covered Calls) and set your risk tolerance, preferred sectors, and account size.

Step 3: Get your first report: Enter a stock ticker and your AI analyst will generate a comprehensive analysis with specific trade recommendations.

Step 4: Track your trades: Use the Options Income tracker to log your positions and monitor premium collected.

What Makes Stanalyst Different

Personalized, not generic: Most tools give everyone the same screener output. Stanalyst's AI analysts learn your strategy and give recommendations tailored to how you trade.

Automatic cost basis: When you get assigned, Stanalyst adjusts your cost basis by the premium collected. Your broker shows $50/share; Stanalyst shows your real cost of $47.50 after the $2.50 premium.

Agent Fund track record: Every AI analyst runs a paper trading fund with real-time results. You can see exactly how each strategy performs before copying it.

Research + execution in one place: From screening to analysis to tracking, everything lives in one dashboard instead of scattered across five different tools.

Free vs Paid Tiers

Analyst (Free): Previous-day data, 5 AI reports per day, core screening and tracking tools.

Analyst+ ($9.99/mo): 15-20 minute delayed data, 20 reports per day, upgraded AI model.

Stanalyst Gold ($59.99/mo): Real-time data, unlimited reports, most powerful AI model, priority support.

All tiers include the Options Income tracker, portfolio dashboard, and access to this free course.

Pro Tip

Start Now

The best way to learn options is to combine education with practice. Use this course to understand the concepts, then use Stanalyst to find real opportunities and track your trades. Start with paper trades if you're not ready to risk real capital.

Sign up free at stanalyst.app and create your first AI analyst today.

Put this knowledge to work

Stanalyst's AI analysts find optimal trades based on your strategy, track your premium income, and adjust cost basis automatically.

Start for free