How to Read SEC Filings in Vest Terminal
A step-by-step walkthrough of 10-K, 10-Q, 8-K, Form 4, and 13F filings inside Vest Terminal — what to open first, what to ignore, and how to turn a document into a decision.
Sarah Chen
Senior Equity Analyst
Sarah Chen — Senior Equity Analyst
Sarah covers fundamental analysis and financial statements with a focus on clarity for retail investors.
How to Screen for Stocks in Vest Terminal (Step-by-Step)
A practical walkthrough for building, saving, and researching stock screens inside Vest Terminal — from filters to DES, filings, and portfolio.
How to Read a Stock Before You Buy
A practical checklist for evaluating any public company using business quality, financial health, and valuation — before you place a trade.
Understanding the Income Statement
Revenue, gross profit, operating income, and net earnings explained with the line items investors actually use.
Balance Sheet Basics for Investors
Assets, liabilities, and equity — and why leverage can amplify both gains and losses.
The Cash Flow Statement Explained
Why free cash flow often matters more than reported earnings — and how to spot quality of earnings.
A Repeatable Fundamental Analysis Workflow
From idea generation to thesis document — a process professional analysts use adapted for retail investors.
ROE vs ROIC: Which Profitability Metric Matters More?
Return on equity and return on invested capital measure different things — here’s when to trust each.
An Earnings Season Playbook for Stock Investors
Prepare for earnings like an analyst: expectations, filings, guidance, and post-print decision rules.