# Quick Reference

Use this table to route a user request to the smallest relevant reference or script.

| Request | Use |
|---------|-----|
| Data sources or fallback rules | [data-layer.md](data-layer.md) |
| Earnings analysis | [earnings-workflow.md](earnings-workflow.md) |
| Earnings preview | [earnings-preview.md](earnings-preview.md) |
| Morning note | [morning-note.md](morning-note.md) |
| Thesis tracking | [thesis-tracker.md](thesis-tracker.md) |
| Enhanced thesis framework | [thesis-framework-enhanced.md](thesis-framework-enhanced.md) |
| Catalyst calendar | [catalyst-calendar.md](catalyst-calendar.md) |
| Sector overview | [sector-overview.md](sector-overview.md) |
| Competitive landscape | [competitive-landscape.md](competitive-landscape.md) |
| Stock screening | [idea-generation.md](idea-generation.md) |
| Initiating coverage | [initiating-coverage.md](initiating-coverage.md) |
| Tear sheet | [tear-sheet.md](tear-sheet.md) |
| DCF model | [dcf-model.md](dcf-model.md) |
| Comparable companies | [comps-analysis.md](comps-analysis.md) |
| Correlation analysis | [correlation-analysis.md](correlation-analysis.md) |
| Liquidity analysis | [liquidity-analysis.md](liquidity-analysis.md) |
| SEPA / Minervini / VCP | [sepa-strategy.md](sepa-strategy.md) |
| LBO model | [lbo-model.md](lbo-model.md) |
| Three-statement model | [3-statement-model.md](3-statement-model.md) |
| Model update | [model-update.md](model-update.md) |
| SMAM momentum | [momentum-model.md](momentum-model.md) or `scripts/screen_momentum.py --help` |
| Daily technical screener layer / B1 / single needle / Vegas / MACD / brick-J | [technical-screener.md](technical-screener.md) |
| Medium-term market health | [medium-term-market-health.md](medium-term-market-health.md) |
| Model audit | [model-audit.md](model-audit.md) |
| Unit economics | [unit-economics.md](unit-economics.md) |
| Returns analysis | [returns-analysis.md](returns-analysis.md) |
| Preset stock screener | `scripts/screen_stocks.py --help` |
| Earnings preview script | `scripts/analyze_earnings_preview.py <SYMBOL> --output text` |
| Earnings recap script | `scripts/analyze_earnings_recap.py <SYMBOL> --output text` |
| Strategy YAML library | [../strategies/](../strategies/) |
| Portfolio monitoring | [portfolio-monitoring.md](portfolio-monitoring.md) |
| Portfolio rebalance | [portfolio-rebalance.md](portfolio-rebalance.md) |
| Tax-loss harvesting | [tax-loss-harvesting.md](tax-loss-harvesting.md) |
| Position ledger | `scripts/portfolio_ledger.py record "<trade description>"` |
| Excel conventions | [excel-conventions.md](excel-conventions.md) |
| Excel toolchain | [excel-toolchain.md](excel-toolchain.md) |