Using Sage Trading Suite
Learn how Stock Sage, ETF Sage, Options Sage, watchlists, charts, and Power Moves fit into a structured investment-research process.
One Suite, One Research Process
This practical course explains how the major tools within Sage Trading Suite can support different stages of investment research without replacing the investor's independent judgment.
Finding an investment is the beginning of the research process—not the end of it.
Each tool contributes a different kind of information. No scan, chart, watchlist, or analysis determines what an investor should do.
How the Course Progresses
- 1Discovery
- 2Research
- 3Evaluation
- 4Monitoring
- 5Strategy
Using Sage Trading Suite Lessons
Introduction to Sage Trading Suite
Learn how the major Sage Trading Suite tools fit together to support a structured investment-research process.
Read LessonUsing Stock Sage
Learn how Stock Sage supports the discovery and initial research of fundamentally qualified companies.
Read LessonResearching a Stock
Learn how to examine company fundamentals, valuation, price context, and other available information after Stock Sage identifies a company.
Read LessonUnderstanding the 52-Week-Low Process
Learn how 52-week price location can serve as a research starting point rather than a conclusion.
Read LessonUsing Watchlists
Learn how the Personal Watchlist, Stock Sage Watchlist, Watchlist Review, analyst estimates, and fundamental dropdowns support continued research.
Read LessonUsing Charts
Learn how Stock Sage charts and individual-stock reports add price context to fundamental research.
Read LessonUsing Power Moves
Learn how Power Moves compares current supporting evidence across stocks while keeping ranking, valuation, and investment decisions separate.
Read LessonUsing ETF Sage
Learn how ETF Sage identifies weekly 52-week-low candidates and organizes ETF-specific quality, cost, liquidity, diversification, and NAV research.
Read LessonUsing Options Sage
Learn how Options Sage evaluates an underlying stock first, then reviews option contracts for four supported strategies or returns WAIT / No Trade.
Read LessonBuilding a Regular Research Routine
Learn how to combine Sage Trading Suite tools into a consistent, repeatable research process without feeling required to use every tool or place a trade.
Read LessonComplete Sage Trading Suite Research Example
Follow a complete fictional Sage Trading Suite research example from discovery and company research through monitoring, options analysis, risk review, and conclusion.
Read LessonUsing Sage Trading Suite Responsibly
Learn how to use the suite's research tools with disciplined judgment and appropriate risk awareness.
Read Lesson