> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Stock trading overview

> Analyze markets and execute trades directly from your Sourcetable spreadsheet.

Sourcetable integrates market analysis with trade execution, so you can research, analyze, and trade — all from the same spreadsheet. The financial AI tools provide institutional-grade analysis, and the Robinhood integration lets you execute trades without leaving the app.

## Workflow

<Steps>
  <Step title="Research">
    Use financial AI tools to analyze stocks, sectors, or markets. Ask the AI to run fundamental analysis, technical analysis, or sentiment analysis on any ticker.
  </Step>

  <Step title="Analyze">
    Build financial models, run backtests, stress tests, and Monte Carlo simulations. Compare strategies and assess risk.
  </Step>

  <Step title="Decide">
    Review the AI's analysis, check portfolio impact, and make your investment decision.
  </Step>

  <Step title="Execute">
    Place trades through Robinhood directly from the AI chat. Buy or sell stocks, crypto, and fractional shares.
  </Step>

  <Step title="Monitor">
    Track positions, review portfolio performance, and set up automated reporting for ongoing monitoring.
  </Step>
</Steps>

## Capabilities

<Columns cols={2}>
  <Card title="Market analysis" icon="chart-line" href="/trading/market-analysis">
    Real-time data, fundamental analysis, technical indicators, and sentiment analysis.
  </Card>

  <Card title="Strategies" icon="chess" href="/trading/strategies">
    200+ AI trading strategies covering options, value investing, quant, and more.
  </Card>

  <Card title="Executing trades" icon="money-bill-transfer" href="/trading/executing-trades">
    Buy and sell stocks, crypto, and fractional shares through Robinhood.
  </Card>

  <Card title="Portfolio tracking" icon="briefcase" href="/trading/portfolio-tracking">
    Monitor positions, track performance, and analyze portfolio risk.
  </Card>
</Columns>

<Warning>
  Trading involves risk of loss. Sourcetable provides tools for analysis and execution but does not provide financial advice. Always do your own research before making investment decisions.
</Warning>
