Finmagine Workflows

End-to-end investor journeys, not a feature list — each one a real video chaining multiple tools together

5
Workflows
10+
Tools Chained
100%
Real Live Data

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Published: September 9, 2026  |  Workflow Hub

Most platforms are a pile of dashboards — a screener here, a chart page there, a portfolio tracker somewhere else, each one requiring you to remember what you were doing on the last one. A workflow is different: it's a real goal a long-term investor, swing trader, or systematic screener actually has, and the specific chain of Finmagine tools that gets there in one sitting. Every workflow below is a real screen recording — real live data, no staged numbers — with its own dedicated guide.

LIVE
📈
Long-Term Investor
Screener → Stock Intelligence → Portfolio
Build a Margin & Re-Rating scan from scratch, chain a preset, eyeball candidates with View Charts, read a stock's FY P/E history and Why It Screened note, then resolve a real pending corporate action and watch cost basis recalculate.
LIVE
🚀
Swing Trading
Breadth → RRG → RS Momentum → Conviction
Check whether a sector is broadly strong before picking a stock, narrow with the RS Momentum Scanner's PowerPlay filter, confirm rotation on the RRG, then check an Entry Readiness checklist before considering an entry.
LIVE
RS Before Price
RS High → CAN SLIM → RRG → Conviction
Find stocks whose relative strength is leading price, sanity-check quality with a CAN SLIM score, confirm sector support on the RRG, and honestly separate an early watchlist name from a trade that's actually ready.
LIVE
🏛️
Smart Screener to Investment Committee
Screener → Backtest → Committee → Risk Audit → Allocation
Turn a plain-English idea into concrete filters, chain a named preset, check the strategy's own backtest, run a shortlist through three AI lenses, audit the risk, and generate a position-weighted allocation.
NEW
📅
Earnings Season
Morning Brief → Earnings Catalyst Score → PEAD Entry → Telegram Alert
Check the Earnings Calendar for what's reporting this week, rank the quarter on the US Earnings Catalyst Score, confirm a real Post-Earnings Drift entry on Conviction or the Trader-Volume PEAD tab, then connect Telegram once and let a confirmed setup on a held stock find you automatically.
NEW
🤖
Developer & Agent Builder
API Explorer → Agentic Workflows → Strategy Lab → Investment Committee
Run a live call in the API Explorer, chain a named recipe through Agentic Workflows, kick off a real multi-agent Strategy Lab research run with your own AI key, then see how Investment Committee runs on the exact same start/poll/report API an unattended agent would use.

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