Step-by-step analysis workflows using Diplyzer: scanning for chart patterns, building earnings theses, tracking insider buying, researching crypto setups, and creating weekly market briefings.
The best way to understand what Diplyzer can do is to see it in action. This page contains step-by-step analysis workflows for the most common use cases — from scanning for technical setups to building complete fundamental investment cases.
Each tutorial shows you exactly how to ask Diplyzer and what to do with the output.
Tutorial 1: Scanning for Technical Setups Across the Market
Goal: Find stocks in the S&P 500 showing the highest-probability technical setups right now.
Who this is for: Technical traders and swing traders looking for new trade ideas.
Step 1: Start with a Pattern Scan
Begin by asking Diplyzer to scan for your preferred chart pattern across a specific universe of stocks.
AI Prompt
"Scan S&P 500 stocks with market cap above $10B and positive free cash flow for Bull Flag patterns on the daily chart in the last 3 months. Rank results by similarity score."
Pick a candidate from your filtered screening list and perform a deep dive:
AI Prompt
"Give me the full technical analysis for [ticker]. Show me the complete chart with the Bull Flag, RSI, MACD, and Bollinger Bands. Highlight the pattern breakout level, the measured move projection, and key historical support levels."
Tutorial 2: Building a Complete Earnings Trade Analysis
Goal: Research a stock ahead of earnings to identify whether to hold, add, reduce, or trade the event.
Who this is for: Swing traders and investors managing positions through earnings events.
Step 1: Review the Earnings History
Understanding how a company has historically performed relative to expectations is the starting point.
AI Prompt
"Show me [company]'s last 8 quarters of earnings results. For each quarter, show me EPS estimate vs. actual, revenue estimate vs. actual, and the stock's price reaction in the 24 hours following."
Look for patterns: Does this company consistently beat estimates? Does it tend to sell off even on beats ("buy the rumor, sell the news")? Understanding this history is critical.
Step 2: Understand Current Expectations
AI Prompt
"What is the current analyst consensus EPS estimate and revenue estimate for [company]'s upcoming earnings? What is the 'whisper number' — what is the market expecting beyond the consensus?"
"Show me the technical chart for [company] over the last 3 months. Where is price relative to key support and resistance? What patterns are forming? Is this stock technically strong or weak going into earnings?"
"What has [company]'s revenue and earnings growth looked like over the last 4 quarters? Are margins expanding or contracting? What is the current analyst consensus on the business outlook?"
Once you are comfortable with the process, you can request everything in one shot:
AI Prompt
"Pre-earnings analysis for [company]: show me the last 8 quarters of EPS and revenue beats/misses with stock reactions, current consensus estimates, the technical chart with key support and resistance, insider activity in the last 60 days, and the overall news sentiment."
Tutorial 3: Tracking Insider Buying for Investment Ideas
Goal: Find the most compelling insider buying signals across the entire market.
Who this is for: Value investors and catalyst traders who follow smart money signals.
Step 1: Cast the Wide Net
Start with a broad scan for meaningful insider buying.
AI Prompt
"Show me all open market insider purchases over $1 million in the last 30 days. Include the company name, insider title, number of shares, price, and total value."
"From those insider purchases, which companies had buying from the CEO or CFO specifically? And which companies had multiple insiders buying within the same 30-day window?"
Cluster buying (multiple insiders buying simultaneously) is one of the most reliable signals available.
Step 3: Assess Financial Health
You do not want to follow insider buying into a financially distressed company where the purchase might be a "show of confidence" rather than genuine conviction.
AI Prompt
"For each of the top cluster-buying companies from the insider list: what is the Altman Z-Score, Piotroski F-Score, and current debt-to-equity ratio?"
"Screen for significant open-market insider purchases over $500K in the last 60 days: filter for companies with Piotroski F-Scores above 6 and positive free cash flow, and summarize their current technical trend."
Goal: Map market structure, liquidity pools, and Fair Value Gaps across timeframes.
Who this is for: Quantitative analysts and price action researchers studying institutional order flow.
Step 1: Establish the Higher Timeframe Bias
Start on the daily or weekly chart to determine the overall market structure bias.
AI Prompt
"Analyze the daily chart structure for [ticker] over the last 6 months. What is the current swing structure — is price making higher highs and higher lows (bullish), lower highs and lower lows (bearish), or ranging? Show me all BOS and CHOCH events."
"On the daily chart for [ticker], identify all unmitigated bullish order blocks and any active fair value gaps. Which ones are closest to current price?"
Once you have identified the key daily SMC levels, drop to the 4-hour or 1-hour chart to look for entry setups.
AI Prompt
"On the 4-hour chart for [ticker], show me the current market structure, any order blocks within the daily FVG zone, and whether there has been any liquidity sweep recently."
"Show me the last 5 London Open Kill Zones and New York Kill Zones on the 1-hour chart for [ticker]. Did price show any significant SMC moves (liquidity sweeps, order block reactions) during these windows?"
"On the 1-hour chart for [ticker], is there a bullish candlestick pattern (Hammer, Bullish Engulfing, Morning Star) forming at the nearest unmitigated order block? What is the RSI reading at that level?"
"Full SMC breakdown on [ticker] across daily and 4-hour timeframes: swing structure, BOS/CHOCH events, all active order blocks and FVGs, recent liquidity sweeps, and session kill zones. Highlight any confluence zones near current price."
"Show me the 4-hour candlestick chart for [crypto token] for the last 3 months. Include RSI, MACD, and Bollinger Bands. Are there any chart patterns forming?"
Crypto narratives move fast. The social and news layer is critical.
AI Prompt
"Search X (Twitter) for the latest sentiment on [crypto token] in the last 6 hours. What are traders saying? Is sentiment bullish or bearish? Are there any notable announcements?"
"Search for the latest news articles about [crypto token]. Are there any protocol updates, exchange listings, partnership announcements, or regulatory developments?"
"Run a Smart Money Concepts analysis on [crypto token] on the 4-hour chart. Show me the current market structure, any order blocks, and fair value gaps."
"Summarize the overall case for [crypto token] right now: what does the technical picture say, what does the news say, and what is the social media sentiment?"
"Full crypto analysis on [token]: current price and market context, 4-hour technical analysis with SMC structure, latest X sentiment, breaking news, and any relevant on-chain developments."
Tutorial 6: Weekly Market Briefing for Content Creators
Goal: Generate a comprehensive weekly market recap for trading newsletters, YouTube, or social media.
Who this is for: Financial content creators, newsletter authors, and market commentators.
The Complete Weekly Briefing Prompt
AI Prompt
"Generate a complete weekly market recap for the week ending [date]: include the S&P 500, Nasdaq, and Dow Jones weekly performance, the top 5 sector performers and underperformers, this week's biggest individual stock gainers and losers, the key economic data releases and their market impact, notable insider buying activity this week, any major analyst upgrades/downgrades, and the key technical levels to watch on the S&P 500 next week."
This single prompt produces a fully structured market briefing covering every major dimension of market activity for the week.
Customizing for Your Audience
For a technical trading newsletter:
AI Prompt
"This week's pattern scan: which S&P 500 Tech and Healthcare stocks ($10B+ market cap) formed the most reliable bullish chart patterns this week? Include Cup and Handle, Bull Flag, and Ascending Triangle. Show me the top 5 with their patterns and current momentum indicators."
"This week's value screen: which large-cap stocks have the highest Piotroski F-Scores combined with P/E ratios below their 5-year average and positive insider buying in the last 30 days?"
"Crypto weekly recap: Bitcoin and Ethereum weekly performance, the top 5 altcoin gainers, major protocol developments, and the key support and resistance levels on BTC for next week."
Goal: Identify which sectors are in leadership and which are lagging to optimize portfolio positioning.
Who this is for: Macro-focused investors and portfolio managers tracking sector rotation cycles.
Step 1: Identify Leading and Lagging Sectors
AI Prompt
"Show me the 1-month, 3-month, and 6-month relative performance of all S&P 500 sectors versus the overall index. Which sectors are in leadership and which are lagging?"
"Based on the current interest rate environment (latest Fed decisions and Treasury yield curve), which sectors historically perform best and worst? Does the current sector rotation pattern align with historical precedents?"
Step 3: Find the Best Ideas Within Leading Sectors
AI Prompt
"The [leading sector] appears to be outperforming. Within that sector, which stocks have the strongest combination of: technical momentum, free cash flow growth, and increasing institutional ownership?"
Be specific about timeframes. "Show me the RSI for Apple" gives you a default output. "Show me the RSI for Apple on the daily chart for the last 6 months" gives you exactly what you need.
Ask for combinations. Diplyzer excels at synthesis. Instead of asking for indicators separately, ask for the complete picture: "RSI, MACD, Bollinger Bands, and the trend direction all on the same chart."
Use follow-up questions to drill down. Start broad, then narrow. "Show me the top insider buys this month" → "From that list, show me full fundamental analysis on the three highest-conviction names."
Request comparisons. "Compare the P/E ratio, free cash flow yield, and revenue growth of Apple, Microsoft, and Google."
Ask for context. Numbers without context are meaningless. "What is Tesla's P/E ratio?" is less powerful than "What is Tesla's P/E ratio compared to its historical average, the auto sector median, and the S&P 500 overall?"
Start Your First Analysis
Every great trade starts with great research. Diplyzer makes that research instant, comprehensive, and conversational.
Pick any workflow from this guide, adapt it to your favorite market or asset, and start building institutional-quality insights today.