Research System
Investment Research Operating System
Structured workflow blending AI discovery with fundamentals‑first discipline.
This page documents the research operating system. It shows the decision flow and scoring framework.
Workflow
- Screen for asymmetric setups
- Build a thesis + key risks
- Define entries, trims, exits
- Size the position
- Review weekly + post‑mortems
Scoring Criteria
Quality · Catalysts · Valuation · Sentiment · Momentum · Risk
Total score
100
Example composite score based on the selected end-goal preset.
Factor breakdown
- quality30
- momentum10
- catalysts15
- valuation20
- sentiment10
- risk15
Sample watchlist
| Name | Ticker | Score |
|---|---|---|
| Alpha Systems | ASYS | 78 |
| Nexus Data | NXD | 74 |
| Helios Grid | HGRID | 69 |
Decision Flow
Signal
Thesis
Risk Plan
Entry
Review