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

  1. Screen for asymmetric setups
  2. Build a thesis + key risks
  3. Define entries, trims, exits
  4. Size the position
  5. 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

NameTickerScore
Alpha SystemsASYS78
Nexus DataNXD74
Helios GridHGRID69

Decision Flow

Signal
Thesis
Risk Plan
Entry
Review