inputs / evidence
establish the context.
company disclosures, earnings materials, and a defined research question.
define the source material and constraints relevant to the question.use cases / 01
financial research
research across company disclosures, earnings materials and financial data, with the assumptions kept in view.
artificial hedgefx series
financial workflows
01 / workflow briefresearch direction / financial research
the financial question
follow the evidence through a financial question.
working context
company · sector · reporting period
workflow anatomy
from the evidence
to the review.
reasoning / research focus
keep the reasoning inspectable.
frame company, sector and market questions; connect reported figures with their context; develop research with explicit assumptions and sources.
these are the research tasks guiding development of the model.intended output / review
prepare the next review.
research notes and evidence for review.
the sources and assumptions a reviewer should inspect alongside the research notes.illustrative workflow
this brief describes an intended research direction. model behaviour, availability and integration details remain subject to evaluation.
review questions
make the criteria
part of the question.
use these questions to frame a workflow discussion and the review you would expect from its output.
- 01
frame the question
which company, sector and reporting periods define the research?
- 02
separate the assumptions
which figures are reported, and which parts of the analysis depend on assumptions?
- 03
follow the source
can each material claim be traced to the relevant disclosure or financial data?
the next step
bring the context.
shape the question.
discuss how your workflow could inform the model research.