Research method
A research process you can inspect
Optional specialist modules gather evidence. Bull/Bear debate, Research Manager, Trader, risk review, and Portfolio Manager always run. The hosted product follows the deployed research graph, which may differ from upstream experiments.
Research team
Twelve roles, one auditable process
Each role owns a distinct question. Together they make the evidence, disagreement, risk review, and final Portfolio Manager conclusion inspectable.
Evidence analysts
Optional modules collect market, fundamentals, news, and sentiment evidence.
Market Analyst
Reads price action, volume, and technicals to map trend and key levels.
Fundamentals Analyst
Assesses financial quality, valuation, and business drivers.
News Analyst
Tracks catalysts, filings, and macro headlines that move the name.
Sentiment Analyst
Watches market mood, social buzz, and narrative shifts.
Research debate
Bull and Bear researchers challenge the thesis before the Research Manager forms a conclusion.
Bull Researcher
Builds the upside case and answers objections with evidence.
Bear Researcher
Stresses risks and counter-evidence against the bull thesis.
Research Manager
Judges the debate and forms an actionable research conclusion.
Trading team
Turns the research conclusion into a directional plan.
Trader
Turns research into a clear directional trading plan.
Risk review
Aggressive, Conservative, and Neutral views stress-test the plan.
Aggressive Analyst
Emphasizes upside and opportunity cost for a bolder stance.
Conservative Analyst
Prioritizes downside protection and steady risk control.
Neutral Analyst
Balances reward and risk into a practical middle path.
Portfolio decision
Synthesizes the full run into the final rating and recommendation.
Portfolio Manager
Synthesizes every view into the final rating and recommendation.
Optional evidence modules
Market, Sentiment, News, and Fundamentals can be selected per job. Selected analysts run in a fixed order from the confirmed listing and analysis date.
Market analysis
Price structure, volume, and technical indicators establish the market context available at the selected analysis date.
Sentiment analysis
Public discussion and related sentiment signals can challenge the evidence. They do not replace filings, prices, or dated news.
News analysis
Company developments and macro conditions are filtered to the research timeline rather than treated as timeless facts.
Fundamentals analysis
Financial quality, valuation, and business drivers are assessed where configured data sources can support them for that date.
Always-on debate, plan, and risk review
After selected analysts finish, the following roles always run. The Trader proposal is an intermediate step; only the Portfolio Manager rating is the product conclusion.
Bull and Bear researchers
Opposing researchers examine specialist reports and surface conflicting interpretations before synthesis.
Research Manager and Trader
The Research Manager drafts an investment plan. The Trader then proposes Buy, Hold, or Sell. That action is not the final public rating.
Risk voices and Portfolio Manager
Aggressive, Conservative, and Neutral analysts stress-test the plan. The Portfolio Manager issues Buy, Overweight, Hold, Underweight, or Sell.
What the report contains
A finished job surfaces the Portfolio Manager decision first, then the supporting Markdown from every role that ran.
Five-tier final rating
Buy, Overweight, Hold, Underweight, or Sell. Do not treat the Trader action as the product conclusion.
Structured decision card
Conviction, reference price and date, position guidance, entry or add zones, stop or reduce level, target, bull and bear cases, key risks, invalidation, and watch items.
Full role Markdown
Specialist, debate, trader, risk, and manager write-ups remain available under the decision card for audit and export in the product app.
Models and deployment capability
Quick-think and deep-think models come from the administrator's open catalog and stay on the same provider for one job. Framework support for a provider does not mean every model is enabled here.