market_research
coordinator · thesis
Professional market or single-name research combining price, fundamentals, news, sentiment, macro, flows, and risk.
flow gather evidence → load equity / quant / lenses → synthesize thesis, risks, invalidation
quant_research
factors · validation
Factor research, statistical analysis, leakage checks, signal validation, backtest diagnostics, and attribution.
flow hypothesis → clean data → check leakage → measure IC / turnover / drawdown → baseline
equity_research
stocks · memo
Deep research on a US-listed stock: financials, filings, estimates, news, valuation, and memo output.
flow normalize ticker → fetch statements / estimates → load filings + DCF → memo
dcf_valuation
intrinsic value
Intrinsic value, DCF, fair value, valuation sensitivity, and price-target analysis.
flow require fundamentals → choose assumptions → run dcf_calc → sensitivity
sec_filings
10-K · 10-Q · 8-K
List, fetch, and read SEC filing sections: risk factors, MD&A, business, notes, and financial statements.
flow normalize ticker / type → list → read needed section → cite filing / date
research_report
report artifact
Turn gathered evidence into a professional market, stock, sector, strategy, backtest, or flash report.
flow confirm evidence → choose type → structure conclusion / evidence / risks / action
expert_investors
lenses · checklists
Apply named investor lenses, value / growth-quality checklists, macro allocation, and portfolio risk views.
flow start from evidence → select lens → compare emphasis / rejects / monitors