From stock research questions to reproducible results

Complete a stock research task. Check each result.

Work through screening, company research, factors, strategies and portfolio experiments with primary sources, explicit rules and runnable synthetic examples. Existing evidence, crypto spot and exchange guides remain available; tutorials do not imply every step is an available product feature.

Topics

• Investment Thesis 87 guides

  Turn a holding reason into testable claims, evidence and explicit review conditions.

• Financial Statement Checks 86 guides

  Read reported figures in context: periods, cash flows, working capital and accounting notes.

• Filings and Primary Sources 86 guides

  Find original stock-market disclosures and keep issuer, period and revision identity clear.

• Research Records and Reviews 96 guides

  Keep source documents, evidence logs and follow-up questions usable as the facts change.

• Crypto Spot Research 78 guides

  Check asset identity, supply, protocol activity and the limits of on-chain observations.

• AI-Assisted Evidence Checks 94 guides

  Use AI to help read and compare material while independently checking citations, figures and uncertainty.

• Stock Screening 11 guides

  Turn screening conditions into reproducible stock lists, explain exclusions and compare saved runs.

• Stock Data Workflows 11 guides

  Prepare price and financial inputs with explicit dates, missing-data rules and reproducible loading steps.

• Company Research and Valuation 11 guides

  Align earnings estimates, financial results and valuation inputs before drawing company-level conclusions.

• Stock Factor Research 11 guides

  Translate factor definitions into dated scores, portfolio rules and checkable evaluation results.

• Stock Strategy Development 22 guides

  Specify stock strategy rules, inspect Python signals and test distinct research mechanisms on explicit inputs.

• Stock Backtest Research 33 guides

  Diagnose fills, compare runs and evaluate parameter choices without confusing simulated results with live execution.

• Stock Portfolio Research 22 guides

  Reconstruct portfolio weights, cash flows and simulated accounts with transparent rebalance and evaluation rules.

• Exchange & Broker MCP 21 guides

  How MCP servers expose your exchange to an LLM, what they can and cannot do, and why order placement needs an approval layer in front of it.

• Exchange APIs 89 guides

  Key permissions, testnet setup, IP whitelists, rate limits and the error codes you will actually hit, per exchange.

• Risk & Position Sizing 60 guides

  The arithmetic behind position size, liquidation price, drawdown recovery and the limits worth enforcing in code.

• AI in Trading 27 guides

  What language models are and are not good for in a trading workflow, and where the failure modes are.

• Glossary 1 guides

  Short, precise definitions of the terms used across these guides.

Latest guides

• Read benchmark, costs and drawdown together

  Use the four-day CoTrading example to trace first execution, costs and drawdown before interpreting a return difference.

• Prepare an A-share quarter bridge for S01

  Prepare cumulative and derived quarterly figures for CoTrading S01 with consistent scope, paired source locations and restatement checks.

• Use Claude Code to check an earnings comparison

  Prepare a two-report CoTrading task for Claude Code, inspect the evidence ledger, and distinguish installation from a completed review.

• Check your ETF CSV before a CoTrading calculation

  Validate a long-format ETF CSV against identity, total-return basis, dates and the declared calendar before comparing strategies.

• Your first CoTrading research run in Codex CLI

  Build a small Codex CLI research folder, explicitly invoke a CoTrading skill, and verify the difference between discovery and task completion.

• Choose ETF data for the question you are testing

  Choose an ETF input for a CoTrading task without confusing traded prices, NAV, distribution events, holdings and total returns.

• Write an ETF rule card before asking for a backtest

  Turn an allocation idea into a confirmed CoTrading rule card with timing, costs, benchmark and explicit unresolved choices.

• Label facts, claims, inference and unknown in a report

  Build a CoTrading evidence table that preserves original amounts, attributed explanations, calculations and unanswered questions.

• Check a Hong Kong report basis before thesis review

  Prepare Hong Kong report inputs for CoTrading by matching issuer, reporting window, currency, unit and consolidated scope.

• Keep an honest log when ETF parameters improve

  Record every CoTrading sensitivity run, compare common intervals and preserve the boundary between exploration and untouched validation.

• Prepare an old thesis for a CoTrading review

  Turn dated research notes into a review input without rewriting old beliefs, and keep new evidence, revisions and unknowns separate.

• Move a research task between Claude, Codex and desktop

  Create a portable CoTrading handoff record while keeping package discovery, calculation results and desktop import support separate.