The Research Handbook

Cases, Exercises, and Templates

Download case inputs, reference outputs, exercise workbooks, and templates. Use them with the article’s version, data scope, and permission notes. Synthetic teaching data is not real strategy performance.

C8 · 1 files

家庭资金与低风险产品案例 / Household Funds and Low-Risk Product Cases JSON · Inputs and notes
SHA256 bd98e5f574

C3 · 1 files

复利、亏损恢复与研究预算案例 / Compounding, Loss Recovery, and Research Budget Cases JSON · Inputs and notes
SHA256 b81dc6ea7a

C10 · 14 files

C10-v1 多策略案例规格 / Multi-Strategy Case Specification JSON · Inputs and notes
SHA256 878f19e06a
a joint stress CSV · Reference output
SHA256 b4e4c83358
a ledger CSV · Reference output
SHA256 be5bee65e4
a separate ledger CSV · Reference output
SHA256 323ca15614
b metrics CSV · Reference output
SHA256 45278272bd
b monthly ledger CSV · Reference output
SHA256 e36ed4bb58
a events CSV · Inputs and notes
SHA256 3d491bbcdf
a invalid requests CSV · Inputs and notes
SHA256 445195a88e
a joint stress CSV · Inputs and notes
SHA256 f18d9eea19
a separate execution CSV · Inputs and notes
SHA256 3e837c1894
a targets CSV · Inputs and notes
SHA256 1d6742b0f2
b prices CSV · Inputs and notes
SHA256 a82baf0011
b returns CSV · Inputs and notes
SHA256 c7a71048ab
README MD · Inputs and notes
SHA256 132d8123d4

C0 · 2 files

c0 materials CSV · Inputs and notes
SHA256 35c7cf16aa
README MD · Inputs and notes
SHA256 aaea33ca41

C4 · 6 files

c4 calculated ledger CSV · Reference output
SHA256 485e5159ce
c4 comparison template CSV · Template
SHA256 349a0c5a8d
c4 expected ledger CSV · Reference output
SHA256 475a1524c0
c4 ledger XLSX · Template
SHA256 34a407ffe7
c4 prices CSV · Inputs and notes
SHA256 48eca09083
c4 workbook ledger CSV · Inputs and notes
SHA256 485e5159ce

C6 · 1 files

c6 performance CSV · Inputs and notes
SHA256 5a4018141b

C1-B · 12 files

t1 example MD · Reference output
SHA256 de5655c4ca
t2 update MD · Reference output
SHA256 6393ee9609
independent source demo MD · Inputs and notes
SHA256 9e1c1d8b92
README MD · Inputs and notes
SHA256 6d49824b34
materials MD · Inputs and notes
SHA256 947120ca73
numbers CSV · Inputs and notes
SHA256 6858641ace
sources CSV · Inputs and notes
SHA256 ed24953502
materials MD · Inputs and notes
SHA256 11e3acd982
numbers CSV · Inputs and notes
SHA256 7f96d8c176
sources CSV · Inputs and notes
SHA256 21c2e648aa
task MD · Inputs and notes
SHA256 6cc217218f
valuation assumptions CSV · Inputs and notes
SHA256 5271a81ebf

C2-B · 19 files

A base ledger CSV · Reference output
SHA256 3f918c9437
A cost ledger CSV · Reference output
SHA256 66e303ac08
A delay ledger CSV · Reference output
SHA256 1b160c466d
A signals CSV · Reference output
SHA256 06301770d0
A zero ledger CSV · Reference output
SHA256 a2ddeb40d0
B base ledger CSV · Reference output
SHA256 775fafbfd9
B cost ledger CSV · Reference output
SHA256 7e87f9c8be
B delay ledger CSV · Reference output
SHA256 3e47fae433
B signals CSV · Reference output
SHA256 48d5b224f3
B zero ledger CSV · Reference output
SHA256 4d66dc31c0
BH base ledger CSV · Reference output
SHA256 bc31d8b16d
BH cost ledger CSV · Reference output
SHA256 bf23bd40bd
BH delay ledger CSV · Reference output
SHA256 b23cb8e832
BH zero ledger CSV · Reference output
SHA256 12750daa63
precheck CSV · Reference output
SHA256 cbf9e4164e
summary CSV · Reference output
SHA256 2786bd912a
days CSV · Inputs and notes
SHA256 70f4fcfeb7
monthly CSV · Inputs and notes
SHA256 c94192a016
README MD · Inputs and notes
SHA256 a93ddfeb3a

C2-T05-SPECIFICATION.MD · 1 files

c2 t05 specification MD · Inputs and notes
SHA256 ac7dd3f84f

C3-50 · 5 files

inputs CSV · Inputs and notes
SHA256 68270cdcdb
ledger CSV · Inputs and notes
SHA256 9def63e76c
README MD · Inputs and notes
SHA256 929fa2f667
summary CSV · Inputs and notes
SHA256 d3abe702a9
trades CSV · Inputs and notes
SHA256 4381c0503d

C7-82 · 3 files

forward returns CSV · Inputs and notes
SHA256 d1ef86873b
README MD · Inputs and notes
SHA256 0937240e03
signals CSV · Inputs and notes
SHA256 e0b0959c58

C9-90 · 6 files

export base CSV · Inputs and notes
SHA256 d592c5e543
export variant CSV · Inputs and notes
SHA256 6191865d40
index HTML · Inputs and notes
SHA256 1a4916c763
inputs CSV · Inputs and notes
SHA256 f612452d62
README MD · Inputs and notes
SHA256 ae767e9c4f
review 20261029 MD · Inputs and notes
SHA256 f744b66712

Research Templates · 22 files

T01–T22 are blank bilingual CSV files matching the handbook specifications. Fill in entry, units or scope, and evidence; retain input versions. Templates do not calculate automatically. Native Excel/WPS compatibility has not been tested.

T01 个人约束 / Personal Constraints CSV · Template
SHA256 3d370096d1
T02 证据记录 / Evidence Log CSV · Template
SHA256 4eb6ba1083
T03 研究立项 / Research Proposal CSV · Template
SHA256 c6177d90ff
T04 公司研究报告 / Company Research Report CSV · Template
SHA256 99277c0095
T05 策略规格 / Strategy Specification CSV · Template
SHA256 ef7ee34ee1
T06 实验报告 / Experiment Report CSV · Template
SHA256 73022b6f82
T07 组合政策 / Portfolio Policy CSV · Template
SHA256 322221364f
T08 基准、主动风险与归因记录 / Benchmark and Attribution CSV · Template
SHA256 2b23c8f67a
T09 前瞻监控 / Forward Monitoring CSV · Template
SHA256 5d4e870fdd
T10 决策日志 / Decision Journal CSV · Template
SHA256 b6130661cb
T11 AI 任务与核查 / AI Task and Verification CSV · Template
SHA256 5da306053b
T12 个人能力边界 / Capability Boundaries CSV · Template
SHA256 ee024a7b5f
T13 指标审计卡 / Metric Audit CSV · Template
SHA256 92caceec68
T14 资金分层与风险预算 / Capital Layers and Risk Budget CSV · Template
SHA256 3c88790ca4
T15 单笔及合并敞口检查 / Position and Combined Exposure CSV · Template
SHA256 a3da1389a0
T16 回撤与现金流处置 / Drawdowns and Cash Flows CSV · Template
SHA256 29f4038d1f
T17 因子研究规格 / Factor Research Specification CSV · Template
SHA256 f3fe5e6d90
T18 资源测量与预算 / Resource Measurement and Budget CSV · Template
SHA256 db238333b5
T19 模型增量比较 / Model Comparison CSV · Template
SHA256 b74b24a3d9
T20 策略比较与组合规格 / Strategy Comparison and Combination CSV · Template
SHA256 8daf889b2c
T21 组合账本、归因与停用 / Combined Ledger and Disable Rules CSV · Template
SHA256 ea65920048
T22 账户收益与现金流核对 / Account Returns and Cash Flows CSV · Template
SHA256 77dab78d2f