Choose one stock or crypto spot asset and one question that evidence could answer. Copy the record below into a document or spreadsheet. No broker connection or private account statement is needed to use this worksheet.
Copy this research record
| Field | What to record |
|---|---|
| Asset identity | Issuer, market and security identifier; for crypto, network and contract address where relevant. |
| One question | The claim, period and definition you intend to check, rather than an unrestricted buy-or-sell question. |
| Original evidence | Source URL, disclosure date, reporting period, and page or passage. |
| Facts and unknowns | Separate explicitly reported facts, your inferences, and missing information. |
| Disconfirming evidence | Which new observation would weaken the explanation? |
| Next review | A specific event or date and the source you will revisit. |
A hypothetical example
Ask whether revenue growth has translated into cash collection. Record revenue, operating cash flow and receivables for comparable periods, then check the notes for collection or contract changes. Three figures alone do not prove fraud or justify a trade. Keep missing information explicitly unresolved.
Choose a next step
- Make a thesis checkable
- Check financial statement definitions
- Check crypto spot evidence
- Keep evidence and review questions
Explore CoTrading
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