Updated 31 October 2026 · 2 min read · 10 Contents
Plain-language meaning
A research workspace stores your thesis, declared catalysts/risks and evidence for one exact listing. Its history is an append-only transcript, not an AI-generated recommendation.
1. Confirm exchange/listing. 2. Write a falsifiable thesis. 3. Add dated source evidence. 4. Declare catalysts/risks without inferring them from price. 5. Set a review horizon. 6. Review outcomes when comparable sessions mature.
A thesis says margin may improve after a disclosed plant start, cites the filing and chooses 10 sessions. The later outcome records comparable adjusted-price evidence; missing evidence becomes unable, not a miss.
Active, hit, miss, pending and unable have explicit evidence rules. Percent outcomes can aggregate; unlike currency price levels cannot. Historical observation is not predictive accuracy.
A genuine source-reported or calculated zero is displayed as 0. Unavailable (—) means verified evidence is absent, unsupported, stale or not computable; it is never silently changed to zero.
Where the operator enables it, an Ask the research assistant block answers questions with citations to stored evidence; it needs Pro workspace access plus Max AI access and is limited to 20 questions a day. Its answers are cited summaries, not recommendations. Price movement does not prove a catalyst occurred. Corporate actions, source mismatch, partial sessions and missing benchmarks can prevent evaluation. Editing a material thesis creates a new version.
Each thesis remains attached to its exact exchange listing and native currency. Venue calendars determine completed sessions; weekday schedules do not prove a market was open.
This guide is descriptive education, not investment advice, a prediction, a recommendation, or an instruction to buy, sell, rebalance or place an order.
Educational information only; not investment advice or an order service.
