Skip to content
Resource library
GOCUX / Use casesresearch

Evidence-led financial research workflows

Organize filings, company documents and research questions into findings you can review. Keep reported figures, assumptions and source dates visible.

Set up the workflow

Create a research question with a date and source scope. Separate reported figures from calculations and assumptions, and retain the original units and reporting period.

Keep the decision reviewable

Use a reviewed artifact to compare scenarios. This workflow organizes research; it does not execute trades or supply an investment recommendation.

Assess the result

A useful report connects its conclusions to sources and makes unresolved questions visible. A fluent paragraph alone does not establish that a research task succeeded.

A practical starting point

Research with traceable evidence. These steps describe the GoCux workflow and its permission boundaries.

  1. Define a research question, the project it belongs to, and the sources that may support the answer. Separate a factual question from the action you might take after reading the result.
  2. Review the proposed research plan before approving execution. Keep the approved scope stable; a different question deserves a revised plan rather than silent expansion.
  3. Read each finding alongside its citation and source excerpt. Treat missing evidence as an unresolved question, and keep the final report distinct from any subsequent external action.

What to verify

A useful report connects its conclusions to sources and makes unresolved questions visible. A fluent paragraph alone does not establish that a research task succeeded.

Open the relevant workspace

Bring this workflow into your workspace.

Set the scope. Review the evidence. Approve the steps that need it.

Open the workspace

Keep exploring