ginlix-ai/langalpha-research
How the agent reaches a conclusion. Valuation models and comps, coverage initiation and sector work, earnings preparation and post-mortems, and the trackers that keep a thesis honest as the facts move.
Build or repair an integrated three-statement model: linked IS, BS and CF, supporting schedules, scenarios and a Checks sheet. Triggers on three-statement model, build me a model, link the statements, populate this template, make my balance sheet balance.
Dated events ranked by what they can change: earnings, regulatory decisions, flow events, macro releases, with prep owners and a weekly preview. Triggers on catalyst calendar, upcoming events, what is coming up, earnings calendar, event calendar, catalyst tracker, what should I prepare for.
QC an investment deck (a .pptx) before it circulates: number consistency, chart and narrative alignment, source coverage, language, then a circulation verdict. Triggers on check this deck, deck QC, review my presentation, is this ready to send, proofread the pitch book.
Audit a model somebody already built, and report on it without editing it: structure, formulas, integrity identities, source tie-out and reasonableness, ending in a routed issue log. Triggers on check my formulas, QA this spreadsheet, audit model, model review, something is off in my model, why does my balance sheet not balance.
One-page company profile slide, four quadrants of overview, financial summary, share price chart and key facts. Also the compact profile paragraph when it has to sit inside a memo, a deck or a chat reply. Triggers on one-page profile, tear sheet, company snapshot, profile slide, quick profile of [company].
Competitive landscape analysis: positioning, scorecards, moat assessment, market share trends. Triggers on competitive analysis, competitive landscape, competitor benchmarking, moat assessment, market share, who are the competitors.
Comparable company analysis: peer set, operating metrics, valuation multiples, statistics and an implied value. Triggers on comps, trading comparables, how does it trade against peers, peer benchmarking, what multiple should it get.
Build a DCF valuation in Excel: FCF projections, WACC, terminal value, scenarios, sensitivity grids, reverse DCF. Triggers on build a DCF, what is it worth, intrinsic value, fair value, price target from cash flows.
Post-print earnings update for a covered name: beat/miss decomposition, EPS quality, transcript debate map, estimate revisions, thesis impact. Also the call-only ask that wants the transcript Q&A and the debate map alone. Triggers on earnings update, post-earnings report, analyze quarterly results, Q[N] update, what management said on the call.
Pre-print setup for a company about to report: the expectation bar, EPS-quality watch, call questions, scenarios and the reaction framework. Triggers on earnings preview, what to watch for [company] earnings, pre-earnings setup, preview Q[N].
Find long and short candidates across a universe when no name is on the table yet: mandate, universe validation, archetype screens, thematic sweep, triage, idea cards, idea log. Triggers on idea generation, stock screen, find ideas, what looks interesting, screen for, new ideas, pitch me something.
Translate a macro, policy, rate, commodity, geopolitical or industry shock into equity exposure through a named transmission channel. Triggers on what does X mean for, impact of, exposure to, who benefits from, tariff, rate cut, oil shock, new regulation.
First-time coverage of a company, or a refresh of coverage already published, run one task per request by default: company research, financial model, valuation, charts, then a 30 to 50 page report with a model. Triggers on initiation report, initiate coverage, initiating coverage, full equity research report, refresh the initiation.
Track live prices for the tickers central to the current task. Registers symbols for an ambient real-time price feed, keeps analysis current with the newest quotes, and re-checks staleness before stating prices.
Refresh an existing financial model after a print, a guidance change, a consensus move, a filing, a KPI release or a capital-structure change. Triggers on update the model, roll it forward, the new quarter is out, revise estimates, refresh the price target.
Daily research briefing on overnight news, pre-market movers, earnings and macro events. Triggers on morning note, morning meeting, what happened overnight, morning call prep, daily note, trade idea for the open.
The evidence, judgement, intake and market-data rules every research deliverable follows. Read before the first deliverable of a research task; when a number has no source; when two sources disagree; when a figure may be stale; when deciding what to ask the user; before any valuation, thesis or recommendation.
Sector and industry landscape report, built on the sector's own archetypes, metrics and valuation lenses. Triggers on sector overview, industry landscape, industry primer, sector deep dive, market map.
Keep a live thesis honest: pillar status, evidence ledger, monitoring triggers, drift detection. Triggers on thesis tracker, thesis update, is the thesis still intact, post-earnings thesis check, portfolio thesis review, re-underwrite.
Turn finished analysis on one named security into a position: variant view, falsifiable evidence, scenario tree, expression, risk and monitoring. Triggers on pitch this name, should I buy, a long idea or short idea on a named stock, position, trade recommendation, risk reward.