13-page PDF · Capital Control

Investment research stack

A practical guide to finding sources, organizing evidence, and conducting a focused research project with your AI.

What’s inside

A 13-page public research guide, including an educational-use notice.
A starter prompt and reusable research brief.
A process for organizing sources and distinguishing evidence from assumptions.

Bring your own inputs

A specific question, company or industry; an as-of date; original filings and relevant sources; a description of the output you need.

How to use it

Open or download the PDF.
Copy the prompt and tailor the brief to your question.
Collect original sources and have your AI organize evidence with citations.
Check claims against the sources and record missing or contradictory information.

Review before relying on the result

Educational research guidance only. Verify material facts against original sources, refresh time-sensitive inputs, and distinguish research from personalized investment advice.

Need help with your actual decision?

Start with the question behind the numbers.

A free assessment helps define fit. Custom analysis and a Decision Packet are separately scoped paid work.

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