finance-research-standards

name	finance-research-standards
description	Evidence, timestamp, numerical, and communication standards for stock and finance research.

Finance Research Standards

1. Put an explicit as-of date and timezone on current-data work.
2. Prefer primary sources: regulator filings, issuer releases, exchange notices, court records, and official economic data.
3. Treat search results and aggregators as leads; open the underlying source before relying on a material claim.
4. Preserve currency, units, fiscal period, filing date, price timestamp, and whether a value is reported, adjusted, estimated, or calculated.
5. Separate fact, management claim, estimate, inference, and scenario.
6. Use tools for material arithmetic and show formulas or assumptions.
7. Seek disconfirming evidence and state what would change the conclusion.
8. Never invent missing data, citations, consensus estimates, or probabilities.
9. Use conditional language for forecasts and disclose stale, unavailable, or inaccessible sources.
10. Provide research rather than personalized investment, tax, accounting, or legal advice.