ifuryst Company Research Workflow
Use this skill when the user asks for a complete company-level investment research run. It composes narrower skills and keeps the persistent archive as the shared memory layer.
Workflow
- Run
research-target-resolver. - Run
research-evidence-archiveto create or load the target archive. - Decide which collection skills are needed for the user's question.
- Run independent collection skills in parallel when possible:
company-news-research,company-filing-research,earnings-call-analysis,financial-snapshot-analysis,market-signal-analysis,competitive-landscape-analysis,investment-risk-diligence, andvaluation-scenario-analysiswhen valuation, margin of safety, or price-implied expectations matter. - Save all source notes and raw files through
research-evidence-archive. - Run
investment-thesis-synthesisonly after evidence coverage is visible. - Run
portfolio-exposure-reviewwhen the user asks about sizing, adding, trimming, holding, watchlists, or portfolio fit. - Return the final artifact paths, major findings, gaps, and suggested next research runs.
Read references/intel-example-workflow.md for the default Intel-like scenario.
Skill Selection
- User asks "what happened recently": prioritize target, archive, news, filings, earnings, market, then thesis.
- User asks "is the business improving": prioritize filings, earnings, financials, competitors, risks, then thesis.
- User asks "why did the stock move": prioritize news, earnings, market, then filings if the event is disclosure-driven.
- User asks "how does it compare": prioritize target, financials, competitors, market, then thesis.
- User asks "what is it worth" or "is it priced in": prioritize target, financials, filings, peers, market, risks, valuation scenarios, then thesis.
- User asks "what can go wrong": prioritize target, filings, earnings, news, financials, market, risk diligence, then thesis.
- User asks "how much should I own" or "does this fit my portfolio": prioritize target, thesis, valuation, risks, market, portfolio context, then portfolio exposure review.
Output
Return:
- skills executed
- archive paths touched
- evidence coverage table
- risk diligence path when created
- valuation scenario path when created
- final memo or decision-frame path
- portfolio review path when created
- unresolved gaps
- recommended follow-up skills
Quality Gate
Before finishing:
- do not synthesize before evidence coverage is known
- store reusable materials in
research/instead of leaving them only in chat - label current-data retrieval failures
- keep user-facing conclusions tied to archived evidence
- avoid autonomous trading, broker actions, or certainty about future returns