Cited AI Investment Research Workflow
Build AI-assisted investment research that links every key claim to sources, dates, and reviewable evidence.
Informational research only. ThesisLoop is not investment advice, a stock recommendation, or a guarantee of returns.
Who this page is for
Investors who want faster research without losing source discipline
Example assets to start with
Start with a company, sector, watchlist, or position you already follow.
Why this matters now
AI can accelerate research, but investors increasingly need audit trails to trust summaries and share work responsibly.
ThesisLoop research prompt
Create a cited research brief for [company or theme] where every important claim maps to a source and unresolved claims are flagged.
Start with this promptEvidence checks
Require citations for business claims, numbers, risks, and management statements.
Mark claims as sourced, inferred, stale, conflicting, or unresolved.
Prefer primary sources for financial and company-specific claims.
Retain enough context so citations can be checked later.
Research questions
Which claims would a skeptical reader challenge first?
What is the strongest source for each core thesis point?
Where do sources conflict or describe different time periods?
What claims should be removed until better evidence is found?
Keywords this page covers
The goal is not a keyword list. The goal is to turn a search query into a specific, source-backed research workflow.
Related research topics
Move from a broad theme into adjacent company-level diligence.