Research trust
investment research source audit

Source Audit Workflow for Investment Research

Audit an investment note for citation quality, stale data, weak claims, missing primary sources, and unsupported conclusions.

Informational research only. ThesisLoop is not investment advice, a stock recommendation, or a guarantee of returns.

Who this page is for

Investors, creators, analysts, and subscribers reviewing research quality


Example assets to start with

Start with a company, sector, watchlist, or position you already follow.


Why this matters now

As more research is produced with AI, source audits help readers distinguish evidence-backed analysis from polished unsupported summaries.

ThesisLoop research prompt

Audit this investment note and classify every major claim by source quality, date, confidence, and missing evidence.

Start with this prompt

Evidence checks

Check whether every major number and claim has a source.

Flag stale data, secondary-only evidence, and circular citations.

Prioritize filings, transcripts, official releases, and regulator sources.

Mark conclusions that exceed the cited evidence.

Research questions

Which claims are most exposed to source weakness?

What primary documents should replace secondary sources?

Where does the note overstate confidence?

What should be removed before publication or export?

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.

investment research source audit
audit stock research sources
verify investment research
citation quality investing
source backed research checklist

Related research topics

Move from a broad theme into adjacent company-level diligence.