Intelligence · Component · investment-memo-generation
Investment memo generation
What it does
Generate and persist research memos from market/disclosure context and prior research or backtest artifacts.
Core pattern
Research evidence synthesis + persisted memo artifacts
- Input
- Research context and memo request
- Output
- Structured memo with evidence and stored artifact
Key parameters
| Name | Type | Default | Values |
|---|---|---|---|
| operation | string | generate | generate · read |
| symbols | array | — | — |
| thesis | string | — | — |
| context | — | — | — |
| language | — | — | — |
Maturity and limits
Memo service and tests; live model optional. Phase 2: source paths and implementation inspected statically; tests and external integrations were not executed. Maturity rates repository implementation, not a verified production deployment.
No project license found. External market/news data have licensing, rate-limit and availability constraints. Research only: no trading execution. Backtests can be biased and cross-asset semantics vary. Static inspection; tests not run.
1 sentence citing source paths or vendor names omitted for publication.
Used in pipelines
Industry tags
- FinanceSource-supported industry
For work involving research materials and financial service operations, use research evidence synthesis followed by persisted memo artifacts.
- Legal servicesTransferable use
For ongoing research into case issues and regulatory materials, use research evidence synthesis followed by persisted memo artifacts.
Skills pack
Contract scaffold and deterministic mock
Download · 11KBSHA-256 4809c589c7b133ef447e27c365867e8eb5720eaa2d679be89b8c23e4de46f2a4
Related components
-
Announcement event studies
Events aligned with historical values + windowed outcome analysis
Working 1 pipeline -
Campaign and holiday evidence enrichment
Changes aligned with calendar candidates + source review queue
Working 1 pipeline -
Audited curation and database publishing pipeline
Human merge and override decisions + controlled data sync
Working 1 pipeline -
Disclosure collection and text extraction
Document index collection + cleaned text and normalized references
Working 1 pipeline