Decision memo
Report builder
Collect charts, assumptions, scenario outputs, and analyst notes into a concise Markdown report with explicit limitations.
Export pathGuided intake
Start with a decision, not a blank prompt
The workshop guide uses these intake points to ask sharper questions before producing structured output.
Goal
What decision should reports support?
Inputs
Which dataset, ticker, scenario, or assumption set should be trusted?
Constraint
What risk limit, horizon, or caveat should shape the output?
Output contract
Every useful answer becomes a card stack
Recommendation
What the workflow suggests and why it is not automatic advice.
Evidence
The metrics, chart movement, or model signal supporting the view.
Caveat
The assumption, missing data, or model risk that could change the result.
Next step
The most useful follow-up action before exporting or sharing.
Sections
6
Executive summary, data, models, scenarios, risks, next steps
Caveats
Required
Every report includes model limitations by design
Review status
Draft
Human approval remains part of the workflow
Professional review checklist
- OKDo not present generated reports as investment advice.
- OKInclude the dataset timestamp and owner.
- OKPreserve assumptions alongside every scenario conclusion.
Empty state behavior
Run an analysis workflow first, then generate a Markdown report from selected findings.
Correlation is not causation. Results are model-dependent and assume regime stability.
Placeholders only. No payment gate.