Template
7 min read
Earnings Quality Checklist for Company Research
A practical checklist for testing cash conversion, recurring economics, working capital, estimates, and non-GAAP adjustments.
Last reviewed 2026-07-15
Public research methods
See how Oxaide approaches financial research.
These guides show how the agents structure company, filing, earnings, and market-data work: define the measurement, preserve source links, test counter-evidence, and state what the result cannot prove.
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Guide
7 min read
How to Build an Investment Thesis That Can Be Updated
A practical method for recording the claim, evidence, risks, catalysts, and invalidation conditions behind an investment thesis.
Last reviewed 2026-07-15
Guide
8 min read
How to Compare Two Earnings Reports Without Losing Context
A repeatable earnings-comparison method covering like-for-like periods, cash flow, segments, guidance, and changed definitions.
Last reviewed 2026-07-15
Comparison
7 min read
How to Evaluate AI Investment Research Tools
A buyer-focused checklist for evaluating sources, counter-evidence, privacy, history, limits, and decision boundaries in AI research tools.
Last reviewed 2026-07-15
Guide
7 min read
How to Find Evidence That Weakens Your Investment Thesis
A structured way to search for disconfirming evidence, rival explanations, broken assumptions, and missing coverage.
Last reviewed 2026-07-15
Guide
7 min read
How to Monitor an Investment Thesis After You Buy or Pass
A bounded monitoring workflow for comparing new filings, earnings, and material evidence with a saved investment thesis.
Last reviewed 2026-07-15
Research note
7 min read
How to Test Whether Market Leadership Is Broadening
A source-linked research note on why cap-weighted ETF comparisons are only a starting point for testing market breadth.
Last reviewed 2026-07-15
Guide
8 min read
How to Track Changes Across SEC Filings and Earnings Calls
A focused workflow for comparing filing sections, definitions, guidance, risk factors, and unresolved thesis questions over time.
Last reviewed 2026-07-15
Template
6 min read
Investment Thesis Template: Evidence, Risks, Catalysts, and Invalidation
A reusable investment thesis template for keeping claims, evidence, uncertainty, and review triggers in one record.
Last reviewed 2026-07-15
Comparison
6 min read
Investment Thesis Tracker: Spreadsheet vs Research Workspace
A plain comparison of spreadsheets and research workspaces for tracking evidence, revisions, sources, and investment-thesis history.
Last reviewed 2026-07-15
Guide
6 min read
What Is Source-Linked Investment Research?
A definition of source-linked investment research and why dates, excerpts, counter-evidence, and coverage limits matter.
Last reviewed 2026-07-15
Public-data example
SPY vs QQQ matched-window risk comparison
Inspect the measurement contract, historical metrics, generated chart, source URLs, and limitations behind a complete Oxaide research artifact.
View example research