The three artifacts to keep
Keep three things separate and linked. The source record holds filings, transcripts, and pages with the date you checked them. The note holds your claim and the evidence for it. The open question holds what you still do not know.
When those three are mixed into one document, you cannot tell a fact from an assumption. Separation is what makes review fast.
Step 1: collect sources with dates
Collect filings, earnings transcripts, and market pages into one place, each with a date and a one-line reason you kept it. The reason matters more than the summary: it tells the next reader why the source is here.
For pages that need a sign-in, open them in the browser and complete the sign-in yourself. Then ask AI to write back only the figures and pages you will cite.
Step 2: turn notes into claims
Write one claim per line: revenue quality, churn, pricing power, management credibility. Attach the evidence and a confidence level. Low-confidence claims stay visible instead of being smoothed into the memo.
Ask AI to find the claims with thin evidence and list what would settle them. This is the most useful thing it can do before a memo exists.
Step 3: draft the memo from claims
Draft section by section from the claims, not from a memory of the calls. Each paragraph should name the evidence behind it: which filing, which quarter, which page.
Keep the counter-case in the memo. A memo without the strongest opposing evidence is a sales document, and readers know it.
Step 4: update without losing history
When a new filing arrives, add it to the source record and note which claims it changes. Keep the previous version of the memo; the change is part of the analysis.
A scheduled task can check the sources you name and update the open-questions list. It should not rewrite the memo on its own; the rewrite is where judgment enters.
What this workflow does not do
It does not pick investments, size a position, or promise a return. It organizes the research process and makes the evidence easier to check. The decision stays with the person accountable for it.
That boundary is not a limitation to hide. It is what makes the output usable inside a firm that has a compliance process.
How to run it on Sigla
Keep sources, notes, and the memo draft in one workspace. Use the built-in browser for filings that require a sign-in, and ask AI to organize claims before it drafts. For repeat tracking, add a scheduled task that updates the open-questions list.
For the mechanics, read the AI investment research assistant guide. To turn a call into a document, continue with earnings call notes to report.
FAQ
Is this the same as an AI stock picker?
No. It organizes research and drafts from your sources. It does not choose investments or promise returns, and the position decision stays outside the workflow.
What should the memo cite?
The filing or transcript, the quarter, and the page. A memo that cites only "management said" is not checkable.
How do I handle conflicting sources?
Keep both, label the conflict, and write what would resolve it. Hiding the weaker source makes the memo easier to write and worse to read.
Can a scheduled task update the memo?
It can update the source record and the open questions. Keep the memo rewrite manual so the judgment stays with you.
Next step
Take one company you already follow, build the source record, and write five claims with evidence before drafting anything.