Finance Track

After this stage you can：You know the vocabulary, what it can do, and have run it once

1. 01
   Where AI Fits in the Research Process: What to Delegate and What to Keep

   Breaks the investment research process into seven stages and judges one by one which can be handed to AI, which AI can only assist with, and which cannot be given up one step — with a ready-to-apply division-of-labor table and an implementation checklist that help you draw AI's capability boundary and responsibility boundary clearly.

   9 min
2. 02
   A 30-Minute Quick Due Diligence Pass on One Company

   A 30-minute quick due-diligence process you can follow as written: what to check in each of five phases, where to check it, what counts as a red flag, and what to record — closing with a one-page summary template. The goal is not an investment conclusion but judging whether a company deserves deep research.

   11 min1 prerequisite
3. 03
   How Machines Read Financials: From PDF to Structured Data

   The first bottleneck of automating financial-statement analysis is that machines cannot read the PDF. This article breaks down the three paths — text-layer extraction, OCR, and layout analysis — explains why financial tables are especially hard to read and why human proofreading is mandatory after OCR, and gives the design concepts of structured output (JSON schema).

   10 min1 prerequisite
4. 04
   Hallucination Risk in Finance: The Three Most Expensive Mistakes

   The cost of AI hallucination in financial scenarios is severely underestimated. This article dissects the three most expensive mistakes — fabricating numbers, confusing periods and companies, and filling gaps with inference — explains what causes each one, and gives four implementable lines of defense: mandatory citation, separate statistics, low-confidence abstention, and human review.

   9 min1 prerequisite
5. 05
   A Map of HK Equity Research Sources: HKEX Filings, Annual Reports, and Third-Party Data

   When researching an HK-listed company, where does the information come from, which sources are trustworthy, and which can only serve as leads? This article divides HK equity research sources into five credibility tiers — statutory disclosures, company-produced information, third-party databases, market data sources, and news and research reports — and provides a 'question-to-source' mapping table.

   9 min1 prerequisite
6. 06
   Webb-Site: The Essential Hidden Treasure for Hong Kong Stock Research, a One-Click Tool to Get Annual Report PDFs for All Listed Companies

   David Webb's independent Hong Kong stock database webb-site.com is an overlooked treasure. It directly provides PDF links from hkexnews.hk, listing on one page all annual reports and interim reports of a company from listing to present, completely bypassing hkexnews's internal stock ID restrictions. This article includes a complete usage tutorial, a known ID mapping table, and a batch download solution.

   10 min1 prerequisite
7. 07
   Financial Data API Research: Injecting Market Data Capabilities into Agent Frameworks

   Research on financial data APIs suitable for Agent frameworks: Hong Kong stocks, US stocks, macroeconomic data, with plans to integrate financial data analysis capabilities into OpenClaw.

   7 min1 prerequisite
8. 08
   Your First Research Workflow: From Question to Traceable Conclusion

   Starting from one vague research question, build a complete workflow that ends in a traceable conclusion: break it into verifiable sub-questions, assign independent sources to each, record findings on evidence cards, cross-verify, mark uncertainty, and finally produce a cited conclusion page.

   11 min1 prerequisite