Investment Risk Diligence

Use this skill to pressure-test an investment case before synthesis. It should look for ways the thesis can fail, not merely restate generic risk factors.

Inputs

• ResearchTarget from research-target-resolver
• filings, earnings notes, financial snapshot, news digest, market signals, and competitive analysis where available
• known bull, base, or bear claims that need pressure testing
• user portfolio constraints when the risk question is portfolio-specific

Workflow