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Create a Research

A research is DAAS's top-level artifact: a persisted bundle that ties an entity collection, an indicator collection, a dashboard, and a data pipeline to a generated markdown report. Use it for a company, an industry, a city, or a country.

The flow

goal -> brainstorm (optional) -> [entity collection] + [indicator collection]
     -> indicators computed -> dashboard -> research bundle -> markdown report

1. (Optional) Brainstorm the goal

If your goal is fuzzy, start with fd-daas-brainstorm. It clarifies the goal through dialogue and writes a plan to daas-doc/research/<plan-slug>.md - no daas.db state. See fd-daas-brainstorm.

2. Run the research skill

The fd-daas-research skill orchestrates the whole flow. In Claude Code:

Run a research on BYD's trend: build the entity + indicator collections, compute the indicators, make a dashboard, and persist it as a research bundle with a markdown report.

The skill:

  1. Auto-detects prior researches and decides refresh-vs-rebuild.
  2. Builds (or reuses) the entity + indicator collections.
  3. Computes each indicator (daas_run_indicator) and syncs rule-based collections.
  4. Creates/updates a dashboard.
  5. Persists a researches row + writes researches/<name>.md.
  6. Emits a skill-run-notification block.

3. Run via MCP

If you prefer direct tool calls:

research_create(name="byd-trend",
                entity_collection_name="byd-watchlist",
                indicator_collection_name="byd-momentum",
                dashboard_slug="byd-trend",
                pipeline_collection_name="byd-pipeline")
research_generate_report(name="byd-trend")

Refresh the data later (recompute indicators, re-sync collections):

research_refresh(name="byd-trend")

4. Inspect

sqlite3 daas.db "SELECT name, status, report_path FROM researches;"
cat researches/byd-trend.md

Or via MCP: research_get(name="byd-trend") / research_list().

Works for any entity type

The same flow works for a company (BYD, AAPL), an industry (a collection of stocks), a city (a regional entity + its indicators), or a country (CN/US macro series). The collections you build define the scope.

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