Equity Research Library

Public equity research reports, KPI dashboards, a generated stock knowledge wiki, and the operating guide for the local Equity Deep Dive workflow.

• Live reports library
• Analysis workflow guide
• KPI dashboards
• Stock knowledge wiki

Repository map

reports/
├── index.html       # Public landing page and library navigation
├── docs/            # Full company research reports
├── kpi/             # KPI dashboards and linked thesis notes
├── wiki/            # Generated public wiki application and data
├── help/            # Equity Deep Dive operator guide
├── archive/         # Preserved earlier public pages
└── scripts/         # Wiki builder and viewer templates

Published surfaces

Reports

The docs/ directory contains the company research reports linked from the landing page. Report cards should use repository-hosted HTML where possible and retain a separate GitHub source link. Public editions must exclude personalized portfolio context, private paths, licensed source documents, and private analysis appendices.

KPI dashboards

The kpi/ directory contains decision-focused operating dashboards and concise thesis pages. Add new dashboards to the dedicated KPI section instead of mixing them into the full-report list.

Stock knowledge wiki

The public wiki is generated from a maintained private Markdown source rather than edited directly in this repository.

WIKI_SOURCE="/path/to/private/wiki" npm run build:wiki

WIKI_SOURCE selects the source directory. WIKI_OUT is optional and defaults to this repository's wiki/ directory:

WIKI_SOURCE="/path/to/private/wiki" \
WIKI_OUT="/path/to/output/wiki" \
npm run build:wiki

The builder publishes the viewer assets plus wiki/data/graph.json and wiki/data/search.json. Do not patch generated JSON directly; make durable content changes in the source wiki and rebuild.

Analysis workflow guide

The help/ page explains how to use the Codex-native $analyze-equity, $equity-report, and $kpi-handoff skills. It covers source intake, visual review, locked facts and calculations, deterministic v4 retrieval, the 14-step sequence, resumable state, private report rendering, public-safe KPI promotion, citations, validation, and publication safety.

The full report lifecycle is intentionally separate from analysis:

python3 -B -m app.equity_report TICKER prepare
python3 -B -m app.equity_report TICKER status
python3 -B -m app.equity_report TICKER render
python3 -B -m app.equity_report TICKER validate

The generated synthesis, HTML, and report manifest remain in the selected local Phase 0 run. Do not add personalized reports to this public repository.

Local preview

Serve the repository root so relative links behave the same way they do on GitHub Pages:

python3 -m http.server 8766

Then open http://127.0.0.1:8766/ and verify the landing page, /help/, /wiki/, and any changed report or dashboard at desktop and mobile widths.

Before publishing, check:

• Every local link resolves from an HTTP server, not only from the filesystem.
• Root navigation and hero actions reach the intended pages.
• Browser console output is clean.
• Tables and code blocks do not create page-level horizontal overflow at 390px.
• Landing metadata and library counts still match the published collection.

Publishing

This is a static GitHub Pages repository. Commit only the intended public artifacts, push main, and wait for Pages propagation before treating an immediate 404 as a broken link.

When adding a new public artifact:

1. Put it in the appropriate directory.
2. Add structured navigation from index.html.
3. Update the title, description, and library counts only when the underlying collection changes.
4. Preview and link-check locally.
5. Push and confirm the final public URL returns HTTP 200.

Publication safety

• Do not publish paid or licensed research documents unless publication rights are explicit.
• Do not publish raw source folders, credentials, tokens, private absolute paths, or internal-only notes.
• Keep the private Markdown wiki source outside this repository; publish only the generated, redacted output.
• Treat published analysis as research material, not personalized investment advice.