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USE CASE · RESEARCH DESK

Give every analyst the same evidence pipeline

Research desks lose time when every analyst assembles the same company evidence in a different way. DalalOS lets an MCP-capable AI client call a common Indian-market research layer for financial trends, peers, ownership, operating metrics and disclosures.

The goal is reproducible evidence collection, not outsourced judgement. DalalOS is not investment advice and makes no buy/sell recommendation or target-price call.

KEY TAKEAWAYS

  • Create a consistent research template across analysts and companies.
  • Build peer tables from the underlying supported financial and ownership fields rather than a black-box composite verdict.
  • Follow numerical changes into filings and source material instead of stopping at an AI summary.
  • Keep source/provenance and freshness visible so the desk can distinguish evidence from interpretation.

A repeatable desk workflow

01

Define the research question

Start with the decision-relevant evidence needed — not with a request for a stock verdict.

02

Assemble company facts

Fetch the supported financial trend, ownership, pledge, operating and event context.

03

Build the peer frame

Resolve relevant peers and compare the same fields and periods across them.

04

Trace the why

Use filings and disclosures to investigate material changes, preserving the source trail for review.

Research blocks the desk can standardise

  • Financial trend: reported revenue/profitability plus supported mechanically-computed ratios across periods.
  • Peer comparison: side-by-side raw metrics on a consistent period/field basis.
  • Ownership: promoter and institutional shareholding, including promoter pledge where available.
  • Operating context: company-disclosed operating metrics and filed segment information where supported.
  • Disclosure follow-up: corporate actions, exchange filings and source-linked evidence relevant to the change.
  • Market context: supported index, sector, calendar, breadth and institutional-flow datasets when the research question needs them.

Example prompts

EXAMPLE PROMPTS

  • Build a five-year financial trend table for these three peers. Use the same fields and periods, show source/freshness context, and do not rank the stocks.
  • What changed in promoter/FII/DII ownership over the last reported periods? Cross-check any large move against recent disclosures.
  • Compare company-disclosed operating metrics for these peers where the same metric is available. State explicitly when the fields are not comparable.
  • Turn this company's latest reported numbers into an evidence checklist for analyst review: financial changes, ownership changes, events and filings. No investment verdict.

What the AI should not do

Do not convert missing evidence into confident narrative, do not silently compare differently-defined metrics, and do not turn the output into a buy/sell/hold label. The analyst should be able to move from every material claim back to the underlying source or reported figure.

If the main job is recurring oversight of an existing book, use the PMS / AIF holdings-monitoring workflow.

FAQ

Common questions

What can an Indian-equity research desk use DalalOS for?

A desk can use DalalOS as structured evidence infrastructure for company financial trends, peer comparison, ownership, promoter pledge, company-disclosed operating metrics, events and filings where supported.

Does DalalOS write the analyst's investment conclusion?

DalalOS supplies the source-aware inputs, not the investment verdict. It does not emit buy/sell calls, target prices or proprietary stock rankings. An AI client can summarise evidence, but the analyst owns interpretation.

Why use MCP instead of copying data into prompts?

MCP gives the AI client a repeatable callable interface. That reduces manual copy/paste, makes multi-step research easier to reproduce, and lets responses retain source/freshness context where available.

Can the desk use one workflow across multiple companies?

Yes. The useful pattern is a common research template — resolve company, gather financials, compare peers, inspect ownership and follow disclosures — repeated across names subject to client orchestration and usage limits.

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