Lumunir research guides

Build a research process you can explain and revisit.

Practical guides for investors, analysts and portfolio managers who want to keep evidence, assumptions and review questions connected.

Investment research workflow: from company to report

Define a company question, examine financials and original sources, connect macro context and valuation assumptions, then prepare and revise the research report. Includes a compact report checklist.

AI-assisted research report review and critique

Learn what a critique can examine, how to prepare a readable report and how to distinguish evidence from inference. An illustrative example explores the link between sales growth, working capital and cash generation.

What is Lumunir?

Explore the connected research workspace: detailed company and fundamental analysis, available source documents, macro context, quantitative and technical tools, private notes and report critique.

Use the guides alongside original evidence

These guides describe a research process, not recommendations to buy or sell securities. Check company-specific figures, sources, dates and available tools. AI critique can raise useful questions but does not independently verify every fact or replace the analyst's judgment.

Built by iFactory India. Meet the founders. Feature availability and data coverage vary by market, company and plan.