Stock research template for organizing support

Use this template to turn scattered source links into a research note that explains what each source changes about your view.

• When researching a stock before a decision.
• When sources are scattered across browser tabs, bookmarks, and notes.
• When you need to separate confirmed evidence from open questions.

Copy this template

1. Research question

• The question I am trying to answer is...
• The decision this research could influence is...

2. Source log

• Source title and date...
• What claim or assumption this source informs...
• One-sentence interpretation...

3. Evidence buckets

• Confirming evidence...
• Neutral context...
• Disconfirming evidence or unresolved risk...

4. Follow-up

• What I need to verify next...
• Which source or event should trigger a review...

Filled example

Fictional sample only: Atlas Retail, a specialty retailer under review. This is not investment advice.

Research question

Can Atlas protect margins while expanding online orders?

Source interpretation

The latest filing shows online mix rising, but fulfillment cost is still the key open question.

Disconfirming evidence

Gross margin fell despite higher online penetration, which may challenge the operating leverage assumption.

Next check

Review after the next quarterly report and compare fulfillment cost commentary with margin movement.

How to keep the template useful.

• Delete or downgrade sources that no longer answer the research question.
• Turn meaningful changes in support into a review note.
• Keep the source interpretation short enough to scan later.