Course · Beginner - Research Workflows for Investment Data

Learning outcomes

• Frame a research question that can be tested with data
• Combine price, macroeconomic and company data with traceable assumptions
• Create a concise research note with reproducible evidence
• Identify common sources of selection bias and incomplete datasets

Good research starts before a model is selected. This module focuses on the workflow that turns a market question into a documented and reviewable piece of analysis.

Who it is for

Anyone who already works with spreadsheets or notebooks and wants a more disciplined process for collecting, checking and explaining investment data.

What the module covers

• Turning a broad idea into a testable market question
• Data dictionaries, assumptions and simple quality checks
• Research notebooks that another analyst can review and reproduce
• Clear charts and concise written conclusions

Format

Guided recorded lessons and a practical research brief built around a sample market question.