Economics & Finance Knowledge Base

LLM-maintained financial research repository - Systematic market research, economic analysis, financial concepts, and investment intelligence stored as structured markdown files.

Core Purpose

This is an LLM-maintained economics and finance knowledge base where Claude actively:

Creates detailed research reports on economic concepts, financial markets, and investment strategies
Maintains company analyses, sector reviews, and market intelligence
Tracks macro trends, policy changes, and regulatory developments
Builds cross-referenced financial knowledge library covering theory and practice
Organizes content across multiple economic domains (markets, taxation, corporate finance, etc.)

Human: Request analysis, provide research topics, direct focus areas. LLM: Research execution, markdown file creation, cross-referencing, consistency checks.

Critical Requirement: Everything as Markdown Files

ALL analysis and research outputs MUST be saved as standalone markdown files:

✅ Each analysis/concept → Separate .md file (e.g., dcf-valuation-explained.md)
❌ Never provide analysis only in chat - always create a markdown file

File naming convention: {topic-name}-{type}.md (lowercase, hyphens)

Examples: dividend-policy-overview.md, taxation-equity-capital-gains.md

Content Organization

Economics folder contains multiple sub-domains:

company-analysis/ - Individual company research and fundamental analysis (see company-analysis/CLAUDE.md for detailed guidelines)
sector-analysis/ - Sector-level trends, comparisons, and industry dynamics
taxation/ - Tax laws, compliance, optimization strategies (India-focused)
accounting-for-finance/ - Financial accounting concepts for investors
corporate-finance/ - Capital structure, valuation, M&A, corporate actions

Why LLM-Maintained Economics Knowledge Base?

"The challenge in financial research is not finding information — it's organizing insights, maintaining consistency across topics, and connecting related concepts."

Humans struggle with: Updating multiple related documents when regulations change, maintaining cross-references between concepts, tracking evolving market conditions, organizing research across domains.

LLMs excel at: Fetching current data, systematic content generation, multi-file updates, pattern recognition across domains, consistent formatting, cross-referencing related content.

Not just note-taking: This knowledge base is a curated, analytical layer between raw financial information and investment decisions.

❌ Traditional: Read article → Take notes → File away → Forget
✅ LLM Knowledge Base: Research → Analyze → Save as markdown → Cross-reference → Build knowledge network

Three-Layer Architecture

Layer 1: Raw Data Sources

Financial APIs (Groww MCP, Zerodha Kite MCP)
Web sources (Screener.in, MoneyControl, NSE/BSE, Economic Times, RBI, SEBI)
Government portals (Income Tax, MCA, regulatory bodies)
Research reports (analyst reports, white papers, academic research)
News sources and market commentary

Layer 2: The Knowledge Base (LLM-maintained markdown files)

Company analysis reports (see company-analysis/ subfolder)
Sector overviews and trend analyses
Tax guides and compliance checklists
Investment frameworks and mental models
Financial concept explanations with examples
Cross-referenced knowledge network in /docs/economics/

Layer 3: The Schema (this file)

Defines content standards and templates
Guides how Claude structures research and creates markdown files
Sets taxonomy for topics, analysis types, and file organization

Core Operations

Create: Building Knowledge Documents

When creating new content:

Research: Use MCP tools, web sources, official documentation
Analyze: Structure information with examples, frameworks, actionable insights
Create Markdown File: Save complete content with proper frontmatter
Cross-Reference: Link to related concepts, analyses, regulatory docs
Update Catalog: Add entry to relevant readme.md if exists

Update: Refreshing Existing Content

When updating analysis:

Read existing markdown file
Fetch latest data/regulations/market conditions
Update metrics, examples, frameworks
Note significant changes (regulatory, market structure, etc.)
Append update log at bottom
Preserve historical context for comparison

Query: Synthesizing Knowledge

Search existing markdown files (Obsidian CLI or grep)
Synthesize insights across multiple topics/domains
Create new synthesis document if valuable
Cross-reference related content
Update higher-level overview files

Lint: Quality Checks

Periodically verify: stale content (>6 months for regulatory, >12 months for concepts), broken cross-references, orphaned documents, missing cross-domain links, outdated examples.

Commands: See parent /docs/CLAUDE.md for Obsidian CLI reference (orphans, deadends, unresolved).

Folder Structure & Purpose

company-analysis/

Individual company deep-dives (fundamental, technical, comprehensive)
See dedicated company-analysis/CLAUDE.md for detailed guidelines
Contains: companies/, sectors/, peer-comparisons/, frameworks/

sector-analysis/

Industry-level analysis across sectors
Regulatory changes affecting sectors
Sector rotation strategies
Competitive landscape studies

taxation/

Income tax laws and compliance (India-focused)
Capital gains taxation (equity, debt, real estate)
Tax optimization strategies
GST for businesses and investors
NRI taxation considerations

accounting-for-finance/

Financial statement analysis
Accounting standards (Ind AS, IFRS)
Key ratios and metrics
Red flags in financial reporting

corporate-finance/

Valuation methodologies (DCF, comparable company, precedent transactions)
Capital structure decisions
M&A analysis frameworks
Dividend policy and shareholder returns

Obsidian CLI Usage

Prefer Obsidian CLI over direct file operations for link graph updates and backlink maintenance.

Full command reference: See /docs/CLAUDE.md for complete Obsidian CLI examples (search, read, append, backlinks, orphans, etc.)

VAULT path: /Users/deepaksood/Library/CloudStorage/GoogleDrive-dsood@confluent.io/.shortcut-targets-by-id/1a1SooxwlvVEf843YfQKUVj04gJnPyMGO/deepaksood619.github.io/docs

Content Standards

Link Format

CRITICAL: Use standard markdown links, NOT Obsidian wikilinks.

❌ Wrong: [[capital-gains-tax]] (breaks Docusaurus) ✅ Correct: [Capital Gains Tax](economics/taxation/capital-gains-equity.md)

Link Path Requirements:

Use full paths starting with economics/ (not relative ../ paths)
Example: [Company Analysis](economics/company-analysis/companies/oil-gas/reliance-fundamental.md)
NOT: [Company Analysis](../company-analysis/companies/oil-gas/reliance-fundamental.md)
Reason: Docusaurus builds work better with full paths from /docs/ directory

CRITICAL: Only Link to Existing Files:

Never create links to files that don't exist yet
Before adding cross-reference links, verify target file exists using find, ls, or Obsidian CLI
If related content would be valuable but doesn't exist, note in "Related Topics" or "Future Research" section
Broken links cause Docusaurus build failures (onBrokenLinks: 'throw')
Use Obsidian CLI unresolved command to check: /Applications/Obsidian.app/Contents/MacOS/Obsidian unresolved vault="$VAULT"

General Content Template

---
title: Topic Name - Content Type
category: taxation | accounting | corporate-finance | investing | markets
topic: Specific Topic Area
type: guide | analysis | overview | framework | glossary
date: 2026-06-08
tags: [relevant, tags, here]
---

# Topic Name

**Last Updated:** June 8, 2026
**Category:** Taxation / Corporate Finance / etc.
**Difficulty:** Beginner / Intermediate / Advanced

## Overview

[Clear explanation of the topic/concept]

## Key Concepts

[Main ideas, definitions, frameworks]

## Detailed Explanation

[In-depth content with examples]

### Subtopic 1

[Content]

### Subtopic 2

[Content]

## Practical Examples

[Real-world examples, calculations, case studies]

## India-Specific Considerations

[Regulatory context, local market nuances, compliance requirements]

## Common Misconceptions

[Address common errors or misunderstandings]

## Application

[How to use this knowledge in practice]

## Related Topics

- [Related Topic 1](economics/category/related-file-1.md)
- [Related Topic 2](economics/category/related-file-2.md)

## References

- Source 1 (Date accessed)
- Source 2 (Date accessed)

## Glossary

**Term 1:** Definition
**Term 2:** Definition

Taxation Content Template

---
title: Tax Topic - India
category: taxation
tax_year: FY 2025-26 (AY 2026-27)
type: guide | compliance | optimization
date: 2026-06-08
tags: [taxation, india, income-tax]
---

# Tax Topic Name

**Applicable:** FY 2025-26 (AY 2026-27)
**Last Updated:** June 8, 2026
**Taxpayer Type:** Individual / HUF / Company / etc.

## Overview

[Summary of tax provision/concept]

## Legal Framework

**Act/Section:** Income Tax Act 1961, Section XXX
**Notification:** [If applicable]
**Effective Date:** DD-MM-YYYY

## Key Provisions

[Detailed explanation of tax rules]

## Tax Rates & Slabs

| Income Range | Tax Rate | Surcharge | Cess |
|--------------|----------|-----------|------|
| Rs. X - Y | XX% | X% | 4% |

## Calculation Examples

**Example 1:** [Scenario]

Calculation steps:

Step 1
Step 2
Total Tax: Rs. XXX

## Exemptions & Deductions

- **Section 80C:** [Details]
- **Section 80D:** [Details]

## Compliance Requirements

- **Due Dates:** [List]
- **Forms Required:** ITR-X, Form Y
- **Documentation:** [List]

## Optimization Strategies

[Legal ways to minimize tax burden]

## Common Mistakes

[Pitfalls to avoid]

## Recent Changes

**Budget 2025 Changes:**
- Change 1
- Change 2

## Related Tax Topics

- [Related Tax Topic 1](economics/taxation/related-topic-1.md)
- [Related Tax Topic 2](economics/taxation/related-topic-2.md)

## References

- Income Tax Act 1961
- CBDT Circulars
- [Official source links]

## Disclaimer

This content is for educational purposes only. Consult a qualified Chartered Accountant or tax professional for specific advice.

Financial Concept Template

---
title: Financial Concept Name
category: corporate-finance | investing | accounting
type: concept | framework | methodology
difficulty: beginner | intermediate | advanced
date: 2026-06-08
tags: [finance, valuation, concept-name]
---

# Financial Concept Name

**Category:** Corporate Finance / Investing / etc.
**Difficulty Level:** Beginner / Intermediate / Advanced
**Last Updated:** June 8, 2026

## Definition

[Clear, concise definition]

## Background & Context

[Why this concept matters, historical context]

## Detailed Explanation

[In-depth conceptual explanation]

## Formula / Framework

[Mathematical representation or decision framework]

## Assumptions & Limitations

[What this concept assumes, where it breaks down]

## Practical Example

**Scenario:** [Real-world situation]

**Data:**
- Input 1: Value
- Input 2: Value

**Analysis:**
[Step-by-step application]

**Result:** [Conclusion]

## Industry Application

[How professionals use this in practice]

## Common Variations

[Different approaches or adaptations]

## Pitfalls & Misuse

[How this concept is commonly misapplied]

## Related Concepts

- [Related Concept 1](economics/corporate-finance/related-1.md)
- [Related Concept 2](economics/investing/related-2.md)

## Further Reading

- Academic papers
- Practitioner guides
- Books

## References

- Source 1
- Source 2

Markdown & Formatting

See /docs/CLAUDE.md for full Docusaurus markdown guidelines (blank lines, code blocks, MDX compatibility).

Key rules:

Blank lines between all content blocks (paragraphs, tables, sections)
Standard markdown links (no wikilinks)
Language specified for code blocks
Full paths for links starting with economics/
Tables for comparisons and data

MDX compatibility (CRITICAL for financial content):

Escape < and > symbols with backticks: Tax rate <30%, Market cap >10,000 Cr
Use backticks when showing comparisons: PE >20, Debt <5%
Escape square brackets: \[FY25\] or use parentheses (FY25)
These symbols are parsed as JSX/HTML tags in MDX and will break the build

Financial Formatting Standards:

Currency: Use Rs. (Indian Rupee) for India-specific content, $ for US markets
Large numbers: Use Indian notation - Cr (Crore = 10M), L (Lakh = 100K)
- Example: Rs. 5,000 Cr (not Rs. 50 billion)
Percentages: Two decimal places for precise metrics (12.75%), one for general (8.5%)
Fiscal Year: Use FY26 format (April 2025 - March 2026) for Indian context
Dates: Use ISO format (2026-06-08) or "June 8, 2026"

India-Specific Standards

Fiscal Year:

Indian FY: April-March (FY26 = Apr 2025 - Mar 2026)
Assessment Year: One year after FY (AY 2026-27 for FY25-26)

Currency & Units:

All India-focused figures in INR (Rs.)
Use Cr and L notation (Indian convention)
International content can use $ and billion/million

Regulatory Context:

SEBI (Securities and Exchange Board of India) for markets
RBI (Reserve Bank of India) for banking/monetary policy
CBDT (Central Board of Direct Taxes) for income tax
MCA (Ministry of Corporate Affairs) for company law
Specify relevant Acts/Sections for legal content

Market Context:

Reference NSE/BSE for equity markets
Mention Nifty 50, Bank Nifty, or sectoral indices
Note F&O segment eligibility where relevant

Quality Checklist (Before Saving Markdown File)

Before creating/updating any markdown file, verify:

Expected Behaviors

Research Request:

Gather information from relevant sources
Structure content using appropriate template
CREATE MARKDOWN FILE with complete analysis
Search for related content, add cross-references
Confirm file creation with path

Update Request:

Search for existing content file
Read existing file
Fetch latest information (regulations, market data, etc.)
Edit file with updates
Add update log noting changes and date
Inform user what was updated

Cross-Domain Query:

Search across multiple economics subfolders
Synthesize insights from different domains
Create synthesis document if valuable
Link to source analyses
Save as markdown file in most relevant subfolder

Maintenance:

Flag content with outdated regulations/data
Verify cross-references when files are moved/renamed
Check for orphaned documents, integrate into knowledge network
Update examples when market conditions change significantly

Proactive Suggestions:

When creating tax content, suggest related compliance guides
When analyzing companies, suggest sector-level analysis
Flag regulatory changes affecting existing content
Suggest framework documents for recurring analysis types

Sub-domain Specific Guidelines

For company-analysis/ subfolder:

See dedicated company-analysis/CLAUDE.md for complete guidelines
Follows specific templates for fundamental, technical, comprehensive analysis
Maintains sector folders and peer comparisons
India-focused equity research with NSE/BSE context

For taxation/ subfolder:

Always specify applicable FY and AY
Include Act/Section references
Note due dates and compliance requirements
Add disclaimer about consulting tax professionals
Update after each Union Budget

For corporate-finance/ subfolder:

Use rigorous financial models and formulas
Include worked examples with realistic assumptions
Note industry-specific variations
Reference academic literature where applicable

Security & Access

Do not access office/* folder - contains sensitive proprietary data requiring explicit approval.

Public sources only: All content should use publicly available information (government sites, regulatory filings, published research, established financial literature).

Version Control

When updating existing content:

Add "Last Updated" date at top
Note significant changes in update log at bottom
Preserve historical context where valuable
For major revisions, consider version suffix: topic-name-v2.md

Update log format:

## Update History

**June 8, 2026:**
- Updated tax rates for FY 2025-26
- Added new exemption under Section 80CCD
- Revised examples for clarity

**March 15, 2026:**
- Initial version created

Core Purpose​

Critical Requirement: Everything as Markdown Files​

Content Organization​

Why LLM-Maintained Economics Knowledge Base?​

Three-Layer Architecture​

Core Operations​

Create: Building Knowledge Documents​

Update: Refreshing Existing Content​

Query: Synthesizing Knowledge​

Lint: Quality Checks​

Folder Structure & Purpose​

Obsidian CLI Usage​

Content Standards​

Link Format​

General Content Template​

Taxation Content Template​

Financial Concept Template​

Markdown & Formatting​

India-Specific Standards​

Quality Checklist (Before Saving Markdown File)​

Expected Behaviors​

Sub-domain Specific Guidelines​

Security & Access​

Version Control​