Company Analysis Knowledge Base

LLM-maintained financial analysis repository - Systematic company research, fundamental analysis, and market intelligence stored as structured markdown files.

Core Purpose

This is an LLM-maintained financial knowledge base where Claude actively:

Performs fundamental and technical analysis of companies
Creates detailed company research reports as markdown files
Maintains sector comparisons and peer analysis
Tracks financial metrics, shareholding patterns, and market trends
Builds cross-referenced investment research library

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

Critical Requirement: Everything as Markdown Files

ALL analysis outputs MUST be saved as standalone markdown files:

✅ Each company analysis → Separate .md file (e.g., reliance-industries-fundamental-analysis.md)
❌ Never provide analysis only in chat - always create a markdown file

File naming convention: {company-name}-{analysis-type}.md

Examples: reliance-industries-fundamental.md, tcs-technical-analysis.md

Content Catalog

See readme.md for full content catalog - Company reports, sector analyses, market intelligence, peer comparisons, investment frameworks.

Why LLM-Maintained Financial Knowledge Base?

"The tedious part of maintaining investment research is not the analysis — it's organizing reports, tracking updates, and cross-referencing across companies."

Humans struggle with: Updating 10-15 company reports when sector dynamics change, maintaining peer comparisons, tracking shareholding pattern changes, linking related analyses.

LLMs excel at: Fetching real-time financial data, systematic report generation, multi-file updates, cross-sector pattern recognition, consistent formatting.

Not traditional screener queries: This knowledge base sits between you and raw financial data as a curated, analytical layer.

❌ Traditional: Query screener → Get raw data → Manually analyze → Forget analysis
✅ LLM Knowledge Base: Query → Fetch data → Analyze → Save as markdown → Cross-reference → Build knowledge library

Three-Layer Architecture

Layer 1: Raw Data Sources (real-time via MCPs and web)

Financial APIs (Groww MCP, Zerodha Kite MCP)
Web sources (Screener.in, MoneyControl, NSE/BSE, Economic Times)
Regulatory filings (SEBI, company investor presentations)
Analyst reports and news
Market data providers

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

Company analysis reports (fundamental, technical, comprehensive)
Sector overview documents
Peer comparison matrices
Shareholding pattern trackers
Valuation summaries with cross-references
All markdown files in /docs/economics/company-analysis/

Layer 3: The Schema (this file)

Defines report templates, financial analysis standards
Guides how Claude structures analysis and creates markdown files
Sets taxonomy for sectors, analysis types, and file organization

Core Operations

Analyze: Creating Company Reports

When analyzing a company:

Fetch Data: Use MCP tools (Groww/Zerodha) and web sources for financials, prices, shareholding
Perform Analysis: Fundamental/technical/comprehensive based on request
Create Markdown File: Save complete analysis as .md file with proper frontmatter
Cross-Reference: Link to related sector reports, peer analyses, previous reports
Update Catalog: Add entry to readme.md content catalog

Update: Refreshing Existing Reports

When updating analysis:

Read existing markdown file
Fetch latest data
Update metrics, ratios, trends
Note changes in shareholding, financials, or outlook
Append update log at bottom
Preserve historical analysis for comparison

Query: Synthesizing Investment Intelligence

Search existing markdown files (Obsidian CLI or grep)
Synthesize insights across multiple companies/sectors
Create new synthesis document if valuable
Cross-reference related analyses
Update sector-level markdown files

Lint: Quality Checks

Periodically verify: stale analyses (>3 months old), broken cross-references, orphaned company reports, missing peer comparisons, inconsistent valuations.

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

Target Taxonomy

Folder structure for financial analysis:

companies/ - Individual company deep-dives
sectors/ - Sector-level analysis and trends
- sectors/oil-gas-sector-overview.md
- sectors/banking-sector-npa-analysis.md
- sectors/it-services-margin-trends.md
peer-comparisons/ - Comparative analyses
- peer-comparisons/telecom-big-3-comparison.md
- peer-comparisons/private-banks-valuation.md
frameworks/ - Investment methodologies and checklists
- frameworks/fundamental-analysis-checklist.md
- frameworks/technical-analysis-framework.md
- frameworks/dcf-valuation-template.md

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

Mandatory Markdown File Creation

EVERY analysis MUST be saved as a markdown file:

# After completing analysis, ALWAYS create the file:
/Applications/Obsidian.app/Contents/MacOS/Obsidian create \
  path="economics/company-analysis/companies/{sector}/{company-name}-{analysis-type}-{date}.md" \
  content="[Full analysis content with frontmatter]" \
  vault="$VAULT"

Never skip file creation - The knowledge base is only useful if analyses are persisted as markdown files.

Link Format

CRITICAL: Use standard markdown links, NOT Obsidian wikilinks.

❌ Wrong: [[reliance-industries]] (breaks Docusaurus) ✅ Correct: [Reliance Industries](economics/company-analysis/companies/oil-gas/reliance-industries-fundamental-2026-06-03.md)

Link Path Requirements:

Use full paths starting with economics/company-analysis/ (not relative ../ paths)
Example: [Sector Overview](economics/company-analysis/sectors/oil-gas-sector-overview.md)
NOT: [Sector Overview](../../sectors/oil-gas-sector-overview.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 the target file exists using find, ls, or Obsidian CLI
If a related analysis would be valuable but doesn't exist, note in "Future Analysis" section
Broken links cause Docusaurus build failures (onBrokenLinks: 'throw')
Use Obsidian CLI unresolved command to check for broken links: /Applications/Obsidian.app/Contents/MacOS/Obsidian unresolved vault="$VAULT"

Company Analysis Template

---
title: Company Name - Fundamental Analysis
company: Company Name
ticker: NSE_SYMBOL / BSE_SYMBOL
sector: Sector Classification
analysis_type: fundamental | technical | comprehensive
date: 2026-06-03
analyst: Claude (LLM-generated)
data_sources: [Screener.in, MoneyControl, NSE, Groww MCP]
tags: [fundamental-analysis, indian-stocks, {sector}]
---

# Company Name - Fundamental Analysis

**Analysis Date:** June 3, 2026
**Exchange:** NSE/BSE
**Sector:** Oil & Gas / Banking / IT Services / etc.
**Market Cap:** Large Cap / Mid Cap / Small Cap

## Executive Summary

**Investment Recommendation:** Strong Buy / Buy / Hold / Sell / Strong Sell
**Conviction Level:** High / Medium / Low
**Target Price:** Rs. XXX (XX% upside)
**Key Thesis:** 2-3 sentence investment thesis

## Business Overview

[Description of business model, products/services, market position]

## Financial Analysis

### Key Metrics

| Metric | Current | Industry Avg | Assessment |
|--------|---------|--------------|------------|
| PE Ratio | XX.Xx | XX.Xx | Premium/Discount |
| ROE | XX.X% | XX.X% | Strong/Weak |
| Debt/Equity | X.XX | X.XX | Healthy/Concerning |

### Shareholding Pattern

- **Promoter Holding:** XX.XX%
- **Promoter Pledge:** X.XX%
- **FII Holding:** XX.XX%
- **DII Holding:** XX.XX%

## Valuation

[Valuation analysis with comparisons]

## Investment Thesis

### Bull Case
- Reason 1
- Reason 2
- Reason 3

### Bear Case
- Risk 1
- Risk 2
- Risk 3

## Risk Assessment

| Risk Category | Impact | Probability | Mitigation |
|---------------|--------|-------------|------------|
| [Risk] | High/Medium/Low | High/Medium/Low | [Strategy] |

## Peer Comparison

[Link to peer comparison file if exists]

## Catalysts

**Near-term (0-3 months):**
- Catalyst 1
- Catalyst 2

**Medium-term (3-12 months):**
- Catalyst 1

**Long-term (1-3 years):**
- Catalyst 1

## Conclusion

[Summary and key monitoring parameters]

## Related Analyses

- [Sector Overview](economics/company-analysis/sectors/{sector}-overview.md) (if exists)
- [Peer Comparison](economics/company-analysis/peer-comparisons/{sector}-peers.md) (if exists)

## Disclaimer

This analysis is for educational and informational purposes only and does not constitute investment advice. Conduct your own due diligence and consult a qualified financial advisor before making investment decisions.

## Data Sources

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

Sector Overview Template

---
title: {Sector Name} Sector Overview
sector: {Sector}
date: 2026-06-03
type: sector-analysis
tags: [sector-analysis, {sector}, indian-markets]
---

# {Sector Name} Sector Overview

## Sector Snapshot

**Market Size:** Rs. XXX Cr
**Growth Rate:** XX% CAGR
**Key Players:** Company 1, Company 2, Company 3
**Index Weight:** XX% in Nifty 50

## Sector Trends

[Major trends, regulatory changes, technological disruptions]

## Key Metrics Comparison

| Company | PE | ROE | Debt/Equity | Market Cap |
|---------|----|----|-------------|------------|
| Company 1 | XX | XX% | X.XX | Rs. XXX Cr |
| Company 2 | XX | XX% | X.XX | Rs. XXX Cr |

## Opportunities & Risks

**Tailwinds:**
- Factor 1
- Factor 2

**Headwinds:**
- Risk 1
- Risk 2

## Investment Outlook

[Sector-level investment perspective]

## Company Analyses in This Sector

- [Company 1 Analysis](economics/company-analysis/companies/{sector}/company1-fundamental.md)
- [Company 2 Analysis](economics/company-analysis/companies/{sector}/company2-fundamental.md)

Key Workflows

Analyze Company:

Fetch data from MCP tools and web sources
Perform fundamental/technical/comprehensive analysis
Create markdown file with proper frontmatter and structure
Cross-reference to sector reports and peer comparisons
Update content catalog in readme.md

Update Existing Analysis:

Read existing markdown file
Fetch latest financial data
Compare metrics with previous analysis
Edit markdown file with updates
Add update log at bottom with date and key changes

Sector Analysis:

Search for all company files in sector folder
Aggregate metrics across sector
Create/update sector overview markdown file
Link individual company analyses
Note sector-wide trends and catalysts

Peer Comparison:

Identify 3-5 comparable companies
Fetch data for all peers
Create comparison table markdown file
Cross-reference to individual company reports
Highlight relative strengths/weaknesses

Link Maintenance:

Search for company mentions across files, add cross-references
Check backlinks to track which analyses reference this company
Find orphaned company reports, integrate into sector files
Verify cross-references when companies change names or merge

Periodic Updates:

Flag analyses older than 3 months as stale
Review after quarterly earnings, update financial metrics
Track shareholding pattern changes quarterly
Update sector reports when macro/regulatory changes occur
Consolidate duplicate analyses into single versioned file

Markdown & Formatting

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

Key rules for financial reports:

Blank lines between all content blocks (paragraphs, tables, sections)
Standard markdown links (no wikilinks)
Language specified for code blocks (if using code)
Full paths for links starting with economics/company-analysis/
Tables for all metric comparisons

MDX compatibility (CRITICAL for financial data):

Escape < and > symbols with backticks: PE <20, Market Cap >10,000 Cr
Use backticks when showing comparisons: ROE >15%, Debt/Equity <0.5
Escape square brackets in financial notation: \[FY25\] or use parentheses (FY25)
These symbols are parsed as JSX/HTML tags in MDX and will break the build

Financial Formatting Standards:

Currency: Always use Rs. (Indian Rupee) followed by amount
Large numbers: Use Indian notation - Cr (Crore = 10M), L (Lakh = 100K)
- Example: Rs. 17,71,409 Cr (not Rs. 1.77 trillion)
Percentages: Two decimal places for ratios (22.75%), one for growth (9.7% YoY)
Fiscal Year: Use FY26 format (April 2025 - March 2026)
Dates: Use ISO format (2026-06-03) or "June 3, 2026"

Financial Analysis Quality Standards

Data Recency: Always timestamp data sources. Flag data older than 1 quarter (3 months) as stale.

Data Sources: Include all sources in frontmatter and footer - MCP tools used, websites accessed, dates fetched.

Cross-Referencing: Link to related company analyses, sector reports, peer comparisons. Verify links exist before adding.

Consistency: Use same metrics across all companies in a sector for comparability (PE, PB, ROE, ROCE, Debt/Equity).

Update Tracking: When updating existing analysis, note what changed (shareholding, financials, outlook) and date of update.

Disclaimer: Every analysis must include investment disclaimer at bottom.

India-Specific Financial Standards

Currency & Units:

All figures in INR (Rs.)
Use Cr and L notation (Indian convention)
Avoid billions/millions terminology

Fiscal Year:

Indian FY: April-March (FY26 = Apr 2025 - Mar 2026)
Note quarter: Q1 (Apr-Jun), Q2 (Jul-Sep), Q3 (Oct-Dec), Q4 (Jan-Mar)

Exchanges:

Primary: NSE (National Stock Exchange)
Secondary: BSE (Bombay Stock Exchange)
Specify exchange in ticker (NSE:RELIANCE or BSE:500325)

Shareholding:

Promoter holding percentage (critical for Indian stocks)
Promoter pledge percentage (red flag if >20%)
FII (Foreign Institutional Investors) and DII (Domestic Institutional Investors)

Regulatory:

SEBI compliance notes
LODR (Listing Obligations and Disclosure Requirements)
Mention if stock in F&O segment

Market Context:

Reference to Nifty 50, Nifty 500, or sectoral indices
Market cap classification: Large Cap (>20,000 Cr), Mid Cap (5,000-20,000 Cr), Small Cap (<5,000 Cr)

File Naming & Organization

Company Analysis Files:

Format: {company-name}-{analysis-type}.md
Examples:
- reliance-industries-fundamental.md
- hdfc-bank-technical.md
- tcs-comprehensive.md
Location: economics/company-analysis/companies/{sector}/

Sector Files:

Format: {sector-name}-{report-type}.md
Examples:
- oil-gas-sector-overview.md
- banking-sector-npa-trends.md
Location: economics/company-analysis/sectors/

Peer Comparison Files:

Format: {sector}-peer-comparison.md
Examples:
- telecom-peer-comparison.md
- private-banks-valuation-comparison.md
Location: economics/company-analysis/peer-comparisons/

Frontmatter Requirements:

title, company, ticker, sector, analysis_type, date, data_sources, tags

Expected Behaviors

Company Analysis Request:

Fetch data from MCP tools and web
Perform analysis (fundamental/technical/comprehensive)
CREATE MARKDOWN FILE with complete analysis
Search for related sector/peer files
Add cross-references to related analyses
Update readme.md catalog
Confirm file creation to user with path

Update Request:

Search for existing company analysis file
Read existing file
Fetch latest data
Edit file with new metrics
Add update log section noting changes
Inform user what was updated

Sector Query:

Search for all companies in sector
Read existing sector overview (if exists)
Update/create sector markdown file
Link to individual company analyses
Save as markdown file

Periodic Maintenance:

Monthly: Check for analyses older than 3 months, flag for updates
Quarterly: Update all analyses after earnings season
Verify cross-references, fix broken links
Track shareholding pattern changes
Consolidate outdated analyses (archive old versions)

Proactive Suggestions:

When analyzing a company, suggest related peer analyses
When sector trends emerge, suggest sector report creation
Flag valuation anomalies across peer group
Suggest updates when major corporate actions occur

Quality Checklist (Before Saving Markdown File)

Before creating/updating any analysis markdown file, verify:

Security & Access

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

Public data only: All financial analysis should use publicly available data (NSE/BSE filings, company reports, published analyst research).

Core Purpose​

Critical Requirement: Everything as Markdown Files​

Content Catalog​

Why LLM-Maintained Financial Knowledge Base?​

Three-Layer Architecture​

Core Operations​

Analyze: Creating Company Reports​

Update: Refreshing Existing Reports​

Query: Synthesizing Investment Intelligence​

Lint: Quality Checks​

Target Taxonomy​

Obsidian CLI Usage​

Content Standards​

Mandatory Markdown File Creation​

Link Format​

Company Analysis Template​

Sector Overview Template​

Key Workflows​

Markdown & Formatting​

Financial Analysis Quality Standards​

India-Specific Financial Standards​

File Naming & Organization​

Expected Behaviors​

Quality Checklist (Before Saving Markdown File)​

Security & Access​