01
Set up the organization
Create an organization, record disclosures, and invite the people responsible for research and review.
DataRupee Research Desk
Research Desk product guide
A controlled workspace for research organizations to prepare, review, publish, and measure investment research—separate from DataRupee's consumer product.
The workflow
From first draft to measured outcome.
02
Prepare research
Record the thesis, methodology, risk, price assumptions, and source evidence for each recommendation.
03
Review independently
Route submissions to an authorized reviewer and preserve approval or rejection decisions.
04
Publish and measure
Publish approved research and review outcomes against the workspace methodology and market data.
What a recommendation contains
A durable record—not another disconnected document.
Each recommendation is designed to hold the context a desk needs to explain the decision later: the instrument, direction, thesis, methodology, key risks, time horizon, price assumptions, disclosures, and supporting sources.
When a view changes, create a new version through the workflow instead of overwriting the original record.
Research context
Thesis, instrument, direction, methodology, risks, and time horizon.
Evidence
Source links, documents, analyst notes, comments, and verification status.
Independent review
A recorded decision path that separates preparation from approval.
Outcomes
Published outcomes evaluated using the workspace methodology and market data.
Roles and access
Owners manage the organization, analysts prepare research, and authorized reviewers record independent decisions.
Auditability
Evidence, versions, approval events, publication activity, and selected audit records keep the operating history explainable.
Controls first
Research Desk supports your process; organizations remain responsible for compliance, disclosures, licensing, and record retention.
Team responsibilities
Clear roles, without shared-account confusion.
Owner
Sets up the organization, disclosures, members, workspace settings, billing, and approval controls.
Admin
Supports operating management, membership, and approved workflow administration.
Analyst
Prepares recommendations, records the thesis and risk, and attaches supporting evidence.
Reviewer
Independently reviews a submission and records an approval or rejection decision.
Audit and controls
Keep the history needed to explain a decision.
Research Desk preserves the operational trail around the research process. It is not a substitute for your organization's compliance program, legal review, or record-retention obligations.
- Recommendation versions and material edits
- Evidence sources, comments, and verification notes
- Submission, approval, rejection, and publication events
- Outcome evaluations and methodology context
- Selected export and administrative activity
Pilot rollout
Start with one real workflow.
STEP 1
Map your current research and review process
STEP 2
Invite a small operating group and run live drafts
STEP 3
Review feedback, controls, and rollout readiness
Pilot access is intended for qualified research organizations validating the workflow. Your organization remains responsible for applicable registration, disclosures, data licensing, and securities-law compliance.