Investment Research

Create materiality filter system for uncertainties Enable mass updates for carbon pricing Implement curve builder functionality Add ability to revert changes Include warning system for assumption ranges

It's unusual to go from assets to an aggreated view like we have currently. We should have the aggreated view, then allow them to click in. Also we are only aggraeting financials but we need to aggreate everything else also(solutions, etc).

Section/Paragraph Level Citations

for example, for baseline I want to understand the attributes of the baselining then see it in a score card. I want to then see various assets scored against this score card. I want to also be able to make adjustments - this is very similar to how we screen for job applicants but this is applied to market research.

TCFD/ISSB

Input other reports to create workflow(market research report --> Business plan--> marketing strategy) and create dependency graph to detect any issues such as marketing plan without doing a business plan.

Global data platform - For example, I generate report 1 and upload 100 files. I might need those 100 files(or a subset of them or more) for report 2.

based on market research and competitor analysis, I would like to generate a business plan.

Implement a feature that fetches data from public company databases and environmental datasets through APIs. The system will integrate these data sources for use in generating high-level reports. Business Value: Enabling integration with public company databases and environmental datasets ensures that portfolio managers have access to comprehensive and accurate data, improving the reliability and depth of their financial and environmental analysis. Acceptance Criteria: * Users can fetch financial data from public company databases through APIs. * Users can fetch environmental data from public datasets through APIs. * The system can integrate fetched data from both financial and environmental sources.