> For the complete documentation index, see [llms.txt](https://ray-evolv.gitbook.io/ray_evolv-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ray-evolv.gitbook.io/ray_evolv-docs/systems/research.md).

# 研究与报告体系

从你真正想回答的问题出发，确定范围和大纲，利用已有知识、补充缺少的资料，形成可以阅读和继续追问的报告。

<figure><img src="https://878169733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fs6D05VL5qPBARnMQL00i%2Fuploads%2Fgit-blob-713a42e35e54e60b029240d066db4419308392f5%2Fresearch-entry.png?alt=media" alt="研究有基金、持仓和自定义三种入口，后续共享研究与报告流程。"><figcaption><p>研究有基金、持仓和自定义三种入口，后续共享研究与报告流程。</p></figcaption></figure>

## 三种起点

| 入口    | 研究什么              | 需要什么背景           |
| ----- | ----------------- | ---------------- |
| 基金研究  | 一只基金本身的特征、表现和适用条件 | 确认基金身份及你的关注重点    |
| 持仓分析  | 当前组合与安排           | 相关持仓、交易、资金、计划和信号 |
| 自定义研究 | 你提出的专题问题          | 主体、范围、用途与相关材料    |

## 一次研究怎样展开

```mermaid
flowchart LR
    A[提出问题] --> B[明确需求]
    B --> C[查看或修改大纲]
    C --> D[研究与取材]
    D --> E[报告与证据]
    E --> F[继续讨论与补充材料]
```

这条流程可以从 Nora 对话发起。你可以补充重点、修订大纲、查看进度，完成后让 Nora 打开报告。工作台展示当前阶段与保存结果。需求和大纲是否自动批准，分别由设置控制。

## 报告值得看什么

摘要帮助抓住主要回答；正文说明推理与条件；证据让你回到采用的材料；疑难保留尚未解决的问题。报告生成完成不等于所有问题都得到充分回答，条件性结论仍需要结合实际范围使用。

研究留下的合格公共认识可以进入[知识体系](/ray_evolv-docs/systems/knowledge.md)，后续研究优先寻找可复用部分。报告是这次研究的版本，知识则可以继续更新和再次使用。

## 场景与查阅入口

[从一个问题到一份报告](/ray_evolv-docs/scenes/scene-research.md) · [与 Nora 一起读报告](/ray_evolv-docs/scenes/scene-reading.md)

[选择研究入口](/ray_evolv-docs/systems/research/research-start.md) · [需求与大纲](/ray_evolv-docs/systems/research/outline.md) · [进度与恢复](/ray_evolv-docs/systems/research/progress.md) · [报告与证据](/ray_evolv-docs/systems/research/reports.md) · [补料与新版](/ray_evolv-docs/systems/research/materials.md) · [研究库](/ray_evolv-docs/systems/research/library.md)

***

返回[整体结构与功能体系](/ray_evolv-docs/systems.md) · [认识 Evolv](/ray_evolv-docs/home.md)


---

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