Advanced usage

Turn good research into a practice you can repeat.

Start here after you are comfortable asking a focused research question. Each capability below solves a different problem; choose one, use it, and add the next only when it earns its place.

Keep the layers separate #

Current evidence supports a current conclusion. Reusable context helps frame the next investigation. Past decisions help you learn. None of them automatically becomes a recommendation, an approval, or broker authority.

A useful rule of thumb: use tcx-workflow to answer today’s question; use the capabilities below to make tomorrow’s question clearer, faster, or easier to review.

Add the capability that matches your problem #

01

“I keep repeating the same background research.”

Use tcx-wiki to save stable company, industry, product, technology, or value-chain context. Ask explicitly before writing to the Wiki; it remains background context, not current evidence.

Use the Knowledge Wiki →
02

“I want my research method to be consistent.”

Use tcx-strategy for durable eligibility, risk, sizing, and falsifier rules. Use tcx-brain when you need a user-owned source bundle that guides inquiry. Both are scoped lifecycle tasks, not trade permissions.

Compare Strategy and Brain →
03

“I want to learn from what I decided before.”

Use tcx-memory to retrieve, replay, review, and validate past judgments. It records what was known at the time and separates process quality from outcome quality.

Understand Decision Memory →
04

“I want this checked regularly.”

Use tcx-automate to set a scheduled, report-only research or monitoring task. The scheduled task invokes the actual research skill and still follows its ordinary safety boundaries.

Set up recurring monitoring →
05

“I may eventually place an order.”

First learn the provider-to-order path. Connection, research, ticket, checks, approval, and final action are intentionally separate. Begin with a Paper provider whenever you are learning the flow.

Follow the protected order path →

A practical working rhythm #

  1. Investigate. Start each material question with $tcx-workflow, including horizon, decision, and exclusions.
  2. Preserve the useful part. Put stable background knowledge in the Wiki, review a decision in Memory, or turn a proven method into a Strategy or Brain.
  3. Monitor selectively. Automate only questions where a recurring report can change your attention or next decision.
  4. Act only through the protected path. If an order becomes appropriate, use the dedicated provider, review, approval, and final-action flow—never an analysis prompt.

Need a precise entrypoint? #

When in doubt, keep it simple. The dashboard can help you orient to a workspace, and $tcx-server can explain readiness or recovery. Neither starts research or changes your investment state.