research

Autonomous wealth research — searches the web for latest Indian tax, SEBI, RBI, and market updates, then saves findings to agent memory. Run periodically to keep WealthStack current.

/research — Autonomous Wealth Research

Run an autonomous research loop to update WealthStack's knowledge base.

Usage

/wealthstack:research "topic or area to research"

If no topic provided, research all priority areas from research/program.md.

Research Loop

For each topic:

Step 1: Check existing knowledge

Read the relevant agent's memory directory to see what's already known:

ls .claude/agent-memory/<agent-name>/ 2>/dev/null
cat .claude/agent-memory/<agent-name>/MEMORY.md 2>/dev/null

Step 2: Search for updates

Search the web for the latest information on the topic. Focus on:

  • SEBI circulars and press releases
  • RBI monetary policy statements
  • Budget/Finance Act changes
  • AMFI mutual fund data
  • Insurance (IRDAI) regulatory updates
  • Economic Survey data

Step 3: Compare and identify new knowledge

Compare search results against existing memory:

  • Is this information already saved? → Skip
  • Is this an update to existing knowledge? → Update the file
  • Is this entirely new? → Create new file

Step 4: Save findings

Write new knowledge to the relevant agent's memory:

mkdir -p .claude/agent-memory/<agent-name>

File format:

# [Topic Title]
**Date discovered**: YYYY-MM-DD
**Source**: [URL or reference]
**Affects**: [which agent/skill this impacts]

## Finding
[The actual knowledge — specific, factual, actionable]

## Impact on advice
[How this changes what WealthStack should tell users]

Step 5: Update MEMORY.md index

Add a one-line pointer to the new file in the agent's MEMORY.md.

Step 6: Report

Output a summary:

RESEARCH REPORT — {DATE}
══════════════════════════════════════════
Topics researched:    X
New findings:         X
Updated findings:     X
No change:            X

NEW KNOWLEDGE:
  • [agent]: [one-line summary]
  • [agent]: [one-line summary]

UPDATED:
  • [agent]: [what changed]
══════════════════════════════════════════

Priority Research Areas

Read research/program.md for current priority topics.

Topic-to-Agent Mapping

Topic AreaAgent
Tax rates, rules, deductionstax-strategist
SEBI regulations, PMS/AIF rulescompliance-checker, pms-analyst
RBI policy, rates, FEMAmarket-researcher, nri-advisor
Insurance products, IRDAIinsurance-estate
NRI taxation, DTAAnri-advisor
MF expense ratios, NAVsgoal-planner
Stock fundamentals, IPOsmarket-researcher, fund-manager
Lending rates, LAS/LAPnbfc-lending, credit-debt-advisor
ESG regulations, BRSResg-planner
PE/VC market, AIF launchesprivate-equity, early-stage-investor
Estate law, successionfamily-office, insurance-estate