Last updated: 17 September 2025
Objective:
This prompt compiles and outputs a report synthesizing the history of the development of a company/stock over a default period (user specified) of 10 years. It researches and identifies major price sensitive events and creates a timeline linking them to the evolution of the share price.
Explanation:
Professional investors study a company’s history to see how management decisions, strategy shifts, and external shocks have actually translated into results and the share price, not just narrative. This prompt builds a source-verified timeline of price-sensitive events across the period you set. It pulls from investor relations, filings, press releases, reputable news, and cross-checks with neutral references. Each event is tied to the company’s LTM revenue, market capitalization, and share price at that time. It also maps the share price path, finds major inflection points, and links them to the nearest company or market drivers. You get annotated charts and structured tables that show what moved the stock and why. The result is an evidence-based profile of how the company really grows, where it has stumbled, and what that implies for risk, opportunity, and valuation today.
As always, be aware that models can make mistakes. At each step, examine the response and challenge information or conclusions that appear erroneous before proceeding to any subsequent steps. If in doubt use a second model with the same prompt to verify the information and generate challenge questions and answers (CoVe process) to correct interpretations of data.
Link to blog post explanation:
N/A
Preferred Model(s):
Use dual models simultaneously: Gemini 2.5+ and ChatGPT-5+. See execution notes and sample output for how they complement each other.
Important Execution Notes:
Insert the Ticker, Exchange and Company name where indicated
Look-back period defaults to 10 years but can be user specified.
Charts called for by the prompt can be hit or miss but future proof the prompt as charting capabilities are improving.
ChatGPT presents tables and charts in the query window, while Gemini does not
Gemini runs the prompt faster and presents more detailed explanations of single events while ChatGPT covers more granular events very concisely and presents a very useful timeline broken into types of events.
Sample Output:
DownloaCopy/Paste Prompt Set:
Important note: Subscribers can use this prompt set for their own analysis. However, the prompt is copyrighted by The Inferential Investor, paywalled, and must not be shared without permission.