Generate a Stock Initiation Report
Perform comprehensive background research on a company and its operations across 14 functions.
Last updated: 18 September 2025
Objective:
Quickly compile a background research report on any stock covering everything you need to know to get up to speed on business operations and its market in minutes rather than days. Coverage includes business description, products and services, how the company makes its money, customers, suppliers, market dynamics, competition and share, key trends and growth drivers, focus of analyst Q&A, recent financial trends, bull and bear case summaries, key management and turnover, summarized product reviews, recent news and risks.
Explanation:
It doesn’t matter if you are an individual investor who wants to know more about an unfamiliar stock or a buy-side analyst who needs to get on top of a company ahead of a capital raising that same day - this is where AI excels. In the past, this task meant hours or days combing through dense accounts filings and dull press releases, reading transcripts, and stitching together fragments of news and analyst notes late into the night. Now, with AI, you can pull together a structured background in a minute: what the company sells, how it makes money, what its history has been, is it growing or slowing, who its customers and competitors are, what management has been emphasizing, analyst concerns and where the risks lie. Instead of getting lost in the paperwork, this prompt allows you to start deeper research already equipped with a clear, well-organized view of the business operations - and the time you save can be spent thinking critically about what really matters.
As always, be aware that models can make mistakes. At each step, examine the response and challenge information or conclusions that appear erroneous. 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:
Preferred Model(s):
· Gemini 2.5+ PRO over ChatGPT-5+
Important Execution Notes:
This is a single pass, stepped prompt designed for efficient distillation of background information. Such prompts deliver fairly concise section summaries that can be amplified by identifying sections that require more focus and using the subject specific research focus prompts in the prompt library for that topic. Research focus prompts elicit deeper analysis of that specific area by the models for further analysis.
Insert company name and stock code in the system prompt where indicated.
Add sections if needed to explore additional considerations.
Sample Output:
Copy/Paste Prompt Set:
Important note: Premium 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.