Last updated: 17 September 2025
Objective:
This prompt summarizes news on any stock over a specified period, making a materiality assessment and synthesizing key recurring themes with links to the primary value drivers of the stock.
Explanation:
In fast-moving markets, investors are inundated with headlines, yet only a fraction of them truly move the needle for a company’s valuation. Distinguishing between noise and genuinely price-sensitive developments is critical for sharpening conviction and avoiding misallocation of attention. This prompt is designed to cut through the clutter by systematically gathering company news within a chosen lookback window, assessing each item’s likely materiality, and ranking them by impact. It not only produces concise, source-linked summaries but also highlights cross-article themes and connects them directly to the firm’s key value drivers and potential change signals, giving investors a structured view of what really matters for the stock’s outlook.
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):
ChatGPT-5+, Gemini 2.5 PRO or Grok
Important Execution Notes:
Fill out Inputs section specifying Ticker, Exchange and Company name
Specify Lookback window. Default is 30 days but other examples may be 3 Months.
Specify language if necessary
Sample Output:
Copy/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.