The AI Investment Research Professional Prompt Library
Below is our index of proprietary, tested, professional investment analysis prompts to perform advanced fundamental research and analysis of stocks at the speed of a copy/paste click.
Each has a short description of along with any execution notes to assist, links to relevant article’s relevant and sample outputs so you know what to expect in return.
Click the links to access the prompts and execution notes. Alternatively use the keyword search icon at to top of the page.
RESEARCH PROMPT INDEX
1. Investment Research Utilities and Tools
Ingest and Parse Complex Financial Documents: This prompt uses sophisticated techniques to ingest and map data within complex and dense financial documents such as annual and quarterly reports, 10'-Ks and prospectuses. By using an ingest sequence as a pre-step, insights and hallucination risks from complex investment analysis tasks requiring dense financial source documents can be greatly improved.Agentic Data Tracker: set up an AI agent using ChatGPT to automatically monitor companies over time and collect specified data as it is published. The user is notified when new data points appear.2. Company & Stock Update Reports
Equity Research Report Generation (Beta): Get an AI generated equity research report on any stock at any time. This report summarizes the key market data, recent results and consensus estimate trends, guidance, valuation, issues facing the company, growth drivers, the bull and bear thesis, AI’s view on the 12 month return profile and confidence level and recent news summaries and press releases.Pre-Earnings Issues Report: Generate a focused report summarizing what the market is looking for when a stock reports: consensus targets, management guidance, key operational issues and concerns. Also schedule a 24 hour post earnings news summary that automatically updates you on everything written since the earnings report so you can sense check your conclusions.Earnings Analysis Report: Analyze a company’s earnings report as soon as it hits the tapes and beat Wall St to the punch. Performance vs consensus, likely upgrades or downgrades, analysis of management discussion and KPIs, comparisons of management tone and sentiment vs prior quarter/period.Earnings Transcript Analysis: Parse earnings call transcripts to extract and summarize forward looking guidance, growth drives, key strategic issues and challenges. Compare against the prior quarter’s call to see how the narrative is changing and track sentiment scores to assess signal within management’s language.Explain Short-term Price Movements: Want to understand why a stock just spiked or fell? Unexpected stock movements can either be an opportunity or a risk. How do you tell which?
Run this simple prompt to synthesize news, earnings, flow, options dynamics, technicals and other short term market price factors to see what it all means. Gen AI models have been specifically trained on technical and fundamental analysis of volatility and stock prices.3. New Opportunity Identification
Earnings Season Opportunity Spotter: Scan across companies that have reported in the last 7 days and identify potential new long and short candidates for further research based on an initial set of fundamental criteria derived from hedge fund strategies.Thematic, Industry and Supply Chain Deep Dive: Research in depth a Thematic or Industry for opportunities and generate a comprehensive report. Map from top level manufacturers (OEMs) or players down the supply chain with company profiles, exposure assessments, news and developments, and synthesis of the best placed potential winners. Also examine the Bill of Materials for key products in an industry with profile, functions and suppliers of each component.Coming Soon:
More opportunity identification prompts including turnarounds, GARP, inflection point screens
4. Company Background Research
Full Company Background: Professional summary report across 14 sections providing a detailed overview of a company’s market, products/services, competitors, suppliers, management, history, recent performance, key issues, and the bull and bear case for the stock.Competitive Intelligence: Deeper dive into the company’s market. Identify competitors and their relative strengths and weaknesses, assess market size and growth, market share trends, measure competitive intensity, synthesize recent developments.Products & Services Deep Dive: Detailed profiles and explanations of products & services, customer segments they are aimed at, reviews, relative strengths & weaknesses vs competitors, price trends.Cost Structure Deep Dive: Identify and analyze cost categories, their contributions to overall costs, cost drivers and trends, commodity exposures, suppliers.Acquisitions & Divestments Deep Dive: Profile the history of M&A for the company, surface financial statistics and valuation metrics on acqisitions where available and decompose organic vs acquired revenue growth.Company History Report: Create a timeline of the major developments and milestones in the company’s development incl acquisitions and share price inflections with rationale in order to understand the historical context of the stock.Management Deep Dive: Extract profiles of key management and Board personnel, tenure, turnover, shareholdings, management news, KPIs and incentive alignment and governance interpretations.Earnings Transcript Analysis: Extract and summarize key points from transcripts relating to growth, industry trends, margins, capital structure, management and analyst Q&A. Examine how language, themes and sentiment are changing over time.Social Sentiment Tracking: quantify and track trends in social/trader stock sentiment from investor accounts.Bull & Bear case narratives: Examine reports written on a stock and synthesize the points into the bull case and bear case using the C.I.V.C framework. Generate a probabilistic based AI assessment of the most likely investment case based on alignment with current company and industry trends.News Impact: Distills a material news impact assessment. Identify and summarize reputable news on any stock over a user specified period, assess materiality for the stock and link to key value drivers.Red Flags Assessment: identify and investigate risk issues raised on stock write-ups, news reports, socials.5. Financial Modeling and Valuations
Consensus Forecast Achievability Review: check the achievability of consensus forecasts at any time. This is an interactive Q&A style, AI led workflow allowing the user and AI model to collaborate at each step for more rigorous analysis.Interactive Discounted Cashflow Valuation: Value any stock using DCF techniques within an interactive Q&A framework with your AI model.Coming Soon:
Comparable Company Valuation Analysis; Earnings Scenario & Sensitivity Modeling; Sustainable Growth & Re-investment math: clean-surplus/residual-income and steady-state DCF consistency checks; Valuation multiple history: company historical ranges and conditions associated with extremes; Economic moat diagnostics: sustained ROIC > WACC links to entry barriers and learning effects, not just a single good year.
6. Macroeconomic Analysis
Macroeconomic linked Equity Market Outlook: Using a dual model approach with chain of verification follow up prompts, synthesize an indicative equity market outlook from a comprehensive macroeconomic data round up and market price and volatility data.Monetary Policy Tracking and Central Bank Sentiment Analysis: Track and score central bank sentiment from sequential monetary policy statements. Assess movements from hawkish to dovish language sentiment via NLP techniques as indicators of future rate movements.Coming Soon:
Quick Macroeconomic Update Report; Yield Curve Analysis
7. Financial Statement Analysis
Forensic Accounting Analysis: Generate a comprehensive forensic review of a company’s financial statements focusing on topics such as accounting policy changes, revenue recognition, earnings to cash reconciliation, accruals analysis, related party dealings, off balance sheet arrangements etc.Coming Soon:
Income Statement Analysis
Revenue growth decomposition: organic vs acquired; volume vs price. Other drivers; Margin Analysis: quantify margin trends, drivers of change and operating leverage, extract long term targets; Cost Structure Deep Dive: cost categories and percentages, drivers and trends in expense lines, commodity exposures, suppliers; Earnings & Profits Trends: Gross profit & margin, EBIT, EBITDA & Net Income/EPS Trend Analysis; Segment analysis: isolate segments and examine their relative growth, margins (for mix extrapolation) and capital intensity; Profitability and Returns Analysis: Trends in ROIC, ROA, DuPont, RoE and their implications
Balance Sheet Analysis
Debt Analysis: Analysis of debt and equity, leverage trends, debt servicing, covenants and headroom, debt maturity ladder, off balance sheet arrangements; Accruals Analysis and Quality of Earnings; Working Capital Trends; Asset turnover and capital intensity: basic production theory: given margins, higher turnover raises ROIC.; Intangibles analysis (R&D, software, brand), capitalization vs expensing; Equity Analysis: Share count, dilution, Stock Based Compensation, buybacks, and reserves
Cashflow Statement Analysis
Cashflow Statement Triage and Cash Earnings: decompose where cash is coming from (operations, investing, financing). Compare accounting to cash earnings; Capex vs depreciation: maintenance vs growth capex, replacement theory and steady-state modeling for sustainable FCF.
Forensic Checks
Revenue Recognition Tests; Non-GAAP reconciliation review: isolate management adjustments for review; Beneish-style manipulation screens: probabilistic detection of aggressive accounting when incentives and pressures are high; Altman Z / Ohlson O-score checks: statistical distress prediction to complement ratio reading; Governance and Controls Review: Audit opinions, internal control findings, related-party reviews, compensation plans; Contingencies and Commitments Analysis: identify hollow logging or tail risks that standard ratios miss
Coming Soon: Industry Specific Analysis
Banks: net interest margin trends, capital adequacy, provisioning and valuation; Insurers: combined ratio, reserve adequacy, investment yield trends & valuation; SaaS: net retention, LTV/CAC ratio trends, gross margin, remaining performance obligations; Retail: same-store sales, inventory turns, shrink, footprint expansion, gross margin trends; REITs: Price / NAV trends, net asset growth, distribution yield vs cash coverage, debt analysis and covenants
Coming Soon: Risk Analysis
Comprehensive Risk Report: Identifying sources of risk including Market (Systematic) Risk, Operational Risk (Production, counterparties), Credit Risk, Regulatory Risk, Currency Risk
Coming Soon: Portfolio Analysis
Comprehensive Portfolio Analysis Report: including portfolio scenario analysis, value at risk and factor risk analysis