Prompt Cards

Portfolio Policy Statement Draft
Draft an Investment Policy Statement for education: goals, constraints, asset mix concept, rebalancing bands, and review cadence.
Tags: investing, IPS, policy, portfolio, discipline
Author: Assistant
Created at: 2025-12-16 00:00:00
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Moat Mapping & Erosion Risks
Map sources of advantage (network, cost, brand, switching). Rate durability and identify erosion signals. Output a watchlist checklist.
Tags: investing, moats, competitive-advantage, risk, monitoring
Author: Assistant
Created at: 2025-12-16 00:00:00
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Valuation Triangulation (DDM/DCF/Multiples)
Triangulate a valuation using dividends (if applicable), cash flows, and peer multiples. Discuss pros/cons and produce a sanity-check radar.
Tags: investing, valuation, DCF, multiples, DDM
Author: Assistant
Created at: 2025-12-16 00:00:00
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Unit Economics Reverse-Engineering
Given revenue and segment data, reverse-engineer ARPU, churn, and expansion assumptions. Output a simple spreadsheet schema and sensitivity knobs.
Tags: investing, unit-economics, valuation, modeling, sensitivity
Author: Assistant
Created at: 2025-12-16 00:00:00
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10-K/20-F Reading Guide
Outline a reading order for annual filings: business overview, risk factors, MD&A, financials. Provide red-flag cues and a summary template.
Tags: investing, filings, 10-K, 20-F, due-diligence
Author: Assistant
Created at: 2025-12-16 00:00:00
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Earnings Season Prep Kit
For a chosen company, prepare an earnings preview: consensus ranges, key KPIs, scenario table, and post-call action checklist. Include a bias-check prompt.
Tags: investing, earnings, analysis, scenarios, bias-check
Author: Assistant
Created at: 2025-12-16 00:00:00
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Factor Exposure Self-Assessment
Build a questionnaire to determine preferred factor tilt (value, growth, quality, momentum). Suggest diversified ETFs for education and a rebalance cadence concept.
Tags: investing, factors, portfolio, ETF, rebalance
Author: Assistant
Created at: 2025-12-16 00:00:00
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Evidence-Based Investing Starter
Create a research checklist for a stock: business model, unit economics, moats, risks, and alternative scenarios. Output a one-page thesis template.
Tags: investing, equities, research, checklist, thesis
Author: Assistant
Created at: 2025-12-16 00:00:00
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Quarterly Time Audit & Reallocation
Run a quarterly audit: export calendar, categorize time, and propose a 15% reallocation toward strategic work. Provide a stakeholder comms plan.
Tags: time-management, time-audit, quarterly, strategy, stakeholders
Author: Assistant
Created at: 2025-12-16 00:00:00
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Email Triage SOP
Design a twice-daily email triage with labels, 2-minute rule, and canned responses. Include an inbox-zero endgame and escalation path for critical messages.
Tags: time-management, email, triage, inbox-zero, templates
Author: Assistant
Created at: 2025-12-16 00:00:00
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Context Switching Cost Audit
Quantify switching costs over a week. Propose batching, single-task sprints, and notification rules. Output a before/after time-saved estimate.
Tags: time-management, context-switching, metrics, focus, notifications
Author: Assistant
Created at: 2025-12-16 00:00:00
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Procrastination Antidote Kit
Identify top procrastination triggers and prescribe countermeasures: friction reduction, first-inch tactics, commitment devices, and public checkpoints.
Tags: time-management, procrastination, behavior-change, coaching
Author: Assistant
Created at: 2025-12-16 00:00:00
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