Explore Prompts

Translate macro indicators (inflation, rates, PMI) into sector and company impacts. Output a watchlist with likely winners/pressured names conceptually.

Summarize an earnings call transcript into bullets: demand, margin, guidance, capital allocation. Tag surprises vs expectations and list follow-ups.

Generate adversarial questions that would falsify your stock thesis. Provide data sources to check and a pre-commit exit criterion list.

Create a position-sizing rubric using Kelly-fraction concepts with risk caps. Provide examples and a stop-loss/reevaluation protocol concept.

Draft an Investment Policy Statement for education: goals, constraints, asset mix concept, rebalancing bands, and review cadence.

Map sources of advantage (network, cost, brand, switching). Rate durability and identify erosion signals. Output a watchlist checklist.

Triangulate a valuation using dividends (if applicable), cash flows, and peer multiples. Discuss pros/cons and produce a sanity-check radar.

Given revenue and segment data, reverse-engineer ARPU, churn, and expansion assumptions. Output a simple spreadsheet schema and sensitivity knobs.

Outline a reading order for annual filings: business overview, risk factors, MD&A, financials. Provide red-flag cues and a summary template.

For a chosen company, prepare an earnings preview: consensus ranges, key KPIs, scenario table, and post-call action checklist. Include a bias-check prompt.

Build a questionnaire to determine preferred factor tilt (value, growth, quality, momentum). Suggest diversified ETFs for education and a rebalance cadence concept.

Create a research checklist for a stock: business model, unit economics, moats, risks, and alternative scenarios. Output a one-page thesis template.