I am researching [TICKER OR ASSET] for a [TIME HORIZON] decision. My tentative view is [THESIS OR TRADE IDEA]. Use only the information I provide in [SOURCE NOTES AND NUMBERS]; do not claim to have live prices, filings, news, or insider knowledge. Produce a decision-support research brief, not personalized investment advice. Include: 1. A 75-word neutral summary of the business or asset and my thesis. 2. A bull case, base case, and bear case. For each, identify the operational drivers, the assumptions, the estimated price or valuation outcome if calculable, and what would invalidate it.
3. A table of the key numbers from my notes: revenue or earnings trend, valuation multiples, balance-sheet items, cash flow, catalysts, and risks. Mark every missing metric as “not provided.”
4. Risk and position-sizing math using [PORTFOLIO AND RISK LIMITS]. Show formulas, arithmetic, entry, stop, maximum dollar loss, and shares only if all needed inputs are supplied. Do not choose a position size for me.
5. A verification checklist of primary sources to consult, such as the latest 10-Q/10-K, earnings call, proxy, investor presentation, and price data timestamp.
6. A short conclusion separating facts, assumptions, and open questions.
Self-check before answering: flag every conclusion that depends on an unsupported assumption, and check that percentages, multiples, and dollar figures reconcile to the supplied numbers. Ask up to three clarifying questions only if a required input is missing.Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [TICKER OR ASSET] | Enter the company ticker, ETF, or other publicly traded asset you are researching. | ABCD (fictional large-cap drugmaker) |
| [TIME HORIZON] | Enter the intended holding or analysis period, such as three months or five years. | 12 months |
| [THESIS OR TRADE IDEA] | State your current investment or trading thesis and the decision you are considering. | Considering a long position because obesity-drug demand may remain strong, but pricing pressure could reduce margins. |
| [SOURCE NOTES AND NUMBERS] | Paste dated figures and notes from filings, earnings materials, trusted research, or your own analysis. | FY2025 revenue: DKK 290bn; operating margin: 36%; net cash: DKK 48bn; shares: 3.2bn; latest close noted on 2026-09-22: $71; next earnings: 2026-11-04. |
| [PORTFOLIO AND RISK LIMITS] | Enter your portfolio value, maximum loss per idea, proposed entry and stop if known. | Portfolio $85,000; maximum loss per idea $850; possible entry $71; stop $64. |
How to use
- Paste figures with their dates, especially results, debt, shares outstanding, and the current price source.
- Check the scenario table against filings and recalculate any sizing numbers before relying on them.
- Send: “Rebuild the base case using only these updated quarterly results: [NEW RESULTS].”
Variations
Earnings preview
Use before an earnings release.
I own or am considering [TICKER] ahead of earnings on [DATE]. Using only [PRE-EARNINGS NOTES], create a one-page earnings preview: consensus expectations, three metrics that matter most, bull/base/bear reactions, prior guidance, and questions for the call. Separate sourced facts from my assumptions. Do not predict certainty or invent consensus data. Flag facts that need a current source and ask up to three questions only if required information is missing.
Portfolio exposure
Use to assess concentration and correlated risk.
Analyze this portfolio exposure: [HOLDINGS AND WEIGHTS]. My concern is [RISK SCENARIO]. Create a table showing concentration by company, sector, factor, and stated catalyst where the inputs permit. Identify correlations that are plausible but unverified, then propose questions or data checks rather than trade instructions. Calculate only from supplied weights. End with the three holdings most affected by the scenario. Ask up to three questions only if necessary.
Investment memo
Use to prepare a committee-ready written case.
Turn [RESEARCH NOTES] into a [LONG OR SHORT] investment memo on [TICKER]. Write sections for thesis, variant perception, evidence, valuation, catalysts, risks, disconfirming evidence, and monitoring triggers. Cite each claim back to a note or label it as an assumption. Include a compact valuation table with formulas where data permits. Do not invent financials, targets, or citations. Ask up to three questions only when a required input is absent.
Tips
- Use dated primary-source figures; an undated price or earnings number can make otherwise correct analysis misleading.
- For a trade, define the invalidation condition before asking for upside scenarios, not after the position is emotionally committed.
- Keep a distinction between a valuation case and a price forecast: multiple changes, dilution, and timing can separate them.
- AI can organize research, but it cannot verify real-time market data unless you provide a trustworthy source and timestamp.
FAQ
Can AI tell me which stock to buy?
It can help structure research and calculations, but it cannot replace your judgment, current data checks, or a licensed financial professional where appropriate.
What numbers should I provide?
Start with the latest reported revenue, earnings or cash flow, debt and cash, share count, valuation inputs, price date, and upcoming catalysts.
Can I use this for options?
Yes, but add expiry, strike, premium, contract multiplier, break-even, and maximum loss. Options introduce time decay and volatility risks that need separate analysis.