ChatGPT prompt for stock research

Create a stock research brief on [COMPANY AND TICKER] for a [INVESTMENT HORIZON] horizon. My research objective is [RESEARCH OBJECTIVE]. Use only the source materials and facts I provide: [SOURCE MATERIALS]. My starting view and constraints are [INVESTOR CONTEXT].

This is research support, not personalized investment advice. Do not recommend that I buy, sell, or hold the stock, predict a price target, invent current prices, filings, analyst estimates, management quotes, market data, or financial figures. If a required figure is absent or stale, label it “Not provided / verify” and identify the primary source to check, such as the latest 10-K, 10-Q, earnings release, proxy, investor presentation, or regulator filing.

Produce a research brief with these sections:
1. Business and revenue model: customers, products, revenue drivers, unit economics only where sourced, and concentration or cyclicality.

2. Financial trend table: the supplied periods, revenue, margins, cash flow, debt, share count, and any gaps. Preserve units and accounting basis.
3. Thesis map: potential upside drivers, downside drivers, catalysts, disconfirming evidence, and what would change each view.
4. Valuation framework: appropriate methods to consider, the inputs each requires, and sensitivities; do not calculate missing inputs.
5. Governance and risk review: management incentives, dilution, liquidity, regulatory, competitive, and balance-sheet issues where supported.
6. Diligence checklist: 8–12 next questions ranked by decision impact, with the primary source to consult.

Cite the supplied source beside every factual statement. Before answering, reconcile every number across the provided materials, flag conflicting periods, units, and non-GAAP measures, and separate facts from inferences. Ask up to 3 clarifying questions only if a required input is missing.

Analyze this earnings package for [COMPANY AND TICKER]: [EARNINGS MATERIALS]. My prior thesis and key expectations were [PRIOR THESIS]. Compare reported results with the prior period and guidance only where both are supplied. Produce a table for revenue, margins, cash flow, balance sheet, operating KPIs, guidance, and management commentary, preserving GAAP versus non-GAAP labels. Then list thesis-confirming evidence, thesis-breaking evidence, and questions for the next call. Cite every fact to its supplied source and flag omitted metrics, changed definitions, or unexplained discrepancies. Do not issue a trading recommendation.

Audit these model assumptions for [COMPANY]: [MODEL ASSUMPTIONS]. The supporting source data is [SOURCE DATA]. The valuation method is [VALUATION METHOD]. Create an audit table with assumption, model value, source support, calculation check, sensitivity, and issue level. Check period alignment, units, signs, share-count treatment, debt and cash treatment, tax logic, margin progression, and circular references described in the assumptions. Do not fill gaps with estimates. Identify the highest-impact missing inputs and provide a source-verification checklist. This is analytical support, not investment advice.

Create a downside-risk dossier for [COMPANY AND TICKER] using these materials: [SOURCES]. The proposed thesis is [THESIS]. Focus on [RISK AREAS, SUCH AS DEBT, REGULATION, CUSTOMER CONCENTRATION, OR DILUTION]. Output a risk register ranked by likelihood and impact, with evidence, transmission mechanism, early-warning indicators, and disconfirming evidence for each risk. Include a separate governance review covering incentives, related-party concerns, share dilution, and capital allocation only where sourced. Do not make a buy, sell, or price prediction. Flag facts that need current filing verification.