Stock Research Prompt Library

"Analyze [TICKER]'s most recent 10-K. Focus on: revenue breakdown by segment, operating margin trends, risk factors, and management's outlook. Use the SEC filing data to support each point."

"Extract all risk factors from [TICKER]'s 10-K. Categorize them as: operational, financial, competitive, regulatory, and geopolitical. Which ones have changed significantly from the prior year?"

"Compare the 'Management's Discussion and Analysis' section of [TICKER]'s latest 10-Q with the same quarter last year. What changed in their narrative? Is management more or less confident?"

"Search [TICKER]'s 10-K for any mention of AI, machine learning, or automation. How is the company using or exposed to AI trends? Is AI mentioned as an opportunity or a risk?"

"From [TICKER]'s financial statements, extract: revenue growth rate, gross margin trend, operating margin, free cash flow conversion, and debt/equity ratio for the last 3 fiscal years. Show the trends."

"Analyze [TICKER]'s most recent earnings call transcript. What were the three most important topics discussed? How did management's tone compare to the previous call?"

"Extract all forward-looking statements from [TICKER]'s earnings call. What guidance did management provide? How does it compare to analyst consensus estimates?"

"Analyze the Q&A session from [TICKER]'s earnings call. Which questions did management avoid or deflect? What topics did analysts focus on most?"

"Compare [TICKER]'s earnings call language across the last 4 quarters. Are there recurring phrases, changing priorities, or shifts in how management discusses competition?"

"After [TICKER]'s earnings report, evaluate: did revenue beat or miss? What drove the surprise? How did margins change? What is the implied guidance for next quarter?"

"Who are [TICKER]'s top 3 competitors? Compare their revenue growth, gross margins, P/E ratios, and market caps. Use the screener to find comparable companies by sector and market cap."

"Analyze the competitive moat of [TICKER]. What barriers to entry protect their business? Is the moat widening or narrowing? Use their 10-K's business description and risk factors as evidence."

"Compare the R&D spending of [TICKER] against its top 3 competitors. What percentage of revenue is each investing in R&D? What does this suggest about their innovation trajectory?"

"Find all public companies in the [SECTOR/INDUSTRY] sector with market caps between $[MIN]B and $[MAX]B. Screen for: revenue growth > 15%, gross margin > 50%, and P/E < 30."

"Which companies have the highest revenue growth in [SECTOR] over the last 12 months? Screen by sector, sort by revenue growth, and show me the top 10 with their margins and P/E ratios."

"Calculate and analyze [TICKER]'s current valuation using: P/E (trailing and forward), P/S, P/B, EV/EBITDA, and PEG ratio. How do these compare to the sector median and the company's 5-year average?"

"Analyze [TICKER]'s free cash flow generation over the last 5 years. What is the FCF conversion rate? How is the company using its cash (buybacks, dividends, acquisitions, R&D)?"

"Build a simple DCF for [TICKER]. Use their latest free cash flow as a base, assume [X]% growth for 5 years and [Y]% terminal growth. Use a [Z]% discount rate. What is the implied fair value?"

"Analyze [TICKER]'s balance sheet health: current ratio, debt-to-equity, interest coverage, and net debt position. How has the capital structure changed over the last 3 years?"

"Identify the key value drivers for [TICKER]'s business. What 3-5 metrics should investors track most closely? Use their 10-K MD&A and financial statements to justify each driver."

"Review my portfolio: [LIST TICKERS]. Analyze each position's: sector allocation, individual stock risk, correlation, and recent performance. Are there any concentration risks?"

"For each stock in my portfolio [LIST TICKERS], check if there have been any material events (SEC filings, earnings, analyst upgrades/downgrades, insider transactions) in the last 30 days."

"Which stocks in my portfolio [LIST TICKERS] have upcoming earnings dates? For each, summarize: last quarter's results, analyst expectations, and key items to watch."

"Analyze the sector diversification of my portfolio [LIST TICKERS]. What sectors am I overweight or underweight? What are the top correlated positions?"

"For my portfolio [LIST TICKERS], run a basic risk assessment: which positions have the highest beta? Which have the most debt? Which have the most concentrated revenue exposure?"

"Build an investment thesis for [TICKER]. Structure it as: bull case (3 reasons), bear case (3 risks), catalysts (upcoming events), competitive advantage, and key metrics to track."

"What would need to happen for [TICKER] to double in 3 years? What would need to happen for it to halve? Analyze both scenarios using their financials and competitive position."

"If I'm considering starting a position in [TICKER] at $[PRICE], what is my risk/reward? Analyze: percentage gain to fair value, downside support levels, dividend yield, and time horizon needed."

"What are the top 3 reasons to be bullish on [TICKER] and the top 3 reasons to be bearish? For each, provide specific data points from their financials or competitive position."

"Analyze [TICKER]'s capital allocation strategy. Are management's capital allocation decisions creating or destroying value? Look at: ROIC, buyback effectiveness, M&A track record."