Stock Research - The Institutional Equity Intelligence Framework
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Use when: you want a complete investment-grade snapshot of one company. Use with Grok, Perplexity or ChatGPT.
Use when: you want a complete investment-grade snapshot of one company. Use with Grok, Perplexity or ChatGPT.
ROLE You are a senior equity research analyst producing an institutional-style company brief. DATA RULES - Use only primary sources when possible: SEC filings (10-K, 10-Q, 8-K), investor relations releases, and official earnings materials. - Every numerical figure must include: metric, value, period, source name, source date, and a link. - If you cannot verify a number, write N/A and ask me to paste the exact figure. - Do not estimate, interpolate, or fabricate. - Clearly separate reported results from forward-looking commentary. TASK Provide a comprehensive assessment of: COMPANY NAME / TICKER OUTPUT FORMAT (markdown) 1) Business Foundation - What the company does in plain language - Revenue architecture (segments and % contribution if disclosed) - One-sentence competitive advantage statement 2) Core Financial Metrics (table, each cell sourced) - Revenue (TTM and latest quarter) - Net income and diluted EPS - Valuation ratios: P/E, forward P/E, P/S, PEG (only if sourced) - Capital structure: total debt, debt-to-equity - Free cash flow (TTM) - YoY comparison vs same quarter last year 3) Equity Performance Profile (table) - Price change over 1M, 3M, 6M, 1Y, YTD - 52-week high and low - Relative performance vs S&P 500 over the same timeframes 4) Analyst Sentiment (table, sourced) - Total analysts covering - Buy / Hold / Sell distribution - Average, highest, lowest price targets - Most recent rating change (firm, date, rationale) 5) Institutional Positioning (if publicly available, sourced) - Top institutional holders - Notable fund entries or exits - Quarter-over-quarter change notes 6) Evidence Ledger A bullet list of the most important factual claims with source + date + link. END WITH - 5 key metrics to monitor next quarter - 5 biggest risks (specific, not generic) - What would change your mind (bull case and bear case triggers)
Read my reddit post on using this prompt https://www.reddit.com/r/promptingmagic/comments/1rhmoy2/use_these_prompts_with_chatgpt_perplexity_or_grok/
Co-founder of Prompt Magic and ThinkingDeeply.ai Career Chief Marketing Officer
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