Fast Stock Analysis Report Prompt
Use this for a fast overview of a potential investment.
Description/Use Case(s):
I like to use this prompt for a quick overview of a stock and its fundamentals. We can begin to understand the business using this prompt. A fast summary to see if we want to do further research. Refrain from using deep research with this one if you want it to be fast. Just use an advanced reasoning model.
Prompt:
Provide the name and ticker symbol of the stock you would like to research:
Stock Name: [ Enter full company name here ]
Ticker Symbol: [ Enter stock ticker symbol here ]
Report Instructions for AI:
Generate a concise financial analysis report on the company specified above. Structure the report with the following distinct sections:
Company Overview: Brief description, history, mission, and scale.
Business Model: How the company makes money. Key revenue streams.
Products/Projects/Services: Core offerings and any major ongoing developments.
Growth Opportunities: Identify potential growth avenues, such as new products, market expansion, or acquisitions.
Industry Analysis: Overview of the industry, market size, trends, and growth potential.
Competitors: Identify key competitors and their market position relative to the target company.
Partnerships: Significant collaborations or strategic alliances.
Potential Moats: Analyze competitive advantages (e.g., brand, network effects, patents, cost advantages). If none are apparent, state so.
Management Team: Brief overview of key leadership and their relevant experience.
Financial Analysis: Summarize key financial metrics, recent performance trends (revenue, profit, margins), and balance sheet health (debt, cash). Focus on the last fiscal quarter.
Risks: Identify key risks facing the company (market, operational, financial, regulatory).
Upcoming News/Catalysts: Potential upcoming events, earnings releases, product launches, or market factors that could impact the stock.
Formatting:
Use clear headings for each section.
Utilize bullet points within sections for readability and conciseness.