📈 Investing & Stock Analysis — AI Prompts

Identify sector for [COMPANY_NAME] with description [DESCRIPTION], activities [ACTIVITIES], revenue [REVENUE_SOURCES]. Output JSON: primarySector, subSector, sectorCode, alternativeSectors (relevance %), keyIndustryIndicators, peerCompanies, reasoning.

Fundamental analysis of [TICKER] ([COMPANY_NAME]). Output JSON: overview, financial health (ratios), growth (1Y/3Y/5Y), valuation vs industry (P/E, P/S, P/B, EV/EBITDA), profitability (ROE, ROA), dividend, analyst consensus, risks, overall score 1-100.

Analyze portfolio [PORTFOLIO_HOLDINGS] valued $[VALUE] with horizon [HORIZON] years and risk tolerance [RISK_LEVEL]. Output JSON: allocation by sector/market cap/geography, concentration risk (HHI), correlation, suggested allocation, rebalancing recommendations.

Analyze earnings call for [COMPANY] ([TICKER]) Q[QUARTER]. Executive summary, key financial results vs consensus, forward guidance analysis, strategic initiatives, management sentiment (with quotes), risks, Q&A highlights, price prediction.

Screen for dividend stocks: min yield [MIN_YIELD]%, max payout [MAX_RATIO]%, growth streak [YEARS] years, min cap $[MIN_CAP] in sectors [SECTORS] excluding [EXCLUDE_SECTORS]. Output 20 stocks with dividendSafetyScore.

Technical analysis for [TICKER] ([COMPANY]) on [TIMEFRAME] timeframe at price $[PRICE] with support [SUPPORT] resistance [RESISTANCE]. Trends (SMA 20/50/200), RSI, MACD, volume, chart patterns, candlestick patterns, price targets, overall bias.

Screen [COMPANY/TICKER] for ESG in [INDUSTRY] vs peers [TOP_PEER] and [BOTTOM_PEER]. Output JSON: overall score 1-100 and AAA-CCC rating, environmental/social/governance sub-scores, controversies, UN SDG alignment, momentum.

Analyze IPO for [COMPANY] ([TICKER]) filed [DATE] offering [SHARES] shares at $[PRICE_RANGE] with underwriters [UNDERWRITERS] on [EXCHANGE]. Business overview, TAM/SAM/SOM, financials (3yr), risks, competition, valuation, grading (1-100).

Macro: GDP [GDP]%, CPI [CPI]%, unemp [UNEMP]%, rate [RATE]%, confidence [CONFIDENCE], manufacturing PMI [PMI], services PMI [SERVICES_PMI]. Cycle phase, monetary/fiscal policy, sector/asset implications, portfolio strategy, 3 scenarios.

Generate options strategies for [TICKER] ([COMPANY]) at $[PRICE] with [OUTLOOK] outlook, [RISK_LEVEL] risk, [DAYS] day horizon, $[CAPITAL] capital. 3 strategies: strikes, expirations, Greeks, max P/L, breakeven, probability, scenario analysis.

Analyze [CRYPTO] (token [TICKER]) for investment. Market cap $[MCAP], 24h volume $[VOL], circulating supply [SUPPLY]. On-chain metrics, tokenomics, team/backers, competitive landscape, risk assessment, price targets. Output JSON with score 1-100.

Screen REITs matching: dividend yield [YIELD]%, sector [SECTOR], market cap $[MCAP], P/FFO [PFFO], debt/EBITDA [DEBT]. Top 10 with: price, yield, FFO growth, occupancy %, debt metrics, dividend safety. Output JSON.

Build bond portfolio for $[AMOUNT] with [RISK] risk tolerance, [HORIZON] year horizon. Allocation across: government, corporate, municipal, high-yield, TIPS. For each: duration, yield, credit rating, issuer diversity. Output JSON with income projection.