AI Investment Analysis
Ready-to-Use Prompts

Analyze [TICKER]:
1. Core business and revenue streams
2. Revenue/profit growth (3yr)
3. Valuation: PER, PBR, ROE vs sector
4. Competitive advantages
5. Top 3 risk factors (12mo)
6. Opinion (Buy/Hold/Sell) + rationale

Analyze [TICKER] latest earnings:
1. Beat/miss vs consensus
2. Key drivers of results
3. Management guidance update
4. Stock reaction
5. Top positive and negative signal

[ETF1] vs [ETF2]:
1. Index and top holdings
2. 1yr/3yr/5yr returns
3. Expense ratio & AUM
4. Dividend yield & frequency
5. Better fit for current environment

Portfolio review:
- [Stock 1]: $[amt] ([%])
- [Stock 2]: $[amt] ([%])
Goal: [goal] | Monthly: $[amt]

1. Sector/region concentration
2. Risk level
3. Rebalancing needs
4. Monthly allocation