AI Investment Analysis
Ready-to-Use Prompts

Templates to structure questions for ChatGPT·Claude·Perplexity. Verify numbers and claims with filings and primary data — not investment advice.

Company Analysis
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
Earnings Analysis
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
ETF Comparison
[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
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
More Calculators
📈
Compound
💰
Return
⬇️
Avg Down
🏦
Loan
Financial Knowledge
📊 ETF
📈 Simple vs Comp
💡 Concept

Verify a response before using it

Hypothetical example: revenue increased from 100 to 110, but the AI says 20% growth. Check the same reporting period, currency and consolidated basis in the filing. Recalculate (110 − 100) ÷ 100 = 10%. The reported value is a fact, next year’s growth is an assumption, and a price target is a projection.

Follow-up: “Show the report date, table and units for each number. Recalculate the growth rate, explain which conclusions change, and mark unsupported claims as unverified.” Start with company analysis for a new business, earnings review after a release, and portfolio review for allocation. Do not submit account identifiers.

SEC EDGAR · DART