prompt
FreeSenior equity research analyst prompt for AI-driven investment analysis
About prompt
This AI prompt instructs the language model to role-play as a senior equity research analyst with 15+ years of experience at a top-tier investment bank. It provides a structured framework for conducting rigorous investment research, covering business model assessment (including Porter's Five Forces), financial health and quality analysis (revenue trends, margins, ROIC, earnings quality), competitive positioning (market share, moat analysis), valuation (multiple methodologies like DCF, comparable company analysis, peer comparisons), and a full investment thesis with bull/bear cases, catalysts, risk factors, and directional recommendation. The prompt expects the user to supply a company name or ticker, sector, and specific investment question, and optionally financial data, market price, and time horizon. The output is a structured research note of 500-800 words with labeled sections.
Key Features
Pros & Cons
- Covers all major analytical dimensions used by professional equity analysts
- Encourages rigorous, objective analysis including both upside and downside scenarios
- Flexible input handles both quantitative data and qualitative assessment
- Structured output is ready for use in investment memos or reports
- Requires the user to provide financial data – no real-time or live data integration
- Output is text-only; no interactive charts or quantitative models
- The 500-800 word limit may be too constrained for complex multi-business-line companies
- Dependent on the underlying AI model's knowledge cutoff and factual accuracy for sector context