Equity Research
Comprehensive Fundamental Equity Research
A full first-pass research report: business, financials, competition, valuation context, and risks.
EP-001Advanced~30 min5 sections
WORKS IN CHATGPT, CLAUDE & COPILOT
Think better. Research deeper. Invest smarter.
Discover professional-grade AI prompts for equity research, valuation, portfolio construction, and financial market analysis. Structured frameworks for investors who value evidence over noise.
Collections
Curated research workflows
The Equity Research Toolkit
From first look to full initiation memo.
Valuation & Intrinsic Value
DCF, reverse DCF, multiples, and margin of safety.
Quality Businesses at Attractive Prices
Moats, ROIC, and valuation discipline.
Portfolio Construction & Risk
Concentration, factors, sizing, and stress tests.
Institutional Investor Research
Filings, insiders, and ownership — read correctly.
Macro & Market Regimes
Rates, liquidity, cycles, and leadership.
Trend Following & Technical Analysis
Rules-based setups with defined risk.
AI Infrastructure & Technology Investing
Value chains, disruption risk, and moats.
Growth & Future Outlook
Where the next years of growth come from — and whether they are worth paying for.
Bonds & Credit
Yield, duration, credit quality and the risks behind fixed-income returns.
Financial Planning & Long-Term Saving
Goals, cash reserves, account choices and retirement scenarios.
Featured
Editor's selection
Business Quality & Moats
Quality Verdict: Is This a High-Quality Business?
One structured verdict on overall business quality — revenue, profitability, returns on capital, cash flow, balance sheet, moat and management — scored and evidenced.
EP-003Intermediate~25 min7 sections
Business Quality & Moats
Competitive Advantage and Economic Moat Assessment
Test whether a company has a durable advantage, which source it comes from, and whether it is widening or eroding.
EP-004Advanced~20 min5 sections
Growth Investing
Future Growth Outlook and Revenue Trajectory
Build the case for where the next three to five years of growth come from — driver by driver — and what has to be true.
EP-008Intermediate~20 min6 sections
Portfolio Construction
Portfolio Review from a Screenshot
Attach a screenshot of your portfolio and get a structured review of concentration, quality, risk and gaps.
EP-009Beginner~10 min7 sections
Equity Research
How the Stock Market Works: Essential Questions Answered
A structured guide that answers the most important questions about how the stock market works — from what a share is to why prices move.
EP-010Beginner~10 min6 sections
How it works
- 01
Discover
Find the right analytical framework for your question.
- 02
Customize
Fill in your company, market, or strategy variables.
- 03
Run & evaluate
Copy or open it in ChatGPT, Claude, or Copilot — then scrutinise the evidence.
Better questions lead to better research.
Every prompt is a structured analytical framework — not a stock tip and not a promise of returns. Each one requires transparent assumptions, dated primary sources, and explicit uncertainty.
The model does the legwork. The judgment stays yours.
Read our methodology