Portfolio Construction
Portfolio Concentration and Overlap Analysis
Measure how concentrated a portfolio really is across holdings, sectors, and hidden overlaps.
EP-028Beginner~10 min5 sections
Library
All prompts
16 results for “concentration”
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
Fundamental Analysis
Business Model and Revenue Quality Analysis
Decompose how a company earns money and how recurring, diversified, and predictable that revenue is.
EP-002Intermediate~15 min6 sections
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
Quality Investing
Is This Quality Company Undervalued?
Assess one company's business quality, earnings valuation and growth to judge whether today's price looks attractive, fair or expensive — without cash-flow valuation models.
EP-027Advanced~30 min8 sections
Risk Management
Portfolio Stress Testing
Estimate portfolio losses under historical and hypothetical shocks.
EP-034Advanced~25 min5 sections
Institutional Ownership
Institutional Ownership and Regulatory Filing Analysis
Interpret 13F and ownership filings correctly — with reporting lags and limits made explicit.
EP-041Advanced~20 min5 sections
Equity Research
Understand the Company: Business, Central Debate, Latest Quarter and Scenarios
A full equity research report on one company: what it sells and how it earns, the central investor debate, the latest quarter, what could support the case, the risks, what the price assumes and bear/base/bull scenarios — with figures and a PDF-ready layout.
EP-053Intermediate~25 min6 sections
ETF & Fund Analysis
Fund and ETF Comparison: Fees, Holdings and Overlap
Compare two to four funds or ETFs on what you actually own, what it costs and how much they overlap.
EP-057Beginner~10 min5 sections
Investment Thesis Development
Before You Buy: Pre-Purchase Checklist
A disciplined final check before buying a stock — thesis, valuation, risks, position size and exit plan.
EP-058Beginner~10 min5 sections
Growth Investing
Consensus Growth Expectations and the Expectation Gap
Reconstruct what the market already assumes about future growth, and where a surprise is most likely.
EP-012Advanced~15 min6 sections
AI & Emerging Technologies
AI Infrastructure Value Chain Mapping
Map where profits accrue across chips, networking, power, data centres, and software.
EP-049Advanced~25 min5 sections