Equity Research
Comprehensive Fundamental Equity Research
A full first-pass research report: business, financials, competition, valuation context, and risks.
EP-001Advanced~30 min5 sections
Library
All prompts
22 results for “fund”
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
Fixed Income & Credit
Bond and Fixed-Income Fund Analysis
Understand bond yields, duration, credit risk and why a bond fund is not the same as holding a bond to maturity.
EP-060Intermediate~20 min5 sections
Portfolio Construction
Core–Satellite Portfolio Construction
Design a low-cost diversified core with a disciplined satellite allocation for active ideas.
EP-032Beginner~15 min5 sections
Personal Finance & Planning
Financial Goals, Cash Reserves and Debt Review
Separate near-term cash needs from long-term investing and compare saving, debt repayment and investment trade-offs.
EP-062Beginner~15 min5 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
ETF & Fund Analysis
ETF Holdings, Exposure, and Overlap
Look through ETFs to understand true exposures, costs, and overlap between funds.
EP-043Beginner~10 min5 sections
ETF & Fund Analysis
Gold and Commodity Investment Vehicle Review
Compare physical exposure, commodity funds and producers while separating spot-price risk from product structure and business risk.
EP-069Intermediate~20 min5 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
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
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