Investment Research
Make smarter investment decisions with AI prompts for stock due diligence, ETF comparison, portfolio diversification review, dividend stock screening, sector rotation analysis, and asset allocation optimization.
Stock Due Diligence Framework
Individual investors, portfolio managers, and analysts use this prompt to run rigorous, structured due diligence on a stock before initiating or adding to a position.
ETF Comparison Analyzer
Individual investors and financial advisors use this prompt when selecting between two or more ETFs that appear to cover the same market segment.
Portfolio Diversification Reviewer
Investors who have built their portfolio organically over time — adding positions without a master plan — use this prompt to take stock of what they actually own.
Dividend Stock Screener
Income-focused investors, retirees, and advisors building dividend portfolios use this prompt to cut through the noise of raw yield comparisons and identify stocks whose dividends are genuinely safe and growing.
Sector Rotation Analyzer
Portfolio managers, active investors, and advisors use this prompt to align sector weightings with the prevailing macroeconomic cycle — moving tactically between defensive and cyclical sectors as conditions evolve.
Investment Thesis Builder
Portfolio managers, hedge fund analysts, and serious individual investors use this prompt to transform a raw investment idea into a structured, defensible thesis that can survive peer scrutiny.
Risk Tolerance Assessment
New investors, people returning to investing after a long break, and anyone who has never formally assessed their risk profile use this prompt to build a genuine understanding of their financial behavior and capacity for loss.
Asset Allocation Optimizer
Investors building or restructuring a portfolio use this prompt to move from a generic allocation heuristic — such as the classic 60/40 — to a personalized strategy grounded in their specific age, risk profile, goal, and tax situation.