AIPM
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Work prompt series

Stock and portfolio research prompts

Research prompts that pull filings and news first: compare stocks, read earnings, stress-test a portfolio, and check valuation math. Research only, not investment advice.

18 prompts in this series. Each prompt page shows the full prompt, the variables to fill in, the models it was tested with, and example output.

All prompts in this series

18 stock and portfolio research prompts

Build a Portfolio That Has a Job for Every Dollar

This form gives each part of a portfolio a role, from core holdings to satellites, and adds rules for Why it matters: a written plan is easier to follow than guesses made during a scary market day. Research only — not a buy

Design an Income Stream, Then Check Its Safety

This form builds a dividend watchlist, scores dividend safety, and estimates income and compounding. Why it matters: a high yield is not the same thing as a safe, lasting payment. Research only — not a buy tip.

Find the Moat in a Crowded Industry

This form compares rivals, moats, market share, threats, and catalysts to find what makes one company stand out. Why it matters: a good product alone does not prove a durable edge. Research only — not a buy tip.

Hunt for Repeatable Patterns, Not Market Myths

This form checks seasonal, event, ownership, options, and earnings patterns in a stock’s history. Why it matters: it asks whether an apparent edge survives careful data checks. Research only — not a buy tip.

Make the Valuation Math Show Its Work

This form estimates what a company may be worth by forecasting cash it could produce. Why it matters: seeing the assumptions and sensitivity table makes fragile valuations easier to spot. Research only — not a buy tip.

Read the Earnings Tea Leaves Before the Call

This form compares estimates, recent results, guidance, options signals, and possible good or bad outcomes around earnings. Why it matters: it helps you see what the market is actually watching. Research only — not a buy tip.

Stress-Test Your Portfolio Before the Storm

This form checks how your holdings might behave together in bad conditions. Why it matters: it reveals concentration, liquidity, and shock risks that a simple return number can hide. Research only — not a buy tip.

Turn Price Charts Into a Clear Trade Map

This form reads trends, levels, indicators, patterns, and risk-to-reward in plain language. Why it matters: it turns a busy chart into a repeatable checklist instead of a hunch. Research only — not a buy tip.

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