القائمة
Investment thesis builder for a stock. Use when the user asks to build a thesis, write up an investment case, outline bull/bear cases, or identify catalysts for a stock.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
| name | stock-thesis |
| description | Investment thesis builder for a stock. Use when the user asks to build a thesis, write up an investment case, outline bull/bear cases, or identify catalysts for a stock. |
Build a complete investment thesis in the format a hedge fund PM would want to read:
SETUP (2 sentences): Why is this opportunity available? What does the market misunderstand?
BULL CASE (3 bullets): The specific things that must go right. Price target and timeline.
BASE CASE (3 bullets): Steady-state assumptions. Price target. Expected return vs S&P.
BEAR CASE (3 bullets): What kills the thesis. Maximum expected drawdown. Is it recoverable?
KEY CATALYSTS (ordered by probability × impact):
POSITION SIZING SIGNAL: High / Medium / Low conviction. Why.
EXIT CRITERIA: What would make you sell regardless of price?
Master stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.
Side-by-side ETF comparison. Use when the user wants to compare two or more ETFs, decide between ETFs covering the same space, or understand the difference between similar funds.
Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.
ETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.
Find and compare the best ETFs to express a sector or thematic view. Use when the user wants to invest in a sector, theme, or industry and needs to know which ETF is the right vehicle.
Balance sheet stress test for a stock. Use when the user asks about debt, leverage, liquidity, financial health, or whether a company can survive a downturn.
