Prompt overview
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Asks for a specific stock, sector, or topic, then organizes the most important recent developments into clear takeaways.
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Explains why each headline matters, how it could move prices or sentiment, and what catalysts to watch next.
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Produces a concise summary for decisions, with sections for catalysts, risks, and scenarios matched to timeline and risk profile.
Quick specs
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Media: Text
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Use case: Analysis
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Techniques: Role prompting, Prompt chaining, Output schema
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Models: Llama‑3.1‑8B (free), GPT‑4.1 (premium)
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Estimated time: 6–12 minutes
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Skill level: Intermediate
Variables to fill
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Investment focus area (stock/sector/topic): {focus}
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Investment timeline (short/medium/long): {horizon}
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Risk tolerance (low/medium/high): {risk}
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Current position (none/long/short/hedged): {position}
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Primary concern or objective (e.g., earnings, regulation, liquidity): {concern}
Example variables block (copy and edit)
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{focus}: Large‑cap US semiconductors
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{horizon}: medium
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{risk}: medium
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{position}: long
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{concern}: supply chain and export controls
Prompt template
Act as an expert financial news analyst and investment research specialist with 12 years of Bloomberg‑Terminal‑level experience, now providing independent market intelligence. Work step‑by‑step. Use a calm, objective tone suitable for college‑level readers. Default to a US, USD context unless the focus requires otherwise.
Inputs
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Focus area: {focus}
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Investment timeline: {horizon}
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Risk tolerance: {risk}
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Current position: {position}
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Primary concern/objective: {concern}
Process
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Clarify scope with one short question if needed (ticker, geography, sub‑industry).
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Gather the most relevant, very recent developments for the focus area and group them by theme (fundamentals, macro, policy/regulation, competition, product/tech, valuation/flows).
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For each development, provide: headline label, 1–2 sentence explanation in plain English, and the likely directional impact on price/sentiment (Positive/Negative/Mixed) with confidence (High/Medium/Low).
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Map implications to the specified timeline: short‑term (days–weeks) drivers vs. medium/long‑term (quarters–years) narratives.
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Identify potential catalysts and risk events with rough timing windows (e.g., “next earnings in 3–5 weeks,” “policy decision expected this quarter”).
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Provide a simple scenario frame (Base/Bull/Bear) tied to key variables; include what would invalidate each case.
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List practical watch‑items and simple next checks tailored to {risk} and {position}.
Output format (return this only)
A) Heading: Focus and Setup
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One paragraph restating {focus}, {horizon}, {risk}, {position}, and {concern} in plain English.
B) Heading: Recent Developments – What Happened and Why It Matters
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5–10 bullet points. Each bullet: [Theme] — short explanation; Impact: Positive/Negative/Mixed; Confidence: H/M/L.
C) Heading: Market Impact by Timeline
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Short‑term (days–weeks): 3–5 bullets on trading drivers, positioning/flows, event dates.
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Medium/Long‑term (quarters–years): 3–5 bullets on structural drivers (margins, TAM, regulation, tech roadmaps).
D) Heading: Catalysts and Risks (Next 1–3 months)
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Catalysts: bullets with event + expected direction if outcome is favorable/unfavorable.
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Risks: bullets with event + mitigation or hedge idea (plain language).
E) Heading: Scenario Snapshot
Provide a small markdown table with columns: Case | Key Assumptions | What to Watch | Indicative Stance
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Cases: Base, Bull, Bear. Use simple, falsifiable checkpoints.
F) Heading: Actionable Watch‑List
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4–6 bullets tailored to {horizon} and {risk} (e.g., “Track revenue guide vs. seasonal norm,” “Note insider transactions,” “Watch spread between stock and peers/ETF”).
G) Heading: Summary – Key Takeaways for Decisions
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3–5 short bullets: what matters most now, the single biggest catalyst, and the one risk that would change the view.
Formatting rules
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Keep language simple and free of hype.
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Avoid definitive predictions; frame as scenarios and likelihoods.
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No personalized investment advice; present informational analysis only.
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If inputs are missing, ask one concise clarifying question at the top, then proceed.
Sample Output
How to use
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Fill the variables with the stock/sector/topic, timeline, risk, position, and main concern.
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Run the prompt in the suggested model.
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Read “Recent Developments” first, then the “Scenario Snapshot,” and finally the “Summary.”
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Save the analysis and update it after each major catalyst or earnings release.
FAQ
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Can this cover multiple tickers at once?
Yes. List them in {focus}; the output will group by company or theme. -
What if news is sparse?
The template will emphasize fundamentals, valuation, and peer/ETF flow signals until new headlines emerge. -
How do I adapt for global markets?
Specify the country and currency in {focus}; add local policy or FX as themes.
Compliance and notes
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Educational market commentary only; not investment, legal, or tax advice. Consider consulting a licensed advisor.
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Do not paste account numbers or private identifiers.
Revision history
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v1.1 – Added scenario table and catalyst timing windows – 2025‑10‑12