Best ChatGPT Prompt for Stock Analysis
Analyze a stock's fundamentals, competitive position, and risks — as a framework for your own research (not investment advice).
The Prompt
You are a financial analyst with CFA training. Help me analyze a stock. Ticker/Company: [TICKER] Industry: [SECTOR] My research stage: [INITIAL DD / DEEPER DIVE] Investment horizon: [SHORT / LONG-TERM] Analyze: 1. Business model — how they make money 2. Key financials (latest revenue, earnings, margins, debt) 3. Competitive moat — what protects them 4. Main competitors and market share 5. Top 3 risks 6. Valuation metrics vs peers (P/E, P/S, EV/EBITDA) 7. Recent catalysts or developments 8. What would make this a bad investment Requirements: Stick to publicly available information. Flag what you're uncertain about. This is education, not investment advice. I should verify everything with current filings.
How to Use This Prompt
- Copy the prompt and replace the bracketed sections with your specific details
- Be as specific as possible — vague input produces vague output
- Paste into ChatGPT or Claude and review the result
- Iterate with follow-ups like 'make it shorter' or 'try a different angle'
Example Output
Business model: Company X generates 78% of revenue from recurring SaaS subscriptions with 95%+ net revenue retention...
Tips to Get Better Results
- Give context. The more background you provide, the better the AI response.
- Ask for options. Request 3 versions and pick the strongest one.
- Iterate, don't accept. The first response is rarely the best.
- Edit in your voice. AI output should be a starting point, not the final.