ChatGPT Prompts Investment Research

Use these Chat Prompts For Investment Research & Analysis

Investing in the US stock market offers access to some of the world’s most innovative and profitable companies. However, the ease of buying shares today can create a dangerous illusion: that investing is simple, quick, and risk-free. In reality, successful investing begins long before you place a trade. Thorough research and analysis of any publicly traded company is essential if you want to protect your capital, make informed decisions, and build long-term wealth.

Please act as a financial assistant and analyze the key statistics for this US stock market publicly traded company: Microsoft Corp. (ticker symbol: MSFT).

Next, construct a detailed report in an easy-to-understand table format. Explain each metric about how the company is performing, and provide a 1 to 4 line deep-dive assessment based on the below four company research requirements.

1. Prepare a company overview including: Market Capitalization, Business Description, History and Leadership. Use these sources: Company website, annual reports, industry reports (e.g., from Statista or Gartner).

2. Qualitative Analysis: SWOT Analysis, Economic Moat, Risk Factors, News and Sentiment.

3. Quantitative Analysis and Financial Review: Earnings Per Share (EPS), Price-to-Earnings (P/E) Ratio, Return on Equity (ROE), Debt-to-Equity (D/E) Ratio, Price-to-Book (P/B) Ratio, Price/Earnings-to-Growth (PEG) Ratio, Revenue Growth Rate, Free Cash Flow (FCF), Dividend Yield and Price-to-Sales (P/S) Ratio. Next perform a 12, 24, 36 month and all time performance data analysis.

4. Valuation Assessment: Discounted Cash Flow (DCF) and Set buy/sell criteria: E.g., only buy if P/E is below industry average and ROE > 15%.

Rate the company performance on each metric from A+ to F-, and also provide an overall performance rating and if the company is a buy, hold or sell. Also, include any other metrics you consider important for a valuable, wealth-building investment. The information is for educational purposes only and should not be considered as financial advice.

Please act as a financial assistant and analyse the key statistics for these three US stock market ETFs: Vanguard S&P 500 ETF (VOO), Vanguard Growth ETF (VUG) and Invesco NASDAQ 100 (QQQM). Include their current market share price.

I am a beginner investor looking to understand US Exchange-Traded Funds (ETFs) for a long-term, diversified investment strategy with moderate risk tolerance. Please explain what an ETF is and how it works in simple terms, using an analogy if possible.

Next, construct detailed reports in an easy-to-understand table format. Explain each metric about how the ETF is performing, and provide a 1 to 4 line deep-dive assessment.

The top metrics to include are: Expense Ratio, Assets Under Management (AUM) value, Dividend Yield, Underlying Index, Fund Age and 12, 24, 36 month and all time performance.

Rate their performance on each metric from A+ to F- for easy understanding, and also provide an overall performance rating. Calculate the estimated investment value if I dollar cost average $500 per month over 10 and 15 years.

Select the overall winning ETF for me to start my plan, save and invest journey. Act as an educational assistant, not a financial advisor. I understand I must perform my own due diligence and double-check any factual data using real-time sources like Morningstar or Yahoo Finance.

Act as a professional portfolio manager. I am uploading a CSV file containing my current stock portfolio. Please analyze it and provide a detailed report including: Portfolio Overview: Total value, overall gain/loss (percentage and dollar amount). Asset Allocation: Breakdown by sector, industry, and asset class (if possible).

Risk Analysis: Highlight over-concentrated positions (e.g., >10% in one stock) and high-beta exposure. Performance Metrics: Calculate the ROI for each position. Recommendations: Suggest areas to rebalance or diversify based on current market trends. Assume a moderate risk tolerance and a 5 year investment horizon.

Act as a personal finance assistant using the information I have provided below. Help me calculate my current net worth and project it over the next 5, 10, 15 and 20 years.

1. Real Estate Assets:

⦁ This is the current market value of my real estate: $250,000

⦁ Annual appreciation rate: 10%

⦁ Mortgage balance: $80,000

⦁ Interest rate: 2% annually

⦁ Remaining term: 10 years (monthly payments of $600)

⦁ Payment split: Each month part goes to interest, the rest to principal.

⦁ Principal reduction: Will decrease mortgage balance over time, increasing your equity.

2. Current Income:

⦁ Total income after tax: $60,000

3. Stock Market Investments:

⦁ Total current value of my portfolio: $350,000

⦁ Expected annual return rate: 15%

⦁ Annual contributions (from savings), if any: $6,000

4. Cash Earning Interest:

⦁ Total current cash savings: $50,000

⦁ Annual interest rate: 3.5%

5. Current Expenses:

⦁ Monthly living expenses, excluding mortgage above: $1,600

⦁ Expected annual increase in expenses (inflation): 3%

Please calculate:

⦁ My current total net worth

⦁ Estimated net worth in 5, 10, 15 and 20, factoring in investment growth, interest, and expenses.