3-statementsBuild or repair an integrated three-statement model: linked IS, BS and CF, supporting schedules, scenarios and a Checks sheet. Triggers on three-statement model, build me a model, link the statements, populate this template, make my balance sheet balance.
catalyst-calendarDated events ranked by what they can change: earnings, regulatory decisions, flow events, macro releases, with prep owners and a weekly preview. Triggers on catalyst calendar, upcoming events, what is coming up, earnings calendar, event calendar, catalyst tracker, what should I prepare for.
check-deckQC an investment deck (a .pptx) before it circulates: number consistency, chart and narrative alignment, source coverage, language, then a circulation verdict. Triggers on check this deck, deck QC, review my presentation, is this ready to send, proofread the pitch book.
check-modelAudit a model somebody already built, and report on it without editing it: structure, formulas, integrity identities, source tie-out and reasonableness, ending in a routed issue log. Triggers on check my formulas, QA this spreadsheet, audit model, model review, something is off in my model, why does
company-profileOne-page company profile slide, four quadrants of overview, financial summary, share price chart and key facts. Also the compact profile paragraph when it has to sit inside a memo, a deck or a chat reply. Triggers on one-page profile, tear sheet, company snapshot, profile slide, quick profile of [co
competitive-analysisCompetitive landscape analysis: positioning, scorecards, moat assessment, market share trends. Triggers on competitive analysis, competitive landscape, competitor benchmarking, moat assessment, market share, who are the competitors.
comps-analysisComparable company analysis: peer set, operating metrics, valuation multiples, statistics and an implied value. Triggers on comps, trading comparables, how does it trade against peers, peer benchmarking, what multiple should it get.
dcf-modelBuild a DCF valuation in Excel: FCF projections, WACC, terminal value, scenarios, sensitivity grids, reverse DCF. Triggers on build a DCF, what is it worth, intrinsic value, fair value, price target from cash flows.
earnings-analysisPost-print earnings update for a covered name: beat/miss decomposition, EPS quality, transcript debate map, estimate revisions, thesis impact. Also the call-only ask that wants the transcript Q&A and the debate map alone. Triggers on earnings update, post-earnings report, analyze quarterly results,
earnings-previewPre-print setup for a company about to report: the expectation bar, EPS-quality watch, call questions, scenarios and the reaction framework. Triggers on earnings preview, what to watch for [company] earnings, pre-earnings setup, preview Q[N].
idea-generationFind long and short candidates across a universe when no name is on the table yet: mandate, universe validation, archetype screens, thematic sweep, triage, idea cards, idea log. Triggers on idea generation, stock screen, find ideas, what looks interesting, screen for, new ideas, pitch me something.
impact-analysisTranslate a macro, policy, rate, commodity, geopolitical or industry shock into equity exposure through a named transmission channel. Triggers on what does X mean for, impact of, exposure to, who benefits from, tariff, rate cut, oil shock, new regulation.
initiating-coverageFirst-time coverage of a company, or a refresh of coverage already published, run one task per request by default: company research, financial model, valuation, charts, then a 30 to 50 page report with a model. Triggers on initiation report, initiate coverage, initiating coverage, full equity resear
market-watchTrack live prices for the tickers central to the current task. Registers symbols for an ambient real-time price feed, keeps analysis current with the newest quotes, and re-checks staleness before stating prices.
model-updateRefresh an existing financial model after a print, a guidance change, a consensus move, a filing, a KPI release or a capital-structure change. Triggers on update the model, roll it forward, the new quarter is out, revise estimates, refresh the price target.
morning-noteDaily research briefing on overnight news, pre-market movers, earnings and macro events. Triggers on morning note, morning meeting, what happened overnight, morning call prep, daily note, trade idea for the open.
portfolio-diagnosisHealth check of the user's own portfolio against their investing profile: concentration, exposure by sector, region and asset class, cash, currency mix, and risk fit (volatility, beta, drawdown), ending in a few next steps. Triggers on diagnose my portfolio, portfolio review, portfolio health check,
research-conventionsThe evidence, judgement, intake and market-data rules every research deliverable follows. Read before the first deliverable of a research task; when a number has no source; when two sources disagree; when a figure may be stale; when deciding what to ask the user; before any valuation, thesis or reco
sector-overviewSector and industry landscape report, built on the sector's own archetypes, metrics and valuation lenses. Triggers on sector overview, industry landscape, industry primer, sector deep dive, market map.
thesis-trackerKeep a live thesis honest: pillar status, evidence ledger, monitoring triggers, drift detection. Triggers on thesis tracker, thesis update, is the thesis still intact, post-earnings thesis check, portfolio thesis review, re-underwrite.
trade-pitchTurn finished analysis on one named security into a position: variant view, falsifiable evidence, scenario tree, expression, risk and monitoring. Triggers on pitch this name, should I buy, a long idea or short idea on a named stock, position, trade recommendation, risk reward.