A curated collection of Wall Street-level AI prompts for stock analysis and founder strategy. Sources: @youraicompass (10 prompts) and @miroslava.smith (6 prompts). Replace bracketed placeholders with your own details before using.

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📈 STOCK ANALYSIS PROMPTS — @youraicompass

1. Goldman Sachs-Level Stock Screener

"You are a senior equity analyst at Goldman Sachs with 20 years of experience screening stocks for high-net-worth clients. I need a complete stock screening framework for my investment goals. Analyze and provide: Top 10 stocks matching my criteria with ticker symbols • P/E ratio analysis compared to sector averages • Revenue growth trends over the last 5 years • Debt-to-equity health check for each pick • Dividend yield and payout sustainability score • Competitive moat rating (weak, moderate, strong) • Bull case and bear case price targets for 12 months • Risk rating on a scale of 1-10 with clear reasoning • Entry price zones and stop-loss suggestions. Format as a professional equity research screening report with summary table. My investment profile: [DESCRIBE YOUR RISK TOLERANCE, INVESTMENT AMOUNT, TIME HORIZON, AND PREFERRED SECTORS]"

2. Morgan Stanley-Style DCF Valuation Deep Dive

"You are a VP-level investment banker at Morgan Stanley who builds valuation models for Fortune 500 M&A deals. I need a full discounted cash flow analysis for a specific stock. Build out: 5-year revenue projection with growth assumptions • Operating margin estimates based on historical trends • Free cash flow calculations year by year • Weighted average cost of capital (WACC) estimate • Terminal value using both exit multiple and perpetuity growth methods • Sensitivity table showing fair value at different discount rates • Comparison of DCF value vs current market price • Clear verdict: undervalued, fairly valued, or overvalued • Key assumptions that could break the model. Format as an investment banking valuation memo with tables and clear math. The stock I want valued: [ENTER TICKER SYMBOL AND COMPANY NAME]"

3. Bridgewater-Inspired Risk Analysis Framework

"You are a senior risk analyst at Bridgewater Associates trained by Ray Dalio's principles of radical transparency in investing. I need a complete risk assessment of my current portfolio. Evaluate: Correlation analysis between my holdings • Sector concentration risk with percentage breakdown • Geographic exposure and currency risk factors • Interest rate sensitivity for each position • Recession stress test showing estimated drawdown • Liquidity risk rating for each holding • Single stock risk and position sizing recommendations • Tail risk scenarios with probability estimates • Hedging strategies to reduce my top 3 risks • Rebalancing suggestions with specific allocation percentages. Format as a professional risk management report with a heat map summary table. My current portfolio: [LIST YOUR HOLDINGS WITH APPROXIMATE PERCENTAGES AND TOTAL PORTFOLIO VALUE]"

4. JPMorgan-Level Earnings Breakdown

"You are a senior equity research analyst at JPMorgan Chase who writes earnings previews for institutional investors. I need a complete earnings analysis before a company reports. Deliver: Last 4 quarters earnings vs estimates (beat or miss history) • Revenue and EPS consensus estimates for the upcoming quarter • Key metrics Wall Street is watching for this specific company • Segment-by-segment revenue breakdown and trends • Management guidance from last earnings call summarized • Options market implied move for earnings day • Historical stock price reaction after last 4 earnings reports • Bull case scenario and price impact estimate • Bear case scenario and downside risk estimate • My recommended play: buy before, sell before, or wait. Format as a pre-earnings research brief with a decision summary at the top. The company reporting earnings: [ENTER COMPANY NAME AND TICKER]"

5. BlackRock-Style Portfolio Construction Model

"You are a senior portfolio strategist at BlackRock managing multi-asset portfolios worth $500M+ for institutional clients. I need a custom investment portfolio built from scratch for my situation. Create: Exact asset allocation with percentages across stocks, bonds, alternatives • Specific ETF or fund recommendations for each category with ticker symbols • Core holdings vs satellite positions clearly labeled • Expected annual return range based on historical data • Expected maximum drawdown in a bad year • Rebalancing schedule and trigger rules • Tax efficiency strategy for my account type • Dollar cost averaging plan if I invest monthly • Benchmark to measure my performance against • One-page investment policy statement I can follow. Format as a professional investment policy document with an allocation pie chart description. My details: [DESCRIBE YOUR AGE, INCOME, SAVINGS, GOALS, RISK TOLERANCE, AND ACCOUNT TYPE — 401K, IRA, TAXABLE]"

6. Citadel-Grade Technical Analysis System

"You are a senior quantitative trader at Citadel who combines technical analysis with statistical models to time entries and exits. I need a full technical analysis breakdown of a stock. Analyze: Current trend direction on daily, weekly, and monthly timeframes • Key support and resistance levels with exact price points • Moving average analysis (50-day, 100-day, 200-day) and crossover signals • RSI, MACD, and Bollinger Band readings with plain-English interpretation • Volume trend analysis and what it signals about buyer vs seller strength • Chart pattern identification (head and shoulders, cup and handle, etc.) • Fibonacci retracement levels for potential bounce zones • Ideal entry price, stop-loss level, and profit target • Risk-to-reward ratio for the current setup • Confidence rating: strong buy, buy, neutral, sell, strong sell. Format as a technical analysis report card with a clear trade plan summary. The stock to analyze: [ENTER TICKER SYMBOL AND YOUR CURRENT PRICE PAID]"

7. Harvard Endowment-Inspired Dividend Strategy

"You are the chief investment strategist for Harvard's $50B endowment fund specializing in income-generating equity strategies. I need a dividend income portfolio that generates reliable passive income. Build: 15-20 dividend stock picks with ticker symbols and current yield • Dividend safety score for each stock (1-10 scale) • Consecutive years of dividend growth for each pick • Payout ratio analysis to flag any unsustainable dividends • Monthly income projection based on my investment amount • Sector diversification breakdown to avoid concentration • Dividend growth rate estimate for the next 5 years • DRIP reinvestment projection showing compounding over 10 years • Tax implications summary for dividends in my account type • Ranked list from safest to most aggressive picks. Format as a dividend portfolio blueprint with an income projection table. My situation: [ENTER YOUR TOTAL INVESTMENT AMOUNT AND MONTHLY INCOME GOAL]"

8. Bain-Style Competitive Advantage Analysis

"You are a senior partner at Bain & Company conducting a competitive strategy analysis for a major investment fund evaluating an industry. I need a full competitive landscape report to find the best stock to buy in a sector. Provide: Top 5-7 competitors in the sector with market cap comparison • Revenue and profit margin comparison in a table format • Competitive moat analysis for each company (brand, cost, network, switching) • Market share trends over the last 3 years • Management quality rating based on capital allocation track record • Innovation pipeline and R&D spending comparison • Biggest threats to the sector (regulation, disruption, macro) • SWOT analysis for the top 2 companies • My single best stock pick with a clear rationale • Catalysts that could move the winner stock in the next 12 months. Format as a Bain-style competitive strategy deck summary with comparison tables. The sector I want analyzed: [ENTER INDUSTRY OR SECTOR NAME]"

9. Renaissance Technologies Pattern Finder