I. Fundamental Analysis Prompts (1-10): Understanding the Core

Deep Dive into Financial Statements:

• "Analyze the past [Number] years of financial statements (income statement, balance sheet, cash flow statement) for [Company Name] (ticker: [Ticker]). Focus on [Specific Metrics of Interest]. Compare these metrics to the industry average and its top [Number] competitors. Highlight any [Specific Concerns]. Also, provide insights into management effectiveness based on their [Specific Areas of Focus].

• Example: Analyze the past 5 years of financial statements for Microsoft (MSFT) (ticker: MSFT). Focus on revenue growth, profitability, debt levels, and free cash flow. Compare these metrics to the industry average and its top 3 competitors (Amazon, Google, Salesforce). Highlight any red flags. Also, provide insights into management effectiveness based on their capital allocation and return on equity."

Competitive Landscape Analysis:

• "Analyze the competitive landscape for [Company Name] (ticker: [Ticker]) in the [Industry] sector. Identify its main competitors, their [Specific Aspects of Interest]. Analyze [Company Name]'s competitive advantages and disadvantages. Assess the threat of [Specific Factors].

• Example: Analyze the competitive landscape for Coca-Cola (KO) in the Non-Alcoholic Beverage sector. Identify its main competitors (PepsiCo, Keurig Dr Pepper), their market share, strengths, weaknesses, and strategies. Analyze Coca-Cola's competitive advantages and disadvantages (brand, product differentiation, pricing, distribution). Assess the threat of new entrants and disruptive technologies."

Earnings Call Transcript Analysis:

• "Analyze the latest [Quarter/Period] earnings call transcript for [Company Name] (ticker: [Ticker]). Identify key themes discussed by management [Specific Areas of Interest]. Pay close attention to any mentions of [Specific Concerns]. Summarize the Q&A session, focusing on analyst questions about [Specific Topics], and management responses. Assess the overall tone and sentiment of the call.

• Example: Analyze the latest Q2 2024 earnings call transcript for Tesla (TSLA). Identify key themes discussed by management (production targets, demand, competition, new models, profitability). Pay close attention to any mentions of risks, challenges, or opportunities. Summarize the Q&A session, focusing on analyst questions about margins, demand, and future growth, and management responses. Assess the overall tone and sentiment of the call."

Valuation Analysis:

• "Perform a valuation analysis for [Company Name] (ticker: [Ticker]) using the [Valuation Method]. Estimate future [Specific Financial Metric] for the next [Number] years, considering the growth potential of their [Specific Business Segments]. Determine an appropriate [Specific Metric] considering the company's [Specific Factors]. Calculate the [Specific Output] and compare it to the current market price. Clearly state and justify all key assumptions made in the valuation.

• Example: Perform a valuation analysis for Amazon (AMZN) using the Discounted Cash Flow (DCF) method. Estimate future free cash flows for the next 10 years, considering the growth potential of their e-commerce business, AWS cloud computing segment, and advertising business. Determine an appropriate discount rate (WACC) considering the company's risk profile. Calculate the intrinsic value per share and compare it to the current market price. Clearly state and justify all key assumptions made in the valuation."

Management Effectiveness Assessment:

• "Assess the effectiveness of the management team at [Company Name] (ticker: [Ticker]). Analyze their track record in terms of [Specific Areas of Focus]. Review their past performance in [Specific Areas]. Consider their [Specific Qualities].

• Example: Assess the effectiveness of the management team at Berkshire Hathaway (BRK.B). Analyze their track record in terms of capital allocation, strategic decision-making, and shareholder value creation. Review their past performance in acquiring businesses and generating returns. Consider their experience, expertise, and leadership style."

Industry Analysis:

• "Analyze the [Industry] sector, including its [Specific Aspects]. Identify the main drivers of industry growth and the factors that could impact its future performance. Assess the level of competition within the industry and the [Specific Dynamics].

• Example: Analyze the Electric Vehicle (EV) sector, including its growth prospects, key trends, and major challenges. Identify the main drivers of industry growth and the factors that could impact its future performance. Assess the level of competition within the industry and the bargaining power of suppliers and customers."

SWOT Analysis:

• "Conduct a SWOT analysis for [Company Name] (ticker: [Ticker]). Identify its key [Specific Areas]. Analyze how the company can leverage its strengths to capitalize on opportunities and mitigate threats. Discuss its competitive positioning in the [Industry] and potential for future growth, considering the [Specific Challenges].

• Example: Conduct a SWOT analysis for Netflix (NFLX). Identify its key strengths, weaknesses, opportunities, and threats. Analyze how the company can leverage its strengths to capitalize on opportunities and mitigate threats. Discuss its competitive positioning in the streaming market and potential for future growth, considering the challenges it faces."

Financial Ratio Analysis:

• "Analyze key financial ratios for [Company Name] (ticker: [Ticker]) over the past [Number] years, including [Specific Ratios of Interest]. Compare these ratios to the industry average and identify any [Specific Observations]. Explain what these [Specific Observations] might mean for the company's financial health.

• Example: Analyze key financial ratios for McDonald's (MCD) over the past 5 years, including profitability ratios, liquidity ratios, solvency ratios, and efficiency ratios. Compare these ratios to the industry average and identify any trends or areas of concern. Explain what these trends might mean for the company's financial health."

News and Sentiment Analysis:

• "Analyze recent news articles and press releases (from the past [Time Period]) related to [Company Name] (ticker: [Ticker]). Identify the key themes [Specific Topics] and assess the overall sentiment. Discuss the potential impact of these news events on the stock price.

• Example: Analyze recent news articles and press releases (from the past month) related to Pfizer (PFE). Identify the key themes (vaccine development, drug approvals, clinical trials) and assess the overall sentiment. Discuss the potential impact of these news events on the stock price."

Risk Assessment:

• "Assess the key risks associated with investing in [Company Name] (ticker: [Ticker]), including [Specific Risk Categories]. Evaluate the company's risk management strategies and its ability to mitigate these risks. Consider the impact of these risks on the company's [Specific Aspects].

• Example: Assess the key risks associated with investing in Meta Platforms (META), including financial risks, operational risks, competitive risks, and regulatory risks. Evaluate the company's risk management strategies and its ability to mitigate these risks. Consider the impact of these risks on the company's long-term growth prospects."

II. Technical Analysis Prompts (11-20): Decoding the Charts

Chart Pattern Recognition:

• "Identify and analyze any significant chart patterns (e.g., [Specific Patterns of Interest]) on the [Timeframes] charts for [Company Name] (ticker: [Ticker]) over the past [Time Period]. Describe the characteristics of each pattern, its potential implications, and potential price targets and stop-loss levels.

• Example: Identify and analyze any significant chart patterns (head and shoulders, double tops/bottoms, triangles, flags) on the daily and weekly charts for Microsoft (MSFT) over the past year. Describe the characteristics of each pattern, its potential implications, and potential price targets and stop-loss levels."

Moving Average Analysis:

• "Analyze the [Specific Moving Averages] moving averages for [Company Name] (ticker: [Ticker]). Identify any [Specific Signals] that could indicate potential buy or sell opportunities. Discuss the significance of these moving averages in the context of the overall trend.

• Example: Analyze the 50-day, 100-day, and 200-day moving averages for Gold (GLD). Identify any crossovers or other signals that could indicate potential buy or sell opportunities. Discuss the significance of these moving averages in the context of the overall trend."

RSI and MACD Analysis:

• "Analyze the Relative Strength Index (RSI) and Moving Average Convergence Divergence (MACD) indicators for [Company Name] (ticker: [Ticker]). Interpret the current values of these indicators and their potential signals. Identify any divergences between price and indicators.

• Example: Analyze the RSI and MACD indicators for Nvidia (NVDA). Interpret the current values of these indicators and their potential signals. Identify any divergences between price and indicators."

Support and Resistance Levels:

• "Identify key support and resistance levels for [Company Name] (ticker: [Ticker]) on the [Timeframes] charts. Explain how these levels have acted as barriers to price movement in the past. Predict potential breakout or breakdown levels and their associated price targets.

• Example: Identify key support and resistance levels for Bitcoin (BTC) on the daily, weekly, and monthly charts. Explain how these levels have acted as barriers to price movement in the past. Predict potential breakout or breakdown levels and their associated price targets."

Volume Analysis:

• "Analyze the trading volume for [Company Name] (ticker: [Ticker]) in relation to price action. Identify periods of high and low volume and their potential implications for the strength of price movements. Discuss the relationship between volume and [Specific Areas of Focus].

• Example: Analyze the trading volume for AMC Entertainment (AMC) in relation to price action. Identify periods of high and low volume and their potential implications for the strength of price movements. Discuss the relationship between volume and chart patterns."

Fibonacci Retracement Analysis:

• "Apply Fibonacci retracement levels to the recent price swing for [Company Name] (ticker: [Ticker]). Identify potential support and resistance levels based on these Fibonacci ratios. Discuss the significance of these levels in the context of the overall trend.

• Example: Apply Fibonacci retracement levels to the recent price swing for Zoom Video Communications (ZM). Identify potential support and resistance levels based on these Fibonacci ratios. Discuss the significance of these levels in the context of the overall trend."

Trend Analysis:

• "Identify the prevailing trend (uptrend, downtrend, or sideways) for [Company Name] (ticker: [Ticker]) on the [Timeframes] charts. Discuss the characteristics of the trend and its potential implications for future price movements.

• Example: Identify the prevailing trend (uptrend, downtrend, or sideways) for Salesforce (CRM) on the daily, weekly, and monthly charts. Discuss the characteristics of the trend and its potential implications for future price movements."

Candlestick Pattern Analysis:

• "Identify and analyze any significant candlestick patterns (e.g., [Specific Patterns of Interest]) on the [Timeframes] charts for [Company Name] (ticker: [Ticker]). Describe the characteristics of each pattern and its potential implications for future price movement.

• Example: Identify and analyze any significant candlestick patterns (doji, hammer, engulfing patterns) on the daily and weekly charts for Adobe (ADBE). Describe the characteristics of each pattern and its potential implications for future price movement."

Volatility Analysis:

• "Analyze the volatility of [Company Name] (ticker: [Ticker]) using indicators like [Specific Indicators]. Assess the current level of volatility and its potential impact on trading strategies.

• Example: Analyze the volatility of Tesla (TSLA) using indicators like Average True Range (ATR) or Bollinger Bands. Assess the current level of volatility and its potential impact on trading strategies."

Correlation Analysis:

• "Analyze the correlation between [Company Name] (ticker: [Ticker]) and other related [Assets]. Identify any strong correlations that could be useful for [Specific Purposes]. Specifically, analyze the correlation between [Company Name] and [Related Asset 1] and [Related Asset 2]. How strong are these correlations (positive or negative), and how have they changed over time? What are the implications of these correlations for portfolio diversification or hedging strategies?

• Example: Analyze the correlation between S&P 500 (SPY) and other related indices (Nasdaq (QQQ), Dow Jones (DIA)). Identify any strong correlations that could be useful for hedging or diversification. Specifically, analyze the correlation between SPY, QQQ, and DIA. How strong are these correlations, and how have they changed over time? What are the implications of these correlations for portfolio diversification or hedging strategies?"

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III. Trading Strategy & Backtesting Prompts (21-25): Refining Your Approach

Backtesting a Strategy:

• "Backtest the following trading strategy for [Company Name] (ticker: [Ticker]) over the past [Time Period]: [Describe your trading strategy]. Analyze the results of the backtest, including [Specific Metrics of Interest]. Are there any periods where this strategy performed particularly well or poorly? What are the limitations of this backtest, and how can I improve it?

• Example: Backtest the following trading strategy for Apple (AAPL) over the past 5 years: Buy when the 50-day moving average crosses above the 200-day moving average, and sell when the 50-day moving average crosses below the 200-day moving average. Use a 5% trailing stop-loss order. Analyze the results of the backtest, including win rate, average win/loss ratio, maximum drawdown, and overall profitability. Are there any periods where this strategy performed particularly well or poorly? What are the limitations of this backtest, and how can I improve it?"

Developing a Trading Plan:

• "Develop a comprehensive trading plan for [Company Name] (ticker: [Ticker]) based on a [Specific Trading Style] strategy. Include specific entry and exit rules, stop-loss levels, position sizing guidelines, and risk management rules. What are the key factors I should consider when implementing this trading plan?

• Example: Develop a comprehensive trading plan for Nvidia (NVDA) based on a momentum trading strategy. Include specific entry and exit rules, stop-loss levels, position sizing guidelines, and risk management rules. What are the key factors I should consider when implementing this trading plan?"

Optimizing a Trading Strategy:

• "Optimize the parameters of the following trading strategy for [Company Name] (ticker: [Ticker]) to improve its performance: [Describe your trading strategy and the parameters you want to optimize]. Use historical data to test different parameter combinations and identify the optimal settings based on [Specific Metrics]. What are the optimal parameter values, and how sensitive are the results to small changes in these parameters? What are the risks of over-optimization, and how can I avoid them?

• Example: Optimize the parameters of the following trading strategy for Gold (GLD) to improve its performance: Buy when the RSI crosses above 30 and sell when it crosses below 70. Optimize the RSI period and overbought/oversold levels. Use historical data to test different parameter combinations and identify the optimal settings based on maximum profit, Sharpe ratio, and maximum drawdown. What are the optimal RSI period and overbought/oversold levels, and how sensitive are the results to small changes in these parameters? What are the risks of over-optimization, and how can I avoid them?"

Risk Management Rules:

"Develop a set of risk management rules for trading [Specific Type of Stocks] like [Company Name] (ticker: [Ticker]), including position sizing limits, stop-loss levels, and maximum portfolio drawdown. Discuss how these rules will help protect your capital and minimize losses when trading [Specific Type of Stocks]. What other risk management techniques can I use to further reduce my exposure?

Example: Develop a set of risk management rules for trading highly volatile stocks like AMC Entertainment (AMC), including position sizing limits, stop-loss levels, and maximum portfolio drawdown. Discuss how these rules will help protect your capital and minimize losses when trading highly volatile stocks. What other risk management techniques can I use to further reduce my exposure?"

Comparing Trading Strategies:

• "Compare the performance of two different trading strategies for [Company Name] (ticker: [Ticker]) over the past [Time Period]: [Describe Strategy 1] and [Describe Strategy 2]. Analyze the strengths and weaknesses of each strategy in terms of [Specific Criteria]. Discuss which strategy is more suitable for [Specific Market Conditions] and [Specific Investor Profiles]. Which strategy would have yielded higher returns over the specified period, and what were the key differences in their performance?

• Example: Compare the performance of two different trading strategies for Tesla (TSLA) over the past 3 years: a momentum trading strategy using moving average crossovers and RSI, and a value investing strategy based on fundamental analysis and discounted cash flow valuation. Analyze the strengths and weaknesses of each strategy in terms of profitability, risk, and consistency. Discuss which strategy is more suitable for different market conditions and different investor profiles. Which strategy would have yielded higher returns over the past 3 years, and what were the key differences in their performance?"

IV. Live Chart Analysis Prompt (26): Real-Time Insights

Live Chart Analysis:

• "Based on the live [Timeframe] chart of [Company Name] (ticker: [Ticker]) that I am viewing on [Charting Platform], I observe [Describe the specific price action, volume, and any potential patterns you see]. What are the potential [Timeframe] price targets for [Company Name] if this [Event] is successful? Where should I place a stop-loss order to manage my risk? Are there any other technical indicators I should be looking at to confirm the validity of this [Event]?

• Example: Based on the live 5-minute chart of Apple (AAPL) that I am viewing on TradingView, I observe a potential breakout above a resistance level at $175.50 with increasing volume. The RSI is also crossing above 70, suggesting strong momentum. What are the potential short-term price targets for AAPL if this breakout is successful? Where should I place a stop-loss order to manage my risk? Are there any other technical indicators I should be looking at to confirm the validity of this breakout?"

V. Sentiment Analysis Prompts (27-28): Gauging Market Mood

News Sentiment Analysis:

• "Analyze the sentiment expressed in the last [Number] news articles (from reputable financial news sources like [Specific Sources]) related to [Company Name] (ticker: [Ticker]). Identify the proportion of positive, negative, and neutral articles. Summarize the key factors driving the sentiment, such as [Specific Factors].Assess the potential impact of this sentiment on the stock's price in the [Timeframe].

• Example: Analyze the sentiment expressed in the last 20 news articles (from reputable financial news sources like Bloomberg, Reuters, Wall Street Journal) related to Nvidia (NVDA). Identify the proportion of positive, negative, and neutral articles. Summarize the key factors driving the sentiment, such as recent product announcements, earnings reports, analyst ratings, and industry trends (e.g., AI boom). Assess the potential impact of this sentiment on the stock's price in the short term."

Social Media Sentiment Analysis:

• "Analyze the sentiment expressed in recent tweets (from the past [Time Period]) and [Specific Social Media/Forums] related to [Company Name] (ticker: [Ticker]). Identify the overall tone of the conversation and any trending topics or hashtags. Are there any significant influencers or opinions that are driving the sentiment? Assess the potential impact of social media sentiment on the stock's price and trading volume.

• Example: Analyze the sentiment expressed in recent tweets (from the past 24 hours) and stock-related forums (like Stocktwits or Reddit's r/stocks) related to Tesla (TSLA). Identify the overall tone of the conversation and any trending topics or hashtags. Are there any significant influencers or opinions that are driving the sentiment? Assess the potential impact of social media sentiment on the stock's price and trading volume."

VI. Macroeconomic Factor Prompts (29-30): Understanding the Bigger Picture

Interest Rate Impact Analysis:

• "Analyze the potential impact of a [Specific Change] increase in interest rates by the [Central Bank] on the [Specific Sector], specifically focusing on companies with [Specific Characteristics] like [Company Name] (ticker: [Ticker]). How might rising interest rates affect their [Specific Aspects]? Are there any specific [Sub-Sectors] that are more vulnerable to interest rate hikes?

• Example: Analyze the potential impact of a 0.5% increase in interest rates by the Federal Reserve on the technology sector, specifically focusing on companies with high debt levels like [mention a specific company if you wish]. How might rising interest rates affect their borrowing costs, profitability, and stock valuations? Are there any specific tech sub-sectors that are more vulnerable to interest rate hikes?"

Economic Indicator Analysis:

• "Analyze the potential impact of a [Specific Economic Indicator] on the [Specific Sector], specifically focusing on companies like [Company Name] (ticker: [Ticker]). How might [Specific Economic Indicator] affect [Specific Aspects]? Are there any specific [Sub-Sectors] that are more or less sensitive to [Specific Economic Indicator]?

• Example: Analyze the potential impact of a higher-than-expected inflation report on the consumer discretionary sector, specifically focusing on companies like [mention a specific company if you wish]. How might rising inflation affect consumer spending, purchasing power, and the profitability of companies in this sector? Are there any specific consumer discretionary sub-sectors (e.g., luxury goods vs. discount retailers) that are more or less sensitive to inflation?"

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