AI prompts for Equity Research & Investment Analysis
Analyzes public and private companies to develop investment theses, build financial models, write research reports, and deliver buy/hold/sell recommendations to portfolio managers and clients.
Also known as: equity research analyst, investment analyst, buy-side analyst, sell-side analyst, securities analyst, stock analyst
Equity Research AnalystInvestment AnalystBuy-Side AnalystSell-Side AnalystSenior Research AnalystPortfolio Analyst
Prompt Templates (10)
Company Valuation (DCF + Comps)e.g. Value a mid-cap SaaS company with $200M ARR growing 30% YoY, 75% gross margins, moving toward profitability in 2 years...
Investment Thesise.g. Write a long investment thesis on a cloud security company with 40% revenue growth trading at a discount to peers...
Earnings Preview & Analysise.g. Write a Q3 earnings preview for a $5B enterprise software company — consensus expects 18% revenue growth and 200bps margin expansion...
Initiating Coverage Reporte.g. Initiate coverage on a $3B specialty chemicals company entering battery materials with a Buy rating and $85 price target...
Financial Model Structuree.g. Build a 3-statement financial model for a $500M revenue industrial distributor with 25% gross margins growing through M&A...
Management Meeting Prepe.g. Prep for a CFO meeting ahead of Q4 earnings — key debates are margin trajectory and M&A appetite...
Peer Group & Benchmarking Analysise.g. Build a peer benchmarking analysis for a mid-cap industrial automation company to justify a premium or discount to peers...
Credit & Balance Sheet Analysise.g. Assess credit quality of a $2B revenue industrial company with 4x net leverage post-acquisition targeting investment grade...
Investor / LP Update on a Positione.g. Write an LP update on our long position in a healthcare tech company — up 35% but the thesis has evolved...
Sector / Thematic Research Notee.g. Write a sector note on AI infrastructure buildout — which subsectors and companies are best positioned as hyperscaler capex accelerates...
How It Works
Equity research analysts and investment professionals use GODLE to generate expert AI prompts for tasks like Company Valuation, Investment Thesis, Earnings Preview, Initiating Coverage, and Management Meeting Prep.
Select a ready-made template or describe what you need. GODLE builds an expert-level prompt for Equity Research & Investment Analysis — copy it directly to ChatGPT, Claude, or Grok. Free, no signup.