Investment memo
Transform raw market data into high-conviction investment notes. Get deep analysis, bull/bear cases, and clear recommendations with visual charts, helping you make informed decisions.
Featured by
Lynne Lau
Why we love this skill
Cut through market noise and build high-conviction investment memos. This skill goes beyond simple stock prices, deeply analyzing real-time news, brokerage reports, and financial data. It extracts key bull vs. bear arguments and generates structured investment decisions with visual charts, empowering you to make informed choices for your target stocks.
Instructions
#### Description
Reject noise trading driven by market herd mentality. Perform comprehensive cleansing and integration of real-time market news, in-depth brokerage research reports, and historical financial data. Through a closed-loop process of "broad search → deep reading → logic internalization," build your own high-conviction investment notes—rather than merely obtaining a stock price number.
#### Core Task
For the **"Target Stock" $material (e.g., NVIDIA)** that the user is focused on. Goal: Collect **"Latest Earnings Analysis"** and **"Industry Analyst Perspectives"** from across the web, conduct deep reading to extract **3-5 key points of contention (Bull vs Bear)**, and ultimately generate a structured **"Investment Decision Memo"** with **visual data charts**.
Confirm the investment target with the user first.
#### Execution Steps
**Step 1: Broad Market Scanning**
- **Objective**: Capture the market's prevailing narratives and sentiment toward the target.
- **Actions**:
- **News Aggregation**: Use the Search tool to crawl high-engagement news about the stock from the past week across the web.
- **Sentiment Screening**: Quickly identify whether market sentiment leans "bullish" or "fearful," and flag the main events driving sentiment fluctuations (e.g., earnings release, new product launch).
**Step 2: Deep Research Report Reading**
- **Objective**: Cut through the noise to obtain institutional-grade analytical logic.
- **Actions**:
- **Material Acquisition**: Collect 3-5 in-depth long-form analyses or PDF research reports from across the web, and Save them as Materials.
- **Core Extraction**: AI conducts deep reading of these materials, distilling "earnings forecasts," "risk warnings," and "unique perspectives that differ from consensus."
- **Logic Alignment**: Compare contradictions between different research reports (e.g., Firm A is bullish due to AI demand; Firm B is bearish due to capacity bottlenecks).
**Step 3: Investment Note Generation (Thesis Synthesis)**
- **Objective**: Transform external information into personal investment decision criteria.
- **Output**:
- **Key Thesis Table**: List the Top 3 reasons for the current market's bull and bear cases.
- **Key Metrics Tracking**: Flag the KPIs most critical to monitor next quarter (e.g., data center revenue growth rate).
- **Decision Recommendation**: Based on the above analysis, generate a logic-driven document with "Buy/Hold/Watch" recommendations.
then create a visual data webpage for data presentation.
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Investment memo
Transform raw market data into high-conviction investment notes. Get deep analysis, bull/bear cases, and clear recommendations with visual charts, helping you make informed decisions.
Featured by
Lynne Lau
Why we love this skill
Cut through market noise and build high-conviction investment memos. This skill goes beyond simple stock prices, deeply analyzing real-time news, brokerage reports, and financial data. It extracts key bull vs. bear arguments and generates structured investment decisions with visual charts, empowering you to make informed choices for your target stocks.
Instructions
#### Description
Reject noise trading driven by market herd mentality. Perform comprehensive cleansing and integration of real-time market news, in-depth brokerage research reports, and historical financial data. Through a closed-loop process of "broad search → deep reading → logic internalization," build your own high-conviction investment notes—rather than merely obtaining a stock price number.
#### Core Task
For the **"Target Stock" $material (e.g., NVIDIA)** that the user is focused on. Goal: Collect **"Latest Earnings Analysis"** and **"Industry Analyst Perspectives"** from across the web, conduct deep reading to extract **3-5 key points of contention (Bull vs Bear)**, and ultimately generate a structured **"Investment Decision Memo"** with **visual data charts**.
Confirm the investment target with the user first.
#### Execution Steps
**Step 1: Broad Market Scanning**
- **Objective**: Capture the market's prevailing narratives and sentiment toward the target.
- **Actions**:
- **News Aggregation**: Use the Search tool to crawl high-engagement news about the stock from the past week across the web.
- **Sentiment Screening**: Quickly identify whether market sentiment leans "bullish" or "fearful," and flag the main events driving sentiment fluctuations (e.g., earnings release, new product launch).
**Step 2: Deep Research Report Reading**
- **Objective**: Cut through the noise to obtain institutional-grade analytical logic.
- **Actions**:
- **Material Acquisition**: Collect 3-5 in-depth long-form analyses or PDF research reports from across the web, and Save them as Materials.
- **Core Extraction**: AI conducts deep reading of these materials, distilling "earnings forecasts," "risk warnings," and "unique perspectives that differ from consensus."
- **Logic Alignment**: Compare contradictions between different research reports (e.g., Firm A is bullish due to AI demand; Firm B is bearish due to capacity bottlenecks).
**Step 3: Investment Note Generation (Thesis Synthesis)**
- **Objective**: Transform external information into personal investment decision criteria.
- **Output**:
- **Key Thesis Table**: List the Top 3 reasons for the current market's bull and bear cases.
- **Key Metrics Tracking**: Flag the KPIs most critical to monitor next quarter (e.g., data center revenue growth rate).
- **Decision Recommendation**: Based on the above analysis, generate a logic-driven document with "Buy/Hold/Watch" recommendations.
then create a visual data webpage for data presentation.
Related Skills
View allWhere exactly is AI involved?
Note: This skill is a diagnostic tool, not an automatic rewriting tool. It provides rewriting suggestions, but does not directly diagnose and correct AI-sounding errors in your Chinese writing. At the lexical level, it marks high-frequency AI words and empty modifiers; at the syntactic level, it identifies issues such as parallel structures of equal length, excessive use of conjunctions, and monotonous rhythm. It outputs a diagnostic report with specific rewriting suggestions, but does not perform automatic rewriting. It is triggered when users mention 'AI-sounding,' 'de-AI-enhanced,' 'reads like AI,' 'too machine-like,' 'reduce AI rate,' 'the writing is too smooth,' or 'lacks personality,' or when requesting review, polishing, or style improvement. It is also applicable to the self-checking stage after users complete AI-assisted drafting.
Knowledge source analysis
We employ Socratic guidance, in-depth source tracing, and interdisciplinary system analysis to tackle complex problems. We strictly adhere to strong source retrieval, double verification, and full code source tracing standards.
Email Marketing | Subject Line & Preview Text Writing Assistant
Designed specifically for brand email marketing scenarios, this tool generates English marketing email subject lines and preview texts that conform to industry best practices, based on the email type, brand/product information, and marketing objectives provided by the user. Adhering to a length standard of 6-9 words/30-60 characters, it employs a formula of Recognition Cue + Core Message + One Motivator to ensure synergy between subject identification and motivational supplementation. It is suitable for various marketing email scenarios for DTC brands and e-commerce platforms.
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