Investment memo

installedBy
56
categoryLabelWrite
fromYouMind

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).

Research

**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).

Research

**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.

Write

then create a visual data webpage for data presentation.

Webpage

description

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.

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