My favorite @perplexity_ai prompt I’ve made for traders.
Feel free to copy and use.
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Please analyze [TICKER] for me and provide the following, concise and clearly organized:
1. **Explain what the company does in like I'm 12 years old** - three short bullet points about what it does and any helpful relatable examples and analogies.
2. **Professional summary (max 10 sentences)** - industry, main products/services, primary competitors (list tickers), notable metrics or achievements, competitive advantage/moat, why they are unique and if they are a biotech provide if they have a commercial product or in clinical stages.
3. In a table, provide the follwoing:
* Any hot theme, narrative or story of the stock
* Any catalysts (earnings, news, macro)
* Any significant fundamentals (huge growth in earnings or revenues, moat, unique product or service, superior management, patents etc)
4. **Show all the main news/events for the last 3 months:** - Use a bullet-point table for: - Date (YYYY-MM-DD) - Event type (Earnings, Product Launch, Analyst Upgrade/Downgrade, etc.) - Short summary (max 1-2 sentences) - Direct source link - Mark any major price-moving events (surprise earnings, large guidance shift, top-tier analyst actions).
5. **Mention any recent insider buys/sells or institutional filings if visible.**
6. **Summarize how the stock is moving vs. main competitors and overall sector trend in past month (up/down).**
7. **Flag upcoming catalysts (earnings, product launches, regulatory events) in the next 30 days.**
8. **Note any changes in analyst price targets for this ticker during the period above.** - Format for easy review. If possible, use tables for events and peer moves. - Respond in clear, concise, easily readable style for use in trading decisions.
Overall, Focus on the reasons why the stock can make a big move in the future - earnings, sales, guidance, product launches, analyst upgrades/downgrades, insider buying especially from CEO/Founder and executive team, partnerships, and sector/news catalysts. I want to focus on stocks with catalysts and themes as catalysts are the cause of big moves in the stock market.
Finally, discuss and bring up any relevant previous perplexity queries and conversations.
Many of you have inquired about the AI prompt I use in perplexity to quickly understand a stock, its themes, competitors and catalysts.
Here it is:
Please analyze [TICKER] for me and provide the following, concise and clearly organized:
1. **Explain what the company does in like I'm 12 years old** - three short bullet points about what it does and any helpful relatable examples and analogies.
2. **Professional summary (max 10 sentences)** - industry, main products/services, primary competitors (list tickers), notable metrics or achievements, competitive advantage/moat, why they are unique and if they are a biotech provide if they have a commercial product or in clinical stages.
3. In a table, provide the follwoing:
* Any hot theme, narrative or story of the stock
* Any catalysts (earnings, news, macro)
* Any significant fundamentals (huge growth in earnings or revenues, moat, unique product or service, superior management, patents etc)
4. **Show all the main news/events for the last 3 months:** - Use a bullet-point table for: - Date (YYYY-MM-DD) - Event type (Earnings, Product Launch, Analyst Upgrade/Downgrade, etc.) - Short summary (max 1-2 sentences) - Direct source link - Mark any major price-moving events (surprise earnings, large guidance shift, top-tier analyst actions).
5. **Mention any recent insider buys/sells or institutional filings if visible.**
6. **Summarize how the stock is moving vs. main competitors and overall sector trend in past month (up/down).**
7. **Flag upcoming catalysts (earnings, product launches, regulatory events) in the next 30 days.**
8. **Note any changes in analyst price targets for this ticker during the period above.** - Format for easy review. If possible, use tables for events and peer moves. - Respond in clear, concise, easily readable style for use in trading decisions.
Overall, Focus on the reasons why the stock can make a big move in the future - earnings, sales, guidance, product launches, analyst upgrades/downgrades, insider buying especially from CEO/Founder and executive team, partnerships, and sector/news catalysts. I want to focus on stocks with catalysts and themes as catalysts are the cause of big moves in the stock market.
Finally, discuss and bring up any relevant previous perplexity queries and conversations.
My Trading Process, Tools, Routine, and Core Beliefs
A 60 pages of experience-based lessons and insights curated from 15 years of my tweets.
1. Glossary – Terms and Expressions I Use
2. Charting – My Approach Using TradingView
3. My Screeners – Workflow of Finviz & Tradingview
4. Process & Routine – Moving Ideas to the Focus List
5. Pre-Market Routine – Situational Awareness
6. Proficient Execution– Trade Design, Stops, % Risk
7. Post-Execution – Trade Management
8. Journaling – Fine-Tuning to Improve YoY % Return
9. Conviction – Internalizing These 6 Graphics
10. Full-Time Trading – What Does It Takes
11. Five Books I Highly Recommend To Everyone
12. Free Productivity Tools & Websites I Rely On
13. How I Delayed My Own Progress by 3 Years
14. Reflections and Experiences for You to Relate To
15. Closing Remarks – A Call to Inspiration
16. FAQ, Paired with Thought-Provoking Questions
17. Subtle Strategies to Attract Institutional Attention
https://t.co/0F5tgGM49z
Managed to finish this project early as a Christmas gift🎄for everyone — enjoy!
The only screen you need to run this weekend:
Top Performers — Prior Week
· % Change 5D > 5%
· Weekly Closing Range > 75%
· Deepvue Sales Rating > 70
· 1mo Industry Rank < 30
249 results, some of which will go on to lead the market this upcoming cycle. ↓
@ameetrai@RichardMoglen when will the video of todays stage analysis be posted? I wanted to attend live but it Thanksgiving here in Canada and I am busy with the family today. Thanks