AI Prompt
Investment Research Framework
Use this detailed Investment Research Framework prompt for finance work. It guides the AI to produce a structured, practical result with clear assumptions, risks and quality checks.
Prompt Template
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Act as a senior specialist for Finance work. Task: Investment Research Framework Use the information below: Objective: [OBJECTIVE] Context: [CONTEXT] Input data or source material: [INPUT_DATA] Target audience/user: [TARGET_AUDIENCE] Constraints: [CONSTRAINTS] Required output format: [OUTPUT_FORMAT] Instructions: 1. Confirm the objective in one clear sentence. 2. Use only the information supplied; do not invent facts, figures, sources, credentials, policies, results, or quotations. 3. Identify missing information that could materially change the result. 4. Separate verified facts, assumptions, recommendations, and risks. 5. Produce a practical, professional deliverable tailored to the audience. 6. Use clear headings and concise sections. 7. Include examples, steps, tables, formulas, checklists, or decision criteria where useful. 8. Highlight the most important mistakes or failure points to avoid. 9. State limitations and verification steps where the task carries material risk. 10. End with a quality-control checklist. Return: - Objective - Primary deliverable - Key analysis - Recommended actions - Risks / assumptions - Final quality-control checklist