Use ChatGPT·Claude·Perplexity for institutional-grade analysis.
Analyze [TICKER]: 1. Core business and revenue streams 2. Revenue/profit growth (3yr) 3. Valuation: PER, PBR, ROE vs sector 4. Competitive advantages 5. Top 3 risk factors (12mo) 6. Opinion (Buy/Hold/Sell) + rationale
Analyze [TICKER] latest earnings: 1. Beat/miss vs consensus 2. Key drivers of results 3. Management guidance update 4. Stock reaction 5. Top positive and negative signal
[ETF1] vs [ETF2]: 1. Index and top holdings 2. 1yr/3yr/5yr returns 3. Expense ratio & AUM 4. Dividend yield & frequency 5. Better fit for current environment
Portfolio review: - [Stock 1]: $[amt] ([%]) - [Stock 2]: $[amt] ([%]) Goal: [goal] | Monthly: $[amt] 1. Sector/region concentration 2. Risk level 3. Rebalancing needs 4. Monthly allocation