Long-Term Investor Pack
Research a company from the filings and test your own thesis. For: Investors who hold for months or years.
To research a stock with AI, give ChatGPT, Claude, Gemini or Grok the company's latest 10-K, 10-Q and earnings call, then use these prompts to pull the facts, test your thesis and write the bear case. The AI organizes the evidence from the filings. It never picks the stock or sets your price for you.
Free PDF · 33 pages
Get the Long-Term Investor Pack as a PDF
- All 10 prompts, word for word, with the [BRACKETS] highlighted
- A picture guide for every prompt, from research brief to thesis tracker
- Where to get each input for free, starting with SEC EDGAR
- A daily ready checklist and a printable monthly game plan
Research
- 1
Build a Company Research Brief That Argues Back
Get an organized research brief on a company from its official reports, with the key facts, the case against your idea, and what's still unknown.
- 2
Strong Earnings, Weak Cash? Spot the Warning Signs
Check if a company's reported profits are turning into real cash, and spot warning signs hiding behind strong earnings headlines.
- 3
Cheap or Pricey? See How a Stock Stacks Up Against Rivals
See how a company stacks up against its closest rivals on growth, profits, debt and price, so you know if it looks cheap or pricey for a reason.
- 4
What's This Stock Worth in a Bad, Normal and Great Case?
See what a stock might be worth in a bad, normal and great case, and which guesses move that number most, instead of trusting one price target.
Check the facts
- 5
Earnings Facts, No Spin: What Did the Company Report?
After earnings, get a clean table of what the company actually reported, kept apart from opinions and spin.
- 6
Share Sale Headline? Find Out How Many New Shares Are Coming
When a stock moves on a share-sale headline, read the actual filings to see if the deal is done and how many new shares it adds.
- 7
Get Free Company Financials From SEC Filings With Python
Get free company financials straight from SEC filings with a simple Python script, so you can research stocks without a paid data plan.
- 8
Screen Stocks on Growth, Margins and Trend With Free Data
Screen a few companies on sales growth, profit margins and price trend using free data sources, and get a pass or fail table you can save.
Challenge and track
- 9
Why Do You Own That Stock? Let AI Argue the Other Side
Stress-test your reason for owning a stock. AI checks each claim against real filings and gives you the strongest case against it.
- 10
Is Your Long-Term Reason for Owning a Stock Still True?
Keep your long-term reason for owning a stock honest by checking each new company report against what you first expected.
Questions about the Long-Term Investor Pack
Can AI pick stocks for me?
No. These prompts turn filings and earnings reports into a fact table, a bear case and a list of open questions. The AI never names a stock to buy. You read the evidence and make the call.
Which AI works best for these prompts?
They are written to work the same in ChatGPT, Claude, Gemini and Grok, and the free plans handle most of them. Use the one you already like. If you attach chart screenshots or broker files, pick an AI that can read images and files.
Is the Long-Term Investor Pack free?
Yes. All 10 prompts are free to copy on this page, and so is the PDF. Leave your email and we send the PDF to your inbox, along with the weekly Alpha Report, which you can unsubscribe from at any time.
Do I need an API key or coding skills?
No. Copy the prompt, paste it into your AI, and fill in the brackets. The company's latest 10-K and 10-Q, free on SEC EDGAR, are enough to start. No code, no API key and no paid data feed.
Is this financial advice?
No. It is educational material. Example tickers and numbers are illustrative, AI models make mistakes, and you should check every figure with your broker or data source before you act.
Educational only. Not financial advice. AI output can be wrong or out of date, so check every price, date and number against the source before you act.