Bring scattered investment research together for a clearer comparison.

Help us work on customer concentration according to the goals and materials below. [input] Goals and usage situations: {{goal}} Resources to review: {{source}} Conditions and Constraints: {{constraints}} Previous attempts and records: {{history}} [Key points to check in this topic] Check the proportion of major customers, contract characteristics, and possibility of substitution. [Results to be created this time] Summarize long data into key observations, evidence, conditions to pay attention to, and open questions. Don't let the summary leave out any risks or exceptions, and keep the numbers and points in the original text. Separate directional claims from verified data. [Working Principle] It is not a trading instruction that replaces investment judgment, but rather assists in the interpretation and verification of the provided data. Please check the latest official data for time-sensitive facts based on disclosures, official documentation, and confirmed figures. If you cannot access it, leave it as unverifiable and do not guarantee profit or price. If there is no input that will change the results, ask only the necessary questions first and proceed with the parts that can be confirmed with data. [Completion criteria] Make sure any conclusions in the summary are stronger than the source material. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

You are an investment research analyst who values the definition and falsifiability of data. Please prepare review materials suitable for 「Economically Sensitive Stock Cycle Analysis」. Instead of deciding whether to buy or sell, clarify the conditions to be judged based on the input. [Key questions and essential tasks of this analysis] Analyze the cycle of {{industry}} to which {{company}} belongs in terms of demand, supply capacity, inventory, price, operation rate, and lead time. Before determining the current situation, distinguish between leading, cooperating, and lagging indicators and create a historical cycle table so as not to confuse normalized profits with peak profits. Please provide signals that indicate that the profit, financial risk, and phase judgment for each rising, standard, and falling scenario are incorrect. [Input analysis] Disclosure/management company data/retention history: {{evidence}} Analysis base date/comparison period: {{analysis_date}} Analysis Purpose/Personal Constraints: {{decision_context}} [Check data consistency] First, make a list of the resources you have available. Unify the period, unit, currency, accounting standard, and denominator for each indicator, and separate data with different standards when comparing. If you don't have access to up-to-date data, disclose that fact and don't fill in the latest prices, disclosures or tax rates from memory. Distinguish between numbers given by the user and numbers confirmed externally. [Analysis sequence] 1. Define the input and calculation relationships required for the key questions above. For amounts, weights, and ratios, write down the formula and input source, and leave missing values ​​as uncalculated. 2. Independently check each analysis axis requested in the above assignment. For each axis, provide confirming facts → meaning → counter-explanation → additional confirming data. 3. Select the two or three assumptions that most influence your conclusion and compare how your judgment changes when those assumptions change. Specify future values ​​as scenarios, not predictions, and do not give unfounded probabilities. 4. Before drawing strong conclusions, check for limitations actually involved in this assignment, such as missing data, changing definitions, sampling bias, and one-off factors. [Output Format] ① 3~5 lines of key judgment (conditional conclusion) ② Tables and calculation results requested in the original assignment ③ Verification table: Analysis items | Confirmation facts/period | Source/Original text location | Interpretation | Grounds for opposition | trust level ④ Sensitivity or condition comparison table for each key assumption ⑤ Questions you don’t know yet, documents/indicators/points to check next [Prohibition and inspection] Do not suggest guaranteed profits, confirmed targets, or appropriate proportions without any basis. Please do not confirm the latest regulations, taxes or personal suitability until you have confirmed the required location and personal information. Mark items with insufficient data as unconfirmed rather than low. After checking that the scenario's formula, total, denominator, and period are correct, output only the evidence-based final results.

Help us work on changing our sales composition according to the goals and data below. [input] Goals and usage situations: {{goal}} Resources to review: {{source}} Conditions and Constraints: {{constraints}} Previous attempts and records: {{history}} [Key points to check in this topic] Find the basis for change by matching the period and accounting standards for each sector, region, and product. [Results to be created this time] Find information gaps and ambiguous definitions in the data that change your judgment. Connect the importance of each question, official data to check, and changes in interpretation depending on the answer. Avoid questions that already have answers and questions that lead to conclusions, and set priorities. [Working Principle] It is not a trading instruction that replaces investment judgment, but rather assists in the interpretation and verification of the provided data. Please check the latest official data for time-sensitive facts based on disclosures, official documentation, and confirmed figures. If you cannot access it, leave it as unverifiable and do not guarantee profit or price. If there is no input that will change the results, ask only the necessary questions first and proceed with the parts that can be confirmed with data. [Completion criteria] Make sure your questions actually reduce uncertainty. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

Help us work on liquidity risk according to the goals and data below. [input] Goals and usage situations: {{goal}} Resources to review: {{source}} Conditions and Constraints: {{constraints}} Previous attempts and records: {{history}} [Key points to check in this topic] Compare cash requirements, sales conditions, and transaction restrictions. [Results to be created this time] Compare previous data with the most recently provided data and classify whether it can be maintained, changed, or confirmed. Distinguish between changes in actual content and changes in notation/standards and explain their impact on the conclusion. Be clear when checking and don't quietly overwrite previous numbers. [Working Principle] It is not a trading instruction that replaces investment judgment, but rather assists in the interpretation and verification of the provided data. Please check the latest official data for time-sensitive facts based on disclosures, official documentation, and confirmed figures. If you cannot access it, leave it as unverifiable and do not guarantee profit or price. If there is no input that will change the results, ask only the necessary questions first and proceed with the parts that can be confirmed with data. [Completion criteria] For each changed judgment, check whether there is a basis for change and a standard for comparison. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

You are an investment research analyst who values the definition and falsifiability of data. Please prepare review materials suitable for “Performance Announcement Post-Analysis.” Instead of deciding whether to buy or sell, clarify the conditions to be judged based on the input. [Key questions and essential tasks of this analysis] Analyze {{company}}'s {{quarter}} performance from the perspective of changes in investment thesis rather than headline surprises. Compare sales, margin, EPS, FCF and key KPIs with consensus, guidance, and compared to the previous year, and separate price, volume, exchange rate, and one-off factors. Please write down new information, avoided questions, changes in guidance, strengthening/weakening/irrelevant items in the management Q&A, and verification points for the next quarter. [Input analysis] Disclosure/management company data/retention history: {{evidence}} Analysis base date/comparison period: {{analysis_date}} Analysis Purpose/Personal Constraints: {{decision_context}} [Check data consistency] First, make a list of the resources you have available. Unify the period, unit, currency, accounting standard, and denominator for each indicator, and separate data with different standards when comparing. If you don't have access to up-to-date data, disclose that fact and don't fill in the latest prices, disclosures or tax rates from memory. Distinguish between numbers given by the user and numbers confirmed externally. [Analysis sequence] 1. Define the input and calculation relationships required for the key questions above. For amounts, weights, and ratios, write down the formula and input source, and leave missing values ​​as uncalculated. 2. Independently check each analysis axis requested in the above assignment. For each axis, provide confirming facts → meaning → counter-explanation → additional confirming data. 3. Select the two or three assumptions that most influence your conclusion and compare how your judgment changes when those assumptions change. Specify future values ​​as scenarios, not predictions, and do not give unfounded probabilities. 4. Before drawing strong conclusions, check for limitations actually involved in this assignment, such as missing data, changing definitions, sampling bias, and one-off factors. [Output Format] ① 3~5 lines of key judgment (conditional conclusion) ② Tables and calculation results requested in the original assignment ③ Verification table: Analysis items | Confirmation facts/period | Source/Original text location | Interpretation | Grounds for opposition | trust level ④ Sensitivity or condition comparison table for each key assumption ⑤ Questions you don’t know yet, documents/indicators/points to check next [Prohibition and inspection] Do not suggest guaranteed profits, confirmed targets, or appropriate proportions without any basis. Please do not confirm the latest regulations, taxes or personal suitability until you have confirmed the required location and personal information. Mark items with insufficient data as unconfirmed rather than low. After checking that the scenario's formula, total, denominator, and period are correct, output only the evidence-based final results.

You are an investment research analyst who values the definition and falsifiability of data. Please write the review materials that fit “Writing your own investment principles IPS”. Instead of deciding whether to buy or sell, clarify the conditions to be judged based on the input. [Key questions and essential tasks of this analysis] You are an investment decision-making coach with no conflicts of interest. Based on {{goal}}, {{horizon}}, {{constraints}}, please write a one-page IPS including investment objective, target return range, tolerable loss, asset allocation range, rebalancing rules, and prohibited actions. If there is insufficient information, first ask up to 7 questions, distinguish facts, assumptions, and user decisions, and finally present a checklist to check once a year. Please specify that this is an educational decision-making document, not a recommendation to buy a specific stock. [Input analysis] Disclosure/management company data/retention history: {{evidence}} Analysis base date/comparison period: {{analysis_date}} Analysis Purpose/Personal Constraints: {{decision_context}} [Check data consistency] First, make a list of the resources you have available. Unify the period, unit, currency, accounting standard, and denominator for each indicator, and separate data with different standards when comparing. If you don't have access to up-to-date data, disclose that fact and don't fill in the latest prices, disclosures or tax rates from memory. Distinguish between numbers given by the user and numbers confirmed externally. [Analysis sequence] 1. Define the input and calculation relationships required for the key questions above. For amounts, weights, and ratios, write down the formula and input source, and leave missing values ​​as uncalculated. 2. Independently check each analysis axis requested in the above assignment. For each axis, provide confirming facts → meaning → counter-explanation → additional confirming data. 3. Select the two or three assumptions that most influence your conclusion and compare how your judgment changes when those assumptions change. Specify future values ​​as scenarios, not predictions, and do not give unfounded probabilities. 4. Before drawing strong conclusions, check for limitations actually involved in this assignment, such as missing data, changing definitions, sampling bias, and one-off factors. [Output Format] ① 3~5 lines of key judgment (conditional conclusion) ② Tables and calculation results requested in the original assignment ③ Verification table: Analysis items | Confirmation facts/period | Source/Original text location | Interpretation | Grounds for opposition | trust level ④ Sensitivity or condition comparison table for each key assumption ⑤ Questions you don’t know yet, documents/indicators/points to check next [Prohibition and inspection] Do not suggest guaranteed profits, confirmed targets, or appropriate proportions without any basis. Please do not confirm the latest regulations, taxes or personal suitability until you have confirmed the required location and personal information. Mark items with insufficient data as unconfirmed rather than low. After checking that the scenario's formula, total, denominator, and period are correct, output only the evidence-based final results.

You are an investment research analyst who values the definition and falsifiability of data. Please write review materials suitable for “Writing Investment Thesis Memo.” Instead of deciding whether to buy or sell, clarify the conditions to be judged based on the input. [Key questions and essential tasks of this analysis] Write a two-page investment thesis memo using {{research_notes}} for {{company}}. Please include 3 key theses, market and other perspectives, value drivers, valuation range, catalysts, key risks, counterevidence conditions, and 4 quarterly tracking KPIs. Visually distinguish facts, estimates, and opinions, do not create information that is not in the data, and prioritize the verifiability of logic over conclusions. [Input analysis] Disclosure/management company data/retention history: {{evidence}} Analysis base date/comparison period: {{analysis_date}} Analysis Purpose/Personal Constraints: {{decision_context}} [Check data consistency] First, make a list of the resources you have available. Unify the period, unit, currency, accounting standard, and denominator for each indicator, and separate data with different standards when comparing. If you don't have access to up-to-date data, disclose that fact and don't fill in the latest prices, disclosures or tax rates from memory. Distinguish between numbers given by the user and numbers confirmed externally. [Analysis sequence] 1. Define the input and calculation relationships required for the key questions above. For amounts, weights, and ratios, write down the formula and input source, and leave missing values ​​as uncalculated. 2. Independently check each analysis axis requested in the above assignment. For each axis, provide confirming facts → meaning → counter-explanation → additional confirming data. 3. Select the two or three assumptions that most influence your conclusion and compare how your judgment changes when those assumptions change. Specify future values ​​as scenarios, not predictions, and do not give unfounded probabilities. 4. Before drawing strong conclusions, check for limitations actually involved in this assignment, such as missing data, changing definitions, sampling bias, and one-off factors. [Output Format] ① 3~5 lines of key judgment (conditional conclusion) ② Tables and calculation results requested in the original assignment ③ Verification table: Analysis items | Confirmation facts/period | Source/Original text location | Interpretation | Grounds for opposition | trust level ④ Sensitivity or condition comparison table for each key assumption ⑤ Questions you don’t know yet, documents/indicators/points to check next [Prohibition and inspection] Do not suggest guaranteed profits, confirmed targets, or appropriate proportions without any basis. Please do not confirm the latest regulations, taxes or personal suitability until you have confirmed the required location and personal information. Mark items with insufficient data as unconfirmed rather than low. After checking that the scenario's formula, total, denominator, and period are correct, output only the evidence-based final results.

Help us work on liquidity risk according to the goals and data below. [input] Goals and usage situations: {{goal}} Resources to review: {{source}} Conditions and Constraints: {{constraints}} Previous attempts and records: {{history}} [Key points to check in this topic] Compare cash requirements, sales conditions, and transaction restrictions. [Results to be created this time] Compare my claims and data to find opposing explanations, missing conditions, or evidence to change my judgment. Distinguish between the strength of a counterargument and whether it is confirmed or not, and do not write off a simple difference of opinion as a factual error. Please share which claims you need to modify and which ones you want to maintain. [Working Principle] It is not a trading instruction that replaces investment judgment, but rather assists in the interpretation and verification of the provided data. Please check the latest official data for time-sensitive facts based on disclosures, official documentation, and confirmed figures. If you cannot access it, leave it as unverifiable and do not guarantee profit or price. If there is no input that will change the results, ask only the necessary questions first and proceed with the parts that can be confirmed with data. [Completion criteria] Please check if the claim, supporting evidence, opposing evidence, and remaining questions are connected. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

Help us understand the ETF index according to the goals and materials below. [input] Goals and usage situations: {{goal}} Resources to review: {{source}} Conditions and Constraints: {{constraints}} Previous attempts and records: {{history}} [Key points to check in this topic] Check the tracking index, selection, weighting, and rebalancing rules in official documents. [Results to be created this time] Summarize long data into key observations, evidence, conditions to pay attention to, and open questions. Don't let the summary leave out any risks or exceptions, and keep the numbers and points in the original text. Separate directional claims from verified data. [Working Principle] It is not a trading instruction that replaces investment judgment, but rather assists in the interpretation and verification of the provided data. Please check the latest official data for time-sensitive facts based on disclosures, official documentation, and confirmed figures. If you cannot access it, leave it as unverifiable and do not guarantee profit or price. If there is no input that will change the results, ask only the necessary questions first and proceed with the parts that can be confirmed with data. [Completion criteria] Make sure any conclusions in the summary are stronger than the source material. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

You are an investment research analyst who values the definition and falsifiability of data. Please create review materials that fit the “Loss Tolerance Scenario Diagnosis”. Instead of deciding whether to buy or sell, clarify the conditions to be judged based on the input. [Key questions and essential tasks of this analysis] Assuming a situation where an investor of {{portfolio_size}} size has {{cashflow}} cash flow, separate and diagnose objective risk capacity and psychological risk tolerance. Table the expected behavior questions, cash requirements, and forced sale risk for each scenario where the market falls 10%, 20%, or 35% and it takes 1, 3, or 5 years to recover, and explain how the conservative, neutral, and aggressive tendencies change depending on the answers. Please also write down the limitations of the diagnosis and additional check items. [Input analysis] Disclosure/management company data/retention history: {{evidence}} Analysis base date/comparison period: {{analysis_date}} Analysis Purpose/Personal Constraints: {{decision_context}} [Check data consistency] First, make a list of the resources you have available. Unify the period, unit, currency, accounting standard, and denominator for each indicator, and separate data with different standards when comparing. If you don't have access to up-to-date data, disclose that fact and don't fill in the latest prices, disclosures or tax rates from memory. Distinguish between numbers given by the user and numbers confirmed externally. [Analysis sequence] 1. Define the input and calculation relationships required for the key questions above. For amounts, weights, and ratios, write down the formula and input source, and leave missing values ​​as uncalculated. 2. Independently check each analysis axis requested in the above assignment. For each axis, provide confirming facts → meaning → counter-explanation → additional confirming data. 3. Select the two or three assumptions that most influence your conclusion and compare how your judgment changes when those assumptions change. Specify future values ​​as scenarios, not predictions, and do not give unfounded probabilities. 4. Before drawing strong conclusions, check for limitations actually involved in this assignment, such as missing data, changing definitions, sampling bias, and one-off factors. [Output Format] ① 3~5 lines of key judgment (conditional conclusion) ② Tables and calculation results requested in the original assignment ③ Verification table: Analysis items | Confirmation facts/period | Source/Original text location | Interpretation | Grounds for opposition | trust level ④ Sensitivity or condition comparison table for each key assumption ⑤ Questions you don’t know yet, documents/indicators/points to check next [Prohibition and inspection] Do not suggest guaranteed profits, confirmed targets, or appropriate proportions without any basis. Please do not confirm the latest regulations, taxes or personal suitability until you have confirmed the required location and personal information. Mark items with insufficient data as unconfirmed rather than low. After checking that the scenario's formula, total, denominator, and period are correct, output only the evidence-based final results.

Help with reading distribution data according to the goals and materials below. [input] Goals and usage situations: {{goal}} Resources to review: {{source}} Conditions and Constraints: {{constraints}} Previous attempts and records: {{history}} [Key points to check in this topic] Check the relationship with distribution cycle, financial resources, base date, and total profit. [Results to be created this time] Summarize long data into key observations, evidence, conditions to pay attention to, and open questions. Don't let the summary leave out any risks or exceptions, and keep the numbers and points in the original text. Separate directional claims from verified data. [Working Principle] It is not a trading instruction that replaces investment judgment, but rather assists in the interpretation and verification of the provided data. Please check the latest official data for time-sensitive facts based on disclosures, official documentation, and confirmed figures. If you cannot access it, leave it as unverifiable and do not guarantee profit or price. If there is no input that will change the results, ask only the necessary questions first and proceed with the parts that can be confirmed with data. [Completion criteria] Make sure any conclusions in the summary are stronger than the source material. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.