Bring scattered investment research together for a clearer comparison.

Help us conduct intensive risk inspection tasks 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] Separate common factors such as stock, industry, currency, and customer dependence. [Results to be created this time] Please check the time of writing, target, unit, and key terms of the data first. Read the key facts and interpretations separately and explain only the calculations or relationships that can be confirmed in the data. Don't fill in the blank information with industry practices. [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 key claims and figures can be traced back to the original text. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

Help us compare ETF costs based on 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] Distinguish between definitions of compensation, other costs, spreads, and tracking differences. [Results to be created this time] Please select indicators and data that can change the current conclusion. Please write down the definition, source, confirmation cycle, and hypothesis to be reexamined in case of change for each item. Don't tell them that you actually set up alerts or automated trading, but provide them with a record form for their investigation. [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 you can compare using the same criteria as the following data. 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 out when we need cash 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] Separate planned expenditures from potential changes in liquidity and assets. [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.

Help us align our portfolio cost work with 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] Match the unit and application scope of compensation, transaction, and exchange costs. [Results to be created this time] Please adjust the period, currency, calculation method, and inclusion range of the comparison target. For items that cannot be directly compared due to different standards, please write down the reason and any necessary adjustments. Explain the differences and conditions to check rather than superiority or inferiority or trading actions. [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 that the same definition applies to all comparison boxes or that differences are specified. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

Help me read the financial statement 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] Distinguish between the composition of assets, liabilities, and capital and the structure of liquidity and maturity. [Results to be created this time] First organize the necessary input values, sources, units, and calculation formulas, and then calculate only the confirmed values. If no value is provided, indicate the required input. Explain errors due to rounding and assumptions and check the results. [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] Distinguish between original figures and calculated values and check if they can be verified in another way. 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 suitable for “Portfolio Factor Exposure 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] Qualitatively analyze the market, size, value, growth, quality, momentum, and low volatility factor exposure of {{holdings}}. Write down the indicators and data base dates on which each judgment is based, and show in a table the overlap between factors, pros and cons in certain phases, and unintended bets. If quantitative data is lacking, suggest a confirmation method and necessary data source instead of a definitive score. [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 prepare review materials suitable for “Theme ETF Substance Verification.” 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] Define {{theme_etf}}'s investment theme as measurable sales exposure and check the proportion of sales and profits that the top holdings actually derive from the theme. Analyze index composition rules, stock purity, valuation, turnover, time-to-market bias, liquidation risk, and compare whether you can get the same exposure more cheaply with a broad index. Please provide a verification table that separates the theme narrative and business performance. [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 review new business investments 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] Distinguish between investment scale, stage, measurement indicators, and existing business impact. [Results to be created this time] Please select indicators and data that can change the current conclusion. Please write down the definition, source, confirmation cycle, and hypothesis to be reexamined in case of change for each item. Don't tell them that you actually set up alerts or automated trading, but provide them with a record form for their investigation. [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 you can compare using the same criteria as the following data. 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 that fit the “Reverse DCF Expectation Interpretation”. 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] Calculate the sales growth rate, operating margin, and reinvestment efficiency required to justify {{company}}'s current price {{price}} using reverse DCF. Please provide sensitivity tables for changing WACC and terminal assumption ranges, comparisons with past performance, competitors, and industry growth rates, operating conditions under which expectations will be realized, and signals of failure. Rather than determining a target stock price, focus on interpreting the expectations inherent in the market price. [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 me read the financial statement 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] Distinguish between the composition of assets, liabilities, and capital and the structure of liquidity and maturity. [Results to be created this time] Please adjust the period, currency, calculation method, and inclusion range of the comparison target. For items that cannot be directly compared due to different standards, please write down the reason and any necessary adjustments. Explain the differences and conditions to check rather than superiority or inferiority or trading actions. [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 that the same definition applies to all comparison boxes or that differences are specified. 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 exchange rate sensitivity 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] Connect exposure currency, cash flow, hedging and virtual change conditions. [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.

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] First organize the necessary input values, sources, units, and calculation formulas, and then calculate only the confirmed values. If no value is provided, indicate the required input. Explain errors due to rounding and assumptions and check the results. [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] Distinguish between original figures and calculated values and check if they can be verified in another way. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.

Help us align our business structure reading tasks with 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] Link revenue sources, customers, costs, and dependencies to disclosed data and distinguish forecasts from facts. [Results to be created this time] Organize exposure factors, occurrence conditions, effects, and observation indicators based on data. Distinguish between possibility and fact, and don't embellish with numbers if you don't know the probability. Please leave judgment criteria and additional investigation items to reduce risk. [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 that each risk is accompanied by evidence, counterexamples, and uncertainty. Distinguish between the basis for the outcome, remaining uncertainties, and next actions, and mark only what has actually been confirmed as complete.