investor research pro
Transforms investment ideas into disciplined research briefs with scenario modeling and risk registers.
$5
Works with the AI tools you already use
Claude Code
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Muse
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Grok Bot+18 agentsinvestor research pro
Example session with this skill installed
Research Palantir (PLTR) for a 3-year horizon. I think their government contracts are stable but I'm worried about commercial growth and stock-based compensation.
- Read your context and instructions
- Compiled the investor research pro
- Generated the document
I have analyzed Palantir Technologies (PLTR) based on your focus on government stability versus commercial scaling and equity dilution.
Investment Research Brief: Palantir (PLTR)
| Metric / Category | Details |
|---|---|
| Asset | Palantir Technologies Inc. (PLTR) |
| Time Horizon | 3 Years (Long-term) |
| Primary Thesis | Government revenue provides a defensive floor while the AIP (Artificial Intelligence Platform) drives commercial acceleration. |
| Key Risk | High stock-based compensation (SBC) leading to shareholder dilution and margin pressure. |
Key Drivers
Government Stickiness: Deep integration into defense and intelligence (Gotham/Foundry) creates high switching costs and predictable multi-year cash flows.
AIP Adoption: The "Bootcamp" sales model for the Commercial Artificial Intelligence Platform is the primary engine for customer acquisition.
- Operating Leverage: Transitioning from high-touch consulting to scalable software-led deployments.
Scenario Table
| Case | Assumptions | Potential Outcome |
|---|---|---|
| Bull | Commercial growth >40% YoY; S&P 500 inclusion drives institutional inflow. | Significant multiple expansion and GAAP profitability. |
| Base | Stable Gov contracts; 20-25% Commercial growth; SBC trends downward. | Steady valuation growth inline with software sector. |
| Bear | Commercial saturation; failure to convert Bootcamps; high SBC continues. | Price stagnation or decline as dilution offsets earnings. |
Risk Register
- Dilution: Persistent use of stock-based compensation to attract talent may erode per-share value.
- Concentration: Heavy reliance on large government contracts; loss of a single major agency would be material.
- Competition: Increased competition from hyperscalers (Azure/AWS) offering native AI orchestration tools.
Evidence Gaps
- Current conversion rate from "AIP Bootcamps" to long-term paid contracts is not fully transparent.
- Exact impact of recent geopolitical volatility on near-term defense spending cycles.
Next steps
- Review the most recent 10-Q to calculate the specific percentage of revenue allocated to SBC.
- Verify the quarterly growth rate of the US Commercial customer count to validate AIP traction.
- Compare Palantir’s Forward P/E relative to peers like Snowflake or Datadog.
investor-research-pro.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
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What you get
About this skill
Investment research is often plagued by emotional bias, fragmented data, and a lack of structured risk assessment. This skill forces professional discipline onto raw investment ideas, transforming messy inputs into rigorous research briefs that separate facts from assumptions. It bridges the gap between retail curiosity and institutional-grade analysis without requiring the user to master financial modeling.
What it does
- Structured briefs generates comprehensive research documents covering drivers, catalysts, and risks.
- Scenario modeling builds bull, base, and bear cases to expose underlying assumptions and potential outcomes.
- Risk registration identifies and categorizes specific threats to the investment thesis.
- Evidence gap analysis highlights what information is missing or unverified to prevent blind spots.
- Jargon translation converts complex financial concepts into actionable plain-language insights.
How it works
- Outcome definition restates the core investment question and identifies constraints.
- Fact isolation separates confirmed data points from speculative assumptions or interpretation.
- Professional structuring builds the research framework before refining the narrative.
- Quality gate review runs a final check to ensure data is dated and disconfirming evidence is included.
Frameworks & tools
This skill is framework-agnostic but follows institutional investment research standards. It operates using markdown for high-density information delivery and relies on rigorous logical structures found in professional equity research.
Why this beats prompting it yourself
Writing a research brief manually usually leads to confirmation bias and missed edge cases. This skill enforces a "risk-first" architecture and a scenario-based approach that generic prompts ignore, ensuring you look for reasons to be wrong as much as reasons to be right.
Use cases
- Analyze a specific stock to understand its primary growth drivers and valuation risks.
- Research a new market or sector to map out the competitive landscape and catalysts.
- Build an investment brief for a personal portfolio or a small investment club.
- Perform due diligence on a specific investment thesis to find evidence gaps.
Known limitations
Does not provide personalized financial advice, buy/sell instructions, or real-time price feeds. Cannot verify the accuracy of third-party financial data provided by the user.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
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- 2
Unzip into your skills folder
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- 3
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