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This guide walks through researching one company end to end. Use it when you want a balanced, evidence-backed view of a single stock, the foundation for almost any investment decision. The Skill behind this workflow is Stock Analysis. You do not need to name it; describing the task is enough.

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When to use this

  • You are forming a thesis on a company
  • You want to pressure-test a position you already hold
  • You are preparing before earnings or before a decision

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Step 1: Ask for a structured analysis

Start with a prompt that asks for the full picture and, crucially, asks for evidence and risks: 
Analyze [TICKER]. Cover business overview, recent developments, revenue and margin trends, valuation, technical context, sentiment, key risks, and what would change the conclusion.
If you care about specific drivers, name them. A focused prompt produces a sharper answer: 
Analyze MSFT. Focus on Azure growth, AI capex, margin durability, valuation, and risks from cloud competition.

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Step 2: Run the review checklist

Before you trust the output, check it:
  • Does the answer separate facts from assumptions?
  • Are recent events dated?
  • Are financial figures sourced?
  • Are the risks concrete, not generic boilerplate?
  • Does the conclusion explain what evidence would change it?
If any of these fail, do not start over — push back in the same conversation.

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Step 3: Pressure-test the thesis

The most valuable step is challenging the view you just got. Ask for the other side: 
Compare this thesis against the bear case. What's the strongest argument that this is a bad investment?
A thesis that survives its own bear case is worth more than one that was never challenged.

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Step 4: Turn it into something you’ll keep

When you are satisfied, capture it: 
Turn this into a one-page investment memo.
For long research, ask the Agent to save it as a file in your workspace so you can revisit it later.

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Common mistakes

  • Asking too broadly. “Tell me about NVDA” gets you a generic summary. Name what you care about.
  • Stopping at the bull case. If you only read the optimistic view, you have confirmation, not research.
  • Not checking sources. Always confirm the financial figures came from data, not recall. Ask the Agent to cite them.

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Prompt variations

Analyze [TICKER] strictly from a risk perspective. What could go wrong, and how likely is each?

Analyze [TICKER] as if I already own it at [price]. Should I add, hold, or trim, and why?

Give me the three things that matter most for [TICKER] over the next year, and how to monitor each.