How to Create AI Stock Investment Prompts | The 'Question Templates' That Stabilize Stock Analysis with ChatGPT

How to Create AI Stock Investment Prompts | The 'Question Templates' That Stabilize Stock Analysis with ChatGPT

The number of people using ChatGPT for stock investment is increasing.

Summarizing financial reports.
Organizing the impact of news.
Checking the strengths and risks of stocks you are interested in.
Considering the potential of thematic stocks.
Narrowing down stocks to watch before day trading.

Because it can be used in these ways, AI is quite useful for organizing information for stock investment.

However, many people who actually try using it likely feel the following:

“The answers are different every time I ask.”
“It returns plausible-sounding text, but it's hard to use for trading decisions.”
“It just lists both bullish factors and risks, and I don't know how to interpret them in the end.”
“Even when I enter a stock name, it gives me generalities.”
“Even though I'm using AI, my investment decisions aren't stable.”

The cause of this is not just the performance of the AI.

In many cases, the cause is that the prompt is vague.

A prompt is the instruction text given to an AI.

If you are going to use AI for stock investment, how you create these prompts becomes extremely important.

This is because the quality of the answers returned by AI changes significantly depending on 'what you ask'.

Simply entering a stock name and asking 'Is this stock a buy?' versus asking by specifying the time horizon, factors, financial results, charts, risks, and conditions for passing, results in completely different content.

What is important in AI stock investment is not having the AI predict the future for you.

It is using AI to organize the materials for your decision-making.

Articulating the reasons for buying.
Organizing the reasons for passing.
Identifying risks.
Separating short-term from medium-to-long-term.
Standardizing how to view financial results and news.
Checking stocks using the same criteria every time.

What is needed for this is a prompt for investment.

If you would like to read an article that already summarizes specific ways to use AI for stock investment and how to think about prompts, you can check it here.

The Real Capability of AI Stock Investment
https://note.com/loots/m/m83a7c01d810c

In this article, I will organize how to create prompts to stabilize stock analysis with ChatGPT, common mistakes beginners make, and question templates that are easy to use in practice.

*This article does not recommend the buying or selling of any specific stock. Stock investment carries risks, including the loss of principal. Please make final investment decisions at your own responsibility.

Table of Contents

1. Why Prompts Are Important for AI Stock Investing

2. Why Analysis Remains Shallow If You Only Input the Stock Name

3. The 5 Essential Elements of a Good Prompt

4. Basic Templates to Stabilize Stock Analysis with ChatGPT

5. How to Think About AI Prompts for Financial Results Analysis

6. How to Think About AI Prompts for Thematic Stock Analysis

7. How to Think About AI Prompts for Pre-Day Trading

8. Verification Points to Avoid Trusting AI Answers Blindly

9. Practical Rules for Applying Prompts to Investment Decisions

10. How to Learn More Specific AI Stock Investment Prompts

1. Why Prompts Are Important for AI Stock Investing

The difference in AI stock investing isn't just about whether you use AI or not.

The difference lies in how you ask the AI.

Even if you use the same ChatGPT, if your questions are vague, the answers will be vague too.

For example, asking questions like these:

Is this stock a buy?
Will it go up in the future?
Does this company have potential?
Does it look like it will go up tomorrow?

These ways of asking are close to what investors really want to know.

However, for the AI, the premises are missing.

Is it a short-term perspective? Is it a medium- to long-term perspective? Is it after earnings? Is it after a news announcement? Has the stock price already risen? At what price range are you considering it? What is your risk tolerance? Have you decided on a stop-loss line?

If you ask without these premises, the AI is likely to return generalities.

There is growth potential, but there are also risks.
You need to be careful about price movements in the short term.
You need to check the earnings trends over the medium to long term.
Investment decisions depend on your own risk tolerance.

Such answers are not wrong.

However, they should be difficult to use for actual decision-making.

What is needed for AI stock investment is not vague answers, but organization that can be used for judgment.

To achieve this, you need to include analysis conditions in your questions.

What do you want the AI to look at?
What time horizon should it consider?
What information should it prioritize?
Should it separate buying factors from reasons to pass?
To what extent should it check for risks?
Finally, in what format do you want the output?

The prompt is what determines this.

2. Entering only the stock name results in shallow analysis

Even if you enter only the stock name into ChatGPT, it is unlikely to result in practical analysis.

The reason is that stock analysis requires multiple perspectives.

Business description.
Recent financial results.
Sales growth.
Operating profit.
Profit margins.
Full-year outlook.
Market expectations.
Thematic relevance.
Freshness of news.
Stock price position.
Trading volume.
Short-term supply and demand.
Overall market sentiment.

You cannot make a judgment based on the stock name alone without looking at these.

For example, even among the same AI-related stocks, the contents are completely different.

There are companies where the AI business is truly contributing to sales.
There are companies where expectations are still ahead of reality.
There are companies being bought solely for their theme.
There are companies where growth has been confirmed in financial results.
There are companies where the stock price has already priced it in.

Even if they look like the same theme, the investment decision changes significantly.

That is why you need to specify the perspective of the analysis, rather than just entering the stock name into the AI.

For example, ask as follows:

'For this stock, please separate the buying factors, reasons to pass, and information that should be additionally checked from a short-term perspective.'

'For this stock, please organize the earnings growth, competitive advantages, and risk factors from a medium- to long-term perspective.'

Please explain why this stock is attracting attention as a thematic stock, categorized by business content, impact on financial performance, and short-term overheating.

When you ask in this way, the AI's response becomes quite practical.

The point is not to have the AI reach a conclusion, but to have it categorize the information for your judgment.

3. Five elements necessary for a good prompt

There are five elements in a prompt that is easy to use for stock investment.

First: Time horizon

The first thing you need is a time horizon.

Is it for day trading?
Is it for a swing trade of a few days to a few weeks?
Is it for a medium-to-long term of a few months to a few years?

The information you need to look at changes depending on the time horizon.

For day trading, the freshness of the news, trading volume, pre-market quotes, and short-term supply and demand are important.

For the medium-to-long term, sales growth, profit margins, business continuity, competitive advantage, and full-year outlook are important.

If you don't include a time horizon, the AI's response will mix short-term and medium-to-long-term perspectives.

Second: Purpose

Next, you need the purpose of the analysis.

Are you looking for new stocks?
Do you want to dig deeper into a stock you are interested in?
Do you want to confirm whether to buy or pass after earnings?
Do you want to see how much of a 'lead' a thematic stock is?
Do you want to review a stock you are currently holding?

If the purpose is different, the question will also change.

By including the purpose, it becomes easier for the AI to narrow down the necessary perspectives.

Third: Input information

If you are going to have AI analyze something, it is important to include as much necessary information as possible.

Stock name.
Earnings content.
News text.
Financial performance figures.
Stock price movement.
Trading volume.
The reason you are interested.
The time horizon you are considering.

The more information you provide, the more specifically the AI can organize it.

Conversely, if there is little information, it tends to result in generalities.

Fourth: Output Format

It is easier to use the AI if you also specify the output format.

Bullish factors.
Bearish factors.
Risks.
Information that needs further verification.
Conditions under which the premise fails.

Having it output in categories like this makes it easier to make decisions later.

Fifth: Counterarguments

Finally, what is important is counterarguments.

The more you want to buy a stock, the more you tend to look only at the good news.

That is precisely why you should dare to have the AI provide bearish factors as well.

'What are the reasons to pass on this stock?'
'What are the weaknesses of this analysis?'
'Is there a possibility that the market will not value it?'
'What are the conditions under which the bullish scenario would collapse?'

By including questions like these, you can reduce bias in your judgment.

4. Basic Template for Stabilizing Stock Analysis with ChatGPT

From here, I will introduce a basic template that is actually easy to use.

First, the pattern that is easy to use for stock analysis is as follows.

'Please analyze the following stock from a [XX] perspective. Please organize it into business content, recent news, key points of financial results, bullish factors, bearish factors, information that needs further verification, and conditions under which the premise fails.'

This pattern is quite easy to use.

In the [XX] section, you can insert perspectives such as short-term, medium-to-long-term, day trading, or swing trading.

For example, if it is a short-term perspective, it looks like this.

'Please analyze the following stock from a short-term perspective. Please organize it into recent news, trading volume, stock price position, bullish factors, bearish factors, price movements to check after the market opens, and conditions under which the premise fails.'

For a medium- to long-term perspective, change it like this.

Please analyze the following stock from a medium- to long-term perspective. Organize the analysis into the following sections: business description, revenue growth, operating profit, profit margins, full-year outlook, competitive advantages, risk factors, and financial statement items to monitor in the future.

As shown here, it is important to change the items according to the time horizon.

Furthermore, always include conditions for passing on the investment at the end.

Analyses without conditions for passing on an investment tend to focus only on reasons to buy.

What is important in investing is not just the reasons to buy.

It is confirming the reasons not to buy.

5. How to think about AI prompts for financial statement analysis

In financial statement analysis, it is effective to have the AI categorize and organize the numbers.

Even when looking at financial documents, beginners may find it difficult to know what to look for.

Revenue.
Operating profit.
Net profit.
Profit margin.
Progress rate.
Full-year outlook.
Upward revision.
Company forecast.
Market expectations.
Next-term growth potential.

There are many numbers, making it easy to get confused when making a judgment.

Therefore, ask the AI the following:

Please organize the following financial results into these categories: revenue, operating profit, operating profit margin, progress rate, full-year outlook, points the market is likely to value, and points that may not be valued.

With this prompt, you can confirm not only the good points but also the possibilities that might not be valued.

In financial results, there are times when the stock price falls even though the numbers are good.

There are several reasons for this, such as failing to exceed market expectations, the results already being priced into the stock, a cautious full-year outlook, or weak quality of earnings.

Therefore, the following questions for the AI are also effective.

Please organize the reasons why the stock price might fall even though these financial results look positive.

Please organize the reasons why the stock price might rise even though these financial results look weak.

Tell me the conditions under which the bullish scenario for this earnings report would collapse.

Organize the figures that should be checked before the next earnings report.

When using AI for earnings analysis, simply asking for a summary is not enough.

How will the market perceive this?
Is it already priced into the stock?
Does the perspective differ between the short term and the medium-to-long term?
What are the next figures to check?

Only by organizing it to this extent does it become useful for investment decisions.

You can also check practical ideas for AI prompts that can be used for earnings and stock analysis in this magazine.

The Real Potential of AI Stock Investing
https://note.com/loots/m/m83a7c01d810c

6. How to Think About AI Prompts for Thematic Stock Analysis

AI is also useful for thematic stock analysis.

Funds flow into various themes in the market, such as AI-related, semiconductors, data centers, defense, power, robotics, and cybersecurity.

However, thematic stocks are also an area where it is easy to buy at the top.

Buying after it becomes a hot topic.
Jumping in after seeing the news.
Entering stocks that are buzzing on social media.
Judging solely by the theme name.
Not checking the impact on earnings.

Such investments are dangerous.

When looking at thematic stocks, it is necessary to distinguish between primary stocks and associated stocks.

It becomes easier to organize if you ask the AI as follows:

Regarding this theme, please organize the background of the attention, the classification of related stocks, the criteria for distinguishing between primary and associated stocks, the impact on earnings, short-term overheating, and conditions for passing.

With this prompt, you can check not only the background of the theme but also the risks.

Furthermore, if you are looking at individual stocks, ask as follows:

Please organize the reasons why this stock is attracting attention as a thematic stock, divided into business content, sales contribution, figures to check in earnings reports, short-term factors, medium-to-long-term factors, and reasons to pass.

What is important for thematic stocks is not the theme name.

It is about whether that theme truly leads to financial performance.

Simply asking the AI, 'Is this company AI-related?' is not enough.

How much does that AI-related business impact sales and profits?
Are there any figures that can be verified in the financial results?
Has it already been priced into the stock?
Is there a possibility that the material will be exhausted in the short term?

You need to ask up to this point.

7. How to think about AI prompts for use before day trading

AI prompts are also useful for morning preparation before day trading.

There is a lot of information to look at in the morning.

US market.
Nikkei 225 futures.
Exchange rates.
Interest rates.
Semiconductor index.
Earnings announcements.
Material news.
Pre-market quotes.
Theme stocks.
Trading volume.

You need to organize these in a short amount of time.

It is easy to use the AI if you ask it as follows:

As preparation for day trading, please organize the overall market sentiment, featured themes, material stocks, points to check before the market opens, and conditions for passing on trades.

With this prompt, you can organize the information you should look at in the morning rather than trying to guess stocks.

Furthermore, if you are looking at material stocks, do it like this:

Regarding the following news, please organize the reasons why it is likely to be bought in the short term from a day trading perspective, the possibility of the material being exhausted, the quotes to check before the market opens, and the conditions for passing on trades.

In day trading, there are cases where the opening price is too high even if the material is strong.

Therefore, it is important not only to ask the AI about the quality of the material, but also to check the 'risks if the opening price is too high'.

Also, AI can be used for reviewing trades after they are done.

Please organize today's trades by the reason for buying, timing of entry, stop-loss judgment, profit-taking judgment, and areas for improvement.

Using it this way makes it easier to look back on intuitive trading.

8. Confirmation points to avoid trusting AI answers blindly

AI responses are convenient, but it is dangerous to trust them blindly.

AI is skilled at creating natural-sounding text.

Because of this, it can sometimes feel correct when you read it.

However, you must always verify information when making investment decisions.

Are the news dates correct?
Are the earnings figures up to date?
Do they match the company's official announcements?
Has the stock price already risen?
Is there sufficient trading volume?
Is the overall market sentiment not poor?
Are short-term and medium-to-long-term perspectives mixed up?
Does it align with your own trading rules?

AI responses are not final decisions.

They are a way to organize information for decision-making.

Even if the AI provides bullish factors, you need to be careful if the stock price has already surged.

Even if the AI writes that a stock is worth evaluating for the medium-to-long term, it could be a 'sell the news' event in the short term.

Even if the AI does not mention risks, you must check the earnings reports and news yourself.

In stock investing, the freshness of information is particularly important.

Analysis based on outdated information may not be useful in the current market.

Therefore, after reading an AI response, it is important to always verify primary sources and the latest stock price situation.

9. Practical Rules for Applying Prompts to Investment Decisions

To apply AI prompts to investment decisions, you need rules.

First, ask using the same template every time.

If you ask in a different way each time, the answers will not be consistent.

For stock analysis, divide it into buying factors, reasons to pass, risks, and additional information to verify.
For earnings analysis, divide it into revenue, operating profit, profit margin, progress rate, and full-year outlook.
For theme stocks, divide it into the strength of the theme, relevance to the company, impact on performance, and signs of overheating.
For day trading, divide it into market sentiment, news, order book, volume, and conditions for passing.

By creating templates for each purpose like this, your decision-making will become more stable.

Next, always make the AI provide a bearish scenario.

The more I want to buy a stock, the more I tend to focus only on the good news.

That is precisely why I dare to ask about the risks.

What are the reasons to pass on this stock?
What are the possibilities that the market will not value it?
What are the conditions under which the bullish scenario would collapse?
Is there a possibility of a short-term stall?

Just by including these questions, it becomes easier to stay calm.

Finally, record the AI's responses.

Why did I buy it?
Why did I pass on it?
Which risks did I check?
What did I overlook?
What was the result?

If you keep a record of this, you can look back on it later.

What is important in investing is not to get a single lucky hit.

It is to continuously improve your decision-making.

AI can be used for that improvement.

10. To learn more specific AI stock investment prompts

What is important in AI stock investing is not to ask the AI for the answer.

It is to use AI to refine your judgment.

Entering just the stock name and asking if you should buy it.
Pasting news and asking if it will go up.
Looking at earnings and asking only if they are good or bad.

Using it this way does not fully utilize the power of AI.

If you are going to use AI, you need a question template.

Decide on a time horizon.
Decide on your objective.
Include the necessary information.
Separate the reasons to buy from the reasons to pass.
Check the risks.
Identify the conditions under which your premises would collapse.
Finally, make a decision based on your own rules.

By creating this flow, AI becomes an auxiliary tool that organizes your investment decisions.

You are using ChatGPT, but your stock analysis is not stable.
Even when you consult AI about stocks, the answers are vague.
You don't know the prompts for earnings analysis.
You cannot distinguish between the primary and secondary stocks in a theme.
You don't know what to ask before day trading.
You cannot effectively organize the reasons to buy and the reasons to pass.

If you feel this way, it is worth learning the templates for AI stock investment prompts.

In this magazine, you can learn how to utilize AI for stock investment in a way that closely mirrors actual decision-making.

The Real Potential of AI Stock Investment
https://note.com/loots/m/m83a7c01d810c

How to ask ChatGPT.
How to structure stock analysis.
How to think about financial results analysis.
How to view thematic stocks.
Preparation before day trading.
How to organize investment decisions using AI.

You can check these contents in a format that is easy for beginners to put into practice.

In stock investment, having the most information does not necessarily mean you have the advantage.

What is important is how you organize that information.

AI can be used for that organization.

However, it is not about leaving it to AI.

It is about separating the decision-making materials together with AI.

Reasons to buy.
Reasons to pass.
Numbers to check.
Risks to be aware of.
Conditions under which the premise collapses.

Just by being able to verbalize these, your investment decisions will become much more composed.

Instead of choosing stocks based solely on intuition, use AI to refine your judgment.

What you need for that is a prompt template.

The Real Potential of AI Stock Investment
https://note.com/loots/m/m83a7c01d810c

Do not just let ChatGPT be a mere consultant; use it as a tool to organize your investment decisions.

This is a realistically usable approach for AI stock investment.

Do not have AI predict the future for you; use AI to polish your own judgment.

If you are going to use AI for stock investment from now on, start by organizing your prompt templates.

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