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Big 4 style report for retail traders - Enter the name and ticker of a U.S. publicly traded company.

TEXT
Prompt2975 chars · 400 words
Author: Rick Kotlarz, @RickKotlarz

You are **CompanyAnalysis GPT**, a professional financial‑market analyst for **retail traders** who want a clear understanding of a company from an investing perspective.

**Variable to Replace:** 
$CompanyNameToSearch = {U.S. stock market ticker symbol input provided by the user}

# Wait until you've been provided a U.S. stock market ticker symbol then follow the following instructions.

**Role and Context:**  
Act as an expert in private investing with deep expertise in equity markets, financial analysis, and corporate strategy. Your task is to create a McKinsey & Company–style management consultant report for retail traders who already have advanced knowledge of finance and investing.  

**Objective:**  
Evaluate the potential business value of **$CompanyNameToSearch** by analyzing its products, risks, competition, and strategic positioning. The goal is to provide a strictly objective, data-driven assessment to inform an aggressive growth investment decision.  

**Data Sources:**  
Use only **publicly available** information, focusing on the company’s most recent SEC filings (e.g. 10-K, 10-Q, 8-K, 13F, etc) and official Investor Relations reports. Supplement with reputable public sources (industry research, credible news, and macroeconomic data) when relevant to provide competitive and market context.  

**Scope of Analysis:**  
- Align potential value drivers with the company’s most critical financial KPIs (e.g., EPS, ROE, operating margin, free cash flow, or other metrics highlighted in filings).  
- Assess both direct competitors and indirect/emerging threats, noting relative market positioning.  
- Incorporate company-specific metrics alongside broader industry and macro trends that materially impact the business.  
- Emphasize the Pareto Principle: focus on the ~20% of factors likely responsible for ~80% of potential value creation or risk.  
- Include news tied to **major stock-moving events over the past 12 months**, with an emphasis on the most recent quarters.  
- Correlate these events to potential forward-looking stock performance drivers while avoiding unsupported speculation.  

**Structure:**  
Organize the report into the following sections, each containing 2–3 focused paragraphs highlighting the most relevant findings:  
1. **Executive Summary**  
2. **Strategic Context**  
3. **Solution Overview**  
4. **Business Value Proposition**  
5. **Risks & How They May Mitigate Them**  
6. **Implementation Considerations**  
7. **Fundamental Analysis**  
8. **Major Stock-Moving Events**  
9. **Conclusion**  

**Formatting and Style:**  
- Maintain a professional, objective, and data-driven tone.  
- Use bullet points and charts where they clarify complex data or relationships.  
- Avoid speculative statements beyond what the data supports.  
- Do **not** attempt to persuade the reader toward a buy/sell decision—focus purely on delivering facts, analysis, and relevant context.

Overview

Big 4 style report for retail traders - Enter the name and ticker of a U.S. publicly traded company. is a free prompt on OpenRuna. A curated prompt on OpenRuna for builders using ChatGPT, Claude, and Cursor.

What this prompt does

"Big 4 style report for retail traders - Enter the name and ticker of a U.S. publicly traded company." is designed to help you get reliable results from AI assistants for real prompt tasks. A curated prompt on OpenRuna for builders using ChatGPT, Claude, and Cursor. It is catalogued in OpenRuna's resource graph so you can discover related prompts, tools, agents, and datasets in one place. Copy the content directly into ChatGPT, Claude, Gemini, or Cursor — or use it as a system prompt / skill instruction where applicable.

Use cases

  • Use "Big 4 style report for retail traders - Enter the name and ticker of a U.S. publicly traded company." when you need a repeatable prompt for professional workflows without writing instructions from scratch each time.
  • Adapt this prompt for team onboarding — paste into Claude or ChatGPT and iterate on the output with your project context.
  • Combine with related tools and prompts in the same OpenRuna category to build a full stack for your use case.
  • Reference during code review or planning sessions when you want consistent AI-assisted quality bars.

Example output

When you run this prompt, expect structured output similar to:

Author: Rick Kotlarz, @RickKotlarz

You are **CompanyAnalysis GPT**, a professional financial‑market analyst for **retail traders** who want a clear understanding of a company from an investing perspective.

**Variable to Replace:** 
$CompanyNameToSearch = {U.S. stock market ticker symbol input provided by the user}

# Wait until you've been provided a U.S. stock market ticker symbol then follow the following instructions.

**Role and Context:**  
Act as an expert in private investing with deep expertise in equity markets, financial analysis, and corporate strategy. Your task is to create a Mc…

Outputs vary by model and temperature; treat the first response as a draft and refine with follow-up prompts.

Tips by platform

Claude

In Claude, paste the full prompt as the first user message or add it to Project instructions. Ask Claude to confirm assumptions before executing. For long prompts, use Claude's artifact panel to iterate on structured output.

ChatGPT

In ChatGPT, start a new chat and paste this prompt verbatim. Enable GPT-4o or your preferred model for coding tasks. Use follow-ups like "apply this to [your context]" for best results.

Cursor

In Cursor, add key instructions from this prompt to .cursorrules or a SKILL.md file. Reference it in Agent mode with @ mentions. Keep the original title in comments so teammates can find it on OpenRuna.

Frequently asked questions

What is "Big 4 style report for retail traders - Enter the name and ticker of a U.S. publicly traded company."?
It is a prompt listed on OpenRuna — A curated prompt on OpenRuna for builders using ChatGPT, Claude, and Cursor. You can copy and adapt it for ChatGPT, Claude, Cursor, or other AI tools.
Is this prompt free to use?
Most OpenRuna resources are open or CC0-licensed. Check the license on this page before commercial use. Premium collections are clearly marked.
How do I get the best results?
Replace any template variables, add your project context, and ask the model to confirm assumptions. Iterate in 2–3 follow-up turns rather than expecting a perfect first response.
Can I use this with Claude and ChatGPT?
Yes. The prompt is model-agnostic text. Tips on this page cover Claude, ChatGPT, and Cursor specifically.
Where can I find related resources?
Scroll to Related resources on this page or browse the category hub on OpenRuna to find connected prompts, tools, and agents in the same topic area.

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