Research a company with AI prompts
Use a ready-made prompt or write your own to investigate a company, its competitors and its risks. This example shows how to take a prompt from Findx into an AI assistant and turn useful findings into your own research notes.
A prompt is an instruction, not a verified answer. Findx copies the text for you. You paste it into an AI service and check the answer against original sources.
1. Try a system prompt on a stock
- Sign in and open the company you want to investigate.
- Choose the AI prompts button on the stock. Browse the System prompts and My prompts sections.
- Choose Use beside a system prompt. Findx fills in supported company details and copies the prompt.
- Choose one of the displayed AI services, such as ChatGPT, Claude, Gemini or Perplexity. It opens in a new tab.
- Paste the copied prompt with Ctrl+V or Cmd+V, read it, then submit it yourself. The AI service may require its own account.
Findx does not automatically paste or submit the prompt, and it does not save the AI answer as a stock note. Bring back the useful findings yourself.
2. Ask about the business and its moat
Start with questions you can understand and check:
- What does the company sell, who pays, and how does it make money?
- Why do customers choose it? What would make them leave?
- Which competitors offer an alternative?
- Does it have a competitive moat: an advantage competitors would find hard to copy? What evidence supports that?
- What could weaken that advantage or reduce profits?
Ask for links, dates and clear uncertainty. A claim that a company has a strong brand is not enough on its own. Ask how that advantage shows up in customer behaviour, pricing or costs.
3. Create your own reusable prompt
Open Manage prompts in the side menu or the prompt panel. Choose + New prompt. Give it a name such as Business and competitive advantage, enter the text below and choose Create.
The markers $$COMPANY$$ and $$TICKER$$ are filled in when you choose Use on a stock. A ticker is the short code used to identify a stock. Keep the markers exactly as written, including the dollar signs.
Example prompt text
Explain $$COMPANY$$ ($$TICKER$$) to someone new to investing.
1. What does it sell, who buys it, and how does it make money?
2. Who are its main competitors, and why do customers choose this company?
3. What competitive advantage might be hard to copy? Give evidence for and against it.
4. What could reduce its profits or weaken that advantage?
5. What should I check in the latest company reports?
Use original sources where possible. Link to them and give their dates. Separate facts from your interpretation. Say when information is missing or uncertain. Do not invent figures.
Return to the stock, open AI prompts and choose Use beside your saved prompt. You can edit your own prompts later. If you want to adapt a system prompt, put your version in a new personal prompt.
4. Challenge the answer
Follow up with a specific question. For example: “You say customers rarely leave. Which report supports that, and what period does it cover?” Or: “What is the strongest argument against this company having a lasting advantage?”
Supported markers also include $$PRICE$$, $$CURRENCY$$, $$PRICE_DATE$$, $$SECTOR$$, $$INDUSTRY$$ and $$COUNTRY$$. They insert those details, not the complete financial history or your personal notes. If a detail is missing, the marker becomes blank. Check the pasted text before sending.
If you ask about a large price fall, ask for dated company announcements and evidence. Do not accept a plausible-sounding explanation without checking it.
5. Verify and keep the useful findings
Open the cited reports and check the claims that matter. AI can misunderstand a business, use old information or invent a source. Compare the answer with the company history and the Quality, Business Momentum and Strength details in Findx.
Open the stock's personal note, summarise the findings in your own words, add source links and dates, and choose Save. Record unanswered questions too.
Then decide whether the company belongs in Candidates, Research further or Researched, but no thanks. The watchlist example shows how to organise those decisions.