Features Portfolio Research Screener Pricing FAQ
Login Register
Quick Guide

How to get useful answers from our AI.

For most finance, investing, market, and economy questions, start with Agents. You can ask naturally, use one of the examples below, and refine from there only if you want more depth or structure.

Start with these Agents prompts.

Use these examples as starting points for company research, valuation, risk, sector analysis, and idea generation.

1. Ask for a real conclusion

Questions work best when they aim at a useful judgment, not just a dump of facts.

  • Is [Company] becoming more attractive or more risky?
  • What is the market missing about [Company] right now?
  • Is this a real compounder or just a good recent story?

2. Ask for comparisons

Agents are especially useful when the answer depends on context across several companies or assets.

  • Compare [Company A] vs [Company B] as investment opportunities today.
  • Which stock has the stronger business quality: [A] or [B]?
  • How does [Company] compare to its sector and the relevant ETF?

3. Ask about change

Research gets more interesting when the question is about what changed and why it matters.

  • What changed in the latest quarter for [Company]?
  • Why has [Company] outperformed or underperformed lately?
  • Did the latest news actually change the thesis, or is it noise?

4. Ask for ideas or risks

Agents are strong at discovery when users want to widen the funnel or challenge an existing view.

  • Find stocks that fit this theme: [insert criteria].
  • What are the biggest risks to the bull case for [Company]?
  • Which companies in [sector] deserve a deeper look right now?

Simple Starting Points

Best for showing the default behavior: just ask a good research question in plain English.

What Matters Most?

Research [Company / Sector / Theme] and tell me what matters most for an investor right now. Include the key drivers, biggest risks, what seems priced in, and what I should monitor next.

Should I Look Closer?

Give me a serious research overview of [Company]. Explain the business, what has changed recently, why investors care, and whether this name deserves deeper work right now.

Why Did This Stock Move?

Why did [Company] move so much recently? Explain the main drivers, what actually mattered, and whether the move looks justified or overdone.

Which One Looks Better?

Compare [Company A] and [Company B] today. Which one looks like the better investment opportunity, and what is the clearest reason to prefer one over the other? Include a comparison table of the most important differences.

Investment Cases & Valuation

Best for full thesis building, valuation work, and identifying what the market may be over- or under-pricing.

Full Investment Case

Build a complete investment case for [Company]. Explain what has structurally changed in the business, what the market is pricing in, the strongest bull and bear arguments, and the most important variables to monitor going forward.

Valuation Decomposition & Expectations

Break down the current valuation of [Company] into growth expectations, margin assumptions, and capital efficiency. Compare it to history and peers, then summarize whether the stock is priced for perfection, decline, or reasonable execution. Include a valuation comparison table.

What Is the Market Missing?

Identify potential disconnects between market perception and underlying fundamentals for [Company]. Explain what the market might be missing, why it matters, and what evidence would invalidate that conclusion.

Cheap or Cheap for a Reason?

Assess whether [Company] looks undervalued or simply deserves a low valuation. Explain which concerns are already justified by the fundamentals and which ones may be overdone by the market.

Financial Quality, Capital Allocation & Risk

Use these when you want to test earnings quality, dividends, balance sheet resilience, or scenario sensitivity.

Are the Earnings Real?

Are [Company]'s earnings as good as they look? Check whether profits are backed by cash flow, and explain any signs that earnings quality may be strong, weak, or misleading. Include a line chart comparing net income, operating cash flow, and free cash flow over time.

Dividend Sustainability & Capital Allocation

Evaluate the sustainability of [Company]'s dividend. Look at payout ratios, free cash flow coverage, balance sheet strength, and capital allocation, then conclude whether the dividend is secure, at risk, or likely to grow. Include a summary table of the key dividend coverage and capital allocation metrics.

Balance Sheet & Financing Risk

Analyze the evolution of [Company]'s balance sheet, leverage, liquidity, and financing activity. Deliver a concise risk memo showing whether financial risk is increasing, stable, or improving. Include a table of the key balance sheet and debt metrics.

What Has to Go Right?

What has to go right for [Company] from here, and what could go wrong? Lay out a bull, base, and bear case, and explain which assumptions matter most. Include a bull, base, and bear scenario table.

Could This Be a Compounder?

Could [Company] become a long-term compounder? Explain what would allow it to keep growing and reinvesting at high returns, and what could break that story.

Can It Survive a Downturn?

Stress-test how resilient [Company] would be in a weaker economy. Look at debt, cash flow, margins, and balance sheet strength, then explain whether the business could handle a serious slowdown without major damage. Include a downside scenario table.

Sector, Market & Narrative Research

Choose these when the question depends on sector structure, market reaction, analyst behavior, or narrative shifts.

Who Is Winning in This Sector?

Analyze the structure of the [industry/sector]. Position [Company] within the landscape and explain whether it has a structural advantage or is being outcompeted. Include a comparison table of the main players.

Are Analysts Getting It Wrong?

Evaluate how analyst sentiment on [Company] has evolved over time, including upgrades, downgrades, target price revisions, and estimate changes. Determine whether analysts are reacting to fundamentals, lagging them, or overreacting to short-term developments.

Event Impact & Narrative Shift Analysis

Analyze the most important recent events affecting [Company]. Separate short-term noise from genuine long-term shifts and identify whether the current narrative is aligned with reality.

Why Has This Stock Moved?

Explain the key drivers behind [Company]'s stock performance over the past [X] months. Show which factors appear temporary versus durable, and highlight any overreactions or underappreciated drivers. Include a simple timeline table of the main drivers and events.

Cross-Asset Comparison

Compare [Company] to relevant ETFs and sector benchmarks across performance, volatility, valuation, and underlying exposures. Conclude whether the stock offers differentiated exposure or mainly mirrors the sector. Include a comparison table.

Why Is This Sector Hot or Cold?

Explain why [sector/industry] is performing well or poorly right now. Separate macro drivers, company fundamentals, and market narrative, and tell me what matters most going forward.

Is the Narrative Ahead of Reality?

Analyze whether the current story around [Company / Sector / Theme] is ahead of the underlying fundamentals. Explain what is supported by evidence, what looks speculative, and what could change that view.

Screening & Idea Generation

Best for discovery, broad searches, finding overlooked names, and deciding where to spend more time.

Multi-Factor Screening with Explanation

Find companies that match these criteria: [insert criteria]. Rank the best matches, explain why they stand out, and highlight the biggest risks for each one. Include a ranked table of the top results.

Where Should I Spend Time?

I am looking at [companies / sector / theme]. Tell me which names deserve deeper work first, why they stand out, and what questions I should investigate next. Include a ranked shortlist table.

Who Looks Overlooked?

Find companies that appear overlooked by the market in [sector / theme]. Explain what makes them interesting and what the market may not be paying attention to. Include a shortlist table.

What Should Be on My Watchlist?

Build a watchlist for [sector / theme / style]. Include the names most worth following and explain what would make each one more or less attractive from here. Include the watchlist as a table.

Prompt examples for the Assistant.

Use these examples to quickly see how to ask for financial data, market context, analyst information, and when to use Agents for bigger research questions.

Metric retrieval

Direct prompts for pulling exact data points and time-series context.

  • Show Revenue for AAPL last 4 quarters.
  • Show me latest balance sheet of BBY.
  • Show Inventory and Inventory Days Outstanding of PTON, last 12 quarters.

Quality and screening

Questions aimed at operating strength, capital structure, and yield-based discovery.

  • Compare Operating Margin of TSLA vs BMW.DE.
  • Comment on KO dividend payout ratio last 20qs.
  • Which Energy companies with min 1bln mcap pay more than 5% div yield?
  • Which Utilities are highly indebted? Show up to 20.

Performance tracking

Simple ways to ask for absolute or comparative price behavior.

  • Show stock performance of MSFT last 2 months.
  • Compare PLTR vs NVDA stock performance ytd.
  • How does 9988.HK tend to perform during end-of-year 4 yrs.

Tactical market discovery

Prompts for finding movers, niche themes, and positioning shifts.

  • Show today winners.
  • Which Utility stocks have the best performance last 5d?
  • Give me Australian lithium stocks with min 100mln mcap but sub 5mln cash.
  • What's GME short interest trend last 3 years?

Consensus and sentiment

Prompt patterns for understanding what analysts think now and how that compares across names.

  • What's the analyst consensus on PLTR?
  • Compare TSLA, GM and F analyst rating. Which one seems to be the most loved?

Broker activity and estimates

Examples that surface recent rating flow and forward expectations.

  • Show me last five ratings by Goldman.
  • Which stocks have been downgraded this month?
  • Give me the next 4 quarter estimates for MC.FR.

Research synthesis

Multi-source prompts that combine narrative understanding with factual support.

  • Give me a summary for AMZN latest earnings call, focus on comments about tariff impacts.
  • Do a deep dive on TSLA.
  • Do a summary on AAPL, MSFT, GOOGL and META and then compare their different AI initiatives.

Cross-domain comparisons and events

Prompts that bridge fundamentals, prices, corporate activity, and market calendars.

  • Compare total debt against stock performance for DOCU last 8 quarters.
  • Do a deep dive on NVDA, INTC and AMD. Generate an interesting podcast-like script.
  • What are the latest 3 Australian deals?
  • Give me next 5 IPOs.

Ready to Invest Smarter?

Join thousands of investors who already use CatCapital to make faster, better-informed decisions.