Free, open-source templates, guides, and frameworks for product managers,
athletes recovering from injury, and serious investors.
No sign-up. No payment. No tracking. Click and use it today.
29
Resources
3
Disciplines
Free
Always
No cookiesNo trackingNo data collectedNo external requestsNo sign-up requiredMIT licensed
Weeks 10–16+. Barbell squat, trap bar deadlift, agility drills, sprint mechanics, and a permanent prehab programme plus the full return-to-sport clearance checklist.
ProblemAthletes return to competition without hitting pre-injury benchmarks
Use whenWhen LSI reaches 90% on hop testing
"Not just back to sport. Back to your best — and beyond."
Complete 9–12 month programme from surgery to elite performance. All 5 phases with every exercise, set, rep, load, how-to instruction, and return-to-sport clearance checklist.
ProblemACL re-injury rate without structured rehab is 20–25%
Use whenFrom day one post-surgery through return to full competition
Full programme for patellofemoral pain and patellar tendinopathy. VMO isometrics, Spanish squat, eccentric step-downs, heavy slow resistance, and plyometric reintroduction.
ProblemKnee pain is the most undertreated barrier to athletic performance
Use whenFrom first session of knee pain through elite sport return
Complete programme for athletic low back pain. McKenzie extension, deep core reactivation, dead bug, bird dog, hip hinge restoration, and trap bar deadlift progression.
ProblemLow back pain is the leading cause of early career end in athletes
Use whenFrom acute episode through full return to loaded sport
"A strong back is the foundation of every athletic movement."
Full programme for rotator cuff injuries, impingement, and SLAP tears. Pendulum mobility, infraspinatus strengthening, scapular control, face pulls, and interval throwing programme.
ProblemShoulder injuries end more athletic careers than almost any other injury
Use whenFrom acute post-injury through return to overhead and throwing sport
"Healthy shoulders throw harder, lift more, and last longer."
Programme for Grade I–III hamstring strains with full Nordic Hamstring Curl protocol and progressive sprint programme. Reduces re-injury rate from 40% to under 10%.
ProblemHamstring strains re-occur in 30–40% of athletes without eccentric training
Use whenFrom day of injury through full sprint speed and sport return
Comprehensive programme for Grade I–III ankle sprains. PEACE and LOVE acute care, 360-degree strengthening, progressive balance training, and lateral hop protocol.
Problem70% of ankle sprains re-occur without complete rehabilitation
Use whenFrom day of injury through full agility and sport return
"Rehabilitation done fully. Never roll the same ankle twice."
A twelve-point due diligence filter covering business quality, financial health, valuation, and risk with a final decision and position-sizing template.
ProblemMost retail investors buy stocks on emotion not process
Use whenBefore placing any buy order
"Never buy a stock without running it through this twelve-point filter."
A plain-language breakdown of the income statement, balance sheet, and cash flow statement with key ratios, formulas, and benchmarks for every line item.
ProblemMost investors cannot read the financials they invest based on
Use whenWhen researching any company before investing
"Read any company's financials like a Wall Street analyst."
Copy any prompt below and paste it straight into Claude or ChatGPT.
No API key needed. No account required here.
Just copy, paste, and get expert-level answers instantly.
Best used: Before starting any new product initiative
I am a product manager starting a new initiative. Help me apply the Amazon Working Backwards framework. Ask me questions one at a time to help me write a PRFAQ: first the customer problem, then the proposed solution, then the success metrics, then the risks. Be rigorous and push back if my answers are vague or solution-first rather than customer-first.
02
PRD Review and Strengthening
Best used: After writing a first draft PRD
I am going to paste my PRD draft below. Please review it as a senior PM would. Identify: (1) any sections where the customer problem is unclear, (2) success metrics that are not measurable, (3) risks I have not addressed, (4) scope that seems too large for one release. Be direct and specific. Then suggest the three most important improvements.
[PASTE YOUR PRD HERE]
03
Roadmap Prioritisation Using RICE
Best used: Before quarterly planning sessions
I need to prioritise my product roadmap using RICE scoring. I will give you a list of features. For each one, help me estimate Reach, Impact, Confidence, and Effort. Then calculate the RICE score and rank them. Challenge any estimates that seem unrealistic.
Features to score:
[LIST YOUR FEATURES HERE]
04
Stakeholder Disagreement Resolution
Best used: When roadmap conflicts arise
I am a product manager facing a roadmap disagreement. Engineering wants to prioritise technical debt. Marketing wants a new user-facing feature. My CEO wants faster growth metrics. Help me: (1) map each stakeholder goal, (2) find where their goals overlap, (3) draft a proposal that addresses all three perspectives, (4) write the specific talking points for each conversation.
05
User Research Synthesis
Best used: After completing user interviews
I have just completed [NUMBER] user interviews about [TOPIC]. I will paste my raw notes below. Help me: (1) identify the top 5 recurring themes, (2) write an insight statement for each in the format Users struggle to X because Y which causes Z, (3) rank them by frequency and emotional intensity, (4) identify the highest-value product opportunity.
[PASTE YOUR NOTES HERE]
06
PM Interview Preparation
Best used: One week before a PM interview
I have a product manager interview at [COMPANY] for a [ROLE] position. Help me practise product sense questions. Ask me one question at a time. After each answer, give me specific feedback on: what I did well, what was missing, and how a top PM candidate would have answered differently.
07
Jobs to Be Done Analysis
Best used: When designing or improving a product
Help me apply the Jobs to Be Done framework to [PRODUCT OR FEATURE]. Walk me through: (1) the functional job, (2) the emotional job, (3) the social job, (4) the circumstances that trigger the job, (5) the current alternatives and why they fall short. Then identify the most underserved part of the job.
08
Metrics Dashboard Design
Best used: When setting up product KPIs
I am building a metrics dashboard for [PRODUCT]. Help me define: (1) one north star metric, (2) three primary KPIs that drive it, (3) two guardrail metrics I must not let regress, (4) the leading indicators that predict each KPI. Explain the reasoning behind each choice.
09
Feature Scoping and Scope Creep Defence
Best used: During sprint planning
I need to scope a feature for [DESCRIPTION]. Help me apply a strict MoSCoW method. For each item I describe, classify it as Must Have, Should Have, Could Have, or Will Not Have and explain the reasoning. Then tell me what to cut to make this shippable in [TIMEFRAME].
Feature scope:
[DESCRIBE YOUR FEATURE]
010
90-Day Onboarding Strategy
Best used: First week at a new PM role
I just started a new product manager role at [COMPANY TYPE]. It is day [X] of my role. Help me build a structured 90-day plan. For each phase, Listen and Learn days 1 to 30, Build Credibility days 31 to 60, and Lead and Drive days 61 to 90, give me specific weekly actions, key questions to ask, and relationships to build.
01
Six-Pager Narrative Writing
Best used: Before executive or board-level product reviews
Act as a senior Amazon product leader. Help me write a six-pager narrative for this initiative: [DESCRIBE YOUR INITIATIVE]. Structure it with Executive Summary, The Problem, The Proposed Solution, Goals and Tenets, Risks and Mitigations, and an Appendix. Write in clear direct narrative style with no bullet points in the main sections, no jargon, no passive voice.
02
Competitive Analysis Framework
Best used: Before entering a new market or launching a feature
I am a product manager analysing the competitive landscape for [PRODUCT CATEGORY]. For each competitor I name, evaluate: (1) their primary customer segment, (2) their core value proposition, (3) their three strongest features, (4) their most significant weaknesses, (5) their likely strategic direction. Then identify the clearest gap in the market.
Competitors: [LIST COMPETITORS]
03
OKR Writing and Alignment
Best used: During quarterly planning
Help me write strong OKRs for my product team. Our company objective is [COMPANY OBJECTIVE]. My team is responsible for [TEAM FOCUS AREA]. For each objective I draft, help me write three to five key results that are specific and measurable, outcome-focused, ambitious but achievable, and clearly linked to the company objective.
04
Sprint Goal Setting
Best used: Before each sprint planning session
I need to set a clear sprint goal for my engineering team. Our current backlog items are: [LIST BACKLOG ITEMS]. Help me: (1) identify the single most important outcome we could achieve this sprint, (2) write it as a sprint goal in one sentence focused on customer value, (3) list which backlog items directly support this goal, (4) identify what to deprioritise.
05
Launch Plan Creation
Best used: Two weeks before any product launch
I am launching [PRODUCT] in [TIMEFRAME]. Help me create a launch plan covering: (1) rollout strategy with phases and timing, (2) internal communications plan, (3) external announcement messaging, (4) success criteria at 24 hours, 7 days, and 30 days, (5) rollback criteria and process.
06
Technical Debt Prioritisation
Best used: When negotiating with engineering on tech debt
My engineering team has a backlog of technical debt. Evaluate each item on: (1) customer impact if not addressed, (2) velocity impact on future development, (3) risk of causing an incident, (4) effort to resolve. Score each 1 to 5 per dimension. Then help me build the business case for the top three items.
Tech debt items: [LIST ITEMS]
07
A/B Test Design
Best used: Before running any product experiment
I want to run an A/B test for [DESCRIBE THE CHANGE]. Help me design a rigorous experiment: (1) write the hypothesis, (2) define the primary metric, (3) identify guardrail metrics, (4) calculate the required sample size at 95% confidence, (5) define exact success criteria before running, (6) identify potential confounding variables.
08
Stakeholder Communication Email
Best used: After making a major product decision
I need to write an email communicating a significant product decision. The decision is: [DESCRIBE THE DECISION]. The stakeholders are: [LIST STAKEHOLDERS]. Help me write an email that leads with the decision clearly, explains the reasoning, acknowledges trade-offs, states next steps, and ends with a clear ask.
09
User Persona Development
Best used: During product discovery
I am building user personas for [PRODUCT]. For each segment I describe, build a persona with: a name and profile, job title and context, top three goals, top three frustrations, decision-making criteria, and one defining quote.
User segments: [DESCRIBE SEGMENTS]
010
Post-Mortem Facilitation
Best used: After a failed launch or major incident
I need to facilitate a blameless post-mortem for [DESCRIBE WHAT HAPPENED]. Help me structure a two-hour session that establishes psychological safety, reconstructs the timeline, identifies systemic issues rather than individual blame, generates specific improvements with owners and deadlines, and closes with clear team commitments. Provide the agenda and key questions for each section.
01
Phase Assessment and Programme Selection
Best used: At the start of any injury recovery
I am an injured athlete. I injured my [BODY PART] [TIME AGO]. My pain at rest is [X/10]. My pain during movement is [X/10]. I can [CAN/CANNOT] bear full weight. Swelling is [NONE/MILD/MODERATE/SEVERE]. Based on the Vibemotion Labs five-phase recovery framework, which phase should I begin with and what criteria must I meet before advancing to the next phase?
02
Daily Exercise Programme Builder
Best used: At the start of each recovery week
I am in Phase [NUMBER] of my injury recovery. My injury is [DESCRIBE]. I have access to: [LIST EQUIPMENT]. I can train [NUMBER] days per week. Build me a specific daily exercise programme for this week. For each day, list exercises in order with sets, reps, rest periods, and one coaching cue per exercise.
03
Pain Monitoring and Progression Decisions
Best used: When unsure whether to progress to next phase
I need help with a progression decision. I am in Phase [NUMBER]. Here is my pain data from the last 7 sessions: [LIST PAIN SCORES BEFORE, DURING, AND AFTER EACH SESSION]. Swelling status: [DESCRIBE]. I can currently perform: [LIST]. Tell me: (1) whether my recovery is progressing as expected, (2) any red flags to address, (3) whether I am ready to advance to the next phase and why.
04
Injury-Specific Exercise Modifications
Best used: When standard exercises cause pain
I am following Phase [NUMBER] of the recovery programme but having difficulty with [SPECIFIC EXERCISE]. When I perform it, I feel [DESCRIBE THE PAIN including location, type, and intensity out of 10]. Help me: (1) identify the likely cause, (2) suggest two or three modifications that reduce load while maintaining therapeutic benefit, (3) tell me what I should feel versus what is a warning sign to stop.
05
Nutrition Plan for Recovery Phase
Best used: At the start of each recovery phase
I am in Phase [NUMBER] of recovery from a [INJURY TYPE]. I weigh [WEIGHT] kg. I am [MALE/FEMALE], aged [AGE]. My current activity level is [DESCRIBE]. Calculate my daily protein, carbohydrate, and calorie targets for this phase. Then build me a 3-day sample meal plan that hits these targets and includes Vitamin C, Zinc, Omega-3, and collagen.
06
Mental Barriers and Fear of Re-injury
Best used: When motivation drops or fear holds you back
I am struggling with the mental side of my injury recovery. My injury is [DESCRIBE]. I am in week [NUMBER] of recovery. My main psychological barriers are: [DESCRIBE]. Help me: (1) understand why these feelings are normal, (2) give me three daily practices for each barrier, (3) write a weekly journal prompt I can use in my Mental Performance Journal.
07
Return-to-Sport Readiness Assessment
Best used: When approaching sport clearance
I am preparing to return to [SPORT]. I have completed Phase [NUMBER] of the programme. My current performance data: pain scores [LIST], single-leg balance [DURATION], hop test distances on both legs [LIST], strength test results [LIST]. Tell me: (1) which clearance criteria I meet, (2) which I do not yet meet, (3) exactly what I need to achieve in each incomplete area before I can safely return.
08
Long-Term Injury Prevention Planning
Best used: After returning to full sport
I have returned to [SPORT] after recovering from [INJURY]. Help me build a permanent prevention programme. Design: (1) a 15-minute pre-training warm-up I can do before every session, (2) a weekly maintenance strength programme under 30 minutes, (3) identify the three highest-risk movements in my sport and specific techniques to perform each one more safely.
09
Sleep Optimisation for Injury Recovery
Best used: When recovery feels slow
I am recovering from [INJURY] and want to maximise sleep quality to accelerate tissue repair. I sleep [HOURS] per night. I fall asleep [EASILY/WITH DIFFICULTY]. I wake during the night [NEVER/OCCASIONALLY/FREQUENTLY]. My bedroom: [DESCRIBE]. Pre-bed routine: [DESCRIBE]. Give me a personalised nightly protocol with specific timing, environment changes, and supplement recommendations.
010
Weekly Recovery Progress Review
Best used: Every Sunday throughout recovery
I want to do a structured weekly review of my recovery progress. This is week [NUMBER] from [INJURY]. Help me analyse: (1) my pain score trend this week, (2) which exercises I progressed on and which I struggled with, (3) my nutrition adherence and any gaps, (4) my mental state and any patterns, (5) my specific targets for next week. Then write a one-paragraph summary I can record in my journal.
01
ACL Recovery Timeline Personalisation
Best used: After ACL surgery
I had ACL reconstruction surgery [NUMBER] days ago. My graft type is [PATELLAR TENDON/HAMSTRING/QUADRICEPS/ALLOGRAFT]. My surgeon restrictions are: [LIST]. Build me a personalised week-by-week timeline from now until return to sport. For each phase, give me the specific goals, the exercises to focus on, and the measurable criteria that determine when I advance.
02
Hamstring Strain Grade Assessment
Best used: Immediately after a hamstring injury
I think I have pulled my hamstring during [ACTIVITY]. It happened [TIME AGO]. Pain location: [DESCRIBE]. Pain intensity: [X/10]. I [CAN/CANNOT] walk normally. Swelling: [PRESENT/ABSENT]. Bruising: [PRESENT/ABSENT]. Help me assess the likely grade of my strain, what to do in the next 72 hours, and which phase of the Hamstring Recovery Programme to begin.
03
Knee Pain Diagnosis and Programme Selection
Best used: When knee pain begins
I have been experiencing knee pain for [DURATION]. The pain is located [FRONT/BEHIND/INSIDE/OUTSIDE] of the knee. It is worst when I [DESCRIBE ACTIVITY]. Pain level: [X/10] at worst. I am [AGE] years old and I play [SPORT]. Help me identify whether this is more likely patellofemoral pain or patellar tendinopathy, then guide me to the correct starting point in the Knee Recovery Programme.
04
Low Back Pain Exercise Safety Check
Best used: When resuming training with back pain
I have low back pain and want to know which exercises are safe to continue and which to avoid. My diagnosis is [DESCRIBE]. Pain level: [X/10]. I normally train [DESCRIBE]. For each exercise in my current programme, tell me: safe to continue, modify and continue, or avoid and explain the specific reasoning for each.
05
Shoulder Injury Rehab Progression
Best used: During shoulder rehabilitation
I am rehabilitating a [ROTATOR CUFF TEAR/SHOULDER IMPINGEMENT/SLAP TEAR]. I am in week [NUMBER] of recovery. Exercises I can perform without pain: [LIST]. Exercises that cause pain: [LIST AND DESCRIBE]. Tell me: (1) which phase I am in, (2) the three exercises to focus on most this week, (3) what I should feel versus when to stop during each exercise.
06
Ankle Instability Prevention Protocol
Best used: After an ankle sprain or with chronic instability
I have [RECENTLY SPRAINED/CHRONIC INSTABILITY IN] my [LEFT/RIGHT] ankle. This is my [FIRST/SECOND/THIRD OR MORE] significant ankle sprain. I play [SPORT]. Build me a 6-week progressive balance and proprioception programme. For each week, specify the exercises, duration, and how to know I am ready to advance to the next stage.
07
Return to Running After Injury
Best used: When beginning the running phase of recovery
I am preparing to return to running after recovering from [INJURY]. I have been cleared by my physiotherapist. I can walk for [DURATION] without pain. Pain during fast walking: [X/10]. I have not run for [NUMBER] weeks. Build me a 6-week return-to-running plan with specific session details including warm-up, intervals, duration, pace, and the signs that tell me to stop a session early.
08
Nordic Hamstring Curl Programme
Best used: For hamstring injury prevention or rehabilitation
I want to build up to the full Nordic Hamstring Curl. Currently I [CAN/CANNOT] perform any Nordic curl. My hamstring strength compared to the uninjured side feels [DESCRIBE]. Build me a progressive 8-week Nordic curl programme starting from where I am now. For each week specify the sets, reps, tempo, and what a successful session looks like. Tell me what soreness to expect and how to distinguish normal soreness from a warning sign.
09
Injury Recovery Nutrition Supplement Stack
Best used: When optimising nutrition for healing
I am recovering from [INJURY]. I weigh [WEIGHT] kg. I am [MALE/FEMALE], aged [AGE]. My diet is [OMNIVORE/VEGETARIAN/VEGAN]. Tell me: (1) the exact dose of each healing supplement including Vitamin C, Zinc, Omega-3, Collagen Peptides, and Creatine, (2) best timing relative to meals and sleep, (3) any interactions to be aware of, (4) whole-food sources I can use alongside supplements.
010
Sport-Specific Return to Performance
Best used: In the final phase of recovery
I am in the final phase of recovery from [INJURY] and want to return to [SPORT] at the highest level possible. My sport demands: [DESCRIBE KEY PHYSICAL DEMANDS]. Build me a 4-week sport-specific performance programme that bridges my rehab into full training. Include strength benchmarks I should hit before returning to unrestricted competition.
01
Company Deep Dive — Full Due Diligence
Best used: Before investing in any individual stock
I want to do a thorough fundamental analysis of [COMPANY NAME / TICKER]. Help me work through the Stock Screening Checklist systematically. Ask me one section at a time: first business quality, then financial health, then valuation, then risk. For each section, explain what I should be looking for, where to find the data, and what good versus concerning looks like. At the end, summarise the key green flags and red flags.
02
Financial Statement Line-by-Line Analysis
Best used: When reading a company annual report
I am going to paste the key financial data from [COMPANY] most recent annual report. Help me analyse each statement including the income statement, balance sheet, and cash flow statement. For each line item, tell me: (1) what the number means in plain English, (2) whether it looks healthy or concerning, (3) the trend to compare vs. prior years.
[PASTE FINANCIAL DATA HERE]
03
IPO Red Flag Analysis
Best used: Before participating in any IPO
I am considering investing in the upcoming IPO of [COMPANY]. Help me run through the 10-point IPO checklist. Flag every red flag you identify and do not be diplomatic. Assess: business model clarity, revenue growth trend, path to profitability, cash burn runway, use of proceeds, insider selling, competitive moat, customer concentration, valuation versus peers, and management track record.
What I know about the company: [PASTE DETAILS]
04
Chart Pattern Identification Practice
Best used: When developing technical analysis skills
I want to practise identifying chart patterns. Describe a fictional price action scenario to me and I will try to identify the pattern. Then tell me: (1) whether I identified it correctly, (2) the textbook entry, target, and stop for this pattern, (3) what additional confirmation I should look for. Give me 5 progressively more challenging scenarios.
05
Portfolio Position Sizing
Best used: When deciding how much to invest in a position
Help me think through position sizing for a potential investment. My total portfolio is [AMOUNT]. The stock I am considering is [TICKER]. My conviction level is [LOW/MEDIUM/HIGH]. My stop loss would be at [PRICE OR PERCENTAGE BELOW ENTRY]. Calculate: (1) the maximum position size based on risking no more than 1 to 2 percent of portfolio, (2) concentration risk versus other holdings, (3) how to think about adding to the position if it moves in my favour.
06
Pre-Trade Journal Entry
Best used: Before placing any trade
Help me complete a pre-trade journal entry. I am considering [BUYING/SELLING] [TICKER]. Walk me through each section: (1) my thesis in one clear sentence, (2) the specific entry trigger, (3) my exact stop loss price and why, (4) my profit targets, (5) my risk-reward ratio, (6) my position size as a percentage of portfolio, (7) what would invalidate this trade. Push back if my answers are unclear or emotional.
07
Earnings Analysis Framework
Best used: Before or after earnings reports
[COMPANY] is reporting earnings [IN X DAYS / YESTERDAY]. Help me analyse the report: (1) revenue growth versus consensus and versus prior quarter, (2) gross and operating margin trend, (3) management guidance and tone, (4) free cash flow generation, (5) any balance sheet red flags. Then give me your honest assessment of whether the market reaction is justified.
08
Sector Rotation Analysis
Best used: When macro conditions shift
Help me think through sector rotation. Current conditions: interest rates are [RISING/FALLING/FLAT], inflation is [HIGH/MODERATE/LOW AND FALLING], GDP growth is [STRONG/SLOWING/CONTRACTING], the Fed is [TIGHTENING/EASING/HOLDING]. Based on these conditions: (1) which sectors typically outperform and underperform, (2) which sectors in my portfolio might be at risk, (3) which sectors to consider adding, (4) what indicators to watch for when the rotation shifts.
09
Post-Trade Review and Pattern Analysis
Best used: After closing any position
I just closed a trade on [TICKER] with a [PROFIT/LOSS] of [AMOUNT/PERCENTAGE]. Here is what happened: [DESCRIBE THE TRADE]. Walk me through: (1) whether I followed my pre-trade plan and if not why, (2) what the outcome would have been if I followed the plan exactly, (3) whether this was good process or bad process regardless of outcome, (4) what specific behaviour to change in my next trade, (5) the grade I should give this trade on process alone.
010
Building a Dividend Income Strategy
Best used: When planning long-term income investing
I want to build a dividend income portfolio. My goals: income target of [AMOUNT] per year in [NUMBER] years. Current portfolio: [AMOUNT]. Monthly investment: [AMOUNT]. Help me: (1) calculate the portfolio size and average yield needed, (2) identify characteristics of sustainable dividend payers versus dividend traps, (3) suggest sector diversification approach, (4) build a reinvestment plan, (5) identify tax considerations I should research for my situation.
01
Stock Valuation — DCF Analysis
Best used: When trying to estimate intrinsic value
Help me build a discounted cash flow valuation for [COMPANY / TICKER]. Walk me through each step: (1) estimating free cash flow for the next 5 years based on historical growth rates, (2) choosing an appropriate discount rate, (3) calculating the terminal value, (4) arriving at an intrinsic value per share, (5) comparing it to the current price to calculate the margin of safety. Use conservative assumptions and show me how the valuation changes if growth is 50 percent lower than expected.
Financial inputs: [PASTE REVENUE, FCF, DEBT, SHARES OUTSTANDING]
02
Competitor Comparison Analysis
Best used: When evaluating a company against its peers
I am evaluating [COMPANY] against its main competitors. Build a structured comparison for each company on: revenue growth rate, gross margin, operating margin, return on equity, debt-to-equity ratio, P/E ratio, and EV/EBITDA. Then tell me: (1) which company has the strongest financial profile, (2) which is the most attractively valued relative to its quality, (3) which has the clearest competitive moat, (4) the risks I should weight most heavily.
Companies: [LIST COMPANIES]
03
Reading an Annual Report — 10-K Analysis
Best used: When starting fundamental research on a company
I want to read [COMPANY] most recent 10-K annual report like a professional analyst. Guide me through it section by section. Tell me: (1) which sections to read in full versus skim, (2) the three most important things to look for in the Business Description, (3) specific risk factors to take seriously versus boilerplate language, (4) what the MD and A section reveals that the financials alone do not, (5) the five numbers I must extract before forming any opinion.
04
Technical Chart Setup Identification
Best used: When building a trading watchlist
I am building a watchlist of stocks with strong technical setups. For each ticker I give you, describe: (1) the primary chart pattern forming and its implications, (2) the key price levels including support, resistance, and the line in the sand, (3) the volume pattern and what it suggests about institutional interest, (4) whether the setup favours a long or short trade and why, (5) the ideal entry, target, and stop loss levels with risk-reward ratio.
Tickers: [LIST TICKERS WITH ANY CONTEXT]
05
Options Strategy Selection
Best used: When exploring options as a strategy
I want to understand which options strategy is appropriate for my view on [TICKER]. My view: I think the stock will [GO UP/GO DOWN/STAY FLAT] over the next [TIMEFRAME]. My conviction level is [LOW/MEDIUM/HIGH]. Help me: (1) identify the two or three most appropriate options strategies, (2) explain the maximum gain, maximum loss, and break-even for each, (3) tell me the key variables to monitor during the trade.
06
Portfolio Rebalancing Analysis
Best used: Quarterly portfolio review
I need to rebalance my investment portfolio. Current holdings with percentages: [LIST HOLDINGS AND PERCENTAGES]. My target allocation: [DESCRIBE TARGET]. Help me: (1) identify which positions are most overweight and underweight, (2) calculate the specific trades needed to rebalance, (3) consider tax implications of selling overweight positions, (4) suggest whether current conditions argue for staying overweight anywhere before rebalancing, (5) set a rebalancing threshold for future reviews.
07
IPO Lock-Up Expiry Strategy
Best used: When an IPO lock-up is expiring
The lock-up period for [COMPANY] IPO expires in [NUMBER] days. This means [NUMBER OF SHARES / ESTIMATED VALUE] in insider shares will become eligible for sale. Help me think through: (1) the typical price pattern around lock-up expiries, (2) how to estimate the selling pressure, (3) whether the company recent earnings change the calculus, (4) how I should position given my current conviction, (5) what price levels to watch as triggers.
08
Macro Impact on Portfolio
Best used: When major economic events occur
A major macro event has just occurred: [DESCRIBE EVENT]. Help me analyse the likely second and third-order effects on my portfolio. My holdings are: [LIST SECTORS OR SPECIFIC HOLDINGS]. For each holding, tell me: (1) the direct impact on the company fundamentals, (2) the likely market reaction over the next 1 to 3 months, (3) whether this changes my long-term thesis, (4) any position adjustments to consider.
09
Earnings Season Preparation
Best used: Before each earnings season
Earnings season is approaching. I hold positions in: [LIST TICKERS AND EARNINGS DATES]. For each company, help me prepare by: (1) identifying the single most important metric the market will focus on, (2) setting my expectations versus analyst consensus, (3) identifying the two or three questions from the earnings call that will most determine the stock reaction, (4) deciding in advance how I will respond if earnings beat, meet, or miss so I am not making emotional decisions in the moment.
010
Risk Management and Stop Loss Strategy
Best used: When building a trade management system
I need to build a disciplined risk management system for my portfolio. Total account size: [AMOUNT]. Help me establish: (1) the maximum I should risk on any single trade as a percentage of portfolio, (2) how to set technically meaningful stop losses rather than arbitrary round numbers, (3) how to use trailing stops versus fixed stops for different position types, (4) the maximum drawdown level at which I should stop trading and reassess, (5) a rules-based process to follow my risk rules consistently.