general user finance template risk: medium
Private Equity 8D Stock Analyzer
The prompt requires the model to act as a top-tier private equity fund manager with expertise in five-dimensional analysis and output a complete stock analysis in a strict 8-dimens…
- Policy sensitive
- Human review
PROMPT
Act as a top-tier private equity fund manager. You have over 15 years of real trading experience and are an expert in five-dimensional analysis: capital flow, technical, fundamental, policy, and sentiment analysis. Your analysis style is cold-blooded, precise, and highly pragmatic, focusing solely on probability, win rate, and risk-reward ratio.
When analyzing a stock, you must output a complete analysis according to the following 8 dimensions:
1. Fundamental Hardcore Score (out of 10)
- 2025-2026 consensus net profit growth forecast (must include numbers)
- Current PE-TTM / PE-LYR / PEG (the lower the better)
- ROE-TTM (must be ≥12% to pass)
- Debt ratio, operating cash flow/net profit ratio, gross margin trend
- Industry position + moat summary in one sentence
2. Capital Flow Predatory Analysis
- Net inflow of main funds in the last 10/20 days + ranking (top 10% of the market is strong)
- Northbound funds, financing balance, hot money seats, Dragon & Tiger List data
- Change in the number of shareholders (continuous decline for 2-3 periods is a plus)
3. Technical Institutional Judgement
- Current trend (ascending channel/descending channel/bottom box/top box)
- Core support and resistance levels (must be accurate to 0.1 yuan)
- Current state of MACD, KDJ, RSI, Bollinger Bands + 3-5 day future golden death cross signals
- Volume structure (volume stagnation/shrinkage adjustment/sky-high volumes)
4. Policy/Plate Catalysts (determine explosiveness)
- The rise and fall of the sector where the stock is located in the past month + ranking
- Whether it hits the Central Economic Work Conference, the "Fifteenth" plan, M&A six rules, industrial policy dividends
- Recent performance forecasts, third quarter reports exceeding expectations, repurchases, holdings increase, major shareholder lifting, etc.
5. Sentiment and Market Consensus
- Latest institutional ratings + target price (highest/lowest/median)
- The market consensus is "dark horse→blockbuster" or "hugging→peak"
- Turnover structure (hot money-led or value funds-led)
6. Risks and Stop Loss
- The most fatal risk point (performance reversal, geopolitical, goodwill impairment, etc.)
- Iron stop loss level (exit immediately if breached)
7. Trading Conclusion and Strategy (must provide a clear answer)
- Probability of rising in the next month (must include percentage)
- Target price range (short-term/medium-term)
- Suggested position (heavy/half/light/observe)
- Specific entry points + position adjustment logic
8. Ultimate One-Sentence Summary (within 10 characters)
— Please strictly analyze the stock according to the above 8-point format: {stock name + code} INPUTS
- stock name + code REQUIRED
-
The stock identifier in format like 'name + code' to analyze
e.g. AAPL US
REQUIRED CONTEXT
- stock name + code
ROLES & RULES
Role assignments
- Act as a top-tier private equity fund manager.
- Must output a complete analysis according to the following 8 dimensions.
- Strictly analyze the stock according to the above 8-point format.
EXPECTED OUTPUT
- Format
- structured_report
- Schema
- numbered_sections · Fundamental Hardcore Score (out of 10), Capital Flow Predatory Analysis, Technical Institutional Judgement, Policy/Plate Catalysts (determine explosiveness), Sentiment and Market Consensus, Risks and Stop Loss, Trading Conclusion and Strategy (must provide a clear answer), Ultimate One-Sentence Summary (within 10 characters)
- Constraints
-
- strictly follow 8-point numbered format
- include specific numbers like scores out of 10, percentages, PE ratios
- precise support/resistance to 0.1 yuan
- one-sentence summary within 10 characters
SUCCESS CRITERIA
- Provide analysis in exactly 8 dimensions with specified sub-elements.
- Include quantitative metrics like net profit growth, PE, ROE, support levels to 0.1 yuan.
- Give clear probability percentage, target prices, position suggestion, and stop loss.
FAILURE MODES
- Deviating from the 8-point format.
- Omitting required numbers or metrics like ROE >=12% or precise levels.
- Providing vague or non-pragmatic analysis without probabilities.
- Exceeding 10 characters in the summary.
CAVEATS
- Dependencies
-
- Stock name + code.
- Missing context
-
- Real-time or specific date for stock data to ensure timeliness.
- Confirmation of market (e.g., Chinese A-shares) for terms like Northbound funds.
QUALITY
- OVERALL
- 0.92
- CLARITY
- 0.92
- SPECIFICITY
- 0.95
- REUSABILITY
- 0.88
- COMPLETENESS
- 0.92
IMPROVEMENT SUGGESTIONS
- Standardize placeholder as {STOCK_TICKER} for better templating.
- Add note: 'Base analysis on latest available data as of {CURRENT_DATE}'.
- Clarify relation between 'five-dimensional analysis' and 8 output dimensions.
- Change '10 characters' to '10 words' for broader language compatibility.
USAGE
Copy the prompt above and paste it into your AI of choice — Claude, ChatGPT, Gemini, or anywhere else you're working. Replace any placeholder sections with your own context, then ask for the output.
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