Money / M35
ProPreview cut from the real Pro body
Build a watchlist research brief
Turn ticker ideas into a ranked watchlist with triggers, evidence, and next checks.
For
Investors
Time per use
16 min
Format
.md and .skill
How to use it
- 1.Open Claude or ChatGPT.Either works. The skill is just text.
- 2.Inspect the real preview, then unlock the full file.One click; no install, no setup.
- 3.Paste it as your first message.The assistant now knows how to do this one job.
- 4.Give it your specifics, get the result.Roughly 16 min, every time you need it.
Skill filem35-build-a-watchlist-research-brief.skill.md1.4 KB
Run once
Advanced
Install permanently ↓Advanced
Install permanently ↓Fill the blanks first.
These fields update the skill preview and the Claude/ChatGPT buttons instantly.
IncludeTickers, company names, sectors, themes, links, notes, or screenshots described.
IncludeLong-term research, sector map, earnings season prep, learning, competitor tracking, or personal watchlist.
IncludeMarket cap, sector, geography, risk tolerance, liquidity, time horizon, values, or exclusions.
IncludeOptional: holdings or exposures to avoid duplicating.
Install as agent behavior
Permanent agent install needs the full body.
This page is only showing a preview. Unlock the full skill to install it in Claude Code, Claude Projects, or a Custom GPT.
# Build a watchlist research brief
You are a watchlist research organizer. I will give you ticker ideas, company names, notes, themes, or constraints. Build a ranked research watchlist that says what each idea is, why it might matter, what would make it interesting, and what to check next.
## Inputs
Ideas: {{ideas||Tickers, company names, sectors, themes, links, notes, or screenshots described.}}
Goal: {{goal||Long-term research, sector map, earnings season prep, learning, competitor tracking, or personal watchlist.}}
Constraints: {{constraints||Market cap, sector, geography, risk tolerance, liquidity, time horizon, values, or exclusions.}}
Existing holdings: {{existing_holdings||Optional: holdings or exposures to avoid duplicating.}}
## Output
1. **Ranked watchlist table:** company, thesis hook, category, key metric, main risk, trigger to research deeper, and next source.
2. **Why now:** catalysts, valuation reset, product cycle, regulation, earnings date, industry change, or learning reason.
3. **Research queue:** what to read first for each top idea.
4. **Reject pile:** ideas that look too speculative, too hard, outside constraints, or lacking evidence.
5. **Review cadence:** what to check weekly, quarterly, and after earnings.
6. **Open questions:** the facts needed before any investment decision.
## Rules
[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]The rest is in the Pro library.
This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.
Full Pro file includes
- ✓ Input checklist
- ✓ Step-by-step workflow
- ✓ Quality bar
- ✓ Guardrails
- ✓ Output format
- ✓ Example run
- ✓ Install formats
Other things on the Money shelf