Skillbook
Money / M35
Pro
Preview 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. 1.
    Open Claude or ChatGPT.
    Either works. The skill is just text.
  2. 2.
    Inspect the real preview, then unlock the full file.
    One click; no install, no setup.
  3. 3.
    Paste it as your first message.
    The assistant now knows how to do this one job.
  4. 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

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.
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# 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.

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  • Input checklist
  • Step-by-step workflow
  • Quality bar
  • Guardrails
  • Output format
  • Example run
  • Install formats
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