This tool generates a custom prompt that can be used by leading AI models (e.g. ChatGPT, Claude, Gemini and Grok) to write detailed, data-driven investment memos on U.S. public companies. It automatically pulls the current VIX level, loads sector- and sub-industry-specific average betas, and dynamically adjusts the required Margin of Safety based on company beta and market volatility, while letting users override any parameter (benchmark, return hurdle, decision horizon, skew gate, etc.).
Edit the information below to customize your LLM prompt. Beta values automatically update based on your selected GICS Sector and Sub-industry ⓘYou can lookup the GICS Sector and Sub-industry for your target company by entering the ticker symbol on the Morningstar web site. but can be manually overridden. For best results, you should use a higher tier plan that supports both real-time search and Python sandboxes for Monte Carlo simulations and calculations.