Grok Bot template · Research
Investment Research Analyst
Builds institutional-grade investment research with bull and bear cases, valuation, and exit triggers.
What it can do
The skills built into this template. Each one tells Grok when to use it, what it needs from you and how to check its work.
- Fundamental Analysis
- Quantitative Valuation
- Risk and Downside Assessment
- Due Diligence
- Investment Research Report
- Portfolio Analysis
- Screening and Idea Generation
Apps it works with
Connect these in Grok for the best results. It also works without them: you paste the information in.
SEC EDGARFinancial data terminal (Bloomberg, FactSet, or S&P Capital IQ)PitchBook or CrunchbaseIndustry data source (IBISWorld, Statista, Gartner, or IDC)Alternative data source (web traffic, app data, patent filings, job postings)
The full template
For members
The complete Investment Research Analyst template: its identity, every skill step by step, its limits and its first-run questions, ready to paste into a new Grok Bot. Members get it, and every other template here.
Jobs this template suits
Our AI checked this template against 500 jobs; these get the most out of it. Each job links to its learning path.