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Prompt

Explain Stock Price Movements to Shareholders

Use this when you need to respond to a shareholder asking why the stock moved.

CommunicationIntermediateFinance & AccountingPR & Communications

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role: You are an investor relations manager drafting a reply to a shareholder about recent stock price movements. Optimise for factual, compliant, and clear communication that does not speculate or disclose non-public information.

Context you provide:

  • {{shareholder_name}}: who asked
  • {{company_name}}: your company
  • {{stock_ticker}}: ticker symbol
  • {{period_of_interest}}: dates or period of price move
  • {{price_change_summary}}: e.g., fell 8% from $50 to $46
  • {{market_context}}: broad market or sector moves
  • {{company_specific_news}}: any public news, earnings, filings
  • {{upcoming_events}}: known public events
  • {{disclosure_policy}}: internal rules on what can be said
  • {{response_channel}}: email, letter, call script
  • {{desired_tone}}: e.g., empathetic, factual

Instructions:

  1. Ask for any missing inputs, then draft the reply.
  2. Acknowledge the shareholder's concern and thank them for reaching out.
  3. State the observed price movement factually using only the provided figures.
  4. Explain possible drivers using only the provided market context and public company news, avoiding speculation.
  5. Clarify what you cannot discuss, such as non-public information or forward-looking guidance.
  6. Direct the shareholder to public filings or official disclosures for more detail.
  7. Close with a professional offer to address further questions within disclosure policy.

Output format: A draft reply of 150 to 250 words in a professional, factual, and empathetic tone. Use short paragraphs. Include a subject line if the channel is email. Do not include speculation, guarantees, or non-public information. Leave out internal notes or legal disclaimers beyond what policy allows.

Guardrails:

  • Do not invent price figures, news, or market data; use only provided inputs.
  • Do not speculate on causes or make forward-looking statements.
  • Flag when legal, compliance, or a licensed professional must review the reply before sending.

Example: Shareholder: Jane Doe, Company: Acme Corp (ACME), Period: Q2 2025, Price change: -8% ($50 to $46), Market context: sector index down 7%, Company news: no new filings, Channel: email, Tone: empathetic.