75 Expert Prompts.
Institutional-Quality
Analysis. In Minutes.
Stop spending weekends on research that AI can do in ten minutes. The Prompt Pack is the exact set of prompts I use to audit my own portfolio — copy, paste, get answers.
$47
Lifetime updates · Delivered via Payhip · 14-day refund window
Self-Directed Investor
10-Minute Setup
Conflict-Free
Lifetime Updates
PDF + Notion
You don't need more research. You need a faster way to do the research you already do.
You stare at a stock for 90 minutes and still don't decide
Your portfolio review is "I'll do it next weekend"
You've tried ChatGPT but the answers are generic
Seven tabs. One Sunday morning. A complete audit.
Each tab is self-contained. Run them in order for a full quarterly review, or jump to any single one when a specific question comes up.
01
Stock Analysis
02
Portfolio Audit
Sector, geography, asset class, and factor exposure side-by-side with your target weights.
03
ETF Comparison
Holdings overlap, fee drag, factor tilt, replacement candidates.
04
Risk Assessment
Sector, geography, asset class, and factor exposure side-by-side with your target weights.
05
Sector Deep Dive
06
Rebalancing
Industry structure, cycle position, key drivers, top names by quality.
07
Earnings Reviews
This is what a structured prompt looks like.
Why this works
Each prompt assigns the AI a role, defines the output structure, and forces decisive language. No “it depends” answers. No 2,000-word essays you have to skim.
Every prompt was tested across all three major AI platforms. They produce comparable quality on each.
You are a buy-side analyst evaluating [TICKER] for a long-term growth portfolio. Provide:
1. Three-sentence business summary
2. Moat type and durability (1–10 scale)
3. Three growth drivers, ranked by importance
4. Three credible bear-case risks
5. Valuation: current vs 5-yr average P/E, FCF yield
6. Verdict: BUY · HOLD · PASS with one-line rationale
Constraint: 350 words max. No hedging.
Same portfolio. Sharper process.
10 min
To analyse a stock
30 min
For a full portfolio audit
0
Affiliate kickbacks
Who this is and isn't
- You manage your own portfolio (any size — $50K to $5M+)
- You've used ChatGPT, Claude, or Gemini at least a few times
- You want a repeatable process, not a one-off cheat sheet
- You read 10-Ks, earnings reports, or analyst notes already
- You're comfortable making your own investment decisions
- You want stock tips or "what should I buy this week"
- You've never opened ChatGPT or a similar AI tool
- You want someone else to manage your money
- You're looking for day-trading signals or short-term plays
- You expect personalised financial advice (this isn't that)
Wayne — 25+ years self-directed. Zero affiliations.
I’m a tech industry director who’s been investing my own money for over two decades. Every prompt in this pack was built and tested on a real decision in my own portfolio. I’m not a CFA. I’m not a YouTube personality. I just got tired of weekends spent on research that AI can do in minutes.
This is the pack I actually use. Pricing it at $47 means it costs about as much as one mediocre lunch, and saves dozens of hours.
The honest answers.
Will this work with my AI tool of choice?
Yes. Every prompt is tested against ChatGPT, Claude, and Gemini. Free tiers are fine — paid tiers give better outputs but aren’t required.
Is this financial advice?
Yes. Every prompt is tested against ChatGPT, Claude, and Gemini. Free tiers are fine — paid tiers give better outputs but aren’t required.
What format do I get?
Do I get future updates?
Yes. Every prompt is tested against ChatGPT, Claude, and Gemini. Free tiers are fine — paid tiers give better outputs but aren’t required.
What if it's not what I expected?
Email me within 14 days for a full refund. No forms, no friction.