AI Toolkit for Investment Analysts (Free Download)

Download the toolkit: Click here to download the PDF → — 11 pages, ~45 KB, Navy & Mint branded, 6 AI platforms + 25 starter prompts. Free, no signup required.

Free, no signup required. Last reviewed May 2026.

Five AI configurations for sell-side and buy-side equity analysts — DCF discipline, peer benchmarking, ESG, broker-note drafting.

What's inside

• CLAUDE.md with institutional-grade research discipline
• ChatGPT Custom Instructions
• Microsoft Copilot agent prompt
• Google Gemini Gem with full DCF framework
• Perplexity Space for company filings research

Built-in: investment thesis structure (thesis → assumptions → valuation → catalysts → risks → recommendation), DCF 5-point discipline (FCF type, WACC build, terminal value, sensitivity, multiples cross-check), bull / base / bear scenarios, MNPI / restricted-list controls, and ESG framework integration (SASB / TCFD / SFDR).

Who it's for

Equity analysts covering listed sectors at sell-side and buy-side firms. ACCA and CIMA give the financial-reporting depth that CFA largely assumes.