Finmagine AI Advisor – Stock & Fund Prompts

AI analysis prompts for Indian & US stocks and funds. 18 templates incl. MOAT, IPO Decoder, Red Flag Detector. Screener.in + VRO

Generate precision-engineered AI analysis prompts for Indian stocks, US stocks, and mutual funds — directly from Screener.in, stockanalysis.com, and valueresearchonline.com pages. 📌 Full feature guide & tutorials: https://finmagine.com/ai-advisor.php 🌍 WORKS ON THREE PLATFORMS • Screener.in — Indian stocks (17 analysis templates) • stockanalysis.com — US stocks (4 analysis templates) • valueresearchonline.com — Mutual funds (3 analysis templates) 📋 24 ANALYSIS TEMPLATES 🇮🇳 INDIA (Screener.in): • 🎯 Management Credibility Score ★ NEW — multi-quarter forensic audit: scores every quantified promise management made, detects silent abandonments, audits confidence language, checks MD vs CFO coherence. Closes with a CREDIBILITY PATTERN archetype (Conservative Promiser / Reliable Executor / Optimistic Narrator / Erratic) with investment implication. Best with Claude. • 🚀 Growth Triggers ★ NEW — 5–7 quantified earnings re-rating catalysts with conviction tags (🔵 VISIBLE from actuals / 🟡 GUIDED by management / 🟢 OPTIONALITY unpriced), Trigger Scoreboard, and Re-Rating Probability. Best with Gemini Deep Research / Perplexity. • 🔗 Value Chain Analysis ★ NEW — maps full production chain from raw material to end consumer, audits pricing power chokepoints (input pass-through / output pricing / chokepoint control / switching cost), tracks vertical integration trajectory, and evaluates 10-year disruption exposure. Chain Verdict: Structurally Advantaged / Neutral / Vulnerable. Best with Claude · Perplexity. • 📊 Business KPIs Deep Dive — automatically reads the Screener.in Operational Insights table (CPCU, Conversions, Device Reach, Patents, Debtor Days, and all company-specific KPIs) and builds a full KPI trend analysis: growth trajectory, quality vs quantity, management guidance vs actuals, red flags & hidden strengths, peer benchmarking, and a 5-parameter weighted investment score. Best with ChatGPT. • 🌍 Sector & Theme Analysis ★ UPDATED — industry structure, Porter's Five Forces (scored 1–10, Indian context), global peer Porter ranking table, MOAT deep-dive (WIDE / NARROW / NO MOAT verdict + 2×2 Investment Implication Matrix), TAM, policy tailwinds & headwinds, historical cycle mapping, global analogues. Best with Gemini Deep Research. • 💬 Ask Anything — type any question about the stock; AI answers using only the company's own concalls and annual reports with citations (no hallucination). Works like NotebookLM for stocks. • Investor Panel ★ UPDATED — 3-round live debate: 6 legendary investors argue the stock in real time — opening reads, live clashes with named disagreements, then final verdicts with position-shift tracking • Comprehensive Analysis — full-spectrum investment evaluation with unit economics • Risk-Reward Assessment — downside protection vs upside potential • Management Quality — 12-quarter guidance tracker with Category column (Revenue/Margin/Capex/Strategic), capital allocation and governance deep-dive • Quarterly Deep-Dive — guidance vs actuals, Concall Tone Signals (confidence calibration, deflection rate, MD/CFO alignment), and Narrative Drift detection (Vanishing Topics, Metric Retreat, Drift Verdict) • Deep Research — exhaustive 9-part forensic due diligence (reads concalls & annual reports); Growth Triggers section with conviction tags and Trigger Scoreboard • 🔍 Forensic Analysis — 8-part institutional framework: Z-Score, F-Score, unit economics, competitive moat, Five-Parameter Score. Best with Gemini Deep Research / Claude. • Forensic Governance — RPTs quantified, promoter pledging, earnings call language analysis, auditor flags • Peer Comparison — manually select or auto-detect peers, fetches live data snapshots, builds 4-analyst head-to-head • 📋 IPO Decoder ★ NEW — forensic DRHP/RHP analysis: Business Reality Check (cut through marketing language), Financial Forensics (3-year pre-IPO table with window-dressing flags), Promoter & Management Audit, Use of Proceeds, Valuation Sanity Check vs named peers, Risk Factor Triage (company-specific only), IPO Verdict (COMPELLING / WATCHLIST / APPROACH WITH CAUTION). Requires DRHP/RHP PDF uploaded to Claude. Best with Claude. • 🚨 Red Flag Detector ★ NEW — forensic annual report scan for any listed company: Earnings Quality Scan, Balance Sheet Stress Test, Cash Flow Integrity, Related Party Audit, Auditor Signals, Governance & Promoter Behaviour. Closes with Red Flag Scorecard: N/18 flags, overall 🟢 CLEAN / 🟡 WATCH / 🔴 CAUTION, most critical finding, and one sharp question for the next concall. Best with Claude. 🇺🇸 US STOCKS (stockanalysis.com): • Forensic Analysis — Altman Z-Score, Piotroski F-Score, ROIC-WACC spread, sector benchmarking (145 GICS industries) • Comprehensive Analysis — full financials, ownership, analyst consensus • Risk-Reward Assessment — Beta, RSI, 52-week range, drawdown analysis • Quarterly Review — earnings quality, cash conversion, guidance context 📈 MUTUAL FUNDS (valueresearchonline.com) ★ NEW: • Deep Analysis — 7-dimension fund audit: benchmark mandate integrity, alpha consistency and decay, expense ratio drag (10-year compounded calculation), AUM suitability, portfolio construction quality, return consistency vs category, SEBI suitability verdict • Active vs Index — cost-benefit verdict: net alpha after fees, benchmark legitimacy check (TRI vs PRI), best passive alternative identified, direct Choose Active / Choose Index verdict • Portfolio Fit — not a fund quality rating: describe your portfolio, horizon, and goals; AI assesses mandate fit, overlap, SIP vs lump sum, and position sizing. Delivers Strong Fit / Conditional Fit / Poor Fit ⚡ HOW IT WORKS 1. Open any stock or fund page on Screener.in, stockanalysis.com, or valueresearchonline.com 2. The Finmagine AI Advisor panel appears inline on the page 3. Select your analysis template — each shows the best AI to use 4. Click Generate — prompt built from live page data in seconds 5. Copy and paste into ChatGPT, Gemini, Claude, or Perplexity 🤖 4 AI DESTINATIONS — ONE CLICK EACH • ChatGPT Custom GPT: Finmagine Extension Analyst (Finmagine methodology pre-loaded) • Google Gemini Gem: Deep Research mode — reads concall PDFs directly (best for Comprehensive, Deep Research, Forensic Governance) • Claude Project: Finmagine Extension Analyst (best structured output for complex templates) • Perplexity Space: Finmagine Extension Analyst (web-grounded analysis) Each template now shows "✦ Best with [AI]" so you always know which platform to use. 🔬 FORENSIC GOVERNANCE (India — NEW) The most powerful free governance analysis tool for Indian stocks: • Promoter pledging trend and RPTs quantified as % of revenue • Management remuneration benchmarked vs peers • Earnings call language analysis — question avoidance, blame-shifting patterns • CARO remarks and auditor change flags • CFO/PAT ratio table across 5 years — earnings quality indicator Works best with Gemini Deep Research or Claude (reads BSE/NSE PDFs natively) ⚔️ PEER COMPARISON (India — NEW) The only free tool that auto-assembles sector peer data for AI analysis: • Auto-detects peers from Screener.in Peers tab • Fetches live snapshots: P/E, ROCE, ROE, OPM, Revenue CAGR 3yr, D/E, Promoter Holding for each peer • 4-analyst framework: Business Model, Unit Economics, Capital Allocation, Competitive Moat • Pre-filled peer scorecard table (1–5 on 5 dimensions) • Identifies best-in-class, best risk-reward, structural laggard 📡 FINMAGINE TRADER INTEGRATION ★ NEW Install Finmagine Trader alongside AI Advisor and a live signals bar appears at the top of the panel for every Indian stock on Screener.in — showing which momentum scans the stock currently qualifies for: ⭐ All Three — Stage 2 + Near 52W High + High Volume simultaneously 🚀 Stage 2 + Near High — confirmed uptrend with no overhead resistance 📈 Stage 2 — Minervini Stage 2 uptrend (moving averages in correct order) 🎯 Near 52W High — within 2% of annual high 📊 High Volume — volume surging above 20-day average on an up day 💎 VCP Breakout — Volatility Contraction Pattern (Minervini-style) 📐 3-Week Tight — three consecutive weekly closes within 1.5% of each other 🌟 IPO Breakout — recently listed stock pressing all-time high on above-average volume Trader auto-refreshes scan data in the background every 6 hours — no need to open Trader first. One glance before you generate your AI prompt tells you whether the stock you're about to analyse is also a live momentum candidate. 🔒 PRIVACY FIRST • All prompts generated 100% client-side in your browser • No account required, free forever 📊 PART OF THE FINMAGINE ECOSYSTEM • Chart Builder — visualize 12 years of financials with 5-tab deep analysis: https://finmagine.com/chart-builder.php • Trader — NSE momentum scanner (Stage 2, VCP, Near 52W High): https://finmagine.com/finmagine-trader.php • Portfolio Manager — multi-broker portfolio tracker with XIRR and signals: https://finmagine.com/portfolio-manager.php Full ecosystem: https://finmagine.com/ai-advisor.php --- 🆕 WHAT'S NEW ── WHAT'S NEW IN v2.18.0 ────────────────────────────────────────── 🌍 Sector & Theme Analysis — Porter's Five Forces + MOAT (major upgrade) The Sector & Theme Analysis template now includes three mandatory structured outputs that every report must produce, regardless of length: • Porter's Five Forces Table (Indian context) — all five forces scored 1–10 (10 = force is weak = favourable), with India-specific drivers per force, Composite Score, and STRONG / MODERATE / WEAK industry structure verdict. • Global Peer Porter Ranking — 5–6 peers (Indian + international) each scored on the same five forces, sorted by composite score with one-line insight per peer. Compares the company's structural position against the best and worst in its global cohort. • Competitive MOAT Deep-Dive — five moat types assessed (Cost Advantage, Switching Costs, Network Effects, Intangible Assets, Efficient Scale), overall WIDE / NARROW / NO MOAT verdict with durability horizon, peer moat comparison table, and the 2×2 Investment Implication Matrix (Compounding Machine / Moat is Survival Tool / Theme Play / Avoid). All three outputs are declared as non-negotiable at the top of the prompt — the AI produces them before writing any narrative, so they always appear even in long reports. Requested by the Finmagine VP community (@aranshah137). Best with Gemini Deep Research. 🧭 Template guidance accordion moved to top — the "Not sure which templates to run?" guide now appears before the template grid so users see recommended combinations (Full due diligence / Quick conviction check / New position sizing) before making any selection. 🎴 Promo card recentred — the Finmagine AI Advisor feature card is now the centre card in its row (between Deep Research and Quarterly Deep-Dive) for a cleaner visual layout. ── WHAT'S NEW IN v2.17.0 ────────────────────────────────────────── 📋 IPO Decoder ★ NEW — forensic DRHP/RHP analysis for IPOs and recently listed companies. 7 sections: Business Reality Check (cut through marketing language), Financial Forensics (3-year pre-IPO table with window-dressing flags), Promoter & Management Audit (OFS%, salary, litigation), Use of Proceeds (growth vs exit funding), Valuation Sanity Check (vs real named peers), Risk Factor Triage (company-specific only, no boilerplate), IPO Verdict (COMPELLING / WATCHLIST / APPROACH WITH CAUTION). Download the DRHP/RHP PDF from SEBI EDGAR, NSE, or BSE and upload it to Claude before submitting the prompt — Claude cannot fetch external URLs. Claude only. 🚨 Red Flag Detector ★ NEW — forensic annual report scan, any company, any time. Adversarial by design. 7 sections: Earnings Quality Scan (other income%, revenue recognition policy, deferred tax trend), Balance Sheet Stress Test (3-year table: receivable days, goodwill, capital advances, loans to subs), Cash Flow Integrity (CFO/PAT 3 years, FCF trend), Related Party Audit (entity names, amounts, CLEAN/CONCERNING flags), Auditor Signals (tenure, qualifications, EOM, Key Audit Matters), Governance & Promoter Behaviour (pledging, salary%, subsidiaries, dilution). Closes with Red Flag Scorecard: N/18 flags found, overall 🟢 CLEAN / 🟡 WATCH / 🔴 CAUTION, most critical finding, and one sharp question for the next concall. Claude only. 📊 Richer context in every prompt — two data improvements now included automatically: (1) Corporate Actions for the last 24 months — QIB allotments, warrants, rights issues, bonus shares, stock splits, and dividends are now extracted from the Screener page and injected into every prompt. (2) Significant Announcements — instead of the most recent 10 filings, the extension now filters the last 6–7 months for genuinely material events: board results, fundraising, acquisitions, CEO/MD changes, SEBI orders, buybacks, and major capacity announcements. v2.16.0 (April 2026) • VRO Insights auto-refresh — the panel now detects when you unlock a gated Insights section on Value Research Online mid-session (VRO offers 5 free insight unlocks per month) and silently re-scrapes in the background. Previously, prompts generated before clicking to unlock were missing that content; now the next template you generate automatically includes it. No reload required. • Screener.in Insights auto-refresh — same fix applied to Screener.in: if you unlock pros/cons or KPI table content after the page has loaded, the panel refreshes its data store silently and the next prompt picks it up. v2.15.0 (April 2026) • Management Credibility Score — new standalone template: forensic multi-quarter audit of whether management delivers on what it promises. Extracts every quantified forward-looking statement from 4–12 concall transcripts, scores each against reported outcomes (+1 delivered / -1 missed / 0 unverifiable). Section 1 Guidance Tracker includes a Category column (Revenue / Margin / Capex/Project / Strategic) so you can see whether management is reliable on financials but optimistic on strategic execution. Closes with a CREDIBILITY PATTERN archetype — Conservative Promiser, Reliable Executor, Optimistic Narrator, or Erratic — with a specific investment implication for each. Best with Claude. • Growth Triggers — new standalone template: identifies 5–7 specific, company-specific earnings re-rating catalysts, each with quantified ₹Cr / bps impact, timeline, evidence source, and a conviction tag (🔵 VISIBLE from actuals / 🟡 GUIDED by management / 🟢 OPTIONALITY — unpriced possibility). Includes Trigger Scoreboard with Dominant Theme, Trigger Density score, and Re-Rating Probability. Rule #6: conviction tag must match evidence strength. Best with Gemini Deep Research / Perplexity. • Value Chain Analysis — new standalone template: maps the full production chain from raw material to end consumer with EBIT% benchmarks and pricing power at every stage. Audits input pass-through ability, chokepoint control, customer switching cost. Tracks 3-year vertical integration trajectory (upstream / downstream / static / lateral). Identifies 2–4 credible 10-year disruption risks with mechanism, timeline, and exposure level. Chain Migration Verdict: COMMODITY TRAP / SEMI-DIFFERENTIATED / DIFFERENTIATED / CHOKEPOINT CONTROL. Best with Claude · Perplexity. • Quarterly Deep-Dive enhanced — Section 0B Concall Tone Signals: confidence calibration (HIGH/MEDIUM/LOW language tally), question deflection rate, narrative recycling score (FRESH/RECYCLED/MIXED), MD/CFO alignment check — produces GREEN / AMBER / RED tone verdict. Section 0C Narrative Drift: identifies Vanishing Topics (discussed before, silently dropped), New Talking Points (framing not used in prior quarters), and Metric Retreat (metrics previously cited but now buried) — delivers Drift Verdict (Suspicious Pivot / Tactical Adjustment / Organic Evolution / None Detected). Two separate Quarterly template cards merged into one. • Finmagine Trader integration — install Finmagine Trader alongside AI Advisor