Community-curated prompts and skills to supercharge your AI workflows.
Annual Portfolio Performance Review
A structured annual review: benchmark comparison, position attribution, thesis validation, behavioral audit, and goal-setting for the year ahead.
by Capital Deck Team
Portfolio Concentration Risk Audit
Audit your portfolio for hidden concentration across single-stock, sector, factor, geographic, and correlation dimensions.
Pre-Earnings Preparation Checklist
Structure your pre-earnings workflow: set expectations, define reaction scenarios, identify key metrics, and set price-action thresholds.
Watchlist Priority Ranker
Score each watchlist stock across quality, valuation, catalysts, and portfolio fit to produce a ranked action list.
Investment Thesis One-Pager
Write a structured, complete investment thesis — business overview, competitive moat, growth drivers, bear case, valuation, and conviction level.
Risk/Reward Ratio Quantifier
Build a 3-scenario probability-weighted return model with max drawdown estimate, Sharpe-equivalent, and optional Kelly Criterion position sizing.
Comparable Company Valuation
Build a structured comps table with EV/Revenue, EV/EBITDA, P/E, and P/FCF multiples across peers to derive an implied valuation range.
Earnings Quality Analyzer
Detect low-quality earnings through accruals analysis, revenue recognition flags, non-GAAP divergence, and cash conversion checks.
Management Incentive Alignment
Analyze whether management compensation and equity ownership structures are genuinely aligned with long-term shareholder value creation.
Sector Rotation Monitor
Identify which sectors are entering or exiting favor using the economic cycle, yield curve, and relative strength signals.
Free Cash Flow Yield Analyzer
Calculate and contextualize free cash flow yield — compare to bonds, peers, and history to identify undervaluation.
Dividend Safety Analyzer
Stress-test dividend sustainability using payout ratios, FCF coverage, debt capacity, and recession scenario analysis.
Quality Score Framework
Score a company's fundamental quality across four dimensions — profitability, growth, balance sheet, and management — into a single composite rating.
Graham Number Calculator
Calculate Benjamin Graham's valuation formula and net-net working capital floor — the original quantitative value screening tool.
Peter Lynch GARP Classifier
Apply Peter Lynch's growth-at-a-reasonable-price methodology — PEG ratio, business categorization, and the tenbagger litmus test.
Warren Buffett Investing Checklist
Run any stock through Buffett's core principles — business quality, management integrity, moat, price, and long-term holding conviction.
Kelly Criterion Position Sizer
Calculate the mathematically optimal position size using the Kelly Criterion — and apply a fractional Kelly for real-world safety.
Emerging Market Investment Checklist
A structured checklist for evaluating additional risks when investing in emerging market companies — governance, currency, political, and liquidity risks.
Position Recovery Decision
A structured framework for deciding whether to average down into a losing position or cut your losses — based on thesis integrity, not price pain.
Options Flow Interpretation
Decode unusual options activity and flow to gauge institutional sentiment and identify directional bets ahead of catalysts.