get_stock_analyses
ChatGPTINTERNAL: Only the client widget calls this. GPT must never call. List saved stock analyses.
Finance
Overview
Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review.
Tools
get_stock_analysis
ChatGPTINTERNAL: Only the client widget calls this. GPT must never call. Get an analysis by id.
get_stock_news_sentiment
ChatGPTMAIN: GPT calls this. Use this when the user wants recent news sentiment and headlines for a ticker in the finance widget.
get_stock_overview
ChatGPTMAIN: GPT calls this. Use this when the user wants a compact snapshot (price, move, profile fields) in the finance widget.
get_stock_quote
ChatGPTMAIN: GPT calls this. Use this when the user wants only the latest price and change percent as plain text in the chat. Does not open the finance widget. Do not use for charts—use show_stock_chart or show_stock_chart_with_analysis.
get_stock_risk_snapshot
ChatGPTMAIN: GPT calls this. Use this when the user wants a short risk-style summary for a ticker in the widget. Informational only—not investment advice.
get_user_info
ChatGPTINTERNAL: Only the client widget calls this. GPT must never call. User info for the widget.
run_stock_analysis
ChatGPTMAIN: GPT calls this. Analyze investment materials (investment thesis, earnings reports, analyst notes) and provide structured analysis based on the selected mode. INSTRUCTIONS: You must analyze the provided content based on the selected mode: 1. thesis mode: Break down investment thesis into assumptions, identify weak/unverifiable claims, assess argument strength, find logical gaps 2. risk_flags mode: Identify risks, red flags, missing metrics, vague statements, unsupported claims 3. earnings_signals mode: Extract positive/negative/neutral signals from earnings calls or reports, assess management tone, identify key changes IMPORTANT: - You MUST call this tool with complete structured JSON data - DO NOT write analysis results in chat messages - Analyze thoroughly based on the selected mode - Provide complete structured results for the selected mode - Always include a summary_result with exactly 3 key themes and executive summary - Calculate signal balance and risk distribution for summary - All scores must be numbers between 0-100 CRITICAL: You MUST use this tool to provide analysis. DO NOT write the analysis in chat - always call this tool with structured JSON data.
show_stock_chart
ChatGPTMAIN: GPT calls this. Use this when the user wants a candlestick chart for a US stock ticker. Pass period_days as the full span in days (e.g. 1 day = 1, week = 7, month = 30, quarter = 90, year = 365). Opens the finance widget with market data. For price-only text without a widget, use get_stock_quote.
show_stock_chart_with_analysis
ChatGPTMAIN: GPT calls this. Use this when the user wants the same candlestick chart plus a short technical summary (e.g. RSI, moving averages) in the finance widget. Pass period_days like show_stock_chart. Does not save a research note to the library—use run_stock_analysis for persisted thesis work.
Example Prompts
Click any prompt to copy it.
Links
App Stats
10
Tools
1
Prompts
ChatGPT
Platforms
Category
Financial ResearchWorks with
ChatGPT
Data refreshed daily