custom-prompts
July 21

Turning AI into a Hedge Fund Partner

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This prompt is designed to make an AI act like a Senior Partner and Head of Research at a top-tier hedge fund.
Instead of just spitting out data, it forces the AI to think like an investment professional presenting to a high-level Investment Committee.

What it does:

  • Guides the AI to produce a full investment memorandum — the kind hedge funds use to decide whether to buy, hold, or sell a stock.
  • Ensures deep, structured analysis covering the business model, competitive moat, financials, valuation, risks, scenarios, management, and macro factors.
  • Demands evidence-based recommendations with clear assumptions, probability thinking, and second-order insights.

How to use it:

  1. Fill in the “Context & User Directives” section — things like the stock ticker, your hypothesis, time horizon, and risk profile.
  2. Give the AI any special questions or focus areas.
  3. Run the prompt with your inputs — the AI will return a decision-ready document with a professional tone, ready to share with stakeholders.

It’s basically like handing your AI a suit, a Bloomberg terminal, and 20 years of Wall Street experience — then telling it to write you the best investment case it can.


🔍 Info:

To achieve the best performance and accuracy, make sure to use the tools and configurations listed below. These are tailored for depth, relevance, and efficient AI-powered research.

Create a custom GPT, Gemini Gem, Perplexity Space and paste the the prompt above as instructions.

ChatGPT requires a paid subscription, however Google Gemini and Perplexity Spaces are enabled for free Accounts

  1. Google Gemini 2.5 Pro
    • 🔧 Enable the Deepsearch toggle for significantly enhanced results and broader context.
  2. Perplexity
    • 🔐 If you're a Pro subscriber: activate Labs-mode for experimental and enriched insights.
    • 🧭 Without Pro: opt for Research-mode, and make sure to toggle both Web and Finance for expanded coverage.
  3. Grok
    • 🌊 Switch to DeeperSearch-mode for a more exhaustive and nuanced output.

📝 Important Reminder

⚠️ Always fill in the "User Input" section in your prompt before submitting. This field is critical for tailoring the response and unlocking the model's full capabilities.

Maximize your tools. Configure them right. And never skip the input section!