Investment manager prompt library

For holdings [TICKER: WEIGHT] as of [DATE], calculate portfolio and security factor context, then retrieve each issuer's latest material filing and recent Form 4 activity. Return factor outputs separately from filing facts, with accession numbers and transaction dates. Factor exposure is descriptive, not a forecast; 13F and Form 4 activity do not establish conviction. Use portfolio.analyze, factors.decomposition, companies.overview, filings.search, and insiders.list.

For 13F manager [13F MANAGER CIK], compare the latest two reported quarters. List additions, exits, and largest changes with the report period, filing date, shares, and reported value; then add recent issuer Form 4 activity as a separate context column for [TOP N] names. A manager CIK is required for `owners.get_13f` and `owners.compare_13f`; do not pass an issuer ticker or issuer CIK. Do not describe a quarterly filing as real-time positioning or infer motive. Use entities.resolve, owners.get_13f, owners.compare_13f, insiders.list, and filings.search.

For [TICKER], request up to [N] factor-similar securities and retrieve their latest reported ratios and annual financial statements. Produce a screened peer table with the factor method, fiscal period, and missing-data flags. Similar factor profiles are not business comparability or a valuation conclusion. Use entities.resolve, factors.related_stocks, factors.decomposition, companies.ratios, and companies.financials.

For [TICKER LIST] and country [COUNTRY], retrieve the current macro regime, high-signal macro pack, factor dashboard, and each security's factor decomposition. Write a dated watchlist note that separates observed macro data from factor analytics and calls out data freshness. Do not turn a regime classification into a timing recommendation. Use macro.regimes, macro.high_signal_pack, factors.dashboard, factors.decomposition, and portfolio.analyze.

For [TICKER] before [EVENT DATE], retrieve the last four reported quarters of income statements, the latest 10-Q MD&A, and recent 8-K filings. Identify reported sequential changes and link each explanation to the filing section; label open questions rather than predicting the print. Use entities.resolve, companies.income_statements, sections.get, filings.search, and filings.latest.

For [TICKER] across [FY FROM]-[FY TO], retrieve annual income, balance-sheet, cash-flow, and ratio data. Create a period-aligned table of reported revenue, margins, cash flow, debt, and documented inflections, with fiscal-year labels. Do not compare non-comparable periods or attribute a change without a cited filing discussion. Use entities.resolve, companies.income_statements, companies.balance_sheets, companies.cash_flow_statements, and companies.ratios.

For [TICKER], use intelligence.query only to identify research leads, then retrieve the current balance sheet, relevant footnotes, and MD&A from the underlying filing. Deliver a three-part brief: reported facts, source excerpts, and questions. Every claim needs a form, period, accession, and section or footnote; an intelligence response alone is not a citation. Use intelligence.query, intelligence.footnotes, sections.get, companies.balance_sheets, and filings.search.

For holdings [TICKER: WEIGHT], first list available scenarios, then run [SCENARIO KEY] and summarize factor exposures and scenario results. State the valuation date, assumptions, and residual exposures. Treat this as a model scenario, not realized-return history or a hedge instruction. Use portfolio.stress_scenarios, portfolio.stress_test, portfolio.analyze, factors.dashboard, and macro.regimes.

For [TICKER LIST], compare recent Form 4 transactions with the latest two 13F periods for named managers [13F MANAGER CIK LIST]. Keep issuer insiders, transaction codes, and 13F holdings in separate fields with dates. `owners.get_13f` and `owners.compare_13f` require each manager CIK, not the issuer ticker or issuer CIK. Rank only by clearly defined reported measures; do not characterize the combination as a buy or sell signal. Use entities.resolve, insiders.list, owners.get_13f, owners.compare_13f, and filings.search.

For [TICKER], retrieve the latest and prior proxy compensation disclosures, current financial statements, and factor-similar peers' compensation records. Compare reported pay components and performance measures with fiscal periods shown. Do not assign a pay-for-performance score unless its formula and missing inputs are explicit. Use entities.resolve, comp.list, comp.compare, companies.ratios, and factors.related_stocks.

For [TICKER] across [FY FROM]-[FY TO], retrieve segment footnotes, annual income statements, and Item 8 financial-statement sections. Build a segment table from reported disclosures and identify changes management discusses. Do not manufacture segment margins or reconcile segments beyond disclosed data. Use entities.resolve, intelligence.footnotes, companies.income_statements, sections.get, and filings.search. For a date window, MCP `filings.search` and `sections.search` do not filter by date: fetch candidate records, then post-filter the returned `filingDate` locally before selecting sections or reporting results.

Compare countries [COUNTRY LIST] using macro regimes, high-signal packs, and factor dashboards for [LOOKBACK]. Produce dated scenarios for a portfolio [HOLDINGS], stating source freshness and what would falsify each scenario. Do not recommend allocation changes or present modeled relationships as forecasts. Use macro.regimes, macro.high_signal_pack, macro.country_report, factors.dashboard, and portfolio.analyze.