Sophisticated investor prompt library

Test the equity-compensation dilution hypothesis for [TICKER] across fiscal years [FY FROM]-[FY TO]. Retrieve cash-flow statements, income statements, the latest proxy compensation disclosures, and XBRL facts for share-based compensation and weighted-average shares when available. Show the reported values by period, define every calculation, and distinguish expense, grants, and share count. Cite form, fiscal period, accession, and fact tag. Do not invent a burn-rate denominator when the facts are not comparable or treat accounting expense as cash dilution. Use companies.cash_flow_statements, companies.income_statements, comp.list, facts.get, and sections.get.

For [TICKER] and its latest [10-K OR 10-Q], retrieve debt-covenant footnotes, the balance sheet, cash-flow statement, and MD&A. Extract only disclosed covenant tests, thresholds, amendments, waivers, and stated compliance status. Build a liquidity table from reported cash, debt, and operating cash flow, with period labels. If a covenant ratio cannot be reconstructed from disclosed definitions, say so rather than estimating headroom. Cite each result to its filing source. Use intelligence.footnotes, companies.balance_sheets, companies.cash_flow_statements, sections.get, and companies.ratios.

Review [TICKER]'s tax disclosures for fiscal years [FY FROM]-[FY TO]. Retrieve the tax footnote, relevant deferred-tax XBRL facts, income statements, and MD&A. List the reported uncertain-tax-position and valuation-allowance disclosures separately. Model [25/50/100]% changes only as an explicitly hypothetical sensitivity, using the reported base amount and showing the arithmetic. Do not present a scenario as a forecast or assume a tax asset is collectible. Cite form, period, accession, footnote topic, and fact tag. Use intelligence.footnotes, facts.get, companies.income_statements, and sections.get.

For [TICKER], compare reported revenue, deferred-revenue facts, and the revenue-recognition footnote over [FY FROM]-[FY TO]. Retrieve MD&A passages that explain material period changes. Produce a period-aligned table and identify disclosed changes in contract timing, performance obligations, or policy. Mark any ratio as a researcher-created diagnostic, not a GAAP metric. Do not call a divergence aggressive accounting without a source-supported explanation. Cite each number and excerpt to the underlying filing. Use intelligence.footnotes, facts.get, 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.

For [TICKER], first use `owners.institutional_holders` to identify reported institutional holders, then compare the latest two 13F reporting periods only for selected managers [13F MANAGER CIK LIST]. `owners.get_13f` and `owners.compare_13f` require a manager CIK, not the issuer ticker or issuer CIK. Name the largest reported increases and decreases, their reporting dates, and the insiders' transaction codes and values. Keep institutional holdings and insider activity in separate columns; they have different reporting timing and do not show intent. Return a hypothesis ledger with evidence for, evidence against, and unresolved questions. Use owners.institutional_holders, owners.get_13f, owners.compare_13f, insiders.list, entities.resolve, and comp.compare.

For [TICKER LIST] in [DATE RANGE], search 10-K and 10-Q sections for "going concern" and "substantial doubt." Retrieve the matching disclosure, current balance sheet, and recent cash-flow statements. Make a source queue showing reported cash, recent operating cash flow, and management's stated plan. If you calculate a simple runway proxy, label assumptions and do not treat it as liquidity guidance. Cite form, period, accession, and section. Use sections.search, sections.get, companies.balance_sheets, companies.cash_flow_statements, 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.

For [TICKER], retrieve lease footnotes, lease-liability facts, the latest balance sheet, and cash-flow statement. Reconcile the reported lease liability to the disclosure before calculating any researcher-defined adjusted leverage measure. State the capitalization multiple [MULTIPLE] and why it is an assumption; provide reported leverage beside the adjusted view. Do not imply that the issuer reports the adjusted result. Cite all inputs to form, period, accession, footnote, or fact tag. Use intelligence.footnotes, facts.get, companies.balance_sheets, companies.cash_flow_statements, and companies.ratios.

For [TICKER], retrieve the latest segment footnote, income statement, and financial-statement section. Propose up to [10] factor-similar peers, then compare only their disclosed segment count, revenue concentration, and stated reporting structure. Separate reported segments from an analyst's preferred disaggregation. Output a citation table and a list of questions the filing does and does not answer. Do not assert concealment from aggregation alone. Use intelligence.footnotes, companies.income_statements, sections.get, factors.related_stocks, and entities.resolve.