Repeatable client analysis
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
— Finance & Investment
Investment Potential Analysis
Scores a public company's fundamentals alongside live market signals and research for near-term momentum, medium-term trajectory and long-term durability, reconciling all three into one investment-potential verdict.
- Finance & Investment
- Traceable reasoning
- Runs anywhere
1 week → ~15 minutes
For a full population, not a sample
No coding required
- Input
- Documents, exports or uploads you already hold
- Output
- A structured, review-ready deliverable
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~1 week per run
— USE CASES
What people use Investment Potential Analysis for
Faster first drafts
Turn raw source material into a working draft in minutes and spend your time on judgement instead of assembly.
Comparable results over time
Produce the same shape of output each cycle so movement is measurable rather than re-argued.
What it works from
- Documents, exports or uploads you already hold
- Your own criteria, framework or house method
What you get back
- A structured, review-ready deliverable
- A traceable record of what informed each conclusion
— HOW IT BEHAVES
How Investment Potential Analysis produces its result
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Live external research
Current external sources are researched during the run rather than recalled from training data, and the sources travel with the output.
Row-level table processing
Every row of your table is processed on the same basis, however long the table is.
Composed as work product
Findings are written up as a document that reads like professional output rather than raw model text.
Enriched row by row
Each row gains derived columns from the analysis, keeping the source data and the judgement side by side.
Why this is expensive by hand
Investment Potential Analysis is routine in name only: the inputs are messy, the standard is unwritten, and two people rarely reach the same answer. Repeatable client analysis is the typical trigger — run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 1 week of experienced attention.
How this Skill produces it
Here the same job runs as a Skill. Your material goes in; a structured, review-ready deliverable comes out, alongside a traceable record of what informed each conclusion. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. The practical effect: 1 week of manual work becomes a ~15 minutes run, held to an identical standard on the tenth engagement as on the first.
Who it's for
- Independent consultants codifying their own methodology
- Strategy and transformation teams standardising delivery
- Internal advisory functions under pressure to produce faster
- Operators who need defensible output, not a one-off chat answer
Run it in Skillsize — or export it anywhere
Investment Potential Analysis exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
ChatGPTClaudeCopilotAI Products (MCP)
More Finance & Investment Skills
Browse the full library →Finance & Investment
Fee proposal from scoping brief
Extracts workstreams and effort from a scoping brief and builds lean, baseline and stretch fee scenarios with per-phase pricing and margin notes.
Finance & Investment
P&L variance commentary
Calculates actual-versus-budget variance per account in the database, ranks the top movers, then writes the commentary explaining what moved, why, and whether it is timing or permanent.
Finance & Investment
Bank–GL reconciliation
Joins your bank statement to the GL on the shared reference, computes each difference arithmetically, and uses AI only to explain and age the exceptions.