Your Portfolio Calendar (Pro Prompt)
The exact prompt and method so you can build the same calendar for your own holdings in Claude.
The exact prompt and method so you can build the same calendar for your own holdings in Claude.
Record revenue, the widest operating margin in at least a decade, and free cash flow that went backwards, all in the same fiscal year. Microsoft FY26 scored on valuation, financial health and growth: 76 out of 100. Plus the 4 lines that will move that score when Q1 FY27 lands.
How to compare two ETFs properly: fees, tracking difference, liquidity, structure, issuer and tax. A 7 point checklist, with SPY, VOO and IVV as the worked example.
The prompt behind Your ETF Checklist.
A full company review, from raw filing to one written page, in a single chat.
