In 2025, asking the right questions is the ultimate edge.

With financial data becoming more accessible, and AI investing tools like Sagehood making stock market insights more democratic than ever, the real value lies in how you think — and what you ask.

This post gives you 100 smart prompts you can use to investigate any U.S. stock, track market trends, and assess the true health of your portfolio. Whether you’re analyzing fundamentals, testing a valuation, or scanning macro risks — these prompts will help you think like a Wall Street pro.

Fundamental Analysis Prompts

The bedrock of smart investing starts here — revenues, margins, growth, and risk.

• What is the company’s current revenue growth rate compared to its 5-year average?
• How has the gross margin trended over the past 3 years?
• What are the key drivers behind the company’s net income growth or decline?
• Is SG&A expense growing faster than revenue?
• How much of the company’s growth is organic vs. acquisition-based?
• What is the return on equity (ROE) and how has it changed year-over-year?
• Are inventory levels growing faster than revenue?
• How efficient is the company in using its assets to generate revenue (asset turnover)?
• What’s the cash conversion cycle trend over the past 4 quarters?
• Has the company issued significant new shares in the past year?

Valuation Prompts

Valuation is more than ratios — it’s about understanding the story behind the numbers.

• What is the fair value of this stock using a DCF model?
• How does the company’s P/E ratio compare to its industry peers?
• What would the intrinsic value be under a bull and bear case scenario?
• Does the PEG ratio suggest undervaluation relative to growth?
• Is the stock trading at a discount or premium to book value?
• How sensitive is the valuation to WACC and terminal growth assumptions?
• How does EV/EBITDA compare to the sector average?
• Has the valuation multiple expanded faster than earnings?
• What would the valuation look like excluding non-recurring income?
• How would a 1% rise in interest rates impact the DCF estimate?

Technical Analysis Prompts

Momentum and price action reveal what fundamentals often miss in the short term.

• Is the stock currently trading above or below its 50-day and 200-day moving averages?
• What does the RSI indicate about short-term momentum?
• Are there any bullish or bearish chart patterns forming?
• Is there divergence between price and MACD or RSI?
• What is the recent volume trend compared to historical average?
• How often has the stock bounced off a particular support level?
• Are we near a Fibonacci retracement zone?
• Has the stock broken out of a multi-month base or downtrend?
• What’s the average true range (ATR), and how volatile is the stock?
• Are there clusters of large block trades suggesting institutional activity?

Sentiment Analysis Prompts

Understanding investor psychology helps you ride momentum and avoid traps.

• What is the current sentiment on Reddit and Twitter around this stock?
• How is institutional sentiment shifting over the past month?
• What does options activity suggest about market expectations?
• Are insider trades signaling confidence or fear?
• Is short interest rising or falling?
• Are earnings calls showing increasing optimism or cautious tones?
• What’s the tone of analyst upgrades/downgrades over the past 90 days?
• What’s the sentiment divergence between retail and institutional investors?
• Is Google search interest rising or falling?
• What sentiment signals does Sagehood’s Social Buzz Agent detect this week?

News & Narrative Prompts

News can move markets — often faster than fundamentals can catch up.

• What recent news events have moved this stock’s price?
• How have analysts updated their ratings in the past quarter?
• Are there any regulatory or legal risks currently in focus?
• Has the company issued any guidance changes recently?
• Are there supply chain disruptions or geopolitical concerns tied to this firm?
• Has the CEO or CFO made notable public statements?
• What does Sagehood’s News Agent say about headline frequency trends?
• Are ESG risks or controversies increasing?
• Has there been any recent M&A activity in the sector?
• Are there major product launches or AI/tech pivots in play?

Macro & Sector Analysis Prompts

Zoom out. Your stock doesn’t live in a vacuum.

• How does the current interest rate environment affect this sector?
• What is the stock’s correlation to oil prices or other macro variables?
• Which sector ETFs are outperforming or underperforming this quarter?
• What does the yield curve say about upcoming recession risk?
• How exposed is the company to global currency fluctuations?
• What are the top 3 macro headwinds affecting this industry?
• Are key commodities (e.g. copper, lithium, wheat) impacting input costs?
• Has Sagehood flagged a sector rotation into or out of this industry?
• What’s the latest inflation print and how are stocks reacting?
• Is this stock outperforming its sector peers on a rolling 6-month basis?

Portfolio Health Prompts

Time to apply these insights to you. Portfolio risk is just as important as stock risk.

• Is my portfolio too heavily concentrated in one sector?
• Which stocks in my portfolio have the weakest fundamentals?
• How correlated are my holdings? Am I truly diversified?
• Which stocks are driving most of my risk-adjusted return?
• Am I overexposed to macro-sensitive names?
• How much drawdown can I tolerate if the market drops 20%?
• What is my portfolio’s weighted-average P/E ratio?
• Which holdings are overvalued relative to their intrinsic value?
• How would a 100 bps rate hike affect my portfolio’s top 5 stocks?
• Which positions have negative free cash flow trends?

Use These Prompts with AI Agents at Sagehood

All 100 of these prompts are powerful on their own — but even more powerful when you plug them into Sagehood’s AI agents.

Sagehood combines AI stock analysis with sector signals, macro overlays, valuation models, and real-time sentiment data — so when you ask, “Is this stock overpriced?” or “Is my portfolio exposed to too much tech?”, the agents give you answers with data, context, and clarity.

Whether you’re a long-term investor or short-term trader, these prompts are your thinking toolkit. Sagehood is your AI engine.

→ Try these prompts inside Sagehood.ai
→ Let the AI agents run your stock screen, valuation check, or portfolio stress test

Final Thoughts

You don’t need to be a CFA to think like one. You just need to ask smarter questions — and now you have 100 of them.

Use them to:

• Break down any U.S. stock
• Avoid common investing traps
• Improve your portfolio health
• And uncover alpha where others don’t look

Let the market talk. Then let Sagehood help you listen better.

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