Share the documents you want analyzed — SEC filings, earnings transcripts, investor presentations, or raw spreadsheets. Tell Grok what you are looking for: margin trends, cash flow quality, debt covenant risks, or anything else specific to your thesis.
Example prompt
I uploaded Tesla's latest 10-Q and the two prior quarters. Analyze gross margin trends for the automotive segment, break out regulatory credit revenue, and compute free cash flow excluding SBC. Compare to the same periods last year.
Grok can compare the company against its peers on the metrics you care about, build quick scenario analyses, and flag items that deviate from industry norms. This turns hours of spreadsheet work into a guided conversation.
Example prompt
Compare Tesla's operating leverage to BYD, Rivian, and the legacy OEM average. Then run a downside scenario: what happens to FCF if deliveries decline 15% while capex stays flat?
Once your analysis is complete, ask Grok to produce a formatted investment memo or briefing document. It includes the key findings, supporting data, risks, and your custom commentary — ready to share with your team or drop into a presentation.
Example prompt
Write a one-page investment summary covering valuation, growth outlook, key risks, and a bull/bear/base framework with price targets. Use the data from our analysis above.