A full institutional investment memo: thesis, where the view differs from consensus, valuation, risks, catalysts, and a recommendation with a conviction level.
Overview
Short answer
Investment memo is an equity research skill by Bigdata.com. It gives a full institutional investment memo: thesis, where the view differs from consensus, valuation, risks, catalysts, and a recommendation with a conviction level. You give it a company name or ticker. You get a multi-section memo with a recommendation, scenarios and inline citations.
You give
Company name or ticker · Optional: your own thesis to test
You get
A multi-section memo with a recommendation, scenarios and inline citations.
Each note is grounded in Bigdata.com content: news, filings, earnings call transcripts and market data, with citations you can open.
- 01Recommendation and conviction level first
- 02The primary drivers, filtered for what is material and forecastable
- 03Variant perception against consensus: fundamentals, valuation, sentiment
- 04Earnings quality and competitive moat assessment
- 05Valuation by the method that fits the business, with a cross-check
- 06Bull, base and bear scenarios with probabilities and a probability-weighted value
- 07Key risks, what would change the view, and dated catalysts
- 08Sources with inline citations
Try asking
Open a prompt in Claude or ChatGPT, or copy it. Change the company or the quarter to your own. If Bigdata.com is not connected yet, the assistant helps you add it first.
Related skills
Install once, in the tool you use
One install adds every skill and the connection to Bigdata.com. Sign in with your Bigdata.com account; new accounts start with free credits.
Claude
Open the Bigdata.com plugin in the Claude directory (Customize → Plugins → Browse → Partners) and click Install. Sign in with your Bigdata.com account when asked. On Team and Enterprise plans, an admin adds the Bigdata.com connector first.
Open the plugin in Claude
ChatGPT
Go to Settings → Apps, click Add more, choose Bigdata.com and click Connect to sign in with your Bigdata.com account. The skills come with the app. On Business and Enterprise workspaces, an admin enables the app first.
Open in ChatGPT
Copilot Cowork
Open Customize in Microsoft 365 Copilot Cowork, search for Bigdata and click Install. Sign in with your Bigdata.com account when asked.
Open in Copilot CoworkClaude Code
Create an API key on the Bigdata.com Developer Platform and add the Bigdata.com MCP server with it. Then run /plugins in Claude Code and install the Bigdata plugin from the official marketplace.
claude mcp add --transport http bigdata_com https://mcp.bigdata.com/ --header "x-api-key: YOUR_API_KEY"Skills produce research and analysis, not investment advice. Check every number before you act on it.
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