|SECTORS AND THEMES

Sector analysis

Sector analysis

Sector analysis

Analyzes one sector with its own KPIs, not only P/E: performance, valuation, cycle position, themes, sub-industries and catalysts, with top picks and areas to avoid.

Run it

Claude/bigdata-sector-analysis
ChatGPT@bigdata-sector-analysis
Claude Code/bigdata-com:bigdata-sector-analysis

Or ask in plain words. The skill starts when your request matches it.

Run it

Claude/bigdata-sector-analysis
ChatGPT@bigdata-sector-analysis
Claude Code/bigdata-com:bigdata-sector-analysis

Or ask in plain words. The skill starts when your request matches it.

Overview

Short answer

Sector analysis is a sector and theme skill by Bigdata.com. It analyzes one sector with its own KPIs, not only P/E: performance, valuation, cycle position, themes, sub-industries and catalysts, with top picks and areas to avoid. You give it a sector. You get a sector note with a positioning call and inline citations.

You give

A sector

You get

A sector note with a positioning call and inline citations.

Each note is grounded in Bigdata.com content: news, filings, earnings call transcripts and market data, with citations you can open.

  1. 01Sector performance and valuation against the market
  2. 02The KPIs that matter for this sector
  3. 03Cycle and profitability position: early, mid or late
  4. 04Analyst sentiment
  5. 05Tailwinds and headwinds, with named companies
  6. 06Sub-industry breakdown and a 30-day earnings calendar
  7. 07Positioning call with top picks and areas to avoid
  8. 08Sources with inline citations

Try asking

Prompt 01

“Analyze the semiconductor sector”

Prompt 02

“How is the European banking sector doing?”

Prompt 03

“Is the utilities sector attractive?”

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

Sectors and themes

Cross-sector comparison

Compares two or more sectors on valuation, earnings growth, sentiment and cycle position, and turns that into a rotation call with overweight and underweight views.

ClaudeChatGPTMicrosoft CopilotExplore

Sectors and themes

Thematic research

Researches an investment theme such as AI, the energy transition or reshoring: sub-themes, the sectors affected, named winners and losers, and ways to express the theme.

ClaudeChatGPTMicrosoft CopilotExplore

Valuation

Peer comparables

Compares a company with its peers on valuation, growth, margins, returns, leverage and sentiment, and says whether its premium or discount is justified.

ClaudeChatGPTMicrosoft CopilotExplore

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 Cowork

Claude 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"
Read the Claude Code guide

Skills produce research and analysis, not investment advice. Check every number before you act on it.

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