|SECTORS AND THEMES

Sector playbook

An operational playbook for investing in one sector: the KPIs that matter, how to value its companies, the live debates and what to own, avoid and watch.

Run it

Claude/bigdata-sector-playbook

ChatGPT@bigdata-sector-playbook

Claude Code/bigdata-com:bigdata-sector-playbook

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

Run it

Claude/bigdata-sector-playbook

ChatGPT@bigdata-sector-playbook

Claude Code/bigdata-com:bigdata-sector-playbook

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

Overview

Short answer

Sector playbook is a sector and theme skill by Bigdata.com. It gives an operational playbook for investing in one sector: the KPIs that matter, how to value its companies, the live debates and what to own, avoid and watch. You give it a sector name. You get a sector playbook with inline citations.

You give

Sector name

You get

A sector playbook with inline citations.

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

01The KPIs that matter in this sector
02How to value its companies, and why
03The live debates, and where consensus sits on each
04Valuation against the sector's own history
05A sub-industry map with cycle position
06Screening criteria and sector-specific red flags
07What to own, avoid and watch

Try asking

Prompt 01

“Sector playbook for semiconductors”

Open in Claude Open in ChatGPT

Prompt 02

“What KPIs matter in insurance?”

Open in Claude Open in ChatGPT

Prompt 03

“How do I value software companies?”

Open in Claude Open in ChatGPT

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

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.

Explore

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.

Explore

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.

Explore

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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