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Equity Research Brief

Investing skill, available on Zeplik

Equity Research Brief is a ready-to-run investing skill on Zeplik. Build a grounded equity research brief on a public company from uploaded filings and figures -- business, drivers, risks, valuation context. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.

The Equity Research Brief skill loads automatically when your request matches it, or you can invoke it directly by typing /equity-research in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Equity Research Brief skill can do

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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

How the Equity Research Brief skill works

Equity Research Brief

Framing: This is investment information and analysis, not advice or a recommendation to buy or sell. Ground every claim in the documents the user provides or a live tool result -- never state a price, multiple, or fact from memory. Say so, and state each assumption.

Quick start

  1. Ask the user to upload or paste the source material: the latest 10-K / 10-Q, an investor deck, or the key financials (revenue, margins, guidance). If they only give a ticker, ask for the filing or figures — do not reconstruct financials from memory.
  2. If the answer depends on a current price or market cap, call stock_quote for a live, dated figure. If live pricing is unavailable, say so and continue on fundamentals only — never quote a remembered price.
  3. Build the brief from what you were given, flagging every gap.

What to produce

Structure the brief with these sections:

  1. Snapshot — company, ticker, what it does in one sentence, and (if retrieved live) the dated price / market cap with the retrieval timestamp. Mark anything not in the source as "not provided."

  2. Business model — how it makes money, key segments, and the revenue mix from the filing. Quote the segment table rather than estimating.

  3. Drivers (the bull case) — 3-5 grounded reasons the business could compound: growth rates, margin trajectory, TAM signals, competitive moat — each tied to a figure or statement in the source, not asserted.

  4. Risks (the bear case) — 3-5 grounded risks, pulling from the filing's own Risk Factors and MD&A plus any deterioration visible in the numbers (declining margins, rising leverage, customer concentration).

  5. Valuation context — only what the data supports: current multiples if you can compute them from provided figures + a live price, growth-vs-multiple framing, and what has to be true for the valuation to make sense. Do NOT output a price target as advice.

  6. Open questions — what a diligent analyst still needs (segment detail, unit economics, management track record) that the provided materials do not answer.

Guardrails

  • Not investment advice. Open and close with it. This is analysis for the user's own judgment, not a recommendation, and creates no advisory relationship.
  • No figure from memory. Every number comes from an uploaded document or a live tool. If you cannot ground it, say "not provided" — an invented fundamental is worse than a gap.
  • Prices are stale instantly. Only state a price via stock_quote with its timestamp; if unavailable, say live pricing could not be retrieved.
  • Balance the thesis. Always give both bull and bear; never write a one-sided pitch.

How to use the Equity Research Brief skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Equity Research Brief skill right away.

  2. Describe your investing task

    Ask in plain language, or type /equity-research to invoke the skill directly. Zeplik recognizes the Equity Research Brief skill and applies its method.

  3. Review and refine the result

    Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.

Source and credit

Author
Zeplik
License
proprietary

Original Zeplik skill. Built and maintained by the Zeplik team.

Frequently asked questions

What is the Equity Research Brief skill?
Equity Research Brief is a ready-to-run investing skill on Zeplik. Build a grounded equity research brief on a public company from uploaded filings and figures -- business, drivers, risks, valuation context. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
How do I use Equity Research Brief on Zeplik?
Sign in to Zeplik and ask in plain language, or type /equity-research in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Equity Research Brief skill use?
Any model you choose. Zeplik works across every model in one chat, so the Equity Research Brief skill runs on your preferred model for the task.
Where does the Equity Research Brief skill come from?
The Equity Research Brief skill is an original Zeplik skill, maintained by the Zeplik team.
How much does the Equity Research Brief skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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Equity Research Brief - Investing skill for Zeplik AI | Zeplik Chat