Valuation assumptions sanity check

Desk seat: Research

The problem

Valuation models hide heroic assumptions.

What the agent does

Reviews your model's assumptions and shows what has to be true for the price to make sense.

Copy-paste prompt

Here are my valuation assumptions for [company]: [growth, margins, multiple, discount rate]. For each, compare to the company's own history and peers (with sources), flag which look aggressive, and show which single assumption the result is most sensitive to. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

Grok, ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

Koyfin: Fundamental dashboards and comparisons
Stock Rover: Deep fundamental screens and portfolio analytics
ChatGPT: All-round role-playing of every desk agent

Linked roles

Devil's Advocate, Data Checker

Limitations

Peer comparisons depend on data quality. AI can be wrong, so verify before relying on any output.

Source

Stock Rover

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.