May. 10 at 4:30 PM
$CLS I gave this prompt to Gemini and am working on a beta version of an equity checklist and had it applied to CLS.
'Create a sheet with 10 top criteria for selection of equities with suggested weights that sum to 100. Suggest ranges that correspond to buy/add, hold, sell/avoid. Include key balance sheet and financial data such as revenue growth, operating margin or net profit metrics. Choose criteria that are present in yahoo finance and other popular financial sites that do not require a subscription. The goal is to prepare a convenient and useful checklist to inform equity selection.'
This is an alpha version but very useful in its current form. Coupled with data at proprietary financial sites such as Schwab, Hood, Fidelity, it could be very helpful.