Short Thesis Red-Team Rubric
Attack your own short case for the ways it loses money even when the fundamental view is right: scored evidence and a catalyst clock, a borrow and carry model that shows the decline you need just to break even, a weighted crowding and squeeze score, and sizing derived from the adverse move you have to survive. A structuring aid for your own analysis — not investment advice.
A 4-step agentic workflow pack for finance built to run with ChatGPT, Claude, and Gemini. Open the Markdown files, fill the variables, and paste into your model. Most buyers get a reviewable result in about 75 minutes.
- Classify the case into one of seven short archetypes and name its characteristic way of failing
- Rate whether any calendar event can actually force the repricing inside your holding horizon
- Turn a broker borrow quote into the exact decline you need before the position earns anything
- Re-run carry at escalating borrow rates, because rates spike when the position moves against you
- Score crowding and squeeze vulnerability across six weighted factors with 1-5 anchors
- Size the position against the adverse move it must survive, not against its weight at entry
- Get an exit protocol with thesis triggers, mechanical limits, and a recall contingency
- Surface the disclosure and conduct questions to route to your own counsel before you act
Prompt Customization Service — optional help adapting variables and output to your brand voice. Choose your tier at checkout (not tied to this prompt's price).
This pack is $10 on its own. Buying every pack separately costs $1538. The Lifetime Bundle is $149 one-time — you save $1389 (90% off) and unlock every future pack free.
Get the Lifetime Bundle — $149Paste the license key from your receipt. It must match this prompt pack.
What ships with your purchase
Prompt files
Plain Markdown files with `{{variables}}` you fill in, ready to paste into ChatGPT, Claude, or Gemini. No setup, no tooling required.
Usage guide
Variable reference, model compatibility, examples, and customization tips so you can adapt the pack to your brand voice.
Lifetime updates
When we improve the pack, you get the new version automatically. Email support included with every purchase.
Works with: ChatGPT, Claude, Gemini.
The workflow inside this pack
4 composable prompts you run in order — each one picks up where the last left off.
- Step 1
Short Case Interrogation & Catalyst Clock
Paste your short research notes, the strongest version of the bull case, your dated event calendar, and how long you are willing to hold
- Step 2 · optional
Borrow Cost & Carry Drag Model
Paste the catalyst clock from the first prompt, your broker's borrow quote, the size and horizon you intend to run, and any distributions you would owe
- Step 3 · optional
Crowding & Squeeze Vulnerability Score
Paste short interest and float data, holder and options positioning, the float event calendar, plus the borrow tier and archetype from the earlier prompts
- Step 4 · optional
Forced-Cover Sizing & Exit Protocol
Paste the carry model, the squeeze profile, the catalyst clock, your margin and mandate constraints, and whether the position stays internal
Perpetual (lifetime) use license
Your one-time purchase includes an ongoing right to use this prompt pack with the AI tools and models you control for your own and your clients' work — not for resale or public redistribution of the files as a product.
We keep the copyright
The prompt files, guides, examples, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.
Need help adapting this prompt to your team? Add Prompt Customization Service at checkout.