# Edit a company or stock write-up so it isn't investment advice

A compliance edit of a market report or company analysis that strips recommendations, certainty, and promotional tone, with a log of every change.

- Topic: Legal & Compliance
- Framework: Few-Shot
- Level: Standard
- Tags: Legal, Finance, Write, Rewrite & Edit, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/edit-a-company-or-stock-write-up-so-it-isn-t-investment-advice

## Prompt

```text
Review this write-up about a listed company and edit it so it is neutral, factual, and does not read as investment advice.

**Text to review:** [PASTE report, newsletter, post, or summary]
**Where it will be published and to whom:** [e.g. company blog, newsletter to retail readers, internal research]
**Jurisdiction or regulator:** [e.g. US SEC/FINRA, UK FCA, EU, other]

Check and fix:
1. **Title** - present, neutral, descriptive; no implied recommendation or forecast.
2. **Investment advice** - remove explicit or implied buy/sell/hold language, "opportunity", "undervalued", "must-own", and suggestions about when to act.
3. **Certainty and tone** - replace definite predictions with conditional wording; remove hype, urgency, and persuasive framing.
4. **Prohibited content** - price targets, return projections, timing advice, and unsupported claims of superiority over competitors.
5. **Facts and sources** - every number has a source and date; separate reported facts from opinion; flag anything unsourced as [SOURCE NEEDED].
6. **Balance** - material risks and uncertainties are mentioned alongside positives.
7. **Disclosures** - whether a disclaimer and conflict-of-interest statement (e.g. holdings) are needed.

Return:
- The revised text.
- A change log table: original wording, issue, revised wording.
- Remaining items for a compliance officer to decide.

This is an editorial check, not legal sign-off. Rules differ by jurisdiction and publisher; have a qualified compliance or legal professional approve the final version.
```

## What to fill in

- PASTE report, newsletter, post, or summary
- e.g. US SEC/FINRA, UK FCA, EU, other
- SOURCE NEEDED

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