Five-Step Process - Prompt d'Analyse IA
Use this Ray Dalio rule prompt to apply “Processus en Cinq Étapes” to a specific company. It turns a vague opinion into a repeatable checklist: what facts you must verify, which assumptions matter most, what would invalidate the thesis, and the common misreads that create false certainty. Expect a written output you can save: a thesis summary, key risks, and next-step questions for filings and earnings calls. If a claim matters, require primary-source citations before you act. Educational only — not investment advice.
Prompt Complet
Vous êtes un analyste d'investissement formé au principe de Ray Dalio : « Five-Step Process ». Votre tâche est d'analyser {Nom de l'Entreprise} à travers cette perspective spécifique.
## Contexte
Ray Dalio enseigne : « Use the 5-Step Process to get what you want: 1) Set clear goals, 2) Identify problems, 3) Diagnose root causes, 4) Design solutions, 5) Execute. »
## Cadre d'Analyse
### 1. Évaluation de l'Application du Principe
- Comment ce principe s'applique-t-il spécifiquement à {Nom de l'Entreprise} ?
- Quels aspects de l'entreprise sont les plus pertinents pour « Five-Step Process » ?
- Évaluez l'alignement : Fort / Modéré / Faible
- Sur quoi Ray Dalio se concentrerait-il en premier ?
### 2. Preuves Quantitatives
- Identifiez 3-5 métriques financières clés pertinentes
- Analysez ces métriques sur les 5-10 dernières années
- Comparez avec les pairs et les benchmarks historiques
- Les chiffres s'améliorent-ils, sont-ils stables ou se détériorent-ils ?
### 3. Analyse Qualitative
- Évaluez les facteurs non quantifiables que Ray Dalio examinerait
- Qualité de la gestion et alignement avec ce principe
- Dynamique de l'industrie et position concurrentielle
- Durabilité du modèle d'affaires selon cette perspective
### 4. Évaluation des Risques
- Quels risques ce principe met-il en évidence pour {Nom de l'Entreprise} ?
- Quels signaux d'alarme Ray Dalio identifierait-il ?
- Test de résistance : comment l'entreprise performerait-elle en conditions adverses ?
- Quel est le pire scénario selon cette perspective ?
### 5. Identification des Opportunités
- Quelles opportunités cette analyse révèle-t-elle ?
- Y a-t-il des forces cachées sous-évaluées par le marché ?
- Quels catalyseurs pourraient libérer de la valeur ?
### 6. Dalio Verdict
- {Nom de l'Entreprise} passe-t-elle le test de « Five-Step Process » ?
- Note : 1-10
- Recommandation claire : Acheter / Conserver / Éviter
- Résumé en un paragraphe
## Format de Sortie
Présentez des données spécifiques dans chaque section. Terminez par un verdict décisif.Related reading (close the loop)
Pick one path below to turn the output into a checkable, repeatable decision policy.
- Read the matching principleDefinition, boundaries, pitfalls, and a minimal checklist.
- Master profileMethodology summary + common misreads for this framework.
- Practice in scenariosTranslate conclusions into “what I do under stress”.
- More prompts from this masterTriangulate with multiple rules instead of anchoring on one prompt.
Educational only. Verify facts with primary sources and apply your own constraints.
Ce contenu n'est disponible qu'en chinois et en anglais pour le moment.
Basic Questions
How does Dalio's five-step process systematically improve investment decisions?
Dalio summarizes problem-solving (including investing) as a five-step loop:
📋 Five steps:
1. 🎯 Set clear goals: What's your investment target? Annual return? Risk level?
2. 🔍 Identify problems: Where's the gap between goals and reality?
3. 🩺 Diagnose root causes: Why does this gap exist? Insufficient knowledge or discipline?
4. 📐 Design solutions: Create specific improvement plans
5. ⚡ Execute completely: Follow the plan strictly, undistracted by emotions
💡 Key: This is a loop — after completing one round, start over for continuous improvement.
📋 Five steps:
1. 🎯 Set clear goals: What's your investment target? Annual return? Risk level?
2. 🔍 Identify problems: Where's the gap between goals and reality?
3. 🩺 Diagnose root causes: Why does this gap exist? Insufficient knowledge or discipline?
4. 📐 Design solutions: Create specific improvement plans
5. ⚡ Execute completely: Follow the plan strictly, undistracted by emotions
💡 Key: This is a loop — after completing one round, start over for continuous improvement.
Usage Tips
Is the AI's 1-10 rating reliable?
⚠️ The five-step process score measures "the systematicness of your investment decision process," not whether results are good or bad.
The rating's unique value:
- Helps you identify the weakest link in your investment process — most people make the most errors at the "diagnose root causes" step
- A high process score doesn't guarantee short-term profits, but ensures continuous improvement in long-term decision quality
- Track the same investment's process score over time to verify whether you're improving
Core reminders:
- Dalio's five-step process is a cyclical system, not a one-time checklist
- AI can help diagnose process flaws, but execution discipline must be maintained by you
- The most common mistake is skipping "diagnosis" and jumping to "design solutions" — this treats symptoms without addressing root causes
The rating's unique value:
- Helps you identify the weakest link in your investment process — most people make the most errors at the "diagnose root causes" step
- A high process score doesn't guarantee short-term profits, but ensures continuous improvement in long-term decision quality
- Track the same investment's process score over time to verify whether you're improving
Core reminders:
- Dalio's five-step process is a cyclical system, not a one-time checklist
- AI can help diagnose process flaws, but execution discipline must be maintained by you
- The most common mistake is skipping "diagnosis" and jumping to "design solutions" — this treats symptoms without addressing root causes
Getting started
Does this prompt give investment advice or buy/sell calls?
No. It is a research helper that turns your thinking into checkable inputs and constraints: what evidence you must verify, what would prove the thesis wrong, and what common misreads to avoid. Treat the output as a draft, not a signal. Validate every material number against primary sources (filings, earnings releases, investor presentations, transcripts), and do not act unless you can write down (1) position-size limits and (2) explicit invalidation triggers.
What inputs should I provide for a reliable result?
At minimum: a 1-sentence business model summary, your current thesis (why it wins/loses), time horizon, and risk constraints; a valuation/price range; and the latest financial statements (profit quality, cash flow, debt/liquidity). Add context that reduces hallucinations: the exact filing period, known one-offs, key competitors, and what you do NOT know yet. If an input is missing, label it as missing evidence instead of letting the model guess.
Validation and boundaries
How do I validate the output?
Validate falsifiable claims one by one. Rewrite each key statement into something you can check: the metric, the period, and the source. Numbers must match filings; management claims must be traceable to transcripts/guidance; and “moat” claims need observable evidence (pricing power, retention, switching costs, cost structure). Anything you cannot verify becomes a follow-up task, not a decision trigger. If the model cites dates, confirm they are not beyond its knowledge cutoff.
When should I NOT act on the output?
If you cannot write down invalidation triggers, a position-size cap, or primary-source evidence for the key claims behind “Processus en Cinq Étapes”, do not act. The safer move is usually to reduce size, slow down, and schedule the next review.
Plus de Prompts de Règles
Explorez d'autres principes d'investissement de ce maître.
Vision d'Ensemble
Ne vous perdez pas dans les détails. Gardez toujours la vue d'ensemble à l'esprit et priorisez en conséquence.
→Les Erreurs comme Apprentissage
Chaque fois que vous faites une erreur, vous devriez être reconnaissant car vous avez l'occasion d'en tirer des leçons et de vous améliorer.
→Stratégie Tous Temps
Structurez votre portefeuille pour performer dans tous les environnements économiques - croissance, récession, inflation et déflation.
→La Machine Économique
L'économie fonctionne comme une machine simple. Trois forces principales la dirigent: croissance de la productivité, cycle de dette à court terme et cycle de dette à long terme.
→