AI analyst for pennies: 10 prompts for Claude that are turning the research market upside down
The market for analytical services is undergoing a tectonic shift. A set of ten specialized prompts for Claude enables fundamental analysis of stocks and cryptocurrencies at the level of leading consulting firms—all without hiring expensive specialists. This is not theory, but a working tool that is already changing the game.
A developer under the pseudonym Abhi AI has introduced a collection of queries covering the full cycle of company research—from a general business overview to detailed risk and management quality assessment. Each prompt assigns Claude a specific role and set of parameters for analysis, turning the language model into a multifunctional analytical tool.
The First Five: From General Overview to Valuation
The first prompt places Claude in the role of a senior analyst preparing a research report on a company or ticker that is understandable even to a beginner. It covers the business model, revenue sources, industry trends, competitors, financial results, valuation, growth drivers, risks, and bull/base/bear scenarios. The query requires reliance on recent public sources, specifying dates, and clearly separating facts from assumptions.
The second prompt breaks down the company's latest earnings call: five key takeaways, changes in revenue, margins, management guidance, management tone, analyst concerns, pleasant and unpleasant surprises. It also generates a table of key metrics with current and previous results and an explanation of why each matters.
The third prompt turns Claude into a skeptical analyst searching for red flags in revenue quality, margins, cash flow, debt, dilution, insider actions, and management language. Each issue is assigned a severity rating, and at the end, an overall risk score from 1 to 10.
The fourth and fifth prompts focus on competitive advantages and valuation. One assesses the company's "moat"—brand, network effects, switching costs, scale, intellectual property—on a scale and compares it with competitors. The second compares the company with competitors using multiples (P/E, forward P/E, EV/revenue, EV/EBITDA) and explains whether it appears cheap, fairly valued, or expensive.
The Second Five: From DCF Model to a Beginner's Checklist
The sixth prompt helps build realistic assumptions for a discounted cash flow (DCF) model—a method of valuing a company based on future earnings. It generates bear, base, and bull scenarios for revenue growth, margins, tax rate, capital expenditures, and discount rate, explaining the logic behind each assumption.
The seventh prompt creates a catalyst calendar for 3, 6, and 12 months: earnings reports, product launches, investor days, regulatory decisions, lawsuits, macro events, management changes, buybacks, and dividends. For each event, it specifies timing, impact, upside and downside risks, confidence level, and source.
The eighth prompt evaluates the management team: the CEO's track record, the CFO's credibility, forecast accuracy, transparency, capital allocation, acquisitions, insider ownership size, and compensation. The ninth prompt simulates an investment committee debate, where Claude creates a bull analyst and a bear analyst, and at the end, a neutral judge explains which position is better supported.
My professional opinion: This set of prompts is not a replacement for an analyst, but a powerful tool for structuring one's own research. However, critical verification of data and the final investment decision remain with the human. AI handles routine tasks well, but not context and market intuition.