AI Analyst for Pennies: 10 Prompts for Claude That Are Changing the Game on the Stock Market
The market for analytical services is undergoing a tectonic shift. An author under the pseudonym Abhi AI has introduced a set of ten prompts for Claude that, in my assessment, can truly democratize access to professional fundamental analysis. This is not about superficial data, but about comprehensive research that previously cost investors thousands of dollars.
These prompts cover the entire company analysis cycle: from a general overview of the business model to a detailed assessment of risks and management quality. Each query assigns Claude a specific role and a set of parameters for analysis. It is important to emphasize: none of them provide buy or sell recommendations — they are tools for independent research, not ready-made trading signals.
The First Five: From Overview to Valuation
The first prompt turns Claude into a senior analyst preparing a beginner-friendly research report on a ticker. It covers the business model, revenue sources, industry trends, competitors, financial results, valuation, growth drivers, and bull/base/bear scenarios. The query requires reliance on recent public sources, specifying dates, and clearly separating facts from assumptions.
The second prompt analyzes the company's latest earnings call: five main 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, along with an explanation of why each is important.
The third prompt configures Claude as a skeptical analyst searching for red flags in revenue quality, margins, cash flow, debt, dilution, insider actions, and management wording. Each issue is assigned a severity rating, and a final risk score from 1 to 10 is provided.
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 peers 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 Beginner's Checklist
The sixth prompt helps build realistic assumptions for a discounted cash flow (DCF) model. 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 a neutral judge explains which position is better supported.
The tenth prompt turns Claude into a patient teacher who explains the company in simple terms: what it does, how it makes money, what could go right and wrong, and its profitability, growth, debt, and valuation. It ends with a checklist for beginners.
My Expert Opinion: The value of this collection lies in structuring the research process. However, critical data verification and final investment decisions remain with the investor. Claude is a powerful tool for preliminary analysis, but not a substitute for professional judgment and due diligence.