AI analyst for pennies: 10 prompts for Claude that replace expensive stock experts
The market for analytical services is undergoing a tectonic shift. While traditional investment houses charge thousands of dollars for reports, tools capable of democratizing deep analysis are emerging. One such tool is a set of ten specialized prompts for Claude, which essentially transform the language model into a full-fledged stock market analyst at the level of a top consulting firm.
This set covers the entire due diligence cycle. From an initial review of the business model and competitive position to building a DCF model and assessing management quality. Each prompt assigns the model a strict role and a system of parameters, eliminating the possibility of a superficial response.
From General to Specific: The First Five Prompts
The first prompt tasks the model with compiling a comprehensive research report on a ticker. It requires breaking down the business model, revenue sources, industry trends, competitors, financial results, and presenting bull/base/bear scenarios. The key requirement is reliance on fresh public data with a clear separation of facts and assumptions. The second prompt focuses on dissecting the latest earnings call: revenue dynamics, margins, management guidance, management tone, and market surprises. The third turns Claude into a skeptical analyst who seeks out "red flags": cash flow issues, debt, equity dilution, insider sales. Each issue is assigned a severity score, and a final risk rating from 1 to 10 is output. The fourth and fifth prompts are dedicated to competitive advantages ("moat") and comparative valuation: analysis of multiples (P/E, EV/EBITDA) and determining whether the company is overvalued or undervalued relative to peers.
Deep Dive: The Second Five
The sixth prompt is perhaps the most powerful tool for building a DCF model. It forces Claude to formulate bear, base, and bull scenarios for revenue growth, margins, tax rate, CAPEX, and discount rate, with a detailed justification for each assumption. The seventh prompt generates a catalyst calendar for 3, 6, and 12 months: reports, product launches, regulatory decisions, court cases, macro events. For each event, timelines, degree of impact, upside and downside risks, and confidence level are indicated. The eighth prompt evaluates the management team: the CEO's track record, the CFO's reliability, forecast accuracy, capital allocation, and insider transactions. The ninth prompt simulates an investment committee debate: Claude creates "bull" and "bear" arguments, after which a neutral "judge" delivers a verdict on which position is stronger. Finally, the tenth prompt acts as a patient teacher: it explains the company in simple terms, forming a checklist for a beginner.
My Expert Opinion: This collection is not just a set of scripts, but a structured methodology. It forces the investor to think systematically, rather than relying on emotions. However, it is critically important to remember: Claude is a tool for initial analysis and hypothesis generation. Final data verification and investment decision-making always remain with the human. Process automation is great, but responsibility for capital has not been canceled.