AI analyst for pennies: 10 prompts for Claude that will replace expensive market experts
The stock and cryptocurrency analytics market is undergoing a quiet revolution. While traditional investment houses charge thousands of dollars for their reports, tools are emerging that streamline the power of fundamental analysis. This refers to a set of 10 specialized prompts for Claude that enable a full-fledged company analysis at the level of a leading consulting firm — all without hiring an expensive analyst.
These prompts do not provide ready-made "buy" or "sell" recommendations. Their task is to structure the research process and make the AI think like a professional. Each request assigns Claude a specific role and a set of parameters for analysis, transforming it from an ordinary chatbot into a multifunctional analyst.
The First Five: From General Overview to Valuation
The first prompt places Claude in the role of a senior analyst preparing a clear report on a company. It covers the business model, revenue sources, industry trends, competitors, financial results, valuation, growth drivers, and bull/base/bear scenarios. It requires relying on recent public data and clearly separating facts from assumptions.
The second prompt focuses on analyzing the latest earnings call: five key takeaways, changes in revenue and margins, management guidance, management tone, and surprises. It also creates a table of key metrics with explanations of their importance.
The third prompt turns Claude into a skeptical analyst who searches for red flags in revenue quality, margins, cash flow, debt, dilution, insider actions, and management language. Each issue is assigned a severity rating, and a final overall risk score from 1 to 10 is provided.
The fourth and fifth prompts are dedicated to competitive advantages and valuation. One assesses the company's "moat" — brand, network effects, switching costs, scale, and 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 determines whether it looks 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 creates 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: 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, and compensation.
The ninth prompt simulates an investment committee debate: Claude creates a bull analyst and a bear analyst, and at the end, 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 beginner's checklist.
My analysis: This set of prompts is a powerful tool for retail investors who want to conduct deep analysis without access to institutional resources. However, it is critically important to remember: AI can hallucinate data, especially in rapidly changing market conditions. Final verification of numbers and decision-making remain with the human. Use these prompts as a research accelerator, but not as a substitute for your own due diligence.