AI Analyst in Your Pocket: 10 Prompts for Claude That Will Replace Expensive Consultants
The fundamental analysis market is undergoing a tectonic shift. Instead of paying for expensive consultations, it is now enough to arm yourself with the right queries for AI. A set of 10 prompts for Claude has been published, allowing for a full-fledged company research — from a general overview to a detailed assessment of risks and management quality. These prompts do not provide "buy" or "sell" recommendations, but they structure the analytical process at the level of a leading consulting firm.
Each prompt assigns the AI a specific role and set of parameters. The first query turns Claude into a senior analyst preparing a research report understandable to a beginner. It covers the business model, revenue sources, industry trends, competitors, financial results, valuation, growth drivers, and bull/base/bear scenarios. The requirement is to rely on recent public sources, clearly separating facts from assumptions.
The second prompt breaks down the company's latest earnings call: five main takeaways, changes in revenue and margins, management guidance, management tone, analyst concerns, pleasant and unpleasant surprises. It also generates a table of key metrics with the current and previous results and an explanation of why it matters. The third query sets Claude to a skeptical tone, forcing it to look for red flags in revenue, 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.
From Moat Assessment to Building a DCF
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 other compares the company with peers using multiples (P/E, forward P/E, EV/Revenue, EV/EBITDA) and explains whether it looks cheap, fairly valued, or expensive.
The sixth prompt helps build realistic assumptions for a DCF model: bear, base, and bull scenarios for revenue growth, margins, tax rate, capital expenditures, and discount rate, with an explanation of the logic behind each assumption. The seventh 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.
Human Factor and Investment Debates
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 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.
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. At the end, a checklist for a beginner is formed.
The value of this collection lies in structuring research. However, the final data verification and decision remain with the investor themselves. AI is a powerful tool, but not a substitute for critical thinking.
Expert opinion: The emergence of such tools democratizes access to quality analysis but also creates risks. Simplifying complex processes can lead to false confidence. Investors should remember: even the most advanced AI cannot replace a deep understanding of market conditions and macroeconomic factors, which often determine the outcome of a trade.