AI Analyst for Pennies: 10 Prompts for Claude That Change the Game in the Stock Market
The market for analytical services is undergoing a tectonic shift. While traditional investment banks charge thousands of dollars for reports, Claude is entering the scene—an AI model capable of replacing an entire team of expensive analysts. This is not about hypothetical reasoning, but about a specific toolkit: a collection of 10 prompts that turns the neural network into a full-fledged stock market researcher at the level of a leading consulting firm.
These prompts do not provide trading recommendations to "buy" or "sell." Their task is to structure the analysis process from A to Z. Each query assigns Claude a strictly defined role and a set of parameters for dissecting a company or ticker. Together, they cover the entire cycle of fundamental research.
The First Five: From General Overview to Valuation
The first prompt places Claude in the role of a senior analyst preparing a research report understandable even to a beginner. It covers the business model, revenue sources, industry trends, competitors, financial results, valuation, growth drivers, and bull/base/bear scenarios. A critical requirement is to rely only on recent public sources, clearly separating facts from assumptions.
The second prompt focuses on the company's latest earnings call. Claude highlights five key takeaways, analyzes changes in revenue and margins, management guidance, management tone, analyst concerns, and pleasant and unpleasant surprises. The result includes a table of key metrics with an explanation of why each is important.
The third prompt turns Claude into a skeptical analyst searching for red flags: revenue quality, margins, cash flow, debt burden, dilution, insider actions, and management wording. 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, intellectual property—and compares it to competitors. The second compares multiples (P/E, forward P/E, EV/Revenue, EV/EBITDA) and determines whether the company is overvalued, undervalued, or fairly valued.
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 bearish, base, and bullish 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, M&A, 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 more strongly 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 beginner's checklist is formed.
My professional opinion: This collection is a powerful tool for democratizing access to quality analysis. However, I strongly warn you: Claude can hallucinate numbers and outdated data. Final verification of all facts and making investment decisions remain solely your responsibility. Use AI as an accelerator, not as a replacement for your own due diligence.