Claude as Your Personal Stock Analyst: 10 Prompts for Deep Market Research
A tool has emerged on the market that can fundamentally change the approach to company analysis. It is a set of 10 specialized prompts for Claude, designed to replace an entire team of expensive stock and cryptocurrency analysts. These queries do not provide ready-made trading recommendations, but they structure the research process at the level of a leading consulting firm.
The first prompt assigns Claude the role of a senior analyst who prepares a research report on a company that is understandable even to a beginner. It covers the business model, financial results, industry trends, competitors, growth drivers and risks, as well as bull/base/bear scenarios. An important condition is to rely only on fresh public data, clearly separating facts from assumptions.
The second prompt focuses on analyzing the latest earnings call: five main takeaways, revenue and margin dynamics, management forecasts, management tone, and surprises for analysts. The result includes a table of key metrics with explanations of why each indicator is important for an investor.
The third prompt turns Claude into a skeptical analyst who looks for red flags: issues with revenue, margins, debt, dilution, and insider actions. Each issue is assigned a severity rating, and a total risk score from 1 to 10 is given at the end.
The fourth and fifth prompts are dedicated to competitive advantages and valuation. The first assesses the company's "moat"—brand, network effects, intellectual property—and compares it with competitors. The second compares multiples (P/E, EV/EBITDA) and determines whether the company is overvalued or undervalued.
From DCF to a beginner's checklist: the second set of five prompts
The sixth prompt helps build assumptions for a discounted cash flow (DCF) model: bear, base, and bull scenarios for revenue growth, margins, tax rate, and discount rate. The logic behind each assumption is explained in detail.
The seventh prompt creates a catalyst calendar for 3, 6, and 12 months: reports, product launches, regulatory decisions, court cases, macro events, management changes, buybacks, and dividends. For each event, the timeline, impact, upside and downside risks, confidence level, and source are specified.
The eighth prompt evaluates the management team: the CEO's track record, the CFO's reliability, forecast accuracy, transparency, capital allocation, insider ownership, and compensation. The ninth prompt simulates an investment committee debate, where Claude creates a bull analyst and a bear analyst, and a neutral judge summarizes the outcome.
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 well and wrong, and its profitability, growth, debt, and valuation. It ends with a beginner's checklist to help avoid missing the main points.
My expert opinion: This set of prompts is a powerful tool for structuring analysis, but it does not eliminate the need for critical thinking. Claude can generate brilliant reports, but the final verification of data and decision-making always remain with the human. Use these prompts as a starting point, but never forget to double-check the numbers and context.