AI Analyst for Pennies: 10 Prompts for Claude That Replace Expensive Consultants
The fundamental analysis market is undergoing a tectonic shift. A set of ten specialized prompts for Claude, recently published in professional circles, can elevate company and cryptocurrency research to the level of leading consulting firms—without hiring expensive analysts.
These queries cover the full business evaluation cycle: from a general overview to detailed risk assessment and management quality evaluation. Each prompt assigns Claude a specific role and set of parameters, transforming the neural network into a true analyst with narrow specialization.
The First Five: From Overview to Valuation
The first prompt places Claude in the role of a senior analyst preparing a beginner-friendly research report on a ticker. It covers the business model, revenue sources, industry trends, competitors, financial results, and 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 company's latest earnings call. It extracts five main takeaways, changes in revenue and margins, management guidance, management tone, and analyst concerns. The result includes a table of key metrics with explanations.
The third prompt turns Claude into a skeptic searching for red flags in revenue, margins, cash flow, debt, equity dilution, and insider actions. Each issue is assigned a severity rating, and an overall risk score from 1 to 10 is given at the end.
The fourth and fifth prompts evaluate competitive advantages and company valuation. One measures the "moat"—brand, network effects, switching costs, scale, intellectual property—and compares it with competitors. The second compares multiples (P/E, EV/revenue, EV/EBITDA) and determines whether the company is overvalued or undervalued.
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 bear, base, and bull scenarios for revenue growth, margins, tax rate, capital expenditures, and discount rate, explaining the logic behind each.
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, CFO 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 more strongly supported.
The tenth prompt turns Claude into a patient teacher, explaining 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. A beginner's checklist is generated at the end.
My professional opinion: These prompts are not just a tool but a new standard for accessible quality analysis. However, critical data verification and final investment decisions remain with the human. The neural network is a powerful assistant, but not a replacement for common sense and responsibility.