AI analyst for pennies: 10 prompts for Claude that will transform your view of the stock market
The financial analysis market is undergoing a tectonic shift. There is no longer any need to pay exorbitant sums for research from leading consulting firms. A new, powerful weapon has appeared in the modern investor's arsenal—artificial intelligence. I have studied a selection of 10 unique prompts for Claude that allow for deep fundamental analysis of companies at the level of a top Wall Street analyst.
From General Overview to Risk Assessment: The First Five Steps
The first prompt turns Claude into a senior analyst capable of preparing a research report understandable even to a beginner. It covers the business model, revenue sources, industry trends, competitors, financial results, and bull/base/bear scenarios. The key requirement is reliance solely on fresh public data with a clear separation of facts and assumptions.
The second prompt focuses on analyzing the latest earnings call. Claude highlights five main takeaways, changes in revenue and margins, management guidance, management tone, analyst concerns, and unexpected surprises. The result is a clear table of key metrics with explanations of their significance.
The third prompt is a true red flag detector. Claude, acting as a skeptical analyst, searches for "red flags" in revenue quality, margins, cash flow, debt burden, equity dilution, and insider actions. Each issue is assigned a severity rating, and a total risk score from 1 to 10 is provided 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, switching costs, scale, and intellectual property. The second compares multiples (P/E, EV/EBITDA) with competitors, determining whether the company is overvalued or undervalued.
Deep Dive: From DCF to a Beginner's Checklist
The sixth prompt helps build a realistic DCF model. Claude generates bear, base, and bull scenarios for revenue growth, margins, tax rate, CAPEX, and discount rate, explaining the logic behind each assumption.
The seventh prompt creates a catalyst calendar for 3, 6, and 12 months: earnings reports, product launches, investor days, regulatory decisions, lawsuits, macro events, management changes, buybacks, and dividends. For each event, timelines, impact, upside risks, and downside risks are specified.
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 a neutral judge explains at the end which position is better supported.
The tenth prompt is an ideal tool for beginners. Claude, acting as a patient teacher, 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. A ready-made checklist for independent analysis is provided at the end.
My expert opinion: This collection is not just a set of queries but a full-fledged research methodology accessible to everyone. However, it is important to remember: AI is a powerful tool for structuring data and generating hypotheses, but the final fact-checking and investment decisions always remain with the human. The market does not forgive blind trust, even in the smartest algorithms.