AI Analyst for Pennies: 10 Prompts for Claude That Replace an Entire Stock Research Department
The market for analytical services is undergoing a tectonic shift. There is no longer a need to pay exorbitant sums for reports from top consulting firms or maintain a staff of expensive analysts. Modern language models, particularly Claude, when properly configured, are capable of performing work comparable to that of a leading investment bank.
A collection of ten prompts has emerged in the community that transforms Claude into a full-fledged stock market researcher. This is not just about generating superficial texts — each request assigns the AI a strict role, a set of parameters, and a depth of analysis covering the full cycle of company evaluation.
The First Five: From Business Overview to Valuation
The first prompt places Claude in the position of a senior analyst preparing a research report on a ticker that is understandable even to a beginner. It covers the business model, financial results, industry trends, competitive landscape, and bull/base/bear scenarios. The most important requirement is to rely only on recent public sources, clearly separating facts from assumptions.
The second prompt focuses on a detailed breakdown of the company's latest earnings call: key takeaways, changes in revenue and margins, management tone, forecasts, and surprises. The result includes a table of key metrics with an explanation of their significance.
The third prompt turns Claude into a skeptical analyst who seeks out "red flags": warning signs in revenue, cash flow, debt burden, equity dilution, and insider transactions. Each issue is assigned a severity rating, and a final risk score from 1 to 10 is given at the end.
The fourth and fifth prompts are dedicated to competitive advantages and multiples. The first assesses the company's "moat" (brand, network effects, intellectual property), comparing it with competitors. The second compares the company with peers by P/E, forward P/E, EV/Revenue, and EV/EBITDA, determining whether it is overvalued or undervalued.
The Second Five: From DCF to Teaching a Beginner
The sixth prompt helps build realistic assumptions for a DCF model, forming bear, base, and bull scenarios for revenue, margins, taxes, CAPEX, 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: earnings reports, product launches, regulatory decisions, lawsuits, macro events, management changes, buybacks, and dividends. For each event, timelines, impact, upside and downside risks are indicated.
The eighth prompt evaluates the management team: the CEO's track record, the CFO's reliability, forecast accuracy, transparency, capital allocation, and compensation. The ninth prompt simulates an investment committee debate, where Claude creates "bull" and "bear" arguments, and a neutral judge determines which position is stronger.
The tenth prompt is perhaps the most valuable for the retail investor. It turns Claude into a patient teacher, explaining the company in simple terms: what it does, how it makes money, what could go right or wrong, and the state of profitability, growth, debt, and valuation. At the end, a checklist for the beginner is formed.
My professional opinion: This collection is not just hype, but a real tool for democratizing analytics. However, critical data verification and the final investment decision remain with the human. Claude is a powerful assistant, but not a replacement for your own due diligence. Use these prompts as an accelerator, but not as a ready-made strategy.