AI analyst for pennies: 10 prompts for Claude that will transform your approach to the market
The cryptocurrency and traditional asset markets are experiencing a tectonic shift. Expensive analysts and consulting giants are no longer the sole source of in-depth analysis. I have carefully studied a new methodology that allows using Claude to conduct fundamental research at the level of a top-tier consulting firm. This involves a set of 10 specialized prompts that structure the entire analysis cycle — from a general business overview to risk assessment and management quality evaluation.
The First Five: From Overview to Valuation
The first prompt places Claude in the role of a senior analyst. It generates a report for a beginner, covering the business model, revenue sources, industry trends, competitors, financial results, and bull/base/bear scenarios. The key requirement is reliance on fresh public sources with a clear separation of facts and assumptions.
The second prompt focuses on the company's latest earnings call: five main takeaways, revenue and margin trends, management guidance, management tone, and surprises for analysts. The prompt also creates a table of key metrics with explanations.
The third prompt turns Claude into a skeptic. It seeks out red flags: revenue quality, margins, cash flow, debt, equity dilution, insider actions, and management phrasing. Each issue is assigned a severity rating, and a final overall risk score from 1 to 10 is given.
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, intellectual property) and compares it with competitors. The second compares multiples (P/E, forward P/E, EV/Revenue, EV/EBITDA) and determines whether the company is overvalued or undervalued.
The Second Five: From DCF to a Beginner's Checklist
The sixth prompt helps build assumptions for a DCF (Discounted Cash Flow) model. It generates bearish, base, and bullish 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: earnings 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'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 whose position is better 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 status regarding profitability, growth, debt, and valuation. At the end, a checklist for beginners is formed.
My professional opinion: This set of prompts is a powerful tool for democratizing access to quality analysis. However, a critical mistake would be to rely on it without verifying the data yourself. AI can generate plausible but erroneous conclusions. Use this methodology as a framework for your own research, not as ready-made investment advice. The final decision always rests with you.