AI analyst for pennies: 10 prompts for Claude that replace expensive market experts
The cryptocurrency and traditional asset market is undergoing a new transformation. A set of 10 specialized prompts for Claude allows any investor to conduct fundamental analysis at the level of leading consulting firms, completely replacing the functions of expensive equity and crypto analysts. These queries do not provide buy or sell recommendations, but structure research the way Wall Street professionals do.
The collection covers the full cycle of company analysis — from a general business overview to a detailed assessment of risks and management quality. Each prompt assigns Claude a specific role and a set of parameters for analysis. These are not just questions, but entire scenarios that simulate the work of an investment committee.
The First Five: From General Overview to Valuation
The first prompt asks Claude to act as a senior analyst and prepare a research report on a company or ticker that is understandable for a beginner. It covers the business model, revenue sources, industry trends, competitors, financial results, valuation, growth drivers, risks, and bull/base/bear scenarios. An important requirement is to rely on recent public sources, indicate dates, and separate facts from assumptions.
The second prompt breaks down the company's latest earnings call: five main takeaways, changes in revenue, margins, management guidance, management tone, analyst concerns, pleasant and unpleasant surprises. It also creates a table of key metrics with current and previous results and an explanation of why this matters.
The third prompt turns Claude into a skeptical analyst who looks for red flags in revenue quality, margins, cash flow, debt, dilution, insider actions, and management wording. 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 focus on competitive advantages and valuation. One assesses the company's "moat" — brand, network effects, switching costs, scale, intellectual property — on a scale and compares it with competitors. The second compares the company with competitors on multiples (P/E, forward P/E, EV/revenue, EV/EBITDA) and explains whether it looks cheap, fairly valued, or expensive.
The Second Five: From DCF Model to a Beginner's Checklist
The sixth prompt helps build realistic assumptions for a discounted cash flow (DCF) model — a method of valuing a company based on future earnings. It creates bear, base, and bull scenarios for revenue growth, margins, tax rate, capital expenditures, and discount rate, explaining the logic behind each assumption.
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, the CFO's credibility, forecast accuracy, transparency, capital allocation, acquisitions, insider ownership size, and compensation.
The ninth prompt simulates an investment committee debate, where 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 who explains the company in simple terms: what it does, how it makes money, what could go right and wrong, and how things stand with profitability, growth, debt, and valuation. At the end, a beginner's checklist is formed.
My professional opinion: This collection is a powerful tool for retail investors who want a systematic approach to analysis. However, critical data verification and final decision-making remain with the human. Claude is an excellent assistant, but not a replacement for one's own judgment. The market is too complex to fully trust even the most advanced model. Use these prompts as a framework, but always double-check the numbers and draw your own conclusions.