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10 Claude Prompts for Analyzing a Stock
Ten copy-and-paste prompts that turn an AI assistant into a research partner: understand the business, read the annual report, check the numbers, argue both sides, and write down your reasoning.
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100% freeTakes 5 seconds8-page PDF
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Download the PDF, then follow the steps below. Open it next to Claude and copy each prompt.
Download the PDFLTLM-10-Claude-Prompts-for-Stock-Analysis.pdf · 880 KB · Free
What it is
Most people ask an AI assistant something vague, like “is this stock a good buy?”, and get a vague answer. This guide gives you ten tested prompts that ask better questions, in a sensible order, and make the assistant show its work so you can check it. They are written for Claude, and they work with any AI assistant.
Understand the business
Explain how the company makes money in plain English, then test whether its competitive advantage is real.
Read the filings and the numbers
Turn a 100-page annual report into a checkable summary, then run a five-year financial health check.
Sanity-check the price
Ask what growth the current price already assumes, and compare it with history, competitors and Treasury yields.
Stress-test your thinking
Build the strongest bull and bear cases, then run a pre-mortem to find the warning signs before they cost you.
Decode calls and compare
Read between the lines of an earnings call, or put two companies side by side to see which is stronger.
Write your decision memo
Lock in your reasoning, fair-value range and sell triggers so you can check yourself in six months.
Each prompt comes with a follow-up question and a “look for” tip that tells you what a good answer looks like. The last page is a short checklist for verifying anything an AI tells you.
A look inside
These pages show the guide as you will receive it. It is an 8-page PDF on standard letter paper, and every prompt is ready to copy.
How to use it in 5 steps
Plan on about an hour per company the first time. It gets faster with practice.
- Pick one company you want to understand. Note its ticker and open its latest annual report (10-K) from SEC EDGAR or its investor relations page.
- Open Claude in a new chat and start with prompt 1. Replace each highlighted [PLACEHOLDER] with your company, price or pasted numbers.
- Work in order. Business and competitive advantage first, then filings and financials, then valuation. Use the follow-up question when an answer is thin.
- Check the key numbers yourself against the filing, and ask Claude for sources. Use the last page of the guide as your verification list.
- Finish with prompt 10. Write the one-page memo, date it, and save it so you can see in six months whether your reasoning held up.
Common questions
Is it really free?
Yes. Enter your email, download the PDF and keep it. There is no payment or trial.
Do I need a paid Claude account?
No. The prompts work in a free chat. Attaching long documents, like a full annual report, may depend on your plan, but you can paste the sections you need instead.
Will it tell me which stocks to buy?
No. It helps you research and organize your own thinking. It is not a recommendation, and an AI assistant can make mistakes, so always check important facts against the company's filings.
Can I use these with ChatGPT or another assistant?
Yes. The prompts are written in plain English, so they work in most AI assistants. Results vary, so check the answers either way.
Does Claude have current stock prices and news?
Not always. That is why the prompts ask you to paste or attach the latest numbers, such as the price, earnings per share and financial statements, instead of relying on memory.
It asks for my email again on another device.
The site remembers you per browser. Enter the same email once on the new device and it unlocks instantly.
Ready to start?
Get the free prompt guide
Enter your email and the download unlocks right here, instantly. No password, no credit card. You will also get new LTLM posts and tools. Unsubscribe anytime.
100% freeTakes 5 seconds8-page PDF
Your prompt guide is ready
You are in. Welcome to Learn to Love Money.
Download the PDF, then follow the steps below. Open it next to Claude and copy each prompt.
Download the PDFLTLM-10-Claude-Prompts-for-Stock-Analysis.pdf · 880 KB · Free
For educational purposes only. This guide does not provide personalized financial, investment, tax or legal advice and is not a recommendation to buy, sell or hold any security. AI assistants can make mistakes, so verify important facts with primary sources. All investing involves risk, including the loss of money. Past performance does not predict future results. Claude is a product of Anthropic and is not affiliated with Learn to Love Money.