A field guide for retail investors
Research any stock with Claude — and check the answer before you trust it.
55 copy-ready prompts for reading filings, valuing a business, stress-testing your thesis, and catching the mistakes AI makes. Built around specific inputs, structured outputs, and arithmetic you can verify.
One-time purchase · Instant PDF download
- prompts
- 55
- chapters
- 36
- pages
- 240
§ 01
The problem
"Is this company profitable?" gets you a paragraph from memory. Possibly outdated. No numbers you can verify.
The book's answer is a six-part prompt — role, context, task, data, format, rules — that grounds Claude in documents you supply, makes it show the arithmetic, and labels every statement as Fact, Inference, or Unknown. A strong prompt is not long. It is specific.
§ 02
Sample chapter
Chapter 18, A Simplified DCF — pages 122–127
The complete chapter, unedited. Dark boxes are copy-ready prompts; replace the [BRACKETED] parts.
§ 03
Contents
Seven parts, read in order or by need.
- ICh. 01–05
Foundations
The six-ingredient prompt, supplying documents, structured outputs, verification habits.
- IICh. 06–14
Fundamental Analysis
Business models, moats, the 10-K, the three statements, returns, earnings calls, management.
- IIICh. 15–21
Valuation
Multiples, peers, a simplified DCF, scenarios, reverse DCF, dividends.
- IVCh. 22–26
Risk Management
Risk factors, the bear case and pre-mortem, red flags, behavioral biases, portfolio structure.
- VCh. 27–30
Market Context
News and events, sentiment and narrative, technical basics, sector and macro exposure.
- VICh. 31–34
Workflows
Screening, weekly and earnings-season routines, investment memos, your own prompt library.
- VIICh. 35–36
Responsible Use
How AI goes wrong, how to verify it, and a pre-investment checklist.
Plus a quick-reference prompt index. Each chapter: The Big Idea, defined concepts, copy-ready prompts, sample outputs using fictional companies, "Watch out" boxes, and a Try It Yourself exercise.
§ 04
Verification
AI can be wrong. The book assumes it will be.
Use only the text provided
Keeps Claude grounded in the filing or transcript you paste, not its memory.
Fact · Inference · Unknown
Separates what a document states from what Claude concludes.
Show the arithmetic
Every percentage and ratio is laid out so you can recompute it.
§ 05
Fit
This guide is for you if
- You invest your own money and research individual stocks.
- You use Claude (or want to) and get vague, unverifiable answers.
- You want a repeatable routine: screening, earnings season, investment memos.
- You're a beginner-to-intermediate who wants the proper terms defined as you go.
It is not for you if
- You want stock picks, tips, or buy/sell signals. There are none.
- You expect AI to make decisions for you.
- You aren't willing to check important facts against primary sources.
- You're looking for trading bots or automated strategies.
§ 06 · Get the book
55 Claude Prompts for Stock Analysis
$39.99
- 240-page PDF, first edition 2026
- 55 copy-ready prompts
- Templates and checklists
- Quick-reference prompt index