Top 10 Stock Analysis Prompts for Claude

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"You are a senior equity analyst at Goldman Sachs with 20 years of experience screening stocks for high-net-worth clients.

I need a complete stock screening framework for my investment goals.

Analyze and provide:

Top 10 stocks matching my criteria with ticker symbols

P/E ratio analysis compared to sector averages

Revenue growth trends over the last 5 years

Debt-to-equity health check for each pick

Dividend yield and payout sustainability score

Competitive moat rating (weak, moderate, strong)

Bull case and bear case price targets for 12 months

Risk rating on a scale of 1-10 with clear reasoning

Entry price zones and stop-loss suggestions

Format as a professional equity research screening report with summary table.

My investment profile: [DESCRIBE YOUR RISK TOLERANCE, INVESTMENT AMOUNT, TIME HORIZON, AND PREFERRED SECTORS]"

"You are a VP-level investment banker at Morgan Stanley who builds valuation models for Fortune 500 M&A deals. I need a full discounted cash flow analysis for a specific stock.

Build out:

5-year revenue projection with growth assumptions

Operating margin estimates based on historical trends

Free cash flow calculations year by year

Weighted average cost of capital (WACC) estimate

Terminal value using both exit multiple and perpetuity growth methods

Sensitivity table showing fair value at different discount rates

Comparison of DCF value vs current market price

Clear verdict: undervalued, fairly valued, or overvalued

Key assumptions that could break the model

Format as an investment banking valuation memo with tables and clear math.

Stock to be valued: [ENTER TICKER SYMBOL AND COMPANY NAME]"

"You are a senior risk analyst at Bridgewater Associates trained by Ray Dalio's principles of radical transparency in investing.

I need a complete risk assessment of my current portfolio. Evaluate:

Correlation analysis between my holdings

Sector concentration risk with percentage breakdown

Geographic exposure and currency risk factors

Interest rate sensitivity for each position

Recession stress test showing estimated drawdown

Liquidity risk rating for each holding

Single stock risk and position sizing recommendations

Tail risk scenarios with probability estimates

Hedging strategies to reduce my top 3 risks

Rebalancing suggestions with specific allocation percentages

Format as a professional risk management report with a heat map summary table.

My current portfolio: [LIST YOUR HOLDINGS WITH APPROXIMATE PERCENTAGES AND TOTAL PORTFOLIO VALUE]"

"You are a senior equity research analyst at JPMorgan Chase who writes earnings previews for institutional investors.

I need a complete earnings analysis before a company reports. Deliver:

Last 4 quarters earnings vs estimates (beat or miss history)

Revenue and EPS consensus estimates for the upcoming quarter

Key metrics Wall Street is watching for this specific company

Segment-by-segment revenue breakdown and trends

Management guidance from last earnings call summarized

Options market implied move for earnings day

Historical stock price reaction after last 4 earnings reports

Bull case scenario and price impact estimate

Bear case scenario and downside risk estimate

My recommended play: buy before, sell before, or wait

Format as a pre-earnings research brief with a decision recommendation at the top.

Company reporting earnings: [ENTER COMPANY NAME AND DATE IF KNOWN]"

"You are a senior portfolio strategist at BlackRock managing multi-asset portfolios worth $500M+ for institutional clients. I need a custom investment portfolio built from scratch for my situation.

Create:

Exact asset allocation with percentages across stocks, bonds, alternatives

Specific ETF or fund recommendations for each category with ticker symbols

Core holdings vs satellite positions clearly labeled

Expected annual return range based on historical data

Expected maximum drawdown in a bad year

Rebalancing schedule and trigger rules

Tax efficiency strategy for my account type

Dollar cost averaging plan if I invest monthly

Benchmark to measure my performance against

One-page investment policy statement I can follow

Format as a professional investment policy document with a visual pie chart description.

My situation: [DESCRIBE YOUR AGE, INCOME, SAVINGS, GOALS, RISK TOLERANCE, AND ACCOUNT TYPE - 401K, IRA, TAXABLE]"

"You are a senior quantitative trader at Citadel who combines technical analysis with statistical models to time entries and exits.

I need a full technical analysis breakdown of a stock. Analyze:

Current trend direction on daily, weekly, and monthly timeframes

Key support and resistance levels with exact price points

Moving average analysis (50-day, 100-day, 200-day) and crossover signals

RSI, MACD, and Bollinger Band readings with plain-English interpretation

Volume trend analysis and what it signals about buyer vs seller strength

Chart pattern identification (head and shoulders, cup and handle, etc.)

Fibonacci retracement levels for potential bounce zones

Ideal entry price, stop-loss level, and profit target

Risk-to-reward ratio for the current setup

Confidence rating: strong buy, buy, neutral, sell, strong sell

Format as a technical analysis report card with a clear trade strategy.

Stock to analyze: [ENTER TICKER SYMBOL AND YOUR POSITION IF ANY]"

"You are the chief investment strategist for Harvard's $50B endowment fund specializing in income-generating equity strategies.

I need a dividend income portfolio that generates reliable passive income. Build:

15–20 dividend stock picks with ticker symbols and current yield

Dividend safety score for each stock (1–10 scale)

Consecutive years of dividend growth for each pick

Payout ratio analysis to flag any unsustainable dividends

Monthly income projection based on my investment amount

Sector diversification breakdown to avoid concentration

Dividend growth rate estimate for the next 5 years

DRIP reinvestment projection showing compounding over 10 years

Tax implications summary for dividends in my account type

Ranked list from safest to most aggressive picks

Format as a dividend portfolio blueprint with an income calendar table.

My goals: [ENTER YOUR TOTAL INVESTMENT AMOUNT, MONTHLY INCOME GOAL, ACCOUNT TYPE, AND TAX BRACKET]"

"You are a senior partner at Bain & Company conducting a competitive strategy analysis for a major investment fund evaluating an industry.

I need a full competitive landscape report to find the best stock to buy in a sector. Provide:

Top 5–7 competitors in the sector with market cap comparison

Revenue and profit margin comparison in a table format

Competitive moat analysis for each company (brand, cost, network, switching)

Market share trends over the last 3 years

Management quality rating based on capital allocation track record

Innovation pipeline and R&D spending comparison

Biggest threats to the sector (regulation, disruption, macro)

SWOT analysis for the top 2 companies

My single best stock pick with a clear rationale

Catalysts that could move the winner stock in the next 12 months

Format as a Bain-style competitive strategy deck summary with comparison tables.

Sector/Industry analyzed: [ENTER INDUSTRY OR SECTOR NAME]"

"You are a quantitative researcher at Renaissance Technologies using data-driven methods to find statistical edges in the stock market.

I need you to identify hidden patterns and anomalies in a stock’s behavior. Research:

Seasonal patterns: best and worst months historically

Day-of-week performance patterns if any exist

Correlation with major market events (Fed meetings, CPI reports)

Insider buying and selling patterns from recent filings

Institutional ownership trend: are big funds buying or selling

Short interest analysis and squeeze potential

Unusual options activity signals worth watching

Price behavior around earnings (pre-run, post-gap patterns)

Sector rotation signals that affect this stock

Statistical edge summary: what gives this stock a quantifiable advantage

Format as a quantitative research memo with data tables and logic summaries.

Stock to investigate: [ENTER TICKER SYMBOL AND TIME FRAME YOU CARE ABOUT]"

"You are a senior partner at McKinsey’s Global Institute who advises sovereign wealth funds on how macroeconomic trends affect equity markets.

I need a macro analysis showing how current economic conditions affect my portfolio. Analyze:

Current interest rate environment and its impact on growth vs value stocks

Inflation trend analysis and which sectors benefit or suffer

GDP growth forecast and what it means for corporate earnings

US dollar strength impact on international vs domestic holdings

Employment data trends and consumer spending implications

Federal Reserve policy outlook for the next 6–12 months

Global risk factors (geopolitics, trade wars, supply chains)

Sector rotation recommendation based on current economic cycle

Specific portfolio adjustments I should consider right now

Timeline: when these macro factors will most likely impact

Format as an executive macro strategy briefing with a clear roadmap.

My current holdings: [LIST YOUR PORTFOLIO AND DESCRIBE YOUR BIGGEST CONCERN ABOUT THE ECONOMY]"