50 Claude AI Prompts for Stock Analysis (Copy-Paste Ready)

Most retail investors using Claude AI for stocks reuse the same three prompts and wonder why their research feels shallow. The fix is not a smarter AI. It is a bigger prompt library. This page is the library. Fifty prompts, organized into seven categories, copy-paste ready, refined across nine published MoneyFlock articles where each prompt was actually run on a real ticker.

Use them like this. Open Claude AI. Replace [TICKER] with the stock you care about. Paste. Read the response. If something looks off, ask Claude to verify. The prompts are written in a deliberate style: action-driven, specific outputs, citation-required, word-count-capped. That style produces tight, useful answers instead of the meandering essays that come back from "tell me about Apple stock."

Bookmark this page. Come back when you need the right prompt for the job at hand.

Category 1: Fundamental Snapshot (Prompts 1-7)

Use these for a 10-minute read on any company. Pair the output with one of MoneyFlock's deeper-dive guides linked at the bottom of each section.

1. Business in plain English

Act as a senior equity analyst. Pull [TICKER]'s most recent 10-K business description from SEC EDGAR. Summarize what the company sells, to whom, and how it makes money in 5 sentences. Cite the 10-K. Under 150 words.

2. Three key financial numbers (latest fiscal year)

For [TICKER], pull the three most important financials from the latest 10-K: revenue, net income, and free cash flow. Show year-over-year change. Cite EDGAR for each. Under 120 words.

3. Revenue concentration check

For [TICKER], identify revenue concentration: top customer percentage, top-3 customer percentage if disclosed, and geographic concentration. Cite the 10-K. Flag if any single customer is over 20% of revenue. Under 150 words.

4. Margin trajectory

For [TICKER], pull gross margin, operating margin, and net margin for the last 3 fiscal years. Show the trend in basis points. Identify the single biggest margin driver. Cite EDGAR. Under 150 words.

5. Capital allocation

For [TICKER], summarize last fiscal year's capital allocation: share repurchases, dividends paid, capex, and acquisitions. Compare to operating cash flow. Identify whether the company is returning more capital or reinvesting. Under 200 words.

6. Insider ownership and dual-class structure

For [TICKER], pull insider ownership percentage from the latest proxy filing and identify any dual-class share structure with voting power asymmetry. Flag if public shareholders hold less than 50% of voting power. Cite EDGAR. Under 150 words.

7. Three years of comparable financials side-by-side

For [TICKER], build a 3-year comparable table: revenue, gross profit, operating income, net income, free cash flow, and shares outstanding. Use the most recent 10-K. Output as a markdown table. Cite EDGAR.

Category 2: Earnings Calls and Quarterly Reads (Prompts 8-14)

Quarterly earnings cycles produce 10-Q filings, press releases, and conference call transcripts. These prompts compress 90 minutes of source material into 90 seconds of output.

8. Latest quarterly earnings summary

Act as an equity analyst. Pull [TICKER]'s most recent quarter (look up the latest 10-Q or 8-K). Give: revenue and YoY growth, EPS and YoY growth, primary segment performance, guidance for next quarter, and one risk to watch. Cite the source URL. Under 250 words.

9. Earnings beat or miss vs consensus

For [TICKER]'s most recent quarter, compare reported revenue and EPS to the consensus estimate. Quantify the beat or miss in dollars and percentage. Identify which segment drove the surprise. Cite the source. Under 150 words.

10. Conference call key quotes

For [TICKER]'s most recent earnings conference call, identify the 3 most market-moving quotes from management. Include speaker name and one-sentence context for each. Cite the transcript source. Under 200 words.

11. Guidance trajectory

For [TICKER], compare next-quarter and full-year guidance issued on the most recent earnings call to the prior call. Identify whether guidance was raised, held, or lowered, and by how much. Under 150 words.

12. Analyst day or investor day takeaways

If [TICKER] held an analyst day or investor day in the last 12 months, summarize the 5 most important strategic announcements, capital allocation commitments, or new financial targets. Cite the company IR page. Under 250 words.

13. Quarterly segment trends

For [TICKER], track each business segment's revenue and operating income across the last 4 quarters. Identify which segment has accelerating growth, which is decelerating, and which is shrinking. Cite EDGAR. Under 250 words.

14. Buyback and dividend updates from the call

For [TICKER]'s most recent earnings call, summarize any updates on share buyback program size, pace, dividend policy, or special distributions. Cite the call transcript. Under 150 words.

Category 3: Valuation (Prompts 15-22)

Multi-method valuation: DCF, multiples, reverse-engineering. Pair these with our DCF on Apple walkthrough for a fully worked example.

15. Quick multiples table

For [TICKER], pull current trailing P/E, forward P/E, EV/Revenue, EV/EBITDA, and price-to-book. Compare to the trailing 5-year median for each metric. Identify whether the stock is currently trading above or below historical valuation. Cite source. Under 200 words.

16. Peer multiples comparison

For [TICKER], identify 3 closest public peers and compare their P/E, EV/EBITDA, and EV/Revenue ratios. Identify whether [TICKER] trades at a premium or discount, and explain in 2 sentences why. Cite sources. Under 250 words.

17. 5-year DCF setup

For [TICKER], pull the last 5 years of free cash flow. Project 5 years forward using a declining revenue growth glide path, stable operating margin, and capex as percent of revenue. Output the historical and projected tables. Cite EDGAR. Under 400 words.

18. WACC build

Calculate WACC for [TICKER]. Use current 10-year Treasury yield, 5.5% equity risk premium, [TICKER]'s 5-year monthly beta, current bond yield, and 24% effective tax rate. Show CAPM cost of equity, after-tax cost of debt, capital structure weights, and final WACC. Cite each input. Under 250 words.

19. Full DCF with terminal value

For [TICKER], discount projected free cash flows at the WACC. Calculate terminal value at 2.5% perpetuity growth. Sum present values for enterprise value. Subtract net debt. Divide by share count. Output per-share fair value. Cite share count. Under 350 words.

20. Reverse DCF: market-implied growth

For [TICKER], given current stock price and known WACC, solve for the perpetuity growth rate the market is implicitly assuming. Show the math. Comment on whether that implied growth is plausible vs long-run GDP growth. Under 250 words.

21. Sensitivity matrix

Build a 3x3 sensitivity matrix for [TICKER]'s DCF: WACC at 9%, 10%, and 11%; terminal growth at 2%, 2.5%, and 3%. Output per-share fair value at each combination. Identify the range. Under 200 words.

22. Sum-of-the-parts valuation

For [TICKER], if the company has 3 or more reportable segments, value each segment separately using a relevant multiple (EV/Revenue or EV/EBITDA). Sum to enterprise value. Subtract net debt. Divide by share count. Compare to current market cap. Under 350 words.

Category 4: Technical Analysis (Prompts 23-29)

Chart-read prompts compatible with the TradingView + Pine Script workflow. Run them against a chart in a free TradingView account so the levels Claude quotes can be checked by eye.

23. Weekly chart read

Act as a senior technical analyst. Pull this week's [TICKER] weekly close, 50-week and 200-week EMAs, 14-period weekly RSI, and 52-week range. Give a 4-section read: trend state, momentum, key support and resistance, and a 1-3 month swing thesis with invalidation level. Cite sources. Under 250 words.

24. Daily chart read for swing entries

For [TICKER], pull daily 14-period RSI, 50-day SMA, 200-day SMA, current price, and the nearest daily support and resistance. Identify whether the setup favors a long entry, short entry, or wait-and-watch. Under 200 words.

25. Pine Script v6 indicator

Write a Pine Script v6 indicator for TradingView: [DESCRIBE INDICATOR LOGIC IN PLAIN ENGLISH]. Include inputs for all parameters, plot the result on the chart, add alert conditions. Return only the code in a fenced code block.

Paste the result into TradingView's Pine Script editor and click Add to chart.

26. Backtest-ready strategy script

Convert the indicator above into a Pine Script v6 strategy() with explicit entry, exit, take-profit, stop-loss, commission 0.1%, position size 10% of equity, and starting capital $10,000. Return only the code.

27. Volume profile and accumulation

For [TICKER], identify whether on-balance volume and the 20-day volume moving average are confirming or diverging from price. Comment on accumulation vs distribution patterns over the last 30 days. Under 200 words.

28. Relative strength vs SPY

For [TICKER], compute the trailing 3-month and 6-month relative strength versus SPY. Identify whether the stock is outperforming or underperforming, and the trend direction. Under 150 words.

29. Earnings volatility expectation

For [TICKER]'s upcoming earnings, pull the implied move from the at-the-money straddle (front-month options chain). Compare to the average earnings move over the last 8 quarters. Identify whether options are pricing in a larger or smaller move than usual. Under 200 words.

Category 5: Risk Factors and Red Flags (Prompts 30-36)

Forensic prompts that surface what the press release does not. See How to Use Claude AI to Read a Balance Sheet for the underlying framework.

30. Top three risks de-jargoned

For [TICKER], pull the top 3 risk factors from the latest 10-K (Item 1A). Translate each from legal language into plain English with a one-line dollar-impact framing. Cite EDGAR. Under 250 words.

31. Off-balance-sheet liabilities

For [TICKER], identify any operating leases, pension obligations, or contingent liabilities disclosed in the 10-K footnotes that do not appear on the balance sheet. Quantify each in dollars. Cite the footnote. Under 250 words.

32. Goodwill impairment risk

For [TICKER], pull goodwill as a percentage of total equity. Read the goodwill impairment note. Identify the assumptions used (discount rate, growth rate). Flag if goodwill exceeds 30% of equity or if assumptions look aggressive. Under 200 words.

33. Receivables vs revenue trend

For [TICKER], calculate days sales outstanding (accounts receivable divided by revenue, times 365) for the last 3 fiscal years. Identify the trend. Flag if DSO is rising faster than revenue. Under 150 words.

34. Inventory vs revenue trend

For [TICKER], calculate inventory as percent of annual revenue for the last 3 fiscal years. Flag if the ratio is rising and what it might signal about demand. Under 150 words.

35. Debt maturity schedule

For [TICKER], pull the long-term debt maturity table from the latest 10-K. Identify how much debt is due within 24 months. Compare to cash and operating cash flow. Flag any refinancing risk. Cite EDGAR. Under 200 words.

36. Auditor changes and going-concern flags

For [TICKER], identify any auditor changes in the last 5 years and any going-concern qualifications. Cite the proxy statement or 10-K. Under 150 words.

Category 6: Sector and Macro Context (Prompts 37-43)

Stocks do not trade in a vacuum. These prompts pull the context that decides whether a stock is a good bet at the right time.

37. Sector performance ranking

For the current week, rank the 11 GICS sectors by week-to-date and year-to-date total return. Identify which sectors are leading and lagging. Cite source. Under 200 words.

38. Industry peers performance

For [TICKER]'s sub-industry, identify the top 5 and bottom 5 stocks by trailing 3-month total return. Compare [TICKER]'s position in that distribution. Under 200 words.

39. Macro indicator dashboard

Pull the latest readings for: 10-year Treasury yield, USD index (DXY), VIX, oil (WTI), and the Atlanta Fed GDPNow estimate. For each, identify direction over the last 30 days. Cite each. Under 200 words.

40. FOMC and economic calendar

List the next 14 days of high-impact US economic data releases (CPI, NFP, FOMC, GDP, earnings season key reports). Identify which would matter most for [TICKER]. Cite an economic calendar source. Under 200 words.

41. Currency exposure for multinationals

For [TICKER], if the company derives more than 20% of revenue from outside the US, identify the top 3 foreign currency exposures from the latest 10-K. Comment on recent FX moves vs USD. Under 200 words.

42. Regulatory and political headlines

For [TICKER]'s industry, identify any regulatory or political news in the last 30 days that could materially affect revenue, margin, or competitive position. Cite sources. Under 250 words.

43. Insider buying or selling activity

For [TICKER], pull the most recent Form 4 filings (insider transactions) from SEC EDGAR. Quantify net insider buying or selling in dollars over the last 90 days. Identify the largest single transaction. Under 200 words.

Category 7: Specialized Workflows (Prompts 44-50)

Higher-leverage prompts for IPOs, ETFs, dividends, crypto, and head-to-head AI comparisons.

44. S-1 IPO 6-section brief

For an IPO [COMPANY], pull the S-1 from SEC EDGAR. Produce a 6-section brief: business in plain English, three key financials with YoY change, revenue concentration, top three risks de-jargoned, one red flag most retail investors miss, and a one-line investment thesis. Under 400 words.

45. ETF side-by-side comparison

For [TICKER A] and [TICKER B], pull current expense ratio, holdings count, top 10 concentration, sector weights, 10-year annualized return, dividend yield, AUM, and inception date. Output as markdown table with sources. Under 350 words.

46. ETF holdings overlap

For [TICKER A] and [TICKER B], analyze holdings overlap: percent by number, percent by weight, the unique holdings of each, and the 5-year return correlation. Cite sources. Under 250 words.

47. Dividend safety check

For [TICKER], assess dividend safety: payout ratio (dividends / net income), free cash flow coverage, debt-to-equity, and consecutive years of dividend payments. Flag any concerns. Cite sources. Under 250 words.

48. Crypto chart read

Act as a senior crypto chart analyst. For [CRYPTO TICKER]-USD, pull spot price, daily RSI, 50d and 200d SMAs, key support and resistance, 52-week range, and one catalyst this week. Then deliver a 4-section read: trend, momentum, invalidation, 1-3 month thesis. Cite sources. Under 350 words.

49. Crypto risk framework

Write a 5-point risk framework for [CRYPTO TICKER]: position sizing for high-volatility assets, stop-loss conventions for crypto vs equities, when to use spot vs perpetual futures, the biggest retail mistake, and one verification check before a trade. Plain English. Under 300 words.

50. Multi-AI head-to-head

For [TICKER], run this same prompt yourself in Claude, ChatGPT, Gemini, and Perplexity in parallel. Compare: numerical accuracy, citation quality, depth of context, and presence of follow-up suggestions. Pick the winner for this specific use case. Under 350 words.

How to Get the Most Out of This Library

Tip 1: Replace [TICKER] thoughtfully. Prompts written for large-cap stocks (AAPL, MSFT, NVDA) work better than for micro-caps because Claude's web search returns higher-quality data on widely covered names.
Tip 2: Verify the three most important numbers. Always click the cited source and confirm the top 3 figures before forming a thesis. The accuracy is high but not perfect.
Tip 3: Chain prompts. Run prompt 1 (business), then prompt 8 (latest earnings), then prompt 17 (DCF setup), then prompt 30 (risks). The output of one becomes context for the next. Claude builds a richer mental model with each step.
Tip 4: Save your favorite outputs. Claude's responses are not durable. Copy strong responses into a personal notes app so the work compounds across research sessions.
Tip 5: Ask Claude to re-prompt itself. After a weak first answer, ask: "What better prompt should I have asked for this question?" Claude is good at improving its own prompt design.

Seven categories, 50 prompts, organized by use case. Bookmark and copy-paste.

Common Mistakes That Cost You

Mistake 1: Pasting a Vague Prompt

"Tell me about Apple" produces vague answers. Specific prompts produce specific answers. Every prompt in this library is action-driven, output-specific, citation-required, and word-count-capped. Copy the structure, not just the words.

Mistake 2: Trusting Without Verification

AI hallucination has narrowed but not vanished. The first three numbers in any AI-generated stock analysis matter most. Click the source and confirm them. Five minutes of verification saves you from acting on a wrong number.

Mistake 3: Asking for Price Predictions

Claude is not allowed to give you price targets, and even if it were, you would not want them. Ask for framing (trend, levels, invalidation, thesis), not for a number. The prompts in this library deliberately avoid price-prediction phrasing.

Mistake 4: Using One Prompt Where You Need Three

Earnings analysis is not one prompt; it is five (8, 9, 10, 11, 13 from this library). DCF is not one prompt; it is four (17, 18, 19, 20). Stacking prompts produces depth. Single-prompt research produces shallow answers.

Mistake 5: Not Adapting Prompts to Your Style

These prompts are starting points. After running them on 5 stocks, you will notice patterns in what you actually want from each output. Edit the prompts. Make them your own. The library is a scaffold, not a final answer.

Workflow: which prompt to run first, second, and third for each research question.

Frequently Asked Questions

Do these prompts work in ChatGPT and Gemini?

Mostly yes. Claude tends to give the longest, most structured outputs. ChatGPT shortens responses. Gemini integrates Google Search. Perplexity gives the strongest citations. Test each prompt across all four if you have time. See our head-to-head comparison.

Should I use Claude Free or Claude Pro?

Free works for 80% of these prompts. Pro is worth it if you run more than 10 prompts per week or paste long 10-K excerpts (Pro has bigger context windows and faster responses).

Can I use these prompts for non-US stocks?

Yes for major foreign listings (London, Tokyo, Frankfurt). Replace SEC EDGAR with the local regulator (FCA, JPX, BaFin) and the 10-K with the local equivalent (annual report). The structure transfers directly.

Are these prompts free to share?

Yes. Bookmark and share. The prompts are the result of running real research on real stocks across nine published MoneyFlock articles, refined through trial and error. Use them.

Key Takeaways

50 prompts organized into 7 categories: snapshot, earnings, valuation, technical, risk, macro, specialized.
Specific prompts produce specific answers. Replace the templated [TICKER] and run.
Always verify the top 3 numbers in any output against the source filing.
Chain prompts: business -> earnings -> valuation -> risk. Each output feeds the next.
Bookmark this page. Reach for the right prompt as needs arise instead of inventing on the fly.

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