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Search 38 prompts by topic, filing type, or research use case.

Fundamental AnalysisIntermediate
Build a Stock Investment Thesis
Copy this Claude prompt to build a stock investment thesis memo for research: pillars, catalysts, and risks. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Earnings ResearchBeginner
Summarize the Latest Earnings Release
Copy this Claude prompt to summarize the latest earnings release for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisIntermediate
Build a Bull vs Bear Case Summary
Copy this Claude prompt to build bull vs bear cases for stock analysis, with probabilities and swing factors. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisBeginner
Analyze Insider Buying & Selling Patterns
Copy this Claude prompt to analyze Form 4 insider buying and selling for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Earnings ResearchBeginner
Build a Stock Catalyst Calendar
Copy this Claude prompt to build a 12-month stock catalyst calendar for research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
ValuationAdvanced
Reverse-Engineer Implied Growth from Valuation
Copy this Claude prompt to reverse-engineer implied growth from valuation for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok.
5 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Earnings ResearchIntermediate
Analyze Earnings Call Transcript Sentiment
Copy this Claude prompt to analyze earnings-call transcripts for stock research: tone, Q&A sentiment, and red flags. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisIntermediate
Analyze Revenue Segments & Growth Drivers
Copy this Claude prompt to decompose revenue segments and growth drivers for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Financial StatementsIntermediate
Analyze Debt Maturity & Balance Sheet Risk
Copy this Claude prompt to analyze debt maturity and balance-sheet risk for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
ValuationAdvanced
Build a DCF Valuation Model
Copy this Claude prompt to build a DCF for stock research: drivers, WACC, terminal value, and sensitivity. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisIntermediate
Evaluate Management Quality & Track Record
Copy this Claude prompt to evaluate management quality and track record for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Financial StatementsBeginner
Summarize a 10-K Filing Fast
Copy this Claude prompt to summarize a 10-K for stock research: business mix, KPIs, risks, and capital allocation. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisIntermediate
Research Upcoming Catalysts & Event-Driven Setup
Copy this Claude prompt to research upcoming catalysts and event-driven setups for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisIntermediate
Analyze Free Cash Flow Trends
Copy this Claude prompt to analyze free cash flow trends for stock research. Works with Claude, ChatGPT, Gemini, and Grok using 10-K excerpts.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Earnings ResearchIntermediate
Evaluate Earnings Quality from 10-Q
Copy this Claude prompt to score 10-Q earnings quality for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok on accruals and cash conversion.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisAdvanced
Build a Position Sizing & Risk Management Framework
Copy this Claude prompt to build a position-sizing and risk framework for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
8 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
ValuationBeginner
Compare Valuation Multiples Across Peers
Copy this Claude prompt to compare P/E, EV/EBITDA, and P/FCF across peers for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok.
11 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Financial StatementsIntermediate
Assess Management Discussion & Analysis
Copy this Claude prompt to dissect 10-K MD&A tone, risks, and narrative gaps for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Sector AnalysisAdvanced
Research Sector Rotation Signals
Copy this Claude prompt to map sector rotation and macro drivers for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
2 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Dividend AnalysisIntermediate
Analyze Dividend Sustainability
Copy this Claude prompt to analyze dividend sustainability for stock research: payout, FCF coverage, and stress tests. Works with Claude, ChatGPT, Gemini, and Grok.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Competitive AnalysisIntermediate
Evaluate Competitive Moat Strength
Copy this Claude prompt to evaluate competitive moat strength for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok on Porter-style research.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisBeginner
Screen for Financial Health Indicators
Copy this Claude prompt to screen leverage, liquidity, and coverage for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
2 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisAdvanced
Generate a Bear Case & Pre-Mortem
Copy this Claude prompt to build a bear case and pre-mortem for stock analysis. Works with Claude, ChatGPT, Gemini, and Grok on thesis-breakers.
2 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Competitive AnalysisBeginner
Compare Two Stocks Head-to-Head
Copy this Claude prompt to compare two stocks head-to-head for fundamental research. Works with Claude, ChatGPT, Gemini, and Grok.
5 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisIntermediate
Evaluate Capital Allocation Strategy
Copy this Claude prompt to grade capital allocation for stock research: reinvestment, M&A, buybacks, and dividends. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Macro ResearchAdvanced
Stress-Test a Stock Against Macro Scenarios
Copy this Claude prompt to stress-test a stock under macro scenarios for research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
ValuationAdvancedPro
Calculate ROIC vs WACC & Economic Profit
Copy this Claude prompt to compute ROIC vs WACC for stock research. Works with Claude, ChatGPT, Gemini, and Grok on economic-profit trends.
5 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
ValuationAdvancedPro
Build a Sum-of-the-Parts (SOTP) Valuation
Copy this Claude prompt to build a sum-of-the-parts valuation for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Financial StatementsAdvancedPro
Forensic Accounting Red-Flag Scan
Copy this Claude prompt to scan filings for forensic accounting red flags in stock research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Financial StatementsAdvancedPro
Analyze Working Capital & Cash Conversion Cycle
Copy this Claude prompt to analyze working capital and the cash conversion cycle for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisAdvancedPro
Analyze Unit Economics, LTV/CAC & Cohorts
Copy this Claude prompt to analyze LTV/CAC, payback, and cohorts for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Competitive AnalysisAdvancedPro
Stress-Test a Short Thesis
Copy this Claude prompt to stress-test a short thesis for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisAdvancedPro
Analyze Institutional Ownership & 13F Positioning
Copy this Claude prompt to analyze 13F institutional ownership for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
2 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisAdvancedPro
Analyze Executive Compensation & Incentive Alignment
Copy this Claude prompt to analyze executive compensation from the proxy for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
2 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
ValuationAdvancedPro
Build a Probability-Weighted Scenario Valuation
Copy this Claude prompt to build a probability-weighted scenario valuation for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisAdvancedPro
Build a 3-Statement Driver Model
Copy this Claude prompt to build a driver-based 3-statement model for stock research. Works with Claude, ChatGPT, Gemini, and Grok.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Fundamental AnalysisIntermediate
Analyze Stock Portfolio Concentration & Fundamentals
Copy this Claude prompt to analyze a stock portfolio's concentration, shared risks and business quality. Works with Claude, ChatGPT, Gemini, and Grok.
3 variables
ChatGPT
Claude
Gemini
+1
Open Prompt
Financial StatementsBeginner
Analyze 10-Year Financial Chart Trends
Copy this Claude prompt to read 10 years of a stock's revenue, margin, cash flow and share count charts. Works with Claude, ChatGPT, Gemini, and Grok.
4 variables
ChatGPT
Claude
Gemini
+1
Open Prompt