How to use Claude, ChatGPT, Gemini, and Grok for stock research
Each model has strengths for different research tasks. Claude handles long 10-K filings well; Grok may add real-time sentiment from X; ChatGPT and Gemini are strong for structured summaries. These guides pair model-specific workflows with the prompt templates above.
Ten copy-paste Claude prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
Ten copy-paste ChatGPT prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
Ten copy-paste Grok prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
Ten copy-paste Gemini prompts for filings, earnings, valuation, and thesis work, plus when to verify with charts and SEC data.
For the most accurate results, paste actual text from a company's financial statements or earnings call directly into the AI alongside these stock analysis prompts — rather than asking the model to recall figures from memory.
Frequently asked questions
The most useful Claude prompts for stock analysis cover 10-K summaries, earnings quality checks, free cash flow trends, DCF valuation, and investment thesis memos. Chartloom publishes 36 templates — 26 free plus 10 advanced Pro prompts for deeper research — paste SEC filing text alongside the prompt for the most accurate output.
Yes. Each template works with Claude, ChatGPT, Gemini, and Grok. Claude is often preferred for long 10-K and earnings transcript analysis because of its large context window; Grok may add real-time sentiment from X; ChatGPT and Gemini are strong for structured tables and quick summaries.
Copy a prompt, replace the bracketed variables with a ticker and filing excerpts, then use the output as a structured starting point — not as financial advice. Key figures should be verified against SEC filings. Pairing prompts with visual charts and verified metrics can help cross-check AI-generated analysis.
26 core templates are free to copy, with a short allowance for anonymous visitors. 10 advanced prompts (ROIC vs WACC, SOTP valuation, forensic accounting, and more) are available on Pro — unlock the full library with a free account and 14-day Pro trial, or an active Pro or Starter plan.
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