10 Stock Research Claude Prompts
Ten Claude prompts that turn Claude into your personal stock research analyst.
Turn Claude into your personal stock research analyst. Ten battle-tested prompts that cover the full workflow: business model breakdown, earnings call translation, bull/bear steelmanning, valuation gut checks, 10-K filing decoding, moat auditing, sector mapping, head-to-head competitor showdowns, portfolio reality checks, and panic-proof thesis writing. Each prompt is instructed to push against your bias — short-seller rigor, skeptical moat ratings, competitor showdowns that call out over-promising management, portfolio analyses that tell you the truth even when you're emotionally attached. Stop researching stocks manually. This is the 2026 workflow.
Coming soon — content is being finalized. Email josh@thetalkinghedge.com to be notified when this pack ships.
What's included (10 skills)
Business Model Breakdown Skill
Break down any ticker's business model as if you're deciding to own it for 5 years. Every revenue stream with its % of total, growth trajectory per segment, the competitive advantage holding it ahead (and whether it's widening or narrowing), what would have to go wrong for irrelevance in 5 years. Forces Claude to NOT give balanced overviews — the output is the version where Claude is actively trying to find reasons NOT to buy.
Earnings Call Translator Skill
Paste any earnings call transcript — Claude separates real commitments from vague deflection, identifies dodged analyst questions, distinguishes new forward guidance from repackaged old targets, flags what management ISN'T talking about that they should be, and distills the 3 things that actually matter for the stock over the next 12 months.
Bull Bear Steelman Skill
Kill your bias before it kills your portfolio. Paste your 2-3 sentence thesis; Claude returns the STRONGEST bear case (not the obvious risks — the ones that would actually make you sell, from a short seller who's done 6 months of research) plus a DIFFERENT bull case you're not seeing, plus the single data point that would definitively prove your thesis right or wrong.
Valuation Gut Check Skill
Don't overpay because you like the company. Claude identifies the most relevant valuation metrics for THIS specific business type (not a generic DCF), compares current valuation to 3/5-year historical range and closest peers, tells you what growth rate the current price is implying and whether that's realistic, and gives you the obvious-bargain price AND the obvious-expensive price as reference anchors.
10-K Filing Decoder Skill
The edge is in the footnotes nobody reads. Paste any 10-K section; Claude pulls what actually matters — risk factors buried past the boilerplate, red flags in revenue recognition or accounting changes or related party transactions, what the cash flow statement shows that the income statement hides, and specifically what CHANGED from the previous filing (added, removed, reworded).
Competitive Moat Audit Skill
Find companies that dominate. Avoid the ones pretending. Claude rates each moat factor 1-10 with evidence — switching costs, network effects, cost advantages, brand power, regulatory barriers, data advantages — tells you whether the moat is widening or narrowing and why, and compares against 2 named competitors on the same criteria. Instructed to be skeptical, not generous.
Sector Theme Mapper Skill
Stop buying tickers — start understanding landscapes. Claude maps any sector/theme: major players and each one's specific angle, which are pure-play bets vs. diversified-with-exposure, whether the TAM is actually growing or recycled from a 2021 pitch deck, risks to the whole theme (not just individual stocks), and the 3 specific tickers to own if you could only hold 3 to capture the trend over 3-5 years.
Competitor Showdown Skill
Never look at a stock in isolation. Claude compares 3 tickers in the same sector across 3-year revenue growth, margin trends, balance sheet strength, competitive positioning, and valuation-relative-to-growth. Identifies which management team is actually delivering vs. just promising, picks a winner, explains why — then deliberately tells you why you might be wrong.
Portfolio Reality Check Skill
The selloff question most people ignore until it's too late. Paste your holdings with allocation %; Claude identifies which positions would all drop together (you're making the same bet multiple times), sector concentration risk, single-factor vulnerability per position, and exactly which 2 positions to cut to reduce risk without losing upside. Instructed to assume you're emotionally attached to all of them and tell you the truth anyway.
Panic-Proof Thesis Skill
Write this BEFORE you need it. A tight investment thesis you can reference when the stock drops and you're tempted to panic sell. 2-sentence "why I own this," 3 things that must stay true for the thesis to hold, 3 things that would break it and trigger an exit, 12-month expectations, and a pre-committed response to a 20% drop tomorrow (buy more, hold, or sell — and why). Written in your voice, direct, no hedging.