How to use AI to Research Stocks like a Hedge Fund Analyst
8 copy-paste prompts for institutional-grade stock research
Last year, Stanford researchers built an AI and gave it the same public data any investor can access.
They let it adjust 3,300 mutual fund portfolios over 30 years.
It beat 93% of professional fund managers. By 600%.
Not because it found secret information. Because it processed public data without getting tired, emotional, or overconfident.
Norway’s $2.2 trillion sovereign wealth fund now uses Claude to screen every stock entering their portfolio. A ChatGPT-managed fund launched in 2023 is up 55%, beating the UK’s top funds by 18 points.
The tools exist. Most people just don’t know how to use them.
I spent months building prompts that produce the same analysis a $200K/year hedge fund analyst would deliver. Position sizing. Entry strategies. Risk matrices. DCF models. Bull vs bear debates with actual data.
The difference between useless AI output and institutional-grade research is entirely in how you ask.
What You get in this Resource
8 copy-paste prompts I run before every investment:
Institutional Investor Analysis — Why hedge funds would buy or avoid. Position sizing. Entry points. Crowding risk.
Bull vs Bear Debate — Two analysts arguing opposite sides with specific data. Each attacks the other’s best point.
Earnings Breakdown — Read quarterly reports in 10 minutes. Management tone. What they emphasized vs. avoided.
Risk Assessment — Business, financial, management, external risks. Probability ratings. Early warning signs.
Warren Buffett Analysis — Moat evaluation. Management quality. Owner earnings. Intrinsic value with margin of safety.
Earnings Call Analyzer — Paste the transcript, get the signal. What management said between the lines.
Insider Activity Analysis — What executives are doing with their own money. Cluster buying. Suspicious selling.
DCF Valuation — Three scenarios. Sensitivity tables. Probability-weighted fair value.
Plus: The exact workflow I use. How to chain prompts together. Mistakes that produce garbage. What changed in my process.
The math: A Bloomberg terminal costs $25K/year. These prompts produce comparable analysis for the cost of one dinner.
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