Build your own stock analyst with Claude

The 12-prompt system that replaces a $250K Bloomberg terminal and a $1,500/month research subscription. For $20/month. Built for operators who manage their own money seriously.

A buy-side analyst at a Manhattan hedge fund covers 15 companies.

Every Monday morning, she spends 2 hours per stock pulling earnings, updating spreadsheets, checking estimate revisions, skimming sell-side notes.

That’s 30 hours a week before she does any actual thinking.

The infrastructure that makes her job possible:

▫️ Bloomberg Terminal: $28,000 a year

▫️ Sell-side research: $600 to $1,500 a month

▫️ Sector specialist calls: $500 an hour

▫️ Junior analyst doing the data work: $150K fully loaded

Roughly $250K a year per analyst in pure overhead. Before any of them is paid to actually think.

Here’s the part nobody on Wall Street wants to write:

The frameworks she uses are completely public.

Valuation models, screening criteria, DCF templates, risk methodologies. All of it lives in CFA study guides and MBA curricula. The IP was never the secret. The value was always in the execution.

AI execution is now indistinguishable from junior analyst execution at 1/1000th the cost.

This is the operational system. 12 copy-paste prompts that compose into a complete stock analyst workflow. Each one stands alone. Together they form a Bloomberg-grade research engine that runs on $20/month.

For the broader 4-level Claude investing setup that this plugs into, see how to use Claude for investing: the 4-level system.

For the Wall Street comparison on AI trading tech, see Wall Street spends $20B a year on AI trading tech, here is how to get 80% of it for $50/month.

For the institutional-grade prompts that pair with this library, see 8 AI prompts that replace a $25K/year financial analyst.

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What is inside the full 12-prompt system:

▫️ The 4-level setup that turns Claude from a search engine into a research team

▫️ 12 copy-paste prompts covering every angle of stock research, from initial screen to position sizing

▫️ The MCP setup for live financial data integration (FMP, Polygon, Tiingo)

▫️ The 25-minute chaining workflow that runs all 12 prompts in sequence for full due diligence

▫️ The Skills library that automates earnings reviews, valuation screens, thesis updates, red flag scans

▫️ The customization guide for growth, value, income, and short-term trading styles

▫️ The 6 mistakes that produce weak outputs and the fixes that make Claude rigorous

▫️ Bloomberg-grade research templates: 5-page reports, IC memos, position sheets

Every prompt tested. Every framework verified. Every workflow ready to run today.

Cancel anytime. First subscribers get 50% off forever.

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THE FULL CLAUDE STOCK ANALYST SYSTEM

12 prompts. One Claude Pro subscription. Bloomberg-grade output.

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The 4-level setup

Before any prompts, the foundation. Most investors get stuck at level 1 forever.

Level 1: Research

Claude searches the web and generates structured overviews. You ask about a company, it reads hundreds of sources, gives you a 15-page report. Good for initial screens. Good for getting up to speed on a new sector fast.

Level 2: Projects. This is where it gets interesting. You build a reusable workflow once. An earnings review framework. A valuation screen. A red flag checklist. Then you run it on any company with a trigger word. “Run earnings on Datadog.” Claude follows your exact process every time. Consistent output. No rewriting.

Level 3: Skills. Skills became the unified extensibility layer in March 2026. By April, every serious Claude user had at least 10 of them. For investing, the right Skills compound across every research session. See the single best productivity decision you can make with Claude right now.

Level 4: Cowork. Claude reads files in your folders. Edits them. Creates new ones. Autonomously. You say “update my thesis doc based on this new 10-K” and it actually does it. The file changes. Your notes get updated. It is not a conversation anymore. It is an agent working on your actual research. See Claude Cowork: the tool that triggered a $285 billion software selloff and the Claude Cowork setup that actually works.

The 12 prompts below work at every level. Best results at level 3 or 4 with live data integration.

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The 12 prompts that build your stock analyst

Each one stands alone. Together they form the system.

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Prompt 1: The institutional screener