Claude prompts for stock analysis from pasted filings

Draft a bull case of 160 to 200 words using only these sources. Sources: [PASTE SOURCES]. Claim I already believe: [CLAIM]. Output: three supporting points quoted from the sources, one mechanism in my words, and a list of facts the sources do not contain. If a point needs a price, a multiple or a filing I did not paste, write [VERIFY] and drop the point. Never invent those. This is not investment advice and not a buy note.

Draft a bear case of 160 to 200 words from the same pile I used for the bull case. Sources: [PASTE SOURCES]. Output: three disconfirming points quoted from the sources, one failure mode in 40 words, and what would have to be true for the bear case to be wrong, tagged [VERIFY] if the sources are silent. Do not invent a short report, a fraud, a price, a multiple or a filing. Not investment advice. Stay inside the pile.

Write a variant view of 120 words from my notes versus consensus notes I pasted. My notes: [PASTE MY NOTES]. Consensus notes: [PASTE CONSENSUS NOTES]. Output labelled blocks: Where we agree (quoted), Where I differ, Why I differ in 40 words, What would change my mind. If consensus notes lack a figure I want to compare, write [VERIFY] rather than inventing a price, a multiple or an estimate. Do not invent a filing. Not investment advice.

Build a catalyst calendar from events that already have dates in my paste. Events: [PASTE DATED EVENTS]. Ticker label: [TICKER]. Output a table with columns Date as written, Event quoted, Source line, Why it matters in 15 words from the source. If a row has no date, write [VERIFY] in Date and do not guess. Do not invent an earnings date, a product launch, a price or a multiple. Not investment advice. Skip undated rumors.

Turn my thesis into a change-my-mind sheet. Thesis: [PASTE THESIS]. Disconfirming evidence I already have: [PASTE DISCONFIRMING]. Output a table with columns Belief, Evidence that would kill it, Already present yes or no, Next source I named in [NEXT SOURCES]. If I did not name a kill test, write [VERIFY] in Evidence that would kill it. Do not invent a price target, a multiple, a filing or a scandal. Not investment advice.

Rewrite the pasted risk factors as a working list in my words, without adding new ones. Factors: [PASTE RISK FACTORS]. Output a table with columns My one-line version, Filer quote under 20 words, Watch metric if the filer named one, Gap. If the filer named no metric, write [VERIFY] in Watch metric. Do not invent a probability, a price, a multiple or a new risk. This is not investment advice and not a risk rating.

Note customer concentration only from this disclosure. Disclosure: [PASTE CUSTOMER DISCLOSURE]. Output: percent or rank as written, how the filer defines customer, period, and three follow-up questions. If a percent is not in the disclosure, write [VERIFY] and leave it blank. Do not invent a customer name, a contract, a price or a multiple. Do not invent a 10-K line. Not investment advice.

Walk the share count from tables I pasted. Tables: [PASTE SHARE TABLES]. Output a table with columns Line as labelled, Count as written, Period, Dilutive item yes or no from the label. Sum only if every input is present, and label the sum as yours. If a line is missing, write [VERIFY]. Do not invent a share count, an option, a price or a multiple. Not investment advice. Stay inside the tables.

Take debt and covenant notes from this excerpt. Excerpt: [PASTE DEBT NOTES]. Output a table with columns Instrument as named, Amount if present, Maturity if present, Covenant quote, Headroom if a figure is present. Copy figures as written. If amount, maturity or covenant text is missing, write [VERIFY]. Do not invent a rating, a refinance, a price or a multiple. Do not invent a filing. Not investment advice.

Note key-person and governance facts from this excerpt only. Excerpt: [PASTE GOVERNANCE EXCERPT]. Output labelled bullets: named officers, board facts as written, related-party items if present, and gaps. If a name, age, tenure or related-party item is not in the excerpt, write [VERIFY]. Do not invent a succession plan, a scandal, a price or a multiple. Not investment advice. Do not invent a proxy statement I did not paste.

Build a table from this earnings release versus the prior-period figures I pasted. Release: [PASTE RELEASE]. Prior period: [PASTE PRIOR PERIOD]. Output columns Line as labelled, This period as written, Prior as written, Change only if both figures exist. If a pair is incomplete, write [VERIFY] in Change. Do not invent a beat, a miss, a price, a multiple or a filing. Not investment advice. Do not add guidance I did not paste.

Bridge guidance using only quoted lines. Current guide: [PASTE CURRENT GUIDE]. Prior guide: [PASTE PRIOR GUIDE]. Output a table with columns Item, Prior quote, Current quote, Direction up down or unchanged if both quotes exist, Gap. If a quote is missing, write [VERIFY] in Direction. Do not invent a midpoint, a price, a multiple or an implied figure. Not investment advice. Stay inside the quotes.

Fill a beat or miss table only where I pasted both the print and the consensus. Print: [PASTE PRINT]. Consensus: [PASTE CONSENSUS]. Output columns Line, Print as written, Consensus as written, Beat miss or [VERIFY]. Do not invent a consensus number, a whisper, a price or a multiple. If I pasted only one side, mark [VERIFY] and stop on that line. Not investment advice. This is a worksheet, not a trade idea.

Write 8 questions for the next print from gaps in these notes. Notes: [PASTE EARNINGS NOTES]. Output a numbered list, each question under 25 words, grouped under Demand, Cost, Cash and Other. If a group has no gap in the notes, write [VERIFY] and skip that group. Do not invent a rumor, a price, a multiple or a competitor figure. Not investment advice. Do not invent an earnings-call quote I did not paste.

Rebuild the non-GAAP recon from lines I pasted. Lines: [PASTE RECON LINES]. Output a table with columns Adjustment as labelled, Amount as written, Add or subtract as labelled, Running total only if every prior amount is present. If an adjustment is missing, write [VERIFY] and stop the running total. Do not invent an add-back, a tax rate, a price or a multiple. Not investment advice. Stay inside the recon.

Build a peer table from prints I pasted, one column per company. Prints: [PASTE PEER PRINTS]. Metrics I want: [METRICS I WANT]. Output rows as the metric names I listed. Fill a cell only if that print contains it. If a cell is empty, write [VERIFY]. Do not invent a metric, a price, a multiple or a restatement. Not investment advice. Do not invent a peer I did not include in the paste.

Stack margins from this pasted P and L using only ratios you can compute from the lines given. P and L: [PASTE P AND L]. Output a table with columns Line, Amount as written, Margin versus revenue if revenue is present, Note. If revenue is missing, write [VERIFY] in every margin cell and do not invent it. Do not invent a price, a multiple or a peer margin. Not investment advice.

Compute unit economics only from operating stats I pasted. Stats: [PASTE OPERATING STATS]. Unit the company uses: [UNIT NAME]. Output a table with columns Stat, Figure as written, Per-unit only if both numerator and denominator are present, Gap. If a needed figure is missing, write [VERIFY]. Do not invent a user count, a price, a multiple or an ARPU. Not investment advice. Stay inside the stats.

Compare valuation multiples I already pasted, and refuse to create new ones. Multiples: [PASTE MULTIPLES]. Companies: [COMPANY LIST]. Output a table with columns Company, Multiple as written, Date of the multiple, Source. If a company has no multiple in the paste, write [VERIFY] and leave the cell blank. Do not invent a price, a multiple, a share count or a filing. Not investment advice. This is a copy job, not a model.

Write a TAM or market-size note only if the pasted source states one. Source: [PASTE MARKET SOURCE]. Output: figure as written, year, geography, definition quoted, and three reasons it may not apply to [TICKER] from [PASTE COMPANY NOTES]. If no figure is stated, write [VERIFY] and stop. Do not invent a TAM, a share, a price or a multiple. Not investment advice. Do not invent a third-party report.

Write a decision-journal entry from work I did today. Date: [DATE]. Ticker: [TICKER]. What I read: [PASTE WHAT I READ]. Decision I took or deferred: [DECISION]. Output labelled blocks: Facts quoted, Interpretation, Decision, What would reverse it. If a fact is not in the paste, write [VERIFY]. Do not invent a fill, a price, a multiple or a filing. Not investment advice. This is a record, not a recommendation.

Draft position notes from rules I already wrote, not from a model you invent. Rules: [PASTE MY RULES]. Name of the idea: [IDEA NAME]. Facts I have: [PASTE FACTS]. Output: how the idea maps to each rule as Pass, Fail or [VERIFY], plus a 40 word summary. If a rule needs a price or a multiple I did not paste, mark [VERIFY] and do not invent it. Not investment advice. Do not invent a size.

Turn my watchlist rules into a yes or no sheet for [TICKER]. Rules: [PASTE WATCHLIST RULES]. Evidence: [PASTE EVIDENCE]. Output a table with columns Rule quoted, Evidence quote, Yes no or [VERIFY], Next source if no. If evidence is missing, mark [VERIFY] rather than inventing a print, a price or a multiple. Not investment advice. Do not invent a catalyst so the name stays on the list.

Log disconfirming evidence from this week's reading. Thesis: [PASTE THESIS]. Reading: [PASTE READING]. Output a table with columns Date if present, Quote that hurts the thesis, Which belief it hits, Severity high mid or low from how central that belief is in my thesis, Follow-up. If a quote is not actually in the reading, skip it. Write [VERIFY] when severity is unclear. Do not invent a quote, a price, a multiple or a filing. Not investment advice.

Build a one-pager from sources I pasted, with a gap list at the bottom. Sources: [PASTE SOURCES]. Ticker: [TICKER]. Output labelled blocks of 40 to 60 words: Business, Numbers as written, Bull, Bear, Risks, Gaps. Every number must appear in the sources. If a block cannot be filled, write [VERIFY] in that block. Do not invent a price, a multiple, a filing or a recommendation. Not investment advice. End with This is a notes sheet, not a call to trade.