Claude Prompt Library

30 Claude Stock Investing Prompts from Filings You Paste

30 copy-paste prompts

Paste the 10-K excerpt or notes. Claude drafts a memo. It does not invent EPS. Not advice.

In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Drafted with AI writing assistance and checked against our editorial policy.

By Louis Corneloup · Founder, Techpresso

Last updated September 10, 2026·Drafted with AI assistance (how we make prompts)

Memo

5 prompts

One Pager

1/30

✨ What it does

Claude drafts a one-page memo on [TICKER] from [PASTE] from [FILING PASTE]. Paste your facts, then keep the draft if every number still matches your notes.

You are a research editor who will not invent a filing number. <context> I need a one-page memo on [TICKER] from [PASTE]. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a one-page memo on [TICKER] from [PASTE]. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Paste first.

Bull Bear

2/30

✨ What it does

Claude drafts bull, bear, and what would change my mind from [FILING PASTE]. Fill the brackets, then cut any line the model invented.

You are a research editor who will not invent a filing number. <context> I need bull, bear, and what would change my mind. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write bull, bear, and what would change my mind. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: From paste.

Moat

3/30

✨ What it does

Claude drafts moat notes the paste actually supports from [FILING PASTE]. Run it once, then keep the take you can defend from the source.

You are a research editor who will not invent a filing number. <context> I need moat notes the paste actually supports. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write moat notes the paste actually supports. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: No extra moat.

Risk

4/30

✨ What it does

Claude drafts risks the paste names from [FILING PASTE]. Paste the source first, then star the section you will actually use.

You are a research editor who will not invent a filing number. <context> I need risks the paste names. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write risks the paste names. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: No extra risk.

Verdict

5/30

✨ What it does

Claude drafts a verdict labeled not advice from [FILING PASTE]. Give it the real constraint, then drop anything it could not cite.

You are a research editor who will not invent a filing number. <context> I need a verdict labeled not advice. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a verdict labeled not advice. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: I decide.

Filing

5 prompts

10k

6/30

✨ What it does

Claude drafts extract business, segments, risks from [PASTE] from [FILING PASTE]. Paste your facts, then keep the draft if every number still matches your notes.

You are a research editor who will not invent a filing number. <context> I need extract business, segments, risks from [PASTE]. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write extract business, segments, risks from [PASTE]. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Sections mine.

10q

7/30

✨ What it does

Claude drafts what changed vs the last quarter I pasted from [FILING PASTE]. Fill the brackets, then cut any line the model invented.

You are a research editor who will not invent a filing number. <context> I need what changed vs the last quarter I pasted. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write what changed vs the last quarter I pasted. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: I paste both.

8k

8/30

✨ What it does

Claude drafts what the 8-K I pasted actually said from [FILING PASTE]. Run it once, then keep the take you can defend from the source.

You are a research editor who will not invent a filing number. <context> I need what the 8-K I pasted actually said. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write what the 8-K I pasted actually said. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: No headline spin.

Guide

9/30

✨ What it does

Claude drafts guidance lines only if printed from [FILING PASTE]. Paste the source first, then star the section you will actually use.

You are a research editor who will not invent a filing number. <context> I need guidance lines only if printed. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write guidance lines only if printed. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Else [VERIFY].

Cash

10/30

✨ What it does

Claude drafts FCF notes only if numbers are in the paste from [FILING PASTE]. Give it the real constraint, then drop anything it could not cite.

You are a research editor who will not invent a filing number. <context> I need FCF notes only if numbers are in the paste. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write FCF notes only if numbers are in the paste. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: No invent.

Compare

5 prompts

Peers

11/30

✨ What it does

Claude drafts compare [TICKER] to [PEERS] using only pasted rows from [FILING PASTE]. Paste your facts, then keep the draft if every number still matches your notes.

You are a research editor who will not invent a filing number. <context> I need compare [TICKER] to [PEERS] using only pasted rows. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write compare [TICKER] to [PEERS] using only pasted rows. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Rows mine.

Val

12/30

✨ What it does

Claude drafts valuation using only [MULTIPLES] I pasted from [FILING PASTE]. Fill the brackets, then cut any line the model invented.

You are a research editor who will not invent a filing number. <context> I need valuation using only [MULTIPLES] I pasted. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write valuation using only [MULTIPLES] I pasted. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: I paste them.

Debt

13/30

✨ What it does

Claude drafts debt notes from the table I pasted from [FILING PASTE]. Run it once, then keep the take you can defend from the source.

You are a research editor who will not invent a filing number. <context> I need debt notes from the table I pasted. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write debt notes from the table I pasted. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Table real.

Segment

14/30

✨ What it does

Claude drafts segment mix from the paste from [FILING PASTE]. Paste the source first, then star the section you will actually use.

You are a research editor who will not invent a filing number. <context> I need segment mix from the paste. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write segment mix from the paste. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: No extra segment.

Insider

15/30

✨ What it does

Claude drafts insider lines only if I pasted them from [FILING PASTE]. Give it the real constraint, then drop anything it could not cite.

You are a research editor who will not invent a filing number. <context> I need insider lines only if I pasted them. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write insider lines only if I pasted them. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Else skip.

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Portfolio

5 prompts

Fit

16/30

✨ What it does

Claude drafts how [TICKER] fits [PORTFOLIO] I pasted from [FILING PASTE]. Paste your facts, then keep the draft if every number still matches your notes.

You are a research editor who will not invent a filing number. <context> I need how [TICKER] fits [PORTFOLIO] I pasted. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write how [TICKER] fits [PORTFOLIO] I pasted. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Weights mine.

Size

17/30

✨ What it does

Claude drafts position size questions, not a number I did not ask from [FILING PASTE]. Fill the brackets, then cut any line the model invented.

You are a research editor who will not invent a filing number. <context> I need position size questions, not a number I did not ask. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write position size questions, not a number I did not ask. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: I size.

Thesis

18/30

✨ What it does

Claude drafts write the thesis in 5 lines from [FILING PASTE]. Run it once, then keep the take you can defend from the source.

You are a research editor who will not invent a filing number. <context> I need write the thesis in 5 lines. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write write the thesis in 5 lines. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: From paste.

Kill

19/30

✨ What it does

Claude drafts what would kill the thesis, from risks in paste from [FILING PASTE]. Paste the source first, then star the section you will actually use.

You are a research editor who will not invent a filing number. <context> I need what would kill the thesis, from risks in paste. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write what would kill the thesis, from risks in paste. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: No drama.

Watch

20/30

✨ What it does

Claude drafts a watchlist of facts to recheck next print from [FILING PASTE]. Give it the real constraint, then drop anything it could not cite.

You are a research editor who will not invent a filing number. <context> I need a watchlist of facts to recheck next print. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a watchlist of facts to recheck next print. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Facts listed.

Fix

5 prompts

Number Off

21/30

✨ What it does

Claude drafts strip any number not in [PASTE] from [FILING PASTE]. Paste your facts, then keep the draft if every number still matches your notes.

You are a research editor who will not invent a filing number. <context> I need strip any number not in [PASTE]. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write strip any number not in [PASTE]. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Delete.

Cite

22/30

✨ What it does

Claude drafts point each claim at a pasted line from [FILING PASTE]. Fill the brackets, then cut any line the model invented.

You are a research editor who will not invent a filing number. <context> I need point each claim at a pasted line. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write point each claim at a pasted line. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Or [VERIFY].

Date

23/30

✨ What it does

Claude drafts keep the filing date I wrote from [FILING PASTE]. Run it once, then keep the take you can defend from the source.

You are a research editor who will not invent a filing number. <context> I need keep the filing date I wrote. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write keep the filing date I wrote. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: I write it.

Lang

24/30

✨ What it does

Claude drafts plain English, no guru talk from [FILING PASTE]. Paste the source first, then star the section you will actually use.

You are a research editor who will not invent a filing number. <context> I need plain English, no guru talk. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write plain English, no guru talk. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Flat.

Stop

25/30

✨ What it does

Claude drafts no buy now from [FILING PASTE]. Give it the real constraint, then drop anything it could not cite.

You are a research editor who will not invent a filing number. <context> I need no buy now. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write no buy now. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Not advice.

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Checks

5 prompts

Verify Pass

26/30

✨ What it does

Claude drafts a [VERIFY] pass on [DRAFT] from [FILING PASTE]. Paste your facts, then keep the draft if every number still matches your notes.

You are a research editor who will not invent a filing number. <context> I need a [VERIFY] pass on [DRAFT]. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a [VERIFY] pass on [DRAFT]. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: List gaps.

Fact Lock

27/30

✨ What it does

Claude drafts a rewrite of [DRAFT] using only the paste from [FILING PASTE]. Fill the brackets, then cut any line the model invented.

You are a research editor who will not invent a filing number. <context> I need a rewrite of [DRAFT] using only the paste. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a rewrite of [DRAFT] using only the paste. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: No add.

Short Pass

28/30

✨ What it does

Claude drafts a 20 percent cut of [DRAFT] from [FILING PASTE]. Run it once, then keep the take you can defend from the source.

You are a research editor who will not invent a filing number. <context> I need a 20 percent cut of [DRAFT]. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a 20 percent cut of [DRAFT]. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Keep the star.

Voice Pass

29/30

✨ What it does

Claude drafts a rewrite of [DRAFT] that matches [SAMPLES] from [FILING PASTE]. Paste the source first, then star the section you will actually use.

You are a research editor who will not invent a filing number. <context> I need a rewrite of [DRAFT] that matches [SAMPLES]. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a rewrite of [DRAFT] that matches [SAMPLES]. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Samples first.

Hype Off

30/30

✨ What it does

Claude drafts a flat rewrite of [DRAFT] with no pep from [FILING PASTE]. Give it the real constraint, then drop anything it could not cite.

You are a research editor who will not invent a filing number. <context> I need a flat rewrite of [DRAFT] with no pep. Use only what I paste. Do not invent a number, quote, date, ticker, or source. </context> <inputs> - Primary: [FILING PASTE] - Constraint: [CONSTRAINT] </inputs> <task> Write a flat rewrite of [DRAFT] with no pep. Keep my facts. Tag anything missing as [VERIFY]. Plain text or Markdown I can paste. </task> <format> The draft, then a short [VERIFY] list. Star the version I should keep. </format>

💡

Pro tip: Flat.

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Frequently Asked Questions

Every prompt tells Claude to use only what you paste and to tag gaps as [VERIFY]. You still check numbers and quotes on the stock investing memo before you send it.

Any current Claude with a long context window. Paste your notes in the same turn as the prompt. Projects or Gems help if you reuse the same pack.

No. It is a first draft from your paste. You own the claims, the numbers, and whatever your job or school requires.

The prompts are free to copy. Running them needs a Claude account. Long pastes fit better on a paid plan.

The hub is a mixed pack. This page is only the stock investing memo: thirty prompts aimed at one job so the draft does not wander.

Prompts are the starting line. Tutorials are the finish.

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