π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
1/ The Stock Deep Dive
I am a BEGINNER / INTERMEDIATE / EXPERIENCED investor looking to analyze STOCK TICKER / COMPANY NAME in the INDUSTRY sector.
Investment horizon:
SHORT TERM / 1 YEAR / 5+ YEARS
Risk tolerance:
LOW / MEDIUM / HIGH
Give me:
β Business model explained simply
β Revenue streams + fastest-growing segments
β Key financial ratios (P/E, ROE, margins, debt)
β Competitive moat
β 3 bullish reasons to buy
β 3 bearish risks to avoid
β Fair value estimate using DCF logic
β What would prove the thesis wrong
End with a conviction score out of 10.
I am a BEGINNER / INTERMEDIATE / EXPERIENCED investor looking to analyze STOCK TICKER / COMPANY NAME in the INDUSTRY sector.
Investment horizon:
SHORT TERM / 1 YEAR / 5+ YEARS
Risk tolerance:
LOW / MEDIUM / HIGH
Give me:
β Business model explained simply
β Revenue streams + fastest-growing segments
β Key financial ratios (P/E, ROE, margins, debt)
β Competitive moat
β 3 bullish reasons to buy
β 3 bearish risks to avoid
β Fair value estimate using DCF logic
β What would prove the thesis wrong
End with a conviction score out of 10.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
2/ The Portfolio Builder
I am AGE years old with $AMOUNT to invest.
Goal:
RETIREMENT / WEALTH / PASSIVE INCOME
Risk tolerance:
LOW / MEDIUM / HIGH
Build me a complete portfolio:
β Sector allocation
β 8β12 stocks/ETFs
β Capital split per position
β Rebalancing schedule
β Dip-buy opportunities
β Long-term compounders
β One ETF safety net if Iβm wrong
Rank every holding from highest to lowest conviction.
I am AGE years old with $AMOUNT to invest.
Goal:
RETIREMENT / WEALTH / PASSIVE INCOME
Risk tolerance:
LOW / MEDIUM / HIGH
Build me a complete portfolio:
β Sector allocation
β 8β12 stocks/ETFs
β Capital split per position
β Rebalancing schedule
β Dip-buy opportunities
β Long-term compounders
β One ETF safety net if Iβm wrong
Rank every holding from highest to lowest conviction.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
3/ The Earnings Report Decoder
Break down the latest earnings report for COMPANY / TICKER.
I care most about:
GROWTH / PROFITS / DIVIDENDS
Explain:
β Revenue beat/miss
β EPS quality
β Margin trends
β Management guidance
β Hidden metric Wall Street watches
β Whether market reaction makes sense
β Historical post-earnings behavior
Then tell me:
Buy, hold, or take profits?
Break down the latest earnings report for COMPANY / TICKER.
I care most about:
GROWTH / PROFITS / DIVIDENDS
Explain:
β Revenue beat/miss
β EPS quality
β Margin trends
β Management guidance
β Hidden metric Wall Street watches
β Whether market reaction makes sense
β Historical post-earnings behavior
Then tell me:
Buy, hold, or take profits?
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
4/ The Sector Rotation Strategy
My portfolio is heavily invested in the SECTOR sector.
Current macro environment:
HIGH INFLATION / RATE CUTS / RECESSION FEARS / BULL MARKET
Portfolio size:
$AMOUNT
Analyze:
β Which sectors historically outperform now
β Which sectors I should reduce
β Best stocks to rotate into
β ETFs for safer exposure
β Signs macro conditions are changing
β Timeline for this rotation
Give me a step-by-step action plan.
My portfolio is heavily invested in the SECTOR sector.
Current macro environment:
HIGH INFLATION / RATE CUTS / RECESSION FEARS / BULL MARKET
Portfolio size:
$AMOUNT
Analyze:
β Which sectors historically outperform now
β Which sectors I should reduce
β Best stocks to rotate into
β ETFs for safer exposure
β Signs macro conditions are changing
β Timeline for this rotation
Give me a step-by-step action plan.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
5/ The Risk Checker
My portfolio holdings:
LIST HOLDINGS + %
Portfolio size:
$AMOUNT
Age:
AGE
Audit my portfolio for:
β Concentration risk
β Correlation risk
β Overvalued positions
β Macro risks
β Crash vulnerability
β Weakest holdings
Then give me:
3 portfolio changes I should make this week.
Be brutally honest.
My portfolio holdings:
LIST HOLDINGS + %
Portfolio size:
$AMOUNT
Age:
AGE
Audit my portfolio for:
β Concentration risk
β Correlation risk
β Overvalued positions
β Macro risks
β Crash vulnerability
β Weakest holdings
Then give me:
3 portfolio changes I should make this week.
Be brutally honest.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
6/ The Dividend Income Machine
I want to generate $MONTHLY INCOME per month from dividends.
Capital available:
$TOTAL CAPITAL
Timeline:
YEARS
Strategy:
DIVIDEND GROWTH / HIGH YIELD / BALANCED
Build me:
β A dividend portfolio
β Yield + growth rate for each pick
β Dividend safety analysis
β DRIP strategy
β Tax considerations
β Yield traps to avoid
β 12-month income projection
Show the math clearly.
I want to generate $MONTHLY INCOME per month from dividends.
Capital available:
$TOTAL CAPITAL
Timeline:
YEARS
Strategy:
DIVIDEND GROWTH / HIGH YIELD / BALANCED
Build me:
β A dividend portfolio
β Yield + growth rate for each pick
β Dividend safety analysis
β DRIP strategy
β Tax considerations
β Yield traps to avoid
β 12-month income projection
Show the math clearly.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
7/ The Technical Analysis Translator
Analyze the chart for STOCK TICKER on the DAILY / WEEKLY / MONTHLY timeframe.
Trading style:
BUY & HOLD / SWING / OPTIONS
Explain:
β Support & resistance
β Moving average signals
β RSI conditions
β Volume confirmation
β Important chart patterns
β Best entry zone
β Stop-loss logic
β Fake breakout warning signs
Explain it simply without confusing jargon.
Analyze the chart for STOCK TICKER on the DAILY / WEEKLY / MONTHLY timeframe.
Trading style:
BUY & HOLD / SWING / OPTIONS
Explain:
β Support & resistance
β Moving average signals
β RSI conditions
β Volume confirmation
β Important chart patterns
β Best entry zone
β Stop-loss logic
β Fake breakout warning signs
Explain it simply without confusing jargon.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
8/ The IPO Evaluator
A company called COMPANY NAME is about to IPO.
Industry:
INDUSTRY
IPO valuation:
$VALUATION
Analyze:
β Whether valuation is justified
β Business model sustainability
β Lock-up risks
β Historical IPO behavior in this sector
β Red flags in the prospectus
β Institutional demand signals
β Best entry timing
End with:
Speculative / Moderate / Strong opportunity rating.
A company called COMPANY NAME is about to IPO.
Industry:
INDUSTRY
IPO valuation:
$VALUATION
Analyze:
β Whether valuation is justified
β Business model sustainability
β Lock-up risks
β Historical IPO behavior in this sector
β Red flags in the prospectus
β Institutional demand signals
β Best entry timing
End with:
Speculative / Moderate / Strong opportunity rating.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
9/ The Market Crash Playbook
Iβm worried about a market correction in the next 3 / 6 / 12 months.
Reason:
RATE HIKES / RECESSION / OVERVALUATION / GEOPOLITICAL RISK
Portfolio size:
$AMOUNT
Build me:
β Crash warning indicators
β Which positions to trim first
β Defensive stocks/ETFs
β Ideal cash allocation
β Hedge ideas
β Dip-buying strategy
β Historical recovery timelines
β Biggest investor mistakes during crashes
I want a plan I can follow without panicking.
Iβm worried about a market correction in the next 3 / 6 / 12 months.
Reason:
RATE HIKES / RECESSION / OVERVALUATION / GEOPOLITICAL RISK
Portfolio size:
$AMOUNT
Build me:
β Crash warning indicators
β Which positions to trim first
β Defensive stocks/ETFs
β Ideal cash allocation
β Hedge ideas
β Dip-buying strategy
β Historical recovery timelines
β Biggest investor mistakes during crashes
I want a plan I can follow without panicking.
π¨π Global One SI - Prompt
CLAUDE + STOCKS = $$$$ Wall Street analysts charge $500/hour for this research. Claude does it in 30 seconds. 10 prompts that make Claude your personal stock market analyst π
10/ The Full Investment Thesis Writer
I want to build a long-term position in COMPANY / TICKER.
Industry:
INDUSTRY
Holding period:
YEARS
Position size:
$AMOUNT
Sentiment:
BULLISH / CAUTIOUS
Write a complete investment thesis:
β Bull case summary
β Market opportunity
β Key growth catalysts
β Management quality analysis
β Financial health check
β Biggest risks to the thesis
β 1-year, 3-year, and 5-year targets
β Metrics I should track every quarter
Format it like a professional research note.
I want to build a long-term position in COMPANY / TICKER.
Industry:
INDUSTRY
Holding period:
YEARS
Position size:
$AMOUNT
Sentiment:
BULLISH / CAUTIOUS
Write a complete investment thesis:
β Bull case summary
β Market opportunity
β Key growth catalysts
β Management quality analysis
β Financial health check
β Biggest risks to the thesis
β 1-year, 3-year, and 5-year targets
β Metrics I should track every quarter
Format it like a professional research note.
π¨π Global One SI - Prompt
Stop trading in Excel like itβs 2009. Start using Python + ChatGPT. Here's 6 small steps:
1. Pick ONE strategy rule (keep it boring)
Start with something simple like moving averages or a 12-1 momentum.
Your goal is execution and learning, not βprinting money.β
Start with something simple like moving averages or a 12-1 momentum.
Your goal is execution and learning, not βprinting money.β
π¨π Global One SI - Prompt
Stop trading in Excel like itβs 2009. Start using Python + ChatGPT. Here's 6 small steps:
2. Pull clean price data
Use a real data source (even free to start). If your data is messy, your results are fiction.
Do it with this (free): yfinance github.com/ranaroussi/yfinance
Use a real data source (even free to start). If your data is messy, your results are fiction.
Do it with this (free): yfinance github.com/ranaroussi/yfinance
π¨π Global One SI - Prompt
Stop trading in Excel like itβs 2009. Start using Python + ChatGPT. Here's 6 small steps:
3. Turn rules into code (with ChatGPT)
Prompt: βWrite Python to compute signals + positions + returns for this strategy.β
Then iterate until itβs correct.
Prompt: βWrite Python to compute signals + positions + returns for this strategy.β
Then iterate until itβs correct.
π¨π Global One SI - Prompt
Stop trading in Excel like itβs 2009. Start using Python + ChatGPT. Here's 6 small steps:
4. Backtest with reality baked in
If it only works with zero fees, it doesnβt work.
Add transaction costs + slippage.
Do it with this (free): zipline-reloaded github.com/stefan-jansen/zipline-reloaded
If it only works with zero fees, it doesnβt work.
Add transaction costs + slippage.
Do it with this (free): zipline-reloaded github.com/stefan-jansen/zipline-reloaded
π¨π Global One SI - Prompt
Stop trading in Excel like itβs 2009. Start using Python + ChatGPT. Here's 6 small steps:
4. Add risk guardrails
A bot without limits is a grenade.
Track these: Max position, max daily loss, max trades/day, cooldown periods, max drawdown, sharpe, total returns.
A bot without limits is a grenade.
Track these: Max position, max daily loss, max trades/day, cooldown periods, max drawdown, sharpe, total returns.
π¨π Global One SI - Prompt
Stop trading in Excel like itβs 2009. Start using Python + ChatGPT. Here's 6 small steps:
5. Paper trade it end-to-end
Connect to a broker paper account and prove it can: connect β buy β sell β track positions automatically.
Connect to a broker paper account and prove it can: connect β buy β sell β track positions automatically.
π¨π Global One SI - Prompt
Stop trading in Excel like itβs 2009. Start using Python + ChatGPT. Here's 6 small steps:
6. Automate reports + iterate weekly
Daily logs, weekly review, and remove tweaks that only help the past.
Scale only after it survives multiple market regimes.
Daily logs, weekly review, and remove tweaks that only help the past.
Scale only after it survives multiple market regimes.