Claude can literally make you rich.

investment firms, banks, and financial institutions are all using Claude for research and analysis.
and now you can steal their exact playbook.
here's the 9-phase system top financial institutions use with Claude:
> phase 1: build your investor profile
tell Claude your style (value, growth, macro), risk tolerance, time horizon, return targets. this becomes the lens for everything that follows.
prompt: "here is my investor profile. reference this for everything we discuss today."
> phase 2: institutional document analysis
upload 10-Ks, earnings calls, hedge fund letters, M&A filings. Claude extracts margin commentary, flags red flags, pulls FCF mentions, compares guidance quarter over quarter.
> phase 3: deep company research
business model explained simply.. moat durability.. top 3 competitors.. management track record.. supply chain exposure. one prompt gives you what an analyst spends a week on.
> phase 4: stress test the thesis
this is where most people skip and lose money. generate the 5 strongest bear cases. steelman the short thesis. define what takes the investment to zero.
pro tip: always argue the opposite side before committing capital.
> phase 5: scenario & sensitivity analysis
bull / base / bear with revenue and margin assumptions. model churn, rate hikes, cost shocks. stress test a 2008-style liquidity crunch on your positions.
> phase 6: valuation frameworks
5-year DCF.. comparable multiples.. precedent M&A.. sum-of-parts.. reverse DCF to extract implied growth. run all of them, not just the one that confirms your bias.
> phase 7: portfolio construction
sector concentration.. hidden correlation.. position sizing by risk tolerance.. hedging strategies. Claude sees the portfolio-level risk you're too close to notice.
> phase 8: macro & market intelligence
yield curve interpretation.. stagflation scenarios.. sector rotation patterns.. 12-month macro risk calendar. the big picture context most retail investors ignore.
> phase 9: build the investment memo
one-paragraph thesis + detailed valuation (bull/base/bear) + key risks and catalysts + position sizing rationale + exit criteria.
prompt: "write a complete institutional-quality investment memo for [company] formatted for an investment committee."
> the power stack:
Perplexity (live data) → Claude (analysis) → Excel (modeling) → NotebookLM (research) → Claude (memo) → Decision
this isn't financial advice..
Claude is a thinking tool, not an advisor. but it's the most powerful thinking tool retail investors have ever had access to.
save this. you'll use it every week.