Stop researching stocks from zero

Six copy-paste prompts that turn Claude into a permanent research system for any company you follow — instead of a chat you lose by Friday.

Every quarter, you start again from nothing

You open a fresh chat, paste the filing, ask your questions. The answers are good. Then the window closes and all of it disappears — so next quarter you rebuild the same context from scratch.

  • Context you rebuild from scratch every quarter
  • Numbers the model invented and you didn't catch
  • Peer comparisons against companies that never compete for the same customer
  • Research scattered across a dozen dead conversations

One permanent Project

Every filing you add makes the same Project sharper, instead of starting another throwaway chat.

Sources or silence

The instruction block forces Claude to cite the document and page, or tell you the number isn't there.

Research that stacks

Three documents build on each other, then a fourth synthesis connects them and flags the contradictions.

What's inside the playbook

  • The Project setup that turns filings into a permanent research home
  • Six copy-paste prompts, from industry dossier to final synthesis
  • The exact instruction block that stops Claude inventing numbers
  • A one-page quick reference and a 15-minute quarterly routine

10

Pages, no filler

6

Copy-paste prompts

90 min

To your first full pass

Before you download

How long does this actually take?

About 90 minutes for a first full pass on a company. Roughly 15 minutes per quarter after that, because the work compounds inside one Project instead of restarting.

Do I need a paid Claude plan?

The playbook is built around Claude Projects, so you'll want a plan that includes them. The prompts themselves work in any chat.

Is this stock picks or price targets?

Neither. It deliberately stops before valuation — the goal is to understand how a business actually makes money before you put a number on it.

Is it really free?

Yes. Your email, my playbook. I send AI workflows for investors roughly once a week, and you can unsubscribe whenever you like.

Build it once. Compound it every quarter.

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Elfathi Bensaad — AI workflows for investors. This playbook is educational and is not investment advice.