Prompt #003 · Claude
Your pre-market analyst
For each ticker in [list], give me the overnight news in one line, the next earnings date, and one risk to watch. Link every source. No price predictions.
By platform · AI assistant
Claude
The assistant most of our desk workflows run on: connectors to brokers, skills for repeat tasks, and long documents like 10-Ks and call transcripts.
Watch it doneClaude · 1:44
This guide shows how to add a skill to Claude in about five minutes: download the ZIP, open Settings → Skills, upload it, check the toggle is on, then call it in a chat with / and the skill's name. The video uses the Sector Lens skill to compare three semiconductor stocks and asks for a chart. Written steps →
GuidesStep by step
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A 10-minute pre-market routine with Claude and Perplexity
Three prompts, run the same way every morning, so you walk in knowing what moved, what's scheduled and what could hurt your book.
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Working an earnings call with AI
From the transcript drop to a one-page memo in under an hour, with every number traceable to a line in the source.
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Add a skill to Claude and put it to work
A skill is a folder of instructions Claude follows whenever a task matches. This shows the whole thing in the Claude desktop app: upload the ZIP, switch it on, call it with a slash, and read what comes back. The video uses the Sector Lens skill; the steps are the same for any skill.
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Connect Robinhood to Claude
Robinhood now has an MCP link you can paste into Claude as a custom connector. Once it's in, Claude can read positions, balances and order history across your Robinhood accounts and trade in a separate MCP account you fund on purpose. This shows the whole setup in the Claude desktop app, from Settings to the first question.
PromptsCopy and paste
Prompt #006 · Claude
The earnings call in 90 seconds
Here is an earnings call transcript. Tell me: 1) how guidance changed versus last quarter, 2) the three things analysts pushed hardest on, 3) any question management didn't really answer. Quote the exact lines. No opinion on the stock.
Prompt #009 · Claude
What changed in the 10-K
Attached are this year's and last year's 10-K for [company]. Compare the risk factors and outlook sections. List what was added, what was removed and what was reworded, with the old and new sentence side by side. Skip boilerplate that didn't change.
Prompt #014 · Claude
Turn a messy analysis into a one-page memo
Turn the attached analysis into a one-page memo. Put the decision you need from the reader in the first line. Then: context in three sentences, the numbers that matter in one table, risks in three bullets, and the recommendation. Keep everything that's in my notes and add nothing that isn't.
In our reviewsWhere Claude ranked
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Best AI tools for stock research in 2026: the shortlist
Analysts who read a lot and want the reading done for them with the page references intact. Skip it if you want live prices on the same screen.
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Best AI tools for financial analysts and modeling in 2026: in Excel, not instead of it
Analysts and PMs who build their own models and want the assistant inside Excel for the price of a Pro plan. Skip it if your firm blocks third-party add-ins; see Copilot.
SkillsInstall once
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Earnings Call Digest
Paste or attach an earnings call transcript and Claude writes a one-page digest: results management highlighted, guidance in their exact words, what analysts pressed on and whether they got straight answers, and what changed since last quarter.
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Sector Lens
Five sector sheets (banks, tech, semiconductors, energy, healthcare) with the metrics that matter, where comparisons between companies break, red flags and what analysts ask. Check up on one company, compare up to five, preview an earnings report, or draw a comparison chart you can post.