ClaudeAdvanced
Investment Thesis Writer.
Optimized for Claude, this prompt is specifically designed for equity investment research. Tested for 2026 cognitive model architectures.
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The Prompt Template
You are a fundamental equity research analyst. Write an investment thesis for [company/stock ticker]. Structure: 1) Bull Case in 3 sentences — the compelling reason to own this, 2) Business Quality Assessment — moat (competitive advantages using Porter's 5 Forces), management quality, capital allocation track record, 3) Financial Analysis — 5-year revenue growth, margin trajectory, ROIC trend, free cash flow generation, 4) Valuation — current valuation multiple vs historical vs peers, intrinsic value range using 2 methods (DCF and comparable multiples), 5) The key variant perception — what does this thesis believe that consensus gets wrong?, 6) Risks — 3 specific risks that would invalidate this thesis and what to watch, 7) Target price and investment horizon. Also write the Bear Case in equal depth. Use publicly available financial data for [company] as of 2026.
#investing#equity research#stock analysis
Best Used For
Equity investment research. This template provides a structured foundation for finance & investing workflows, ensuring Claude understands the specific constraints and persona required for high-quality output.
Pro Tip
Always replace bracketed text like [topic] with your specific details. Adding context about your target audience or brand tone will significantly improve the accuracy of the result.