Claude for Finance: How a 20-Year Finance Expert Researches Stocks With AI

TL;DR

AI can quickly research companies and stocks by compiling filings, analyst views, and news.
A key challenge with AI research is verifying the accuracy and source of the numbers presented.
Neil Winward, a finance expert, uses Claude with Amplifiers, specifically Finance Deep Research and Deep Web Research, to mitigate this issue.
His process involves writing dated, specific prompts, running Amplifiers, and then meticulously checking each number against its original source.
Key habits for effective prompts include mentioning Amplifiers, dating everything, naming specific companies and events, asking for explicit statements when information is missing, and providing a hypothesis to test.
Four example prompts are provided for researching analyst views, explaining market moves, breaking news with parallel research, and performing peer comparisons.
This AI research method can be applied beyond finance for any decision dependent on company performance.