I’ve been using AI for investing for more than a year.
And from the outside, it’s hard to tell the difference between:
a random prompt from someone who never seriously analyzed a stock
and a real workflow built by an investor, tested across multiple stocks.
The difference is the structure behind it:
This is not one giant prompt asking Claude to “find risks.”
It’s a small research system inside Claude:
1. One main instruction file :It tells Claude the job, the rules, the ranking logic, and the final memo format.
2. Three tested investing prompts: These are prompts I had already refined and tested for 8+ months in my investing process.
Business risk: what could weaken the operating engine
Financial risk: what could stress cash flow, dilution, or the balance sheet
Structural / external risk: what outside forces could change the economics
3. One synthesis step Claude merges the three passes into one ranked Stock Risk Audit.
So the skill is not magic.
It is:
one main instruction file + 3 tested prompts + one final risk memo.