AI Toolkit for the Investment Analyst
A practical AI prompt library and workflow reference for sell-side and buy-side investment analysts. 15 ready-to-use Claude prompts across company research, three-statement modelling, DCF and multiples valuation, thesis writing, scenario design, position sizing, portfolio attribution, and MiFID II / FCA / SEC research conduct.
What's inside
- 15 ready-to-use Claude prompts across quick-pass research, three-statement modelling, industry analysis, management assessment, ESG integration, DCF assumption design, multiples, thesis structure, bull/base/bear scenarios, earnings previews, position sizing, single-stock risk, portfolio attribution, macro overlay, and MiFID II / FCA / SEC research-conduct checks
- A CLAUDE.md system prompt that calibrates Claude for the investment-analyst role
- CFA Institute / MiFID II / IFRS / US GAAP-aware coverage with MNPI discipline baked in
- 4-control investment-research framework — MNPI is absolute, IC sign-off on recommendations, position/conviction confidentiality, FCA / SEC evidence trail
Who it's for
Sell-side equity research analysts, buy-side fundamental analysts, and portfolio managers running concentrated long-only or long-short books. Particularly useful if you want a structured AI workflow for company analysis and thesis work that respects the MNPI and research-conduct discipline of regulated investment research.