A bit of context: I've worked with a few wealth managers in India, and the quality of their advice has been genuinely poor. A recent example: during the Iran conflict, they were pitching airline stocks. Recommending an oil-sensitive, geopolitically exposed sector in the middle of a Middle East flare-up is hard to defend.
So I'm considering a different approach. I want to systematically pull the annual reports and balance sheets of every listed company on the Indian exchanges going back ten years and use Claude to help surface the fundamentally strong ones: consistent ROCE, clean balance sheets, durable cash flows, sensible capital allocation, that sort of thing. My horizon is long-term; I'm investing, not trading, so I care about quality and durability, not momentum.
Two questions:
1. Does this approach hold up as a starting framework, or am I missing something obvious?
2. Has anyone actually attempted this at scale? I'd love to hear where it worked and where it broke down.