I've found that using Claude to analyse stocks for potential investments is working great so far, but you have to be careful with how you word your prompts.
I usually start by saying something like "I'm considering taking a long term position in x or y company, do a deep dive on the company, everything from revenue, profits, debt, stock dilution, products, customer base, total addressable market, valuation, future projections etc".
It highlights the strength of the company easily because it's just pulling quarterly reports from the internet and relaying the details. But it's the risk aspect that it really does a good job of identifying.
It'll give you a no bs outlook on competitors, supply chain issues, global economy, wars, cyclical nature etc.
Although by far the weakest aspect of these AI is to forward project where the company is heading in terms of the business itself. They seem to have a habit of analysing what the company does right now, rather than what the company is aiming for 10 years down the line.
I played a little game and asked it to assess Palo Alto Networks, Lam Research and Tesla as if the year was 2013.
Palo Alto networks scored a 5/10. Lam Research scored 6/10. And Tesla scored 4/10!
With each company it failed to see the overall direction the company was heading towards.
Either way I find it quite good at identifying the general strengths and weaknesses of companies.