Researching a stock end-to-end with Claude

The website already has a 15-minute research workflow built around the stock page. This is the same discipline, run through a conversation instead of tabs. The advantage is speed and follow-up: you can interrogate anything that looks odd without switching screens.

You need a connected AI client first.

Start with one word

"Research RELIANCE"

This triggers a single research tool that returns price, technicals, fundamentals, the conviction breakdown, peer comparison, and recent catalysts together. Claude then walks through it like an analyst briefing:

• Where the stock is now: price, 52-week position, returns over 1W/1M/3M/1Y
• What the conviction engine says: band, stance, and which factors are firing, in plain language
• Fundamentals snapshot: valuation (P/E, P/B), quality (ROE, ROCE), balance sheet health
• Technical setup: RSI, moving average alignment, active signals
• Peer standing: where it leads or lags its closest comparables
• Upcoming catalysts: earnings dates, dividends, corporate actions, recent filings

Then interrogate it

The first pass is a map. The real research is in the follow-ups. Some that consistently earn their keep:

On the conviction reading:

• "Which conviction factors are silent, and what would make them fire?"
• "Is the bullish stance driven by one factor or several?"

A stance built on one factor (say, a single bulk deal) is a much weaker read than three or four converging factors. Make Claude show you the breakdown.

On the business:

• "Show me revenue and PAT for the last 8 quarters. Is margin doing the work or growth?"
• "What is the AI narrative for this stock?" (a structured weekly analysis covering technicals, fundamentals, catalysts, and risks)

On events:

• "What has been happening with this stock recently?" pulls the event timeline: filings, deals, delivery spikes, corporate actions, and connects them to price moves
• "Any insider trades or bulk deals in the last quarter?"

On relative value:

• "Compare it with its two closest peers on P/E, ROCE and debt. Who deserves the premium?"

Finish the same way you always should

By the end of the conversation you should be able to write down, in two sentences each, the bull case and the bear case. If Claude has given you enough to write both, you can decide. If you cannot write either, ask more questions or skip the stock.

Honest limits

• Financial statement data updates on exchange reporting cycles; it will not reflect a result announced five minutes ago in the statements themselves (the filings feed catches it faster).
• The assistant reads filings and structured data, not brokerage research or news sites.
• Nothing in the output is investment advice. It is an information layer over public market data.