Record revenue, the widest operating margin in at least a decade, and free cash flow that went backwards, all in the same fiscal year. Microsoft FY26 scored on valuation, financial health and growth: 76 out of 100. Plus the 4 lines that will move that score when Q1 FY27 lands.
How to compare two ETFs properly: fees, tracking difference, liquidity, structure, issuer and tax. A 7 point checklist, with SPY, VOO and IVV as the worked example.
The prompt behind Your ETF Checklist.
A full company review, from raw filing to one written page, in a single chat.
You sit down to analyse a company and 40 minutes later, Claude tells you you have hit your limit. There are 6 things that fix this, and none of them involve upgrading.
Tesla just posted record revenue and its thinnest operating margin in years, in the same quarter. Run through the 3-pillar risk framework, it scores 52/100, Moderate. Here's why, and the 2 lines that decide where it goes next.
The full method behind the Tesla Q2 2026 Risk Score: source hierarchy, the 35-item data pull, the locked 3-pillar framework and the interactive report output. Copy it, swap the ticker, score any listed company.
I built a weekly portfolio dashboard with Claude that ranks every holding by the cash it added, rather than by the size of its move. Two views, one toggle.
One prompt that rebuilds the weekly portfolio dashboard around your own holdings, and the setup that reruns it for you every week without you asking.
The US Government now owns a piece of 30 companies. It's done very well out of it, but most people who bought the same shares have not.
The US Government has taken a stake in 30 companies in 13 months. Here is every one, what would have to happen next and 2 prompts to analyse it.
Full interactive calendar for your portfolio with filters, the timeline and every catalyst with its notes and read-throughs.
Claude Workflows
The exact prompt and method so you can build the same calendar for your own holdings in Claude.
Markets
All 11 sectors, colour-coded by H1 2026 performance. Valuations, the three-year rotation, a Tech spotlight, and how the second half could play out.
Markets
One prompt that recreates the full S&P 500 sector heatmap in Claude: the data research, the sourcing rules, and every interactive chart and section.
Stocks
The prompt to replicate the risk score report for JPM and any other financial institutions stocks.
Stocks
Scoring JP Morgan stocks its record profit in Q2-2026, following my structured investment risk scoring framework.
Claude Workflows
A beginner-friendly walkthrough. Take a plain list of holdings and turn it into four clear pictures in a few minutes - no spreadsheets and no finance background needed.
Claude Workflows
The 4 copy-past prompts behind every animation. Paste one into Claude Design, drop your holdings in at the bottom and let Claude build the visual.
Markets
The prompt pack that runs the concentration options on your own holdings: start with the setup prompt for your baseline exposure to the seven biggest AI names, then 6 Prompts to Diversify Your Own Portfolio away from AI Stocks, each with the recent 3-year cost attached.
Markets
@valuebyraph Investing made simple with AI. Subscribe Follow Free Report ยท Concentration You Own the AI Bet. Now What? I will walk you through what an ordinary investor can actually do to diversify away from AI stocks: every option available to reduce the exposure, how each one works, and what each
Markets
The S&P 500 is more concentrated than at the dot-com peak, with a handful of AI names carrying the index. Here is how dependent the market really is, measured with Claude.
Markets
You've seen how concentrated the market has become. Now measure your own: 2 Claude prompts that look through your funds to show how much of your portfolio, and your recent gains, actually ride on AI.
Claude Workflows
One command in Claude's Equity Research plugin builds the company research, the financial model, the valuation and a 40-page report. Here is the full walkthrough, step by step.