Most people who use AI for investing stop at “summarize this earnings report.” That’s fine, but it barely scratches the surface of what’s actually possible.
I built a custom quant analysis skill inside Claude that lets me do something more specific: give it a ticker, and it returns a structured breakdown covering momentum, valuation, support and resistance levels, and a phased entry framework. Here’s how it works in practice, using real stocks I’m watching right now.
What the Skill Actually Does
The Claude skill I use is built around four pillars:
- Momentum scoring: Is price above key moving averages? Is volume confirming the trend?
- Valuation context: P/E, P/S, and forward estimates relative to sector peers
- Technical levels: Key support zones, resistance ceilings, and recent price structure
- Entry framework: A phased entry plan based on risk tolerance, not a single buy-the-dip guess
The output isn’t a prediction. It’s a structured way to think through a position before I take it.
Three Stocks I’m Running Through It Right Now
NVDA (NVIDIA) – $211.93
NVDA is trading near $212, well off its 52-week high of $236 but well above its low of $142. The AI infrastructure thesis remains intact. The skill flags $207 as near-term support and $220 as the next resistance. Momentum is positive but not stretched.
Entry framework the skill generates: a first tranche around current levels ($208-212), a second tranche if it pulls back toward $195-200, and a hold on the third tranche until a confirmed break above $220 with volume.
AVGO (Broadcom) – $382.57
Broadcom is sitting between its 52-week range of $244 and $495. At $382 it’s in recovery territory after a sharp selloff from the highs. The skill identifies $370-375 as strong support from previous consolidation. P/E at 63x is elevated but justified given the AI networking exposure and custom silicon pipeline with hyperscalers.
Entry framework: scale in $375-385 with a first tranche, add on a dip toward $355 if the market pulls back broadly, and set a 12-month target in the $430-450 range based on forward earnings trajectory.
MSFT (Microsoft) – ~$440
Microsoft has been the quieter AI compounder. Azure growth continues, Copilot monetization is accelerating, and the stock has recovered meaningfully from its March low of $356. The skill highlights $420 as key support and $460 as the next resistance to clear.
Entry framework: current levels are acceptable for a starter position, with a preference to add on any broad market weakness toward $410-420. The long thesis here is less about a dramatic move and more about steady compounding with AI tailwinds.
Why This Changes How You Think About Entries
The biggest shift isn’t the analysis itself. It’s that having a structured framework forces you to decide in advance what you’ll do at different price points, rather than reacting emotionally when the market moves.
When NVDA drops 5% on a down day, the question isn’t “should I buy the dip?” It’s “is this price within my pre-planned tranche range?” If yes, you buy. If no, you wait. The skill makes that decision mechanical instead of emotional.
How to Build Something Like This
You don’t need to be a programmer. Inside Claude, you can create a Project and give it a system prompt that tells it to behave like a quant analyst: ask for a ticker, pull in the context you provide, and output a structured entry plan using a consistent format every time.
The prompt I use includes instructions for momentum scoring, support and resistance identification, position sizing by tranche, and risk parameters. Once it’s set up, running a new stock through it takes under five minutes.
The Honest Limitation
Claude doesn’t have live market data by default. You need to feed it the current price and recent context. But once you do, the analytical framework it applies is genuinely useful, consistent, and faster than building the same spreadsheet manually every time.
That’s the actual edge. Not the prediction. The process.
Disclaimer: This post is for informational and educational purposes only. Nothing in this article constitutes financial advice, investment advice, or a recommendation to buy or sell any security. Always do your own research and consult a licensed financial advisor before making any investment decisions.