“That’s a lot of explanation. I’m more of a numbers guy.”
That’s what a portfolio manager with 20 years of experience told me while I was teaching him how to use Claude to get a complete overview of any business.
He continued:
“I like how it explains the business. But I’d prefer more financial data, historical numbers, and charts, with less text.”
And that got me thinking…
Not every investor approaches a business the same way.
Some prefer to start with the business story:
How it makes money
What drives the growth
Why it beats competitors
Others prefer to let the numbers tell the story:
How revenue and margins evolved
Where profits and cash come from
How effectively they invest capital
What the stock might be worth now
But why choose between the two?
So I built a new version of my Business Overview Skill that combines both.
It goes beyond explaining the business, adding:
Years of financial history with charts and tables
Capital allocation analysis to see what past investments delivered
A rough valuation to assess whether the stock deserves a closer look
All in one structured report.
The goal?
Go from “I know nothing about this company” to “I understand how this business works and whether it’s worth researching further.”
Let me show you what it looks like.
See It in Action
Here’s what the new Business Overview Skill produced when I ran it on Amazon:
How to get the same report for any company:
You don’t need to build anything from scratch or write complex prompts.
I’ve already built the research framework and packaged it into a reusable Claude Skill.
All you need to do is:
Install the Skill in Claude.
Enter the company you want to analyze.
Let Claude run the research and generate your report.