Single tools answer single questions. The real work happens when your agent chains several — screen, then dig into a name; read a call, then check the numbers behind it. Each recipe below is a short workflow with the tools it leans on and a prompt you can paste.
- Analyze an earnings call end-to-end — brief → themes → the fundamentals behind the quarter.
- Compare earnings calls over time — what changed in management's tone, guidance, priorities, and answers.
- Check management's promises — match earlier commitments to later results, deadlines, and explanations.
- Compare calls with competitors — shared industry signals, differences in outlook, and the evidence behind each view.
- Discover a company's competitors — product and use-case searches, verified business overlap, and a sourced peer set.
- Map customers and suppliers — confirmed business relationships, supply direction, and disclosed financial dependence.
- Discover companies by investment theme — turn industry keywords into a shortlist with evidence of commercial exposure.
- Screen, then deep-dive a name — narrow the universe, then pull the full picture on a match.
- Track a stock's ownership shift — who's buying and selling across 13F, insiders, and Congress.
- Build a short-squeeze view — score the board, then stress-test a candidate.
- Value a company in context — multiples vs peers, guidance, and capital returns.
Every recipe works the same way in any connected client: describe the goal in plain English and let the model call the tools in order — you don't invoke them yourself. To reuse a workflow as instructions, see Write a Claude Skill. For code integrations, check the REST reference for available endpoints and differences in coverage.