By a Chartered Accountant, ex-private equity. Free Claude guides for your portfolio, straight to your inbox.
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Everything on Claude for investing: installing the finance plugins, portfolio routines and automations, stress-test checks, and visuals of your holdings.
Analyse any stock with Claude. Risk scores and financial dashboards, tailored to the company and its industry.
See beyond single stocks. Sector and geography analysis, built with Claude, showing where your holdings sit in the wider market.
Who is behind this
I spent eight years in private equity, most of them at CVC Capital Partners, one of Europe's largest private equity funds. I'm a Chartered Accountant by background, and I sit independently on the board of one of the UK's largest healthcare groups.
With Claude, you can bring institutional-grade research and portfolio processes to your own investing. I show you exactly how.
Every report on this site is written by me. Claude is the tool. The analysis, and the judgement, stay human.
Every report I publish ships with the prompt behind it. Pro unlocks them all, ready to paste into Claude and run yourself.