Claude Workflows
Claude 101 for Investing (4/4) - Documents
Most people copy the answer out of the chat and reformat it by hand in Word. You do not have to, and it costs nothing extra.
Claude Workflows
Claude Workflows
Claude 101 for Investing (4/4) - Documents Prompts
3 paste ready blocks, 1 per format, made of 36 numbered rules in named groups. Keep a group, drop a group, or paste the whole thing.
Claude Workflows
Claude 101 for Investing (3/4) - Stock Analysis
Every time you look at a company you ask roughly the same questions, then have to remember what they were. A Skill is that checklist, written once, and it works on the free plan.
Claude Workflows
Claude 101 for Investing (3/4) - Pro Stock Analysis Skill
The finished skill, all 5 checks written out with the sourcing rules that stop Claude inventing numbers. Three fields to copy, one paste, about 2 minutes.
Claude Workflows
Claude 101 for Investing (2/4)
Let's talk about Projects in Claude, so you never have to explain yourself twice.
Claude Workflows
Claude 101 for Investing (2/4) - Project Pro Pack
4 project instructions blocks, written out in full and ready paste.
Claude Workflows
Claude 101 for Investing (1/4)
Which feature does which job, which model to pick, and the small additions to a prompt that fix most bad answers.
Claude Workflows
Claude 101 for Investing (1/4) - Pro Prompt Pack
10 investing prompts for Chat and Cowork, written out in full, plus the house rules block that makes every answer sourced and checkable.
Claude Workflows
The One-Chat Company Review (Pro Prompt)
A full company review, from raw filing to one written page, in a single chat.
Claude Workflows
6 Rules For Never Hitting Your Claude Limit
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.
Claude Workflows
Your Weekly Portfolio Dashboard
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.
Claude Workflows
Weekly Portfolio Dashboard (Pro Prompt)
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.