Claude Workflows

Visualise your portfolio with Claude Design

A beginner-friendly walkthrough. Take a plain list of holdings and turn it into four clear pictures in a few minutes - no spreadsheets and no finance background needed.

Claude Workflows

The exact prompts: visualise your portfolio with Claude Design (PRO)

The 4 copy-past prompts behind every animation. Paste one into Claude Design, drop your holdings in at the bottom and let Claude build the visual.

Claude Workflows

Research Any Stock Like a Wall Street Analyst, with Claude

One command in Claude's Equity Research plugin builds the company research, the financial model, the valuation and a 40-page report. Here is the full walkthrough, step by step.

Claude Workflows

Pressure-Test Any Claude Stock Valuation: 4 Checks and Prompts (PRO)

The four checks I run on every Claude valuation, with the exact copy-paste prompts you can reuse on any stock.

Claude Workflows

The Claude Investor Prompt Pack (PRO)

10 ready-to-use Claude commands for the new finance plugins.

Claude Workflows

How to Install Claude's Finance Plugins (Step by Step)

The full step-by-step on installing Claude's free finance plugins. Setup to first command in under five minutes.

Claude Workflows

Earnings Calendar

The largest companies reporting between early May and 31 July 2026. When each one prints, what analysts expect, and the one or two things that actually matter. Rolling 3-month window, refreshed monthly.

Claude Workflows

Earnings Calendar (PRO Prompt)

The exact prompt behind the Earnings Calendar: paste it into Claude and run it against any index, region, or watchlist of your own. Methodology baked in, universe rule, source priority order, output structure.

Claude Workflows

3 Simple Portfolio Checks with Claude's Finance Plugins

Twenty minutes. Three checks. Once a week. The disciplined weekly review buy-side desks have been running for decades, translated into 3 Claude prompts you can copy and run yourself.

Claude Workflows

What Claude's New Finance Agents Actually Do

20+ new finance plugins. 4 are built for everyday investors. Here's the honest read on what each does and which ones to skip.