The Token Economy
A fund's guide to controlling AI spend, covering where token costs come from, the prompt and model-routing habits that cut them, caching and batching, procurement and discounting, the compliance cost floor, and AI FinOps.
Free Finance Resources
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Featured
Claude Cowork for Finance Book
Practical guide to using Claude Cowork in finance, covering setup, plugins, data connectors, cross-app workflows, scheduled tasks, and firm-level deployment.
Claude for Excel Book
Complete guide to using Claude in Excel across the plugin, Claude.ai, and Cowork mode, with setup steps, prompt templates, and practical finance modeling workflows.
Perplexity Computer for Finance
Comprehensive playbook for using Perplexity Computer across investment research, earnings analysis, due diligence, portfolio monitoring, and LP reporting workflows.
CLAUDE.md for Hedge Funds
Starter template for using CLAUDE.md to codify a hedge fund's investment philosophy, sector universe, valuation framework, diligence checklist, and research output standards.
Architecture of a One-Person Hedge Fund
Reference architecture outlining the end-to-end systems, workflows, and operating model for running a one-person hedge fund, spanning research, portfolio construction, execution, risk, and ops.
AI Skill Ladder – Venture
A strategic overview of the AI Skill Ladder tailored for venture capital.
AI Skill Ladder – Prompt Engineering
Visual breakdown of the AI Skill Ladder with a focus on Prompt Engineering — ideal for learners scaling their AI capabilities.
AI Skill Ladder for Hedge Funds
A practical AI skill progression framework for hedge fund professionals, outlining the capabilities and workflows to master across four levels.
All resources
Institutional Copywriting Install Guide
A one-page install guide for a Codex and Claude Code skill that revises research notes, committee memos, and slide copy, preserving figures, sources, and uncertainty and flagging unsupported claims.
X Account Backtest Installation Guide
A one-page install guide for a Codex skill that backtests any X account’s investment views, producing a PDF with hit rates, market comparisons, and charts, with every scored call linked to its original post.
Set Up Your First Open-Weight AI Model
A nine-step guide that walks investors through installing Ollama and running a local open-weight model (qwen3.5:4b) on their own machine, then tests it against a synthetic finance task to show what local inference does and does not prove.
ChatGPT for Finance Unofficial Guidebook
A 299-page guide to ChatGPT for Financial Services and Codex, covering earnings research, valuation, credit, due diligence, portfolio analysis, and repeatable workflows for finance teams.
Top 100 Codex Finance Workflows Poster
A one-page poster of 100 finance workflows for Codex, spanning investment research, deals, credit, portfolio analysis, corporate finance, and reusable automation, with guidance on where Codex fits best.
Obsidian Finance Research System Map
A one-page system map for building a finance research library in Obsidian, connecting original sources, linked Markdown notes, and AI research agents with cited answers and human-reviewed updates.
Private GPU Build Pilot
A practical decision guide for finance teams weighing whether to build, pilot, or skip a private GPU system, with a step-by-step framework for evaluating the case before buying hardware.
Robinhood Agentic Trading Guide
A 57-page guide to building trading agents on Robinhood with Claude, ChatGPT, and Codex. Includes setup instructions, stock screens, portfolio rebalancing, options hedges, and a directory of 50 brokerage tools.
Through Five Percent: The 2026 Treasury Selloff
A 225-page research report on the 2026 Treasury selloff, covering its drivers, historical precedents, market plumbing, and cross-asset positioning under different interest-rate scenarios.
How to Use Jev for Finance
A practical one-page guide to using Jev for filings, transcripts, claim checks, mandate screens, alternative data, and market-data routing, with bounded answers, confidence scores, and review rules.
ChatGPT for Fixed Income
A source-controlled field guide to rates, credit, bond portfolios, and reviewable workbooks for fixed-income research and analysis.
Claude Code for Fundraising
An agentic operating system for LP research, diligence, and capital formation, with repeatable Claude Code workflows for fundraising teams.
ChatGPT for Consulting
A practical guide to using ChatGPT across consulting engagements, from fast research and analysis to source-grounded, review-ready deliverables.
ChatGPT for Fundraising
A source-grounded operating system for private-fund capital formation, covering LP research, outreach preparation, diligence, and repeatable fundraising workflows.
The Finance MCP Market Map
A one-page map of the finance MCP ecosystem, organized by data source and use case so investors can quickly find the right servers for research, analytics, and automation.
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.