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
100 Kimi Use Cases for Finance
A filterable Excel directory of 100 Kimi workflows for finance, covering research, modeling, credit, private equity, investment banking, and automation, with required inputs, expected outputs, and feasibility notes.
The Claude Certification Playbook
A complete guide for finance professionals preparing to master Claude, with the concepts, workflows, and practical techniques covered in the Claude certification path.
Earnings Call Analyzer
A one-page setup guide for installing the free Earnings Call Analyzer in Codex or Claude Code and turning one ticker into a four-quarter report covering KPIs, guidance, sentiment, and management language.
AlphaSense Supply Chain Check Agent
A copy-ready AlphaSense agent prompt and setup guide for tracing upstream suppliers, finding earnings read-throughs, and surfacing the signals that may matter for your next diligence call.
Top MCP Servers for Investing
A safety-screened directory of 92 MCP servers for investors, spanning market data, filings, alternative data, credit, private markets, portfolio analytics, crypto, and research infrastructure.
Every Codex Command
The complete OpenAI Codex command reference for investment teams, with 95+ commands covering project context, models, launch flags, agents, verification, connections, usage, and shortcuts.
The Private Compute Playbook
A fund's complete guide to self-hosted GPUs and open-source AI, covering the infrastructure, models, controls, and operating practices needed for private investment workflows.
Kimi for Investing
A hands-on guide to using Kimi as an investment analyst across document review, financial research, modeling, cross-asset analysis, and repeatable investing workflows.
How to Analyze Sell-Side Research With Fable 5
A practical workflow for using Fable 5 to triage broker research, compare consensus and contrarian views, extract ticker-level theses, and build an actionable research shortlist.
How to Build an Excel Model With AI
A five-step workflow for building institutional-grade Excel models with AI, from gathering source files and structuring inputs to forecasting, auditing, and choosing the right AI surface.
The AI Stack for Investors in 2026
A practical map of the AI stack serious investors use across agentic workflows, institutional research, financial data, market signals, and private context.
100 AI for Excel Tips for Investors
One hundred rules for using AI in Excel as a public-market investor, grouped into ten sections covering surface choice, prompting, workbook structure, formula review, source tie-out, and assumption discipline.
7 Levels of Claude for Finance
A seven-level roadmap for moving a research desk beyond prompting, from talking to Claude and leaving the chat to connecting your stack, building reusable skills and projects, creating a proprietary data edge, and running autonomous research.
ChatGPT for Investing
A 677-page guide to using ChatGPT and Codex across the investing workflow, from research and modeling to diligence, cross-asset analysis, portfolio construction, and risk, plus a 150-prompt library and reusable templates.
How To Get So Good At Claude They Can't Replace You
Six habits that make you the analyst AI makes more valuable, not the one it replaces, from having Claude interview you first to red-teaming its answers, dictating context, and building your own skills.
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.