Claude Finance Plugins Cheat Sheet
A one-page reference to Claude's finance plugins, what each one connects to, and where they fit across research, modeling, market data, and investment workflows.
Free Finance Resources
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Hermes Agent for Hedge Funds
A step-by-step guide to using Hermes Agent on a hedge-fund research desk, covering idea research, diligence, catalysts, risk checks, and repeatable monitoring workflows.
Hermes Agent for Fixed Income
A step-by-step guide to using Hermes Agent for fixed-income research, issuer diligence, credit monitoring, relative-value work, and recurring portfolio analysis.
Hermes Agent for Investors
A step-by-step guide to using Hermes Agent across the investing workflow, from research and data gathering to analysis, monitoring, and reusable agentic workflows.
Hermes Agent for Private Equity
A step-by-step guide to using Hermes Agent for private-equity research, diligence, investment analysis, and repeatable deal-team workflows.
Claude Code for Consulting
A practical playbook for using Claude Code across consulting projects, from structuring research and analyzing source files to building models, producing deliverables, and automating recurring work.
Claude Code for Hedge Funds
A practical playbook for using Claude Code on a hedge-fund research desk, from idea generation and diligence to modeling, catalysts, risk checks, and portfolio monitoring.
Claude Code for Fixed Income
A practical playbook for applying Claude Code to fixed-income research, including issuer analysis, credit work, relative-value screens, portfolio reviews, and repeatable research workflows.
Claude Code for Private Equity
A practical playbook for using Claude Code across the private equity workflow, from market mapping and diligence to financial analysis, investment committee materials, and portfolio monitoring.
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.