Master ChatGPT & Codex in 1 Week
A realistic one-week path from installing ChatGPT and Codex to running automated research workflows, covering setup, surfaces, context files, connectors, custom instructions, and scheduled tasks.
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Stop Learning Claude
Eleven Claude habits to unlearn on a research desk, each paired with the fix, from hoarding other people's prompts and over-specifying steps to running one endless chat and trusting the first confident answer.
The ChatGPT Dictionary
Every ChatGPT and Codex feature explained in one sentence, each mapped to a finance use case, covering products and surfaces, models and reasoning, config files, and automation.
How to Build a Board of AI Advisers
A Claude skill that turns any decision into a board meeting with the investors you admire. Set it up once, convene the board, and each adviser argues their lens before a Chairman gives the verdict.
Everything You Can Build in Excel
Everything you can build in native Excel with Claude across two surfaces, the Claude for Excel plugin and Claude Code, from three-statement models and DCFs to comps and model audits.
Turn Your Research Into Slides
How to turn your research into a board-ready deck with Claude Code, building the slides as a single HTML file and exporting to PDF, with a story-first structure and no third-party tools.
Top 100 AI + Excel Best Practices
One hundred best practices for using AI inside Excel, sorted from beginner to advanced, covering data cleanup, formula help, model building, auditing, and automation.
Stop Writing 700-Word Prompts
Why long prompts are wasted effort and how to collapse them to one line, moving context into files and then into a saved skill that remembers your process.
Delete 90% of Your Claude Setup
What to delete from a bloated Claude setup and the short list worth keeping, from one context file and goal-first prompts to red-teaming answers and starting fresh chats.
Another 100 Claude Words You Should Know
One hundred more Claude and AI terms grouped into eight categories for finance, spanning models and plans, prompting, context and memory, agents, connectors, and quality risks.
Turn Your Analysis Into a Live Page
How to publish your analysis as a private live page with Claude Code, from an IC one-pager to portfolio dashboards and risk monitors, with firm-level access controls.
1 Claude File vs Your Prompt Library
Why a single research-context.md file beats a folder of saved prompts, what to put inside it, and how to build it in twenty minutes from your ten best memos.
Every Claude Code Command
The Claude Code commands a research analyst actually needs, grouped by context control, model and effort, the data layer, verification and review, and cost discipline.
One-Time Setup for Claude Cowork
A one-time Claude Cowork setup so it drafts every name on your house standard, covering the workspace, the five house files that hold your process, and how to run real jobs.
Prompts Are Disposable, Skills Compound
Why saved prompts fade and Claude skills compound, with nine ready-to-run SKILL.md files for a research desk, from earnings prep and filing digests to source tie-outs and comp builds.
Build a Research Second Brain on Opus 4.8
How to build a research second brain on Opus 4.8, across five layers: a mandate file, a library of filings and models, live data connectors, repeatable workflows, and compounding memory.
Which Claude Model To Use
A one-page guide to choosing between Claude's Haiku, Sonnet, and Opus models for research work, matching the model and the thinking effort to the stakes of each task.
The Anatomy of a Claude Research Prompt
The eleven parts of a research prompt that turns a 10-K into a first-draft note, covering the task, context files, effort, delegation to subagents, evidence sourcing, memory, and checkpoints.
Never Burn Your Research Context in Claude
How to stop wasting Claude's context on raw filings, covering document-prep tools like MarkItDown and Docling, retrieval with Claude Context and Repomix, and the habits that keep answers sharp.
Top 19 MCP Servers for Investment Teams
Nineteen MCP servers that wire Claude into the data an investment team runs on, grouped across market data, filings and macro, research, portfolio, CRM, and workflow tools.
Three Levels of Claude Automation
Three levels of automating Claude for a research desk, from skills you run in chat to scheduled tasks in Cowork to Claude Code jobs that run on their own overnight.
24 Things to Install in Claude
Twenty-four plugins, skills, and MCP servers to install in Claude for finance work, from the finance and financial-services plugins to xlsx and variance skills and SEC EDGAR, FRED, and Polygon data.
25 Ways to Use Claude
Twenty-five ways a research desk can use Claude beyond the chat box, spanning model choice, Claude in Excel and Chrome, skills, connectors, scheduled tasks, and projects.
Top 100 AI Use Cases for Global Macro
One hundred macro-desk workflows across three levels, covering central-bank reads, carry, policy divergence, dollar liquidity, regime shifts, and geopolitics.
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.