Top 100 AI Use Cases for Fixed Income
One hundred credit workflows across three levels, covering covenant extraction, credit-deterioration scans, LME vulnerability, new-issue relative value, distressed, and firm-wide systems.
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Top 100 AI Use Cases for Agents & Automation
One hundred buy-side automation workflows across three levels, from morning briefs and filings digests to alpha-signal agents and firm-wide systems, built from an investor's actual task map.
Master Claude in 1 Week
Ten steps to go from first login to automated investment workflows, covering the four modes, core context files, persistent instructions, plugins, connectors, projects, and scheduled tasks.
How to Set Up Claude Code
Zero-to-running setup guide for non-coders: prerequisites, the one-command install, account tiers, first commands, and the first high-value projects to build in under an hour.
How to Prompt Claude Code
The six-step workflow that turns Claude Code into a research machine: Plan, Ask, Agree, Execute, Evaluate, and Skill, with a running earnings-prep example through each step.
How to Master Claude Code
Seventeen setup, power-user, and finance-specific tips that separate beginners from power users, from desktop install and CLAUDE.md to connectors, Extended Thinking, and earnings-prep skills.
How to Use Claude for PowerPoint
Three ways to build decks with Claude (the official PowerPoint add-in, the Gamma connector, and Claude Code with python-pptx), with setup steps, buy-side use cases, and limitations.
Claude Shortcut Hacks
Real Claude Code slash commands, keyboard shortcuts, and the prompting patterns that actually work, with a clear split between built-in features and prompt techniques.
Claude Chat, Code, Cowork, Skills Explained
Breakdown of every Claude mode (Chat, Code, Cowork, Skills, Projects), what each does, who it is for, and how buy-side teams should use each one, with a decision matrix.
The Claude Dictionary
Glossary of every Claude feature explained in one sentence with the finance use case, spanning core products, models, thinking, memory, automation, extensibility, and config files.
The Agent Prompt Framework
Framework for when to use agents versus chat and how to prompt them for investment research, covering agent architecture, the built-in sub-agents, and the explore-plan-execute pattern.
7 Claude Skills Hacks
Seven advanced tips for building Claude skills that save tokens on investment workflows, covering progressive disclosure, trigger design, building skills from past sessions, debugging, and cross-platform portability.
Obsidian + Claude for Investment Research
Setup guide for using Obsidian as a knowledge vault and Claude as a research engine across filings, notes, and a graph-linked investment library.
4 Layers of Claude to Master
Reference covering Claude Chat, Claude Code, Claude Cowork, and Claude Skills as four progressive layers of mastery for analysts and PMs.
How to Build Your First Claude Skill
Guide to building your first Claude skill, covering SKILL.md structure, triggering rules, file scope, and a worked example for a recurring finance workflow.
Claude Scheduled Agents
Three patterns for running Claude on a schedule (5 AM briefs, weekly portfolio scans, end-of-day catalysts) with exact prompts and triggers.
How to Deploy a Claude Managed Agent
Step-by-step on deploying a Claude Managed Agent, covering setup, scoping, monitoring, and finance use cases like overnight earnings scans.
How to Use Claude in Excel
Walkthrough of using Claude in Excel for model building, data cleanup, and audit-trail formula generation, with copy-paste prompt patterns.
Chatbot vs Agent Experience
Side-by-side breakdown of chatbot vs agent experience across reasoning, memory, tool use, and execution, showing why agents change institutional research.
8 Files to Master Claude in 2026
Reference guide to the 8 core Claude files (CLAUDE.md, settings.json, skills, plugins, hooks, commands, output styles, status line) every finance pro should master in 2026.
How to Use Manus for Finance
Practical guide to using Manus across Chat, Adaptive, and Agent modes for overnight research, model building, and multi-step finance automations.
How to Use Kimi for Finance
Cheat sheet for using Kimi K2 in investment workflows, covering its file-handling, long-context research, and free-tier finance use cases for analysts.
Top 100 ChatGPT for Excel Use Cases
Reference guide with 100 practical ChatGPT for Excel workflows across modeling, data cleanup, valuation, portfolio analysis, VBA, and reporting.
Top 100 ChatGPT 5.4 Use Cases for Finance
Reference guide with 100 practical ChatGPT 5.4 finance workflows spanning research, modeling, valuation, diligence, portfolio work, and automation.
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.