Perplexity Computer for Finance
Guide to using Perplexity Computer for finance workflows, including research, analysis, and AI-assisted productivity.
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How to Use ChatGPT 5.4 for Finance
Quick-reference guide to ChatGPT 5.4 models, finance features, and copy-paste workflows for earnings prep, valuation, screening, and research.
ChatGPT Ecosystem
ChatGPT ecosystem as of March 2026.
Claude Ecosystem Mapped Out
Claude ecosystem mapped out as of March 2026.
ChatGPT 8 Tips
ChatGPT 8 tips.
Claude Cowork for Finance
Cheat sheet for using Claude Cowork in finance, covering access tiers, core capabilities, and practical workflows for filings analysis, earnings summaries, comp tables, and investment memos.
Claude Code Sub-Agents for Finance
Practical guide to using Claude Code sub-agents for finance, including parallel bull and bear cases, comps, transcript analysis, filing diffs, and sector-wide earnings scans.
McKinsey Charges $500K for This
Breakdown of seven common consulting deliverables, from market sizing to due diligence, rebuilt in Claude Code using structured workflows, public data, and parallel research agents.
Claude Plugin for Finance
Practical guide to using a Claude plugin for finance workflows, including research, analysis, and faster decision-support outputs.
Practical Guide for Claude Code
A practical playbook for running Claude Code like a 5-person team using three orchestration layers: sub-agents for parallel execution, reusable skills via .claude/commands, and multi-instance agent teams for full collaboration.
How to Use Microsoft Copilot for Finance
Practical guide to investor and finance workflows across Microsoft 365 Copilot, Power BI Copilot, and Copilot Studio, including use cases and copy-paste prompts.
Top 99 Microsoft Copilot Investing and Finance Use Cases
Comprehensive list of 99 Microsoft Copilot use cases across beginner, intermediate, and advanced workflows for investing and finance professionals.
Who Gets Wiped Out by AI?
Investor-focused dossier assessing AI disruption risk across the public cloud software universe, with category rankings and name-level vulnerability scores.
Claude Code Advanced Excel
Advanced Excel workflows using Claude Code, including automation patterns, formula generation, and data-cleaning techniques for faster spreadsheet analysis.
Top 100 Claude Code Prompts
Curated set of 100 high-leverage Claude Code prompts for finance workflows, covering data engineering, modeling, backtesting, research automation, debugging, and compliance-oriented refactors.
How to Use Claude Code for Finance
Cheat sheet for using Claude Code in finance: model selection, core tools, and prompt patterns for ETL, backtesting, research artifacts, model refactors, and compliance workflows.
AI Maturity Ladder: Funds
A visual guide outlining the AI maturity ladder for firmwide adoption.
AI Skill Progression for Investment Banking
A 4-level capability ladder showing how investment bankers can master AI tools—from analyst tasks to MD workflows.
Manus Similarweb Diligence Prompt
Prompt to use Manus to scrape Similarweb data and analyze a company's web traffic and market share.
AI Skill Ladder for Sell-Side Research
A structured skill ladder outlining how sell-side analysts can progressively adopt AI capabilities, from basic productivity gains to advanced research, modeling, and insight generation.
How to Use Google Gemini
Comprehensive guide for investors and analysts covering Gemini models and modes, core tools, and practical investor workflows with copy-paste prompt tips.
AI Career Moat for Finance Professionals
Practical framework for building a durable AI-driven career moat in front-office finance, focused on skills that compound decision quality, speed, and edge for investors.
26 Ways to Get Better at AI in 2026 (For Finance Professionals)
A practical, front-office focused guide for finance professionals outlining 26 concrete ways to use AI to improve research, analysis, decision-making, and workflows in 2026, without becoming an engineer.
Top 10 AI Mistakes Finance Teams Make
A front-office guide for IB, HF, PE, AM, and VC professionals outlining the most common AI mistakes in investment workflows and how to fix them with decision-grade processes, verification, and judgment.
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.