Personal Finance · Newsletter · 🌐 International · via agentusecases.ai
A full investment memo on a company
The author had Claude download Adyen's reports and build a business overview, an Excel model and a thesis.
- Profession
- Investor
- Tools
- Claude Cowork
- Country
- 🌐 International
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- no date
- Verified on
- October 25, 2026
What they did
The author gave it access to a local folder and, with simple requests, the agent downloaded Adyen's reports, transcripts and data and wrote a business overview, an Excel model with a 3-scenario discounted cash flow and comparables, a thesis memo and a one-page summary. Then it scheduled a weekly update.
How it went
According to the author, the whole workflow took less than 15 minutes.
Good to know
A nice-looking model is no guarantee; check the assumptions and sources before investing.
The prompt
Analyze the company [name/ticker] using the last [number] quarterly reports and the most recent earnings call. Deliver: a business summary, key figures, risks, 3 scenarios with explicit assumptions, and the sources for each data point.
Replace what is in [brackets]. Prompt written by us from the account, not a literal copy of the source. Do not paste other people’s personal data (privacy laws such as LGPD and GDPR apply).
Summary in our own words. Results as stated in the original account; we have not tested or audited them. Read the source ↗ Case found via agentusecases.ai (Alex Finn); text and prompt rewritten by us. Found a mistake?
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