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Profession · 3 cases
AI for investor
Cases of investors using AI to read financial statements, compare companies, summarize reports and organize their portfolio, without treating the answer as a recommendation.
Each case includes the original account with a link to the source, what worked, what went wrong and a prompt we wrote for you to adapt to your own situation. Replace what is in brackets with your own details and review the result before using it.
3 cases, from newest to oldest. The tools that show up most in these accounts are Grok Bot, Claude Code, and Claude Cowork. The most common topics are personal finance. Every case is checked by hand before it enters the directory.
The cases
3 cases
01Agent cleans up the finances and finds errors in the tax return
The bot downloaded hundreds of statements, compared the tax return with the IRS records and found duplicate charges.
02A portfolio plan built from brokerage exports
Matt Stockton gave Claude the CSVs and a prompt with goals, then said: "ask me all the questions".
03A 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.