Use Cases
Claude for Equity Research
Draft morning notes, build earnings models, initiate coverage, and track investment theses.
123 playbooks across 3 categories
Equity Research(11)
View all 11 →Equity Research Catalyst Calendar
Build and maintain a calendar of upcoming catalysts across your coverage universe including earnings dates, conferences, product launches, and macro events.
Equity Research Earnings Update Report
Create professional 8-12 page earnings update reports analyzing quarterly results with beat/miss analysis, updated estimates, and revised thesis.
Equity Research Earnings Preview
Build pre-earnings analysis with estimate models, bull/bear scenarios, key metrics to watch, and trading setup notes.
Equity Research Idea Generation
Systematic stock screening and investment idea sourcing combining quantitative screens, thematic research, and pattern recognition.
Equity Research Initiating Coverage Report
Create institutional-quality 30-50 page equity research initiation reports through a structured 5-task workflow with company research, financial modeling, valuation, charts, and report assembly.
Equity Research Model Update
Update financial models with new quarterly earnings, guidance changes, or revised assumptions and recalculate valuations.
Equity Research Morning Note
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks.
Equity Research Sector Overview
Create comprehensive industry landscape reports covering market dynamics, competitive positioning, key players, valuation context, and thematic trends.
Equity Research Thesis Tracker
Maintain and update investment theses for portfolio positions with scorecard tracking, catalyst calendars, and conviction monitoring.
Fundamental Stock Analysis Framework
A rigorous, sector-relative, multi-factor equity analysis process for Indian (NSE/BSE) and US/global listed companies — document-first sourcing that never invents a number, a recency gate that catches superseded data, forensic and IPO modes, and an adversarial challenge pass before delivery.
Investment Research LLM Wiki
Co-create a personal investment-research wiki (Karpathy's LLM Wiki pattern) where your own analysis framework becomes a living CLAUDE.md — by interviewing you, not handing you a template.
Finance & Accounting(35)
View all 35 →QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
VAT Return Automation with Browser Control
Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.
Bookkeeping & Tax Prep Workspace
Point Claude at a folder of W-2s, 1099s, bank statements, and receipts — get back an organized archive, a master bookkeeping spreadsheet, a tax summary with refund estimate, and a one-page accountant briefing.
Account Reconciliation Assistant
GL-to-subledger and bank reconciliation with variance identification
Browser-Assisted Tax Filing
Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
Data & Reporting(77)
View all 77 →Performance Check
Pull live metrics for a performance snapshot.
Performance Report
Generate performance reports.
Prompt Test
A/B test content variations.
Quality Report
Generate quality trends report.
Roi Calculator
Calculate marketing ROI.
Automated Report Generator
Generate professional data reports with charts, tables, and visualizations
SaaS Metrics Dashboard
SaaS business metrics analysis - MRR, ARR, Churn, LTV, CAC, cohort analysis, and investor reporting
Cohort & Segment Analysis
Perform cohort analysis and customer segmentation to identify behavioral patterns, retention trends, and high-value groups.
Customer Feedback Synthesizer
Synthesize customer feedback from multiple channels into actionable themes, sentiment analysis, and product insights.
Dashboard Narrative Generator
Transform dashboard data and KPI snapshots into compelling written narratives that explain the story behind the numbers.
Data Cleanup & Formatting
Clean, standardize, and validate messy data files — fix formats, remove duplicates, and get analysis-ready datasets.
Data Quality Assessment
Assess data quality across completeness, accuracy, consistency, and timeliness with remediation priorities.
Explore Other Roles
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Accelerate literature review, data analysis, manuscript writing, and lab workflows.
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Automate changelogs, documentation, code review, CI/CD, and development workflows.
Claude for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
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Launch faster with marketing, market research, legal, hiring, and sales playbooks.
Claude for Teachers, Students & Educators
Study smarter with research assistance, note organization, and learning workflows.
AI Tools for Operations Managers
Streamline SOPs, compliance audits, vendor evaluation, and process documentation.