Use Cases
AI Tools for Traders & Quant Analysts
Analyze fixed income, FX, options volatility, and build systematic trading strategies.
120 playbooks across 3 categories
Trading & Markets(8)
View all 8 →Bond Futures Basis Analysis (LSEG)
Analyze bond futures basis by pricing futures, identifying cheapest-to-deliver bonds, and comparing implied repo rates to assess basis trading opportunities using LSEG data tools.
Bond Relative Value Analysis (LSEG)
Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing to assess whether bonds are rich, cheap, or fair.
Equity Research Snapshot (LSEG)
Generate comprehensive equity research snapshots combining IBES analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context using LSEG data tools.
Fixed Income Portfolio Review (LSEG)
Review fixed income portfolios by pricing multiple bonds, analyzing cashflow waterfalls, running scenario stress tests, and computing portfolio-level duration, DV01, and composition breakdowns.
FX Carry Trade Analysis (LSEG)
Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surfaces, and historical price trends to compute carry-to-vol ratios.
Macroeconomic and Rates Monitor (LSEG)
Build macroeconomic and rates dashboards combining GDP, inflation, yield curves, inflation breakevens, swap spreads, and real rate decomposition to assess cycle position and financial conditions.
Option Volatility Analysis (LSEG)
Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical prices to assess implied vs realized volatility and identify mispriced options.
Swap Curve Strategy Analysis (LSEG)
Analyze interest rate swap curves by pricing swaps at multiple tenors, overlaying government and inflation curves, computing swap spreads, and identifying steepener, flattener, and butterfly trade opportunities.
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.
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.
Explore Other Roles
AI Tools for Researchers & Scientists
Accelerate literature review, data analysis, manuscript writing, and lab workflows.
AI Tools for Engineers & Developers
Automate changelogs, documentation, code review, CI/CD, and development workflows.
Claude for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
AI Tools for Startup Founders
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.