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How I Set Up Claude Code as My Investment Research Analyst 2.0
The setup, 120 days later: one tool fired, everything inside Obsidian, and a research memory that survives every new AI model.
Jul 4
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Alpha with AI
11
2
6
June 2026
I Taught Claude Code to Catch the Insider Buy That Never Shows Up on an Insider Feed
A director electing stock over cash leaves no trace but a footnote. I built a loop to find them, then spent the real work throwing the fakes away.
Jun 29
•
Alpha with AI
4
4
I Don't Write Opinion Pieces. I Visited 8 Investment Firms and Had To.
Everyone Just Discovered Loop Engineering. I've Been Shipping It for Months.
Jun 27
•
Alpha with AI
4
2
Three new ways into the paid editions, and what changed this week
Quality research should not depend on where you live.
Jun 16
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Alpha with AI
2
I Taught AI to Read a Company's Earnings Before Wall Street Does. The Tell Is on Its Calendar.
A company that just beat fills its investor calendar. One that missed goes quiet. I learned this tell on a trading floor and rebuilt it with AI to run…
Jun 15
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Alpha with AI
7
4
How Claude Mythos Replaced My 600-Word Stock Analysis Prompt with One Line
A stock crashed 18% in the tech selloff. Claude Mythos ran the whole research workflow from four plain instructions and found a blind spot in my own…
Jun 10
•
Alpha with AI
12
6
Claude Code Read Elon Musk's 277-Page SpaceX Prospectus So I Didn't Have To
How to use Claude to interrogate any IPO prospectus, using SpaceX as the test case, whether it's your first filing or your hundredth.
Jun 7
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Alpha with AI
11
8
I Taught Claude to Pull a Company's Whole Debt Structure from One Filing
The most expensive thing equity and credit investors skip is the debt that gets paid before they do. I built a skill so I never skip it again.
Jun 2
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Alpha with AI
13
8
May 2026
Is Big Tech's AI Capex Mispriced? I Checked, with Claude Code.
No analyst, no research desk, no data subscription. Just the filings, rebuilt in Claude Code, with every wrong turn left in.
May 31
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Alpha with AI
7
6
A Claude Skill Is Not an Investment Process
Claude Skills are useful, but most investors are using them wrong. They are downloading someone else’s process, then wondering why the output feels…
May 28
•
Alpha with AI
11
9
Six months of free AI research workflows. Here's what changes now.
For the analysts and investors who've been reading: here's what's changing, and what's in it for you.
May 25
•
Alpha with AI
3
1
1
Claude Code for Investment Research (Part 4): The Obsidian Layer That Makes Everything Compound
How to make Obsidian the brain that holds every article, every concall, and every market thread you've ever read. The layer that makes Claude Code…
May 19
•
Alpha with AI
18
2
8
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