AI Workflows

A Heart-Device Leader Lost 58%. Claude, Gemini and Grok Interviewed the Doctors, the Patients, the Trials and the Cash

The market took 58% off a Boston Scientific Stock because two products slowed. We checked what happened to the rest of the company.

Oct 25 • Alpha with AI

How to Build a Claude Dashboard for Equity Research That Updates Itself

Prices, insider buying, new SEC filings, Congress trades and short interest for every stock you own, on one Claude dashboard that refreshes itself.

Oct 18 • Alpha with AI

Equity Research with AI, Minus the AI Bill: I Built a Free Earnings Watcher Once with Claude Code

A free program reads the SEC filings and results releases for every name you own, twice a day, and writes to your phone only when something matters…

Oct 4 • Alpha with AI

How I Researched a Beaten-Down Software Compounder with Claude Code

Research Dive #5: PTC (NASDAQ: PTC) fell 48% on the AI fear while its recurring revenue kept growing 9%. Is AI taking seats yet?

Sep 27 • Alpha with AI

How to Build a One-Person Equity Research Desk (a Mini Bloomberg) with Claude Fable

A mini Bloomberg in Obsidian, built with Claude Fable 5.1 for three portfolios in two markets

Sep 3 • Alpha with AI

Delete Your Old AI Finance Skills.

The creator of Claude Code deletes his own instructions with every model release. Here is the five-step rebuild that does the same for your skills…

Aug 22 • Alpha with AI

How to Spot Accounting Fraud with AI, from the Filings Alone

Five blind AI agents, real SEC filings. One fraud they recognized, one they reasoned out cold, one mistake they caught was mine.

Aug 6 • Alpha with AI

I Do Not Trade Options. So I Taught Claude Code to Read Them.

Most unusual options activity is not a signal. My free Claude Code screener proved it in two weeks, kills and one clean loss included.

Aug 1 • Alpha with AI

I Taught Claude Code to Draw a Bloomberg-Style Supply Chain Map from SEC Filings

Oracle (ORCL) is down 63 percent from its high and S&P just cut it to one notch above junk over a single customer. I pointed Claude Code at the…

Jul 19 • Alpha with AI

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 • Alpha with AI

I Taught Claude Code to Catch the Insider Buy That Never Shows Up on an Insider Feed

A director or insider electing stock over cash leaves no trace but a footnote. I built a loop to find them using AI.

Jun 29 • Alpha with AI

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts