AI Workflows

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

Alpha with AI is now my full time work

What a paid Alpha with AI subscription now includes: Research Dives, the model portfolio, the watchlist, and AI workflow editions.

Aug 19 • 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

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 • Alpha with AI

How Claude Mythos Replaced My 600-Word Stock Analysis Prompt with One Line

How to find blind spots in equity research using Claude? This is my framework after doing years of investment research.

Jun 10 • Alpha with AI

IPO Analysis Framework using Claude Code

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 • Alpha with AI

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