Build an equity model and investment memo in Claude Cowork
Claude · Finance · checked 2026-11-02
Invest with AI documents a nine-step Claude Cowork playbook that produced a full Adyen equity research package in under fifteen minutes of prompting. Cowork is pointed at a local research folder, creates the company scaffold (filings, transcripts, charts, model, memo), downloads annual reports and earnings materials from investor relations pages, pulls price and financial history via yfinance, builds a real Excel model with a three-scenario DCF, and writes memo artifacts including a thesis document. The author also schedules a weekly update task so the folder stays current. The write-up contrasts Cowork with chat-only Projects: it can read and write local files, produce Excel with formulas, and run recurring tasks without opening a coding terminal.
At a glance
- Brand
- Claude
- Jobs
- Finance
- Sources
- 1
Dimensions
- Brands: Claude
- Agents: Claude · Visit via /go/
- Occupations: Finance
- Industries: finance
- Tasks: research, analysis, content
Sources
- https://investwithai.substack.com/p/9-steps-in-claude-cowork-to-automate · fetched 2026-11-02 — “pull the data, build the Excel model, run a 3-scenario DCF, write the investment memo, and even schedule a weekly update task”
Last checked 2026-11-02. Description source: detail-page.