AI for Financial Analysts
AI builds models, summarizes earnings calls, and generates investment memos from raw data.
What financial analysts are solving with AI right now
Real workflows, real time saved. Pick the one that hurts most and start there.
Earnings season is a fire drill
You cover 15 names. Earnings calls overlap. You’re listening to one while trying to extract the key data points from another transcript.
AI summarizes earnings transcripts into structured briefs: key metrics vs. consensus, guidance changes, and notable management commentary.
Free step-by-step tutorial
Use AI To Process Earnings FasterAbout 5 minutes. Covers the calls you can’t listen to live.
Model assumptions aren’t documented anywhere
You built the model 6 months ago. You know what the growth rate assumes. Your colleague doesn’t. Nobody will when you leave.
AI generates model documentation: assumption narratives, data sources, methodology notes, and a change log.
Free step-by-step tutorial
Use AI To Document Your ModelsAbout 15 minutes for a full model. Saves hours of explanation later.
Investment memos take forever to structure
You have the thesis. You have the data. But organizing it into a formatted memo with comps, risks, and a clear recommendation takes half a day.
AI structures your research into a formatted investment memo — thesis, catalysts, risks, valuation, and recommendation.
Free step-by-step tutorial
Use AI To Draft Investment MemosAbout 10 minutes. Turns half a day into an hour of refinement.
Get Started in 3 Steps
Pick your AI, grab the skills that match your role, and start saving time today.
Choose Your AI
Pick the assistant that will run your skills. All three work great — Claude is our recommendation for detailed, multi-step workflows.
Install Skills for Your Role
Pre-built workflows designed specifically for financial analysts:
Run Your First Skill
Open your AI, load a skill, and complete a real task in minutes instead of hours.
Get Started FreeSkills for Financial Analysts
Each skill is a ready-to-use workflow that handles a specific task in your day.
Financial Model Documenter
Earnings Call Summarizer
Investment Memo Drafter
Free Step-by-Step Tutorials
Each workflow takes minutes. Follow the steps and you’ll have it running today.
Use AI To Process Earnings Faster
About 5 minutes. Covers the calls you can’t listen to live.
- 1
Download Claude or ChatGPT and open the Earnings Call Summarizer skill
- 2
Paste the full transcript from your IR source
- 3
AI generates a structured summary: revenue/EPS beat/miss, guidance update, segment performance, key quotes, and risk callouts
- 4
Scan the summary, flag what matters for your model, and move to the next name
Use AI To Document Your Models
About 15 minutes for a full model. Saves hours of explanation later.
- 1
Open the Financial Model Documenter skill
- 2
Walk through the key tabs: describe revenue drivers, cost assumptions, discount rate logic, and any hard-coded numbers
- 3
AI generates documentation: purpose, key assumptions with rationale, data sources, methodology, and a template for the change log
- 4
Attach as a cover page or companion doc — the model is now usable by anyone on the team
Use AI To Draft Investment Memos
About 10 minutes. Turns half a day into an hour of refinement.
- 1
Open the Investment Memo Drafter skill
- 2
Input your thesis, key data points, comparable companies, risk factors, and valuation approach
- 3
AI generates a structured memo: executive summary, business overview, investment thesis, key risks, valuation summary, and recommendation
- 4
Refine the analysis and sharpen the arguments — the structure and first draft are done
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View guideReady to use AI as a Financial Analyst?
Download your preferred AI, install the skills, and start saving hours this week.