How to use Claude AI for Investing
Claude for Equity Research, a guest post from an experienced Equity research analyst.
Good Morning,
I’m still digesting the Google I/O conference news and some of the key AI trends I’m noticing and while I do so, I wanted to share something a bit different from the usual. It’s a potentially really useful guide since we are in an AI boom of unprecedented opportunity and stock market euphoria that is perhaps a unique window.
Michael Fritzell is an independent financial analyst, investor, and writer based in Singapore. He is best known as the founder and author of Asian Century Stocks, a popular investment newsletter. Michael is a friend of mine and one of the most successful financial writers I know who grew his Newsletter on Substack pretty early on.
This is going to be a guest post by Michael Fritzell who runs one of the most useful investing Newsletters I know of especially for Asian equities. I wanted to share this practical guide since how investors and analysts are using AI in Finance is changing very fast. This is a hands-on guide that should give you a lot of ideas on where to start to use Claude for your investing decision making.
Michael’s Newsletter is no longer on Substack but moved to the Ghost platform. A lot of investors are of course using Claude for their investing activities.
The author briefly describes his Newsletter publication: 1 min 28 seconds. 🎬
You can find more of his recent interviews with Substack investing, FinTwit and equity folk here.
Many of my readers are also investors and think about technology and businesses at a very deep level.
Read his recent Deep Dives.
Follow Michael Fritzell’s Portfolio.
View his Thematic Reports
If you want to dig deeper to get full access to the work of someone that’s been studying Asian equities for nearly two decades, consider a full sub to Asian Century Stocks.
One way to think of using Claude for Equity Research is the following:
Research
Projects
Skills
Cowork
Claude has evolved a lot when it comes to Agents for Financial Services. Download Claude Cowork.
Some Starting Ideas
Investors instruct Claude Code to scan the web, pull down the latest 10-K forms, SEC filings, and earnings call transcripts directly into local directories.
Live portfolio analysis: with Anthropic's Model Context Protocol (MCP), users are plugging Claude directly into live financial databases and brokerages.
Claude for Equity Research
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