AI kit · Finance
The AI kit for Investment Analysts
Everything your ChatGPT, Claude or Copilot needs to work like an expert investment analyst, hand-picked from our libraries and kept up to date. Add it once and just ask your AI for help. We guide you through the set-up.
AI Coach included
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ClaudeCCopilot
GeminiGGrokGGrok Bot
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Kimi
14 skills for investment analysts
Picked from our 6,000+ skills. Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
Reads income statement, balance sheet, and cash flow: ratios, trends, common size, DuPont, and earnings quality flags.
Mixes valuation, sector research, risk, portfolio optimization, ROI measurement, and M&A or real estate analysis.
Builds forecasts, pro forma statements, scenarios, capital budgets, capital structure, pricing, and M&A models from your figures.
Turns market, company, industry, and portfolio questions into a written report, forecast, or risk assessment.
10 more in the kit for members.
Get the full kit24 prompts in 8 topics
Picked from our 60,000+ prompts. Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
Like "Summarize A 10-K Filing"
Like "Summarize An Earnings Call Transcript"
Like "Competitive Landscape Mapping"
Like "Draft DCF Assumptions And Drivers"
20 more in the kit for members.
Get the full kit12 AI agents for investment analysts
Picked from our 4,000+ AI agents. An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
A model that passes all test cases after the repair.
A pro forma cap table and scenario table showing the fund's post-round ownership
A supported mark for each holding with method, evidence and a policy check, ready for the committee
A short ranked list of passed companies whose pass reason no longer holds, each with evidence
8 more in the kit for members.
Get the full kit12 connections (MCP servers) for investment analysts
Picked from our 4,000+ MCP servers. A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
Ask your AI for stock prices, news, charts and company data from Yahoo Finance.
Ask your AI for US public company financials from SEC filings, like revenue, balance sheets and ratios.
Look up US public companies and their official SEC filings and financial numbers from your AI chat.
Lets your AI pull real-world data on markets, economies, companies, climate and more, with sources.
8 more in the kit for members.
Get the full kit16 AI apps for investment analysts
Picked from our 9,000+ AI apps. The AI apps worth your time in this job, so you don't have to test dozens yourself.
Finbar streamlines financial analysis by automating data extraction from thousands of companies, enabling analysts to update models in seconds. Trusted by top h
PentaCue empowers finance professionals with advanced analysis of SEC filings, offering real-time EDGAR data access and precise citations. Its transparent AI he
Gorilla Terminal streamlines investment research with AI-driven insights, offering access to macroeconomic data, industry and supply chain analysis, and financi
Hudson Labs offers institutional equity research with AI precision and terminal-level data access, delivering fast, accurate, and verifiable insights to support
12 more in the kit for members.
Get the full kit10 apps to build for investment analysts
Picked from our 2,000+ apps to build. Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
Keeps every filing and transcript quote traceable, so your research answer survives review.
Turns a research question into a cited, reviewable report with sources and drafts in one owned place.
Links each equity insight to a cited source while you track coverage and positions.
Cuts repeated reading and citation rework when you cover the same names every quarter.
6 more in the kit for members.
Get the full kit12 Grok Bots for investment analysts
Picked from our 1,800+ Grok Bots. Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
Pull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.
Thesis-driven equity analysis from public SEC EDGAR and market data. No advice, no non-public data.
Quantifies portfolio risk, sets position limits, and designs hedging strategies.
Summarises what moved in your holdings and why, without ever telling you what to buy.
8 more in the kit for members.
Get the full kitAdd the kit to your AI
Install instructions are for members
Install the kit as a plugin, or connect it through the AI Coach. Both come with every click shown, so you don't have to work anything out.
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