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All-in-one AI plugin for investment analysts

The all-in-one AI plugin for Investment Analysts

One download adds 17 skills, 24 prompts and 6 apps to the AI you already use, so research, valuation and reporting get done faster.

Works inChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi
Get the pluginSee what's inside
Investment Analyst at work
Inside the boxv1.1.0
  • 17skills
  • 24prompts
  • 12AI agents
  • 12connections (MCP)
  • 6apps
  • 12Grok bots

What's inside

Your week runs on other people's documents. Filings land, three earnings calls overlap, a model breaks the night before investment committee, and someone asks for a one-page update by Friday. The work is not hard to understand, it is hard to finish and to verify.

  • 17 skills for analyst work

    Financial statement analysis, valuation, ratio checks, risk review, portfolio tracking and due diligence. You ask in plain words and the right skill runs on the data you paste.

  • 24 prompts across 8 topics

    Ready prompts for summarizing statements, digesting earnings calls, researching industries and competitors, building valuation models, drafting reports, monitoring performance, and handling admin.

  • 6 apps you can build

    Cited filing and transcript research, evidence-backed equity research, source-linked browsing and finance reporting workspaces. Every figure stays traceable to the document it came from, so your review takes minutes.

  • 12 Grok Bot agents

    Longbridge Fundamentals, Risk Manager, Portfolio Digest, Quant Analyst, Market Research Analyst and more. Each one is a teammate you can ask for a focused answer. No drafting from scratch.

  • Works in eight AIs

    ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. One download, the same plugin, in whichever assistant your team already pays for.

  • Daily news and updates

    Members get a live connection to Complete AI Training: AI news for investment analysts each day, a new idea with the prompt to do it, and automatic updates to every skill.

A day with your plugin

This plugin puts the analyst work inside the AI you already use. One download adds skills for statement analysis, valuation and risk, prompts for calls and reports, apps that keep every figure traceable, and agents that answer narrow questions. You keep working in the same window, with the same login.

  1. Morning

    Before the 9am desk meeting, you paste three competitor filings and run the financial statement analysis skill to pull margins, cash flow and debt trends into one table.

  2. Late morning

    A transcript you just downloaded goes into the digest earnings calls prompt. You get the two numbers that matter, what management avoided, and questions for the call back.

  3. Afternoon

    Your model breaks the day before committee. The financial modeling skill rebuilds the forecast, runs the base and downside cases, and lists every assumption it changed.

  4. End of day

    Run the Portfolio Digest agent over today's positions, then the draft investment reports prompt, and you have a one-page client update ready for tomorrow morning.

Install it in your AI

Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.

ChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi

ChatGPT

Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.

  1. Download the ChatGPT version and unzip it (double-click the file).
  2. On a computer, open chatgpt.com/gpts/editor in your browser (or in ChatGPT: GPTs in the left menu, then + Create at the top right). You need a paid ChatGPT plan (Plus, Pro, Business or Enterprise) to make a GPT, and it can't be done in the phone app.
  3. You see two tabs at the top, Create and Configure: click Configure.
  4. Name it Investment Analyst Assistant. Open custom-gpt/instructions.txt, copy everything and paste it into Instructions.
  5. Under Knowledge, upload all the files from the custom-gpt/knowledge folder.
  6. Paste the lines from conversation-starters.txt as conversation starters and click Create.
  7. For the daily news, ideas and skill updates: at chatgpt.com go to Settings → Plugins → Create, add the Complete AI Training server and sign in with your membership. Your Connect page shows each click.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Start for Free

Or buy this plugin for $49 · Sign in

Once it's installed, type this

  1. "What can you help me with as an investment analyst?"Your AI introduces the plugin and suggests where to start.
  2. "Run the Financial Model Formula Repair Agent"Starts one of your 12 AI agents. It asks you a few questions first, then runs the task step by step and checks with you before anything important.
  3. "Which apps can you connect to?"Your AI lists the 12 connections for investment analysts and walks you through adding the ones you use, one app at a time.
  4. "Find a prompt for …"Picks one of the 24 ready-made prompts and asks for your details.

Everything in the plugin

Your AI picks the right part by itself. You can also ask for one by name.

Skills for investment analysts 17

  • financial statement analystReads income statement, balance sheet, and cash flow: ratios, trends, common size, DuPont, and earnings quality flags.
  • cfo investment research analystMixes valuation, sector research, risk, portfolio optimization, ROI measurement, and M&A or real estate analysis.
  • financial modeling assistantBuilds forecasts, pro forma statements, scenarios, capital budgets, capital structure, pricing, and M&A models from your figures.
  • portfolio insight reportsTurns market, company, industry, and portfolio questions into a written report, forecast, or risk assessment.
  • investment evaluation assistantScreens one investment end to end: ROI projection, scenario analysis, benchmarking, risk review, and due diligence.
  • agency financial analystRuns ratio analysis, DCF, budget variance, and rolling forecast builds for strategic decisions.
Show all 14 skills
  • portfolio strategy analystHandles portfolio construction, allocation, strategy design, and performance tracking against stated objectives.
  • financial ratio analystCalculates and explains liquidity, profitability, solvency, efficiency, and market ratios, plus peer comparisons and forecasts.
  • financial performance analystTurns raw data into benchmarks, variances, cost and profitability breakdowns, cash flow, and efficiency metrics.
  • financial analysis and strategy assistantGeneralist pass over statements, cash flow, costs, risk, compliance flags, reporting, and dashboards in one request.
  • office dcf valuationBuilds a DCF model with your assumptions: intrinsic value, sensitivity tables, and a finished valuation report.
  • industry trend analystProduces industry data digests, competitor comparisons, sentiment reads, and technology or regulatory trend reports.
  • agency finance investment researcherDoes deep fundamental and quantitative research, due diligence, and asset valuation for a name or sector.
  • investment analysis assistantCovers investment analysis for accountants: statements, ratios, risk, valuation, performance evaluation, technicals, and real estate.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

Show all 8 topics
  • Handle Admin And Learning3 prompts

Apps you can build with AI 6

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Financial Model Formula Repair Agent". Each one also has a guided set-up with sample data on its page.

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

  • Yahoo Finance MCP serverAsk your AI for stock prices, news, charts and company data from Yahoo Finance.
  • SECfinapi MCP serverAsk your AI for US public company financials from SEC filings, like revenue, balance sheets and ratios. Official.
  • SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
  • Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
  • Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
  • SiftingIO market data MCP serverLets your AI look up live prices, company filings, and market calendars for stocks, crypto, forex and more. Official.
  • EquiVault MCP serverLets your AI look up company financials, ratios, quotes, peers, and portfolio signals from EquiVault. Official.
  • Exa MCP serverLet your AI search the live web and read full webpages for you. Official. No install needed.
  • Alpha Vantage MCP serverLets your AI look up stock quotes, crypto prices, ETF details and earnings straight from Alpha Vantage.
  • Google Search MCP server (AceDataCloud)Lets your AI run Google searches for web, images, news, videos, places and maps, and hand you the results. No install needed.
  • finlight MCP serverLets your AI look up real-time financial news by ticker, source, and language, with sentiment scores. Official. No install needed.
  • Bing Search MCP serverLets your AI search the web, news, and images through Microsoft Bing while you chat.

Your Grok Bot team 12

  • Longbridge FundamentalsPull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.
  • Xvary Stock ResearchThesis-driven equity analysis from public SEC EDGAR and market data. No advice, no non-public data.
  • Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
  • Portfolio DigestSummarises what moved in your holdings and why, without ever telling you what to buy.
  • Quant AnalystBuilds and backtests quantitative trading strategies with transaction costs and risk analytics for portfolios and derivatives.
  • Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
  • Trading Risk ManagerCalculates position sizes, R-multiples, and hedging strategies for retail traders using confirmed inputs.
  • Alpha VantageFetch 20+ years of equities, forex, crypto, commodities, and economic data via Alpha Vantage API.
  • Market Research AnalystDelivers structured market intelligence and competitive analysis from public sources.
  • Competitive Intelligence AnalystMonitors competitors and market trends to produce structured intelligence reports.
  • Research AnalystConducts comprehensive multi-source research and synthesizes findings into actionable reports with trend analysis.
  • Trend AnalystAnalyzes emerging trends and predicts industry shifts to inform strategic planning and competitive positioning.

Get the plugin

Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.

Recommended

Membership

$9 a month, billed yearly

  • The plugin for investment analysts, and for 500 other jobs
  • Daily AI news and a new idea every day, inside your AI
  • Skills update by themselves
  • 700+ video courses and certificates
  • Download up to 2 plugins a day
Info
  • All 700+ AI video courses and prompt courses, with a certificate for LinkedIn after each exam
  • Your 3 steps: courses tailored to your job with AI Expert certificates, your AI set up with one prompt in 15 minutes, and your AI Coach every day
  • All AI Plugins, Skills, Grokbot Templates, AI agents, MCP connections & Prompts for your job
  • Your job's AI kit for ChatGPT, Claude or Copilot, with step-by-step instructions to set it up
  • The AI Coach: a short daily brief and one new idea for your job
  • New courses and updates included
Info
  • You and up to 50 people get tailored AI Learning Paths and access
  • A team page: invite people by email, remove them any time
  • Each person gets AI set up for their own job
  • See everyone's progress, plus a monthly team report
  • Spreadsheet export and an API for your HR systems

Free for 3 days, then $99 a year (Business $990), renewed every year with updates. Cancel before the trial ends and you pay nothing.Free for 3 days, then $99 once (Business $990) for 12 months of full access, no renewal. Cancel before the trial ends and you pay nothing.

Pay on Stripe's secure page, no questions first. You're back here straight after, ready to download.

This plugin only

Standalone plugin

$49 once

  • The plugin for investment analysts, for all eight AIs
  • All 17 skills, 24 prompts, 12 AI agents and 6 apps
  • The connections guide
  • Yours to keep, no subscription
  • No daily news, ideas or skill updates

Secure payment by Stripe. Bought it already? Use the link in your email.

Questions

What is a plugin, and how do I install it without technical knowledge?

A plugin is a set of instructions and files you add to your AI. You download it once, open the plugin or upload screen in your assistant, and pick the folder. No code and no setup calls. If you can attach a file, you can install this.

Which AI does it work with?

ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. The same skills, prompts and apps work in all eight, so you use the assistant your firm already approved.

What is the difference between the member download and the $49 one-time plugin?

Members download it as part of their subscription and also get the daily AI news, a new idea each day with the prompt to run it, and automatic skill updates. The $49 one-time standalone plugin is the same plugin without the daily news, ideas or updates.

Is my data safe?

The plugin is instructions and files, not a database. It does not store your work or send it anywhere new. Your AI provider handles your chats under the same terms you already agreed to. Nothing changes about your firm's data rules.

How many downloads do I get?

Two plugins a day. Take this one for investment analysis, then one more for whatever else your week needs, such as a research, reporting or meeting plugin.

Learn to use AI as an investment analyst

The plugin does the work; the learning path shows you how to get the most out of it, step by step.

Open the learning path

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