๐จ Claude can now do the Excel work most teams hire analysts for.
Analyze spreadsheets.
Generate formulas.
Build dashboards.
Find hidden insights.
Create executive reports.
All from a few prompts.
Here are 8 prompts that turn Claude into your personal Excel expert ๐๐งต
Finance analysts earn $95kโ$250k/year.
The ones using Claude AI close work 3x faster.
๐ Claude AI for Finance Professionals - 120+ institutional-grade prompts for equity research, DCF, fixed income, portfolio strategy, earnings analysis, and IB workflows. Excel models included.
Normally $189 โ 100% FREE for 48 hrs
Like + RT + comment 'Ebook'
Must Follow me so I can DM you.
Most developers are using Claude Code wrong.
They treat it like a coding assistant:
Prompt โ Output โ Repeat.
That worksโฆ until it doesnโt.
Because real AI development isnโt about prompts.
Itโs about systems.
Hereโs the Claude Code setup that changes everything ๐
โข CLAUDE.md โ the brain (context, rules, instructions)
โข /skills โ reusable workflows (review, refactor, release)
โข /hooks โ guardrails + automation
โข /docs โ architecture decisions (the โwhyโ)
โข /src โ actual product logic
This isnโt just folder structure.
Itโs how you:
โข stop repeating instructions
โข get consistent outputs
โข scale across features + teams
โข turn AI into a predictable system
Most devs keep rewriting prompts.
Better ones design systems where AI doesnโt need reminders.
Thatโs when Claude stops guessingโฆ
โฆand starts acting like an engineering partner.
Save this. โป๏ธ
Follow @swadeshkumar_ for more
๐จ Anthropic's own team just showed how to actually use Claude Code properly.
30 minutes. free. the person who created Claude Code.
watch the workshop. bookmark it.
worth more than every $500 course you almost bought.
you've been using Claude without knowing 40 of its commands.
Then read the guide below.
This 2 hour Stanford lecture will teach you more about how LLMs like ChatGPT & Claude are built than most people working at top AI companies learn in their entire careers.
Bookmark this & give 2 hours today, no matter what. It'll be the most productive thing you do this week.
Finally, Claude can now analyze stocks like Wall Street analysts (for free).
Here are 10 insane Claude prompts that replace $2,000/month Bloomberg terminals.
(Save for later)๏ฟผ
Claude can now prepare your presentations using the exact framework Patrick Winston taught MIT students for 40 years (for free).
Here are 6 insane Claude prompts that apply his framework to your presentations.
(Save before this disappears)
๐จ BREAKING: Perplexity can now research any company, competitor, or market like a $200/hour McKinsey analyst. For free.
Here are 12 prompts that give you Wall Street-level intelligence in minutes:
(Save this before it disappears)
Omg omg omg I CANโT
Yall. Yaaaaaaaaallll!!!!
I have ACTUAL TEARS streaming down my face
I have been laughing SO HARD
I choked on my own snorts so hard that I peed a little bit
โฆtotally worth it.
๐คฃ๐๐คฃ๐๐คฃ๐๐คฃ
Warren Buffett spent 60 years reading 500 pages a day to master investing.
Most people don't have 60 years.
These 7 Claude prompts do it in 30 days for free.
(Save before your fund manager does.)
BREAKING: ChatGPT can now write your entire job application like a top recruiter.
Here are 8 prompts that turn a job description into a tailored CV, cover letter, and interview prep guide in under 10 minutes (Save this)
Strategy and planning are not the same.
Mix them up and many things break.
Strategy is logic.
Planning is process.
Many people confuse the two.
Jeroen Kraaijenbrink explains this difference exceptionally well.
The confusion exists because the word strategy is overused.
People call everything โstrategic.โ
Strategic marketing. Strategic finance.
They even use it for personal plans:
โMy strategy is to study 10% more every day.โ
Thatโs not strategy.
In business, strategy has a very specific meaning.
If every plan were a strategy, the word would become useless.
Hereโs the core distinction:
โ Strategy explains how value is created and captured.
โ Planning explains how to get things done.
Put simply:
โ Strategy defines what and why.
โ Planning defines how and when.
A real strategy is the logic behind value creation.
In โThe One-Hour Strategy,โ Jeroen describes strategy as six elements:
Market โ who you serve and who you compete with
Magic โ what you offer (products and services)
Means โ assets and capabilities you use
Money โ how you make revenue
Momentum โ how you use the environment
Meaning โ why this all matters
This logic can describe:
Your current strategy.
Your future intent.
Your realized execution.
None of this is a plan.
A plan is about:
Steps.
Timelines.
Resources.
Plans support strategy.
They do not replace it.
Many organizations have goals.
Many have plans.
But they lack the logic behind value creation.
And without that logic, there is no strategy.
P.S. Does your organization truly have a strategy or just a set of plans?
โป๏ธ Repost to help others stop confusing strategy with planning.
----
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2) Subscribe to my free newsletter at https://t.co/jTnaNRbsRL.
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After 3 years of using Claude, I can say itโs the technology that has revolutionized my life.
Here are 10 prompts I use daily that have transformed my day-to-day life and could do the same for you:
(save this)
i asked CLAUDE to build me an ENTIRE VC fund P&L model in excel
in ONE prompt, no follow-ups and no corrections, it built what a big 4 associate spends their first 3 months learning to build, 7 fully linked tabs, 25 portfolio companies, american waterfall carry, j-curve visualization, capital calls, LP distribution waterfall, GP management P&L, exit modeling
a McKinsey consultant charges $6,625 PER DAY for this, a custom financial model from a specialist runs $10-25K and takes 2 weeks, this took 4 minutes and cost me $0.20 in API tokens
its over for Venture Capitalists
๐ฅ 20 YouTube Videos for AI in Finance
The best tutorials, demos, and step-by-step guides from the leading creators in the space.
Compiled by my friend Bojan Radojicic:
1. Bojan Radojicic - How to build Finance model 10x Faster with AI
https://t.co/CaZo9nnu3C
2. Nicolas Boucher - Top 10 AI Tools For Finance You MUST Know in 2025
https://t.co/uEWy6NIYtw
3. David Fortin, CPA- Microsoft Copilot Full Course For Beginners [2025]
https://t.co/i6o5OjJvtf
4. Bojan Radojicic - Best AI Tools For Finance: 10X Your Productivity
https://t.co/GdxIp1CefM
5. Josh Aharonoff, CPA - AI Accountants Are Here โ Should You Be Worried? (QuickBooks AI Agents)
https://t.co/XPHA9odgP6
6. Bojan Radojicic - How Finance Teams Save 50% Time with Genspark AI (5 Killer Hacks)
https://t.co/nGnWACzTE2
7. Nicolas Boucher - How I Perform a Financial Analysis With AI in 5 Minutes
https://t.co/Uy9SCMagfz
8. Leila Gharani - Bring ChatGPT INSIDE Excel to Solve ANY Problem Lightning FAST
https://t.co/vArwLkwPL1
9. Bojan Radojicic - The FUTURE of FP&A: 7 AI Hacks Your Team MUST Adopt in 2025
https://t.co/MOGeoxemrI
10. Mynda Treacy - NEW Excel COPILOT Function Will Replace Half of What You Do
https://t.co/nC1NbusbAO
11. Bojan Radojicic - 9 AI Prompts That Will TRANSFORM the Way You Work in Finance Forever
https://t.co/jINllxjZ1e
12. Josh Aharonoff, CPA - I Built 4 BEAUTIFUL Dashboards with Excelโs Copilot
https://t.co/oMOpjdW35Y
13. Nicolas Boucher - How to Use ChatGPT 5 to Build INSANE Financial Models
https://t.co/LDJy81tOIL
14. Bojan Radojicic - 10 ChatGPT Practical Tips for Financial Analysts in 2025
https://t.co/MzzKQj0T2s
15. David Fortin, CPA - How to Install Copilot in Excel in 2025
https://t.co/nyd8y0D6uD
16. Nicolas Boucher - How to Train Your Finance Team on AI in 30 Days (Full Guide)
https://t.co/j9hsYZMWSP
17. David Fortin, CPA - How to Build Your First Microsoft Copilot 365 Agent (Step-by-Step Tutorial)
https://t.co/QiHyOreSRp
18. Leila Gharani - Donโt Use ChatGPT Until You Watch This Video
https://t.co/VbdYJrOmK8
19. Christian Wattig - How AI is Changing FP&A (& How to Survive)
https://t.co/Mpa6CsXuqw
20. Mynda Treacy - The Best AI Finance Tool Experts Will Ever Need (Free File)
https://t.co/LJlyzJ935k
โป๏ธ Share this to help your network understand AI.
โ
๐ Want my top 100 infographics for free?
1. Follow me.
2. Subscribe to my free newsletter at https://t.co/jTnaNRbsRL.
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We build 6 simple debt modeling templates.
Debt modeling shouldn't be a manual grind. It should be a strategic tool.
To help you move faster, Iโm giving away ๐ฒ ๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ฒ๐ฏ๐ ๐ ๐ผ๐ฑ๐ฒ๐น๐ถ๐ป๐ด ๐ง๐ฒ๐บ๐ฝ๐น๐ฎ๐๐ฒ๐ for juniors that I use to stay precise:
1. ๐๐ฎ๐๐ต ๐ฆ๐๐ฒ๐ฒ๐ฝ: Automate excess cash application.
2. ๐ฅ๐ฒ๐๐ผ๐น๐๐ฒ๐ฟ: Dynamic liquidity modeling without the circularity headaches.
3. ๐ฆ๐ฒ๐ป๐ถ๐ผ๐ฟ ๐๐ฒ๐ฏ๐: Clean, scalable amortisation structures.
4. ๐ ๐ฒ๐๐๐ฎ๐ป๐ถ๐ป๐ฒ: PIK and warrant logic.
5. ๐ง๐ฒ๐ฟ๐บ ๐: Institutional-grade bullet and repayment scheduling.
6. ๐๐๐ป๐ฎ๐บ๐ถ๐ฐ ๐ฆ๐๐บ๐บ๐ฎ๐ฟ๐: The "CFO View" that aggregates it all.
When practice this, I owe you the truth.
Templates are great, and you need to know how to build models like these, but they won't stop you from becoming a "Traditional Finance" dinosaur as AI starts taking over modeling entirely.
If you want these templates in Excel, just drop a comment and Iโll send it to you.
(Important: follow me so I can DM you!)