Don't Analyse Stocks Without Claude's New Finance Agents (Full Install)

[00:00:00] Speaker 1: claw just released extremely powerful financial plugins for everyday investors that allow you to do the work of wall street analysts in just under 60 seconds so i'm going to walk you through how to install them and i'll demo a couple of use case so you can see live how it works and to make it easy for you guys to follow i also summarize all the steps in a clean document the link is in the description i'm raf i'm a chartered accountant and i spend more than eight years working in private equity here in london the work you're about to watch used to take you know teams of analysts to deliver and now it's just one command from your desk right part one make sure you have the correct setup step one you need to create an account with claude super simple just sign up with the email address you want step two you need a paid claude plan because those plugins live inside a feature called co-work which is claude's working mode for longer projects co-work is only on the paid claw plans so the free plan won't have access now pro starts at around 20 a month and that's more than enough for you to start with you can always upgrade if you want to step three co-work is only available on the desktop app not the browser version so you just need to download it from claw.com open the desktop app and at the top you'll see a mode selectors with chat and co-work click co-work that's the working mode where plugins live in part two we will install these plugins from the marketplace of claude so marketplace is just a directory where all the plugins live and once you've added it you can browse and install from there the financial plugins live in a public anthropic repository on github it's just basically where all the codes are stored let's do it together so open the claw desktop app and at the top of the app click co-work on the left side bar you click customize then browse plugins then personal then click on the plus button and add marketplace from github and then you have to paste this address which is the address that links to where those financial plugin lives on github the full address is written on the document where i summarize all the steps in the description okay so part three let's install those plugins we actually want and for everyday investors i recommend installing four plugins financial analysis equity research earnings reviewer and market researcher now how to do it is you need to find financial analysis in the marketplace click install and wait for it to activate very simple and then you can see that the icon here is slightly different now those plugins have been installed now other plugins like investment banking private equity wealth management i don't think they'll be relevant to you right now they're more for people working in jobs related to finance and investments but by all means you know if you want to have a look might as well click on it see what they do but i don't think they'll be relevant for your everyday portfolio that's it you're set up now if you want a deeper breakdown of all those plugins what they do the best use cases and which one matters the most for retail investors check out my previous video on my channel because i wrote a whole guide on my website describing all of them one by one and the link is also in the description okay so let's demo some of these plugins now so you can see how they actually work in practice in the first example we will prepare a morning note on apple using the earnings reviewer plugin so start a co-work session type forward slash morning note on apple and as you can see in any co-work session if you type forward slash you will see the full menu of commands now you can also describe it with you know plain english and claude will understand what you mean and they are the outputs on apple so claude pulls the latest filing transcript and news on apple and hands you back a structured brief now i made it small for the purpose of the video but you can tailor it the way you want and that's the kind of note an equity research analyst would have to manually write for a pm on a weekly basis but now you get it in just a few minutes second example so here i want to get some investment ideas from claude looking at say the healthcare sector in europe so i'm running the command slash screen healthcare europe stocks and claude returns the top five stocks so claude runs the screen you know search for ideas with the criteria built inside the equity research plugin and gives you back the top names with the reasoning behind each one that's giving you a whole sector view of the market in one prompt again here as you can tell i made it really simple i said you know five stocks etc but you can tailor it and make it as comprehensive and complex as you want and these are the same frameworks that wall street's funds use and it's now accessible to all of us and one last thing to note on paid data connectors because i received loads of comments on that claude might ask you to connect to data connectors like factset bloomberg you know cap iq and to be clear you don't need to have those so the reports on my website or what you've just seen in this video i use static data i do not have a pay subscription you know these data are basically pulled from the numbers directly on the 10k the official financial statements claude retrieves those data on its own and you can do exactly the same things and the plugins will work perfectly now some people want to create reports or morning notes that update on their own with the latest price say i don't know overnight or every morning without you prompting claude then of course claude will need to link the report to an api to keep inquiring the new prices every night and that includes you paying for a third-party subscription to connect to the right api but i just wanted to be very clear that those plugins can operate very simply without any third-party subscription so that's the install for you guys and the demo of two very simple commands the full step-by-step guide is in the description and it also includes every command in one place so you can refer it back to it whenever you want let me know in the comments which command you ran first and how he found the outputs and if you want more videos on how to use claude and ai to help your investment decisions, then subscribe to my channel and I'll see you in the next one.