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Perplexity Computer uses Excel like a real financial analyst. We gave Computer Amazon's last 5 earnings releases. It built us a fully working 3-statement financial model with an assumptions tab, charts, and clean formatting that would impress your MD.

83,052 次观看 • 8 个月前 •via X (Twitter)

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I built more 3-statement models by hand at Morgan Stanley than I'd like to admit. Claude in Excel is a game changer .... here's how I build any model in 5 passes: The process is all about context window management to minimize hardcodes + hallucinations and maximize control over model style. (1) Gather the sources. Filings, earnings transcripts, raw financials and any model or template I already have. I have it make a clean folder I point Claude to. (2) Turn the sources into a JSON or .md input. A short inputs file with historicals, segment KPIs, accounting definitions and operating drivers. This step converts many megabites of PDF's into a liteweight doc for RAG. (3) Build the structure (in your firm style). Building the shell lets you reverse engineer your firm model style .... which Claude will never have context for. (4) Add the forecast. I take the same historicals JSON or .md and run a deep research workflow to fill in those parameters but for forward assumptions. Obviously with sources so I can check assumptions. Then I layer in that file to project out forward assumptions. (5) Audit it in a fresh chat. New chat is necessary to hard reset the context window (improves quality). A simple prompt even to check for hard + soft errors can rank issues by severity (eg broken formulas and things that don't tie to assumptions that look off) If you're really advanced at Claude Code - you can wrap this into a programmatic skill package in your firm build style .... maybe I write a thread about that next time. In the meantime, I've put together this AI for Excel build guide here:

Dave Wang

52,852 次观看 • 11 天前

these 2 FREE GitHub repos should honestly be illegal in trading... REA + Kronos + Claude Code can turn a regular computer into a Bloomberg-style market research terminal hedge funds spend thousands on market data and research tools, while these 2 open-source projects give you the building blocks to create your own system here's how it works: REA lets AI agents understand how software works and reconstruct its functionality Kronos treats financial candles like tokens and predicts possible future price movements combine them and you get a financial terminal where charts can display AI-generated forecasts here's how to build it yourself for FREE: step 1 → connect REA to Claude Code using and map out a professional market terminal: quotes, charts, screeners, news and market dashboards step 2 → ask Claude to build the complete interface with equities, FX, commodities, crypto, global indices and financial news step 3 → connect public market data APIs to populate the terminal with prices, charts and market information step 4 → clone and load Kronos-small, the 24.7M parameter financial forecasting model step 5 → feed Kronos the last 512 candles and generate predictions for the next 24, similar to how an LLM predicts the next tokens step 6 → sample 100 possible future price paths and display them directly on the terminal charts step 7 → analyze the forecast distribution, identify market regimes and backtest the strategies with realistic fees before using real capital the result: a Bloomberg-style research terminal combining market data, charts, financial news and AI-powered probabilistic forecasting in one workspace i won't say anything more... bookmark this and thank me later ↓

ludoonchart

21,089 次观看 • 23 天前