Claude for Finance: Build Your Own AI Finance Research Analyst within four hours

Join us for an engaging workshop where you'll transform how you work with finance research! 🏦

Many professionals in finance treat AI like a simple search box, answering questions one at a time. In this hands-on session, you will learn to set up Claude to suit your needs by creating a research agent that takes care of the tedious tasks for you.

Who Should Attend:

This workshop is perfect for analysts, investors, and finance professionals who engage deeply with market research but want to streamline their processes without having to code.

What You'll Learn:

By the end of this four-hour workshop, you will be able to:

• Understand what a CLAUDE.md is and how it revolutionizes your interaction with Claude.
• Create your own CLAUDE.md file that reflects your research methods, tracking preferences, and professional standards.
• Build a fully operational research agent tailored for finance.
• Connect the agent to your preferred information sources and specify what it should monitor for you.
• Execute a real research task and refine the output for genuine applicability.

What You Will Take Away:

• Your personalized CLAUDE.md file, ready for immediate use.
• A functioning finance research agent tested live during the workshop.
• A repeatable setup adaptable for various future inquiries.
• Starter templates to simplify your future projects.

Workshop Format:

• The first two hours will focus on understanding and writing your CLAUDE.md.
• The final two hours will be dedicated to building your research agent, integrating your sources, and running it live.

What to Bring:

• A valid Claude Account with a Pro plan subscription, your personal laptop, and the weekly research questions you frequently encounter.

📍 Location: WeWork - Office Space & Coworking
🔗 Ticket Info: Get Your Ticket Here!