Investment Analyst Asks How to Build a Claude-Based Diligence Agent Stack
Careless_Tie2286 · reddit · 2026-09-11
An investment analyst seeks advice on building a portfolio of AI agents on Claude Pro for deal diligence, memo writing, and portfolio monitoring — processing PDF/Word/Excel materials to assess financial stability, valuation benchmarks, legal frameworks, and risk. They want the setup decoupled from their work laptop so it's portable between jobs.
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