Hedge fund analyst says Claude now handles his models and memos
minhnguyen · x · 2026-11-16
An L/S TMT analyst at a pod shop says his team has fully integrated Claude into their workflow: portfolio monitoring, macro KPI tracking, and first-pass models and memos for the PM.
He hasn't built a model from scratch in months — instead he feeds his usual Excel template and key assumptions into Claude for a quick-and-dirty draft, then refines from there. Automating the grind of copying figures from 10-K/Qs and downloading IR decks has freed up time for more creative analysis.
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