Claude Code workflows for equity research, competitive analysis, and supply chain mapping. Built to buy-side standards.
Multi-tier supply chain mapping with evidence grading.
Every claim graded A/B/C. Cost-structure reconciliation. Chokepoint and concentration analysis. Scenario stress tests. Delivered as a multi-sheet Excel workbook.
Eight-factor portfolio brief with portfolio-level variant perception and stress testing.
Eight institutional factors scored 1-5 with delta tracking. Portfolio-level variant perception, opposite-scenario stress test, dated watch list. Generated live in Claude for Chrome while logged into Interactive Brokers — delivered as a downloadable PDF brief.
Add sector-specific depth. £8 each. Designed to load alongside the Supply Chain workflow.
Equity research, condensed into reproducible Claude workflows.
Institutional DCF models from ticker to Excel output.
WACC from peer-group beta. Mid-year discounting. Terminal value cross-checked with exit multiple. Full equity bridge. Sensitivity grids. Football field.
Buy-side competitive memos. The kind a PM actually reads.
Requires a variant perception. Moat reality vs. moat pricing. Capital allocation as revealed preference. Steelmanned bear case. Produces a decision, not a description.
Four-factor portfolio brief tied to your live Interactive Brokers account.
Relative valuation, momentum, analyst revision, insider activity. 1-5 composite with delta tracking across runs. Generated live in Claude for Chrome — delivered as a downloadable PDF brief.
Maps every holding against every active conflict driving markets right now.
Search-driven active-conflict landscape, refreshed each run. 1-5 beneficiary-to-vulnerable per holding × conflict. Opposite-scenario stress test. Integrates with the Portfolio Analyst when run alongside.
Flagship · Supply Chain Analysis
£25