Aktienanalyse in Minuten statt Stunden – mit Claude Code

Hello and welcome to our video today. Cloud Code makes stock market analysis unfair. Especially private investors are currently cheering, because now cloud can do things that used to be used by entire analysts and research teams. Specifically, it is about 10 financial agents with whom every cloud user suddenly gets their own financial expert.

a few short tips or summaries, but from the right research and financial analysis with numbers, assessments, comparisons, quarterly figures and much more. What used to take expertise and hours of research, Cloud now makes it understandable and usable for everyone in the shortest time. Ignoring this advantage leaves you with a huge chance and so that you don't miss the whole thing, I'll show you step by step how you can set up your own financial agent with Cloud Code.

We start the desktop version and you can find the link to it in the video description below. Then we first make sure that we are in the right folder, namely in the code folder. And there we then indicate to Claude that he should first create a project folder for us. In this case, we now create the folder "finances" and enter the whole thing. And we see Claude starts the session and he already creates the project folder that we need.

So, and since we have already created the folder and the tool has an incredible amount of financial capabilities, I'll tell you now, we should create a kind of top note. So, I've already defined the whole thing. Here the text.

and will now send the text and see that Claude is already working or will think about it right away and will then execute my command. I have to click here again on "take over changes"

And now the command has already been executed and worked. This file will later serve as a valuable reference in our project and contains everything you need to know about the new finance plugins. So that we can actually use the new capabilities, we need to know how to install them first. We have now received the feedback that no finance plugins have been installed yet.

and have two options here that have been suggested I prefer option 2 first install plugins then write the cheat sheet and we can already see that no finance plugins are listed and we have to do everything manually here so now we have to install the missing plugin in english it will be called customized

And in the case of "yes" it is now "adjust" I have set it to German and there we go to the little plus personal plugins and go to "create plugins" and add "marketplace" when opening the tab. And now we have the option to add a repository. I will also link it in the video description, which repository is important. And then we click "copy and paste"

and then synchronize the repository with cloud desktop. When the synchronization was successful, a new window opens with all the financial plugins that we can install. For us, earnings reviewer, financial analysis, equity research are now interesting.

and model images. Now I give Claude my master prompt. I like to make the complete prompt available to you for free. I simply write an email for this. You can find the email address below in the video description. And the prompt is so important because it gives Claude a solid process for action analysis. In the end, a single command such as "Analyze NVIDIA" is enough. Claude automatically creates a complete research folder based on it with sufficient scope.

The master prompt, the role and the goal, was the first step. And the second step was to determine the file and folder structure for the analysis and artifacts. And I did that deliberately because I would like to have every analysis to be determined by the company name in the folder, that a folder is created for it and then everything appears in the folder that is analyzed.

In the next step I have now simply set up, analyze Nvidia and then we can already see that the folder has been created and the analysis is carried out. He started with phase 1, i.e. current Nvidia earnings are searched at this point in time and now he is still getting various other data from the Internet, namely the peer data and the evaluation multiples and now

In the next step, he had searched all the data for phase 42 and now he creates a complete report

and that should also go relatively quickly. So, when I jump into the folder now, then under Finances I see our plugin here, or rather Cheat Sheet, and then I can already see the NVIDIA folder that was created here. And when I go in there, I can already see the first results that were stored. In this case, I click on Earnings Summary and there I see a brief overview of all the important

parameters and data of the company. I first look at the short term, core results versus expectations. Then I see the financial profile, development of the last quarter or the last quarter. In this case, from an operational point of view, with a complete master's degree in business administration, I can say the numbers are very, very good and very healthy. The segment analysis

Then we see management highlights and qualitative statements here. Then we also see the evaluation analysis here, the peer comparison. We see the quick assessment simplified down here and the investment thesis, important risks also ranked. The strongest concerns Nvidia US export controls. Everything about this

in relation to the Chinese market, which has a very high impact for the company. We are the catalysts and in the end we still get a conclusion and we are still the whole sources. Important for artificial intelligence or for language models in general is always that you know where the

where the results finally come from, because some AI models also tend to show socially disadvantaged behavior or to hallucinate. We'll take a quick look at the summary again.

This was also stored as a clear Word document in our folder. We see the date very nicely here in the headline. We see here Nvidia Corporation earnings update and have the parameters mentioned here again in a clearer Word document and also in the form of numbers and tables. And see here it is already very, very well listed and executed.

and can be very satisfied with the first results. We can already see that everything has been executed. The NVIDIA analysis was carried out completely and is ready in the folder. And we see here again, we have two files, once a Markdown file and once a Word file. I have now deliberately kept it slim because I didn't want to have 30 pages, but only the most important ones.

parameters summarized on three pages depending on the prompt you can of course make it more specific and detailed that's it for today's video I hope you liked the video if so, please leave a like and a subscription we would be very happy

And I hope you now know how to use Cloud to carry out financial analysis professionally. And feel free to write us an email, then I'll send you a role and goal master point and also like the file and structure prompt. And I hope you enjoyed the video. See you soon, your Mike.