How I Use Claude Code to Research Stocks (Complete Workflow)
I use Claude Code as my AI research partner to analyze SEC filings, build DCF models, and track 21 companies. Here's my complete workflow for AI-powered stock research.
Building a one-person investing business powered by AI.
Real capital, real mistakes, real lessons.
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What you'll find here
AI-Powered Research
Using AI to analyze SEC filings, build DCF models, and surface investing insights at scale.
Real Portfolio
Real capital deployed. Every position documented with full thesis and valuation.
Open Process
Every model, assumption, and mistake shared transparently. No black boxes.
Lessons Learned
What's working, what's not, and what I'd do differently. Unfiltered.
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Welcome to Carepital
Introducing Carepital - your guide to building wealth through systematic investing. Learn how to treat your investment portfolio as a business.
Hi, I'm Charlie
I'm building Carepital as a one-person investing operation — using AI to do the research, real money to test the ideas, and this site to share everything I learn along the way.
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