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AI Investing Vault

Turn Claude Code into your AI stock research analyst. One command to research any ticker — SEC filings pulled, structured, and cited.

Enter your email below — download starts automatically.

What's inside the vault

CLAUDE.md Config

Your AI analyst brain — investing methodology, output format, and data source hierarchy.

7 Custom Skills

/research, /earnings, /bear-case, /compare, /portfolio-review, /ingest, /query — complete workflows in one command.

DCF Calculator

Python script that builds discounted cash flow models with sensitivity tables.

Research Templates

Standardized schemas for financials, earnings, and company overviews.

Portfolio Tracker

Positions, watchlist, decision journal, and quarterly review templates.

Obsidian-Ready

Pre-structured as an Obsidian vault. Every file links to every other file.

Structured from day one

Every company follows the same research structure. No more scattered notes — your AI knows exactly where to find and file everything.

investing-vault

investing-vault/

CLAUDE.md

.claude/skills/

/research

/earnings

/bear-case

/compare

/portfolio-review

/ingest

/query

research/

AAPL/

overview.md

valuation.md

news.md

financials/

income.md

balance.md

cashflow.md

metrics.md

earnings/

2026-Q1.md

portfolio/

positions.md

watchlist.md

tools/

dcf_calculator.py

7 skills, one command each

Type a slash command in Claude Code. Your AI analyst handles the rest — SEC filings pulled, structured, and cited.

/research[TICKER]

Full 6-stage research pipeline — business model, moat, financials, valuation, bear case

/earnings[TICKER]

Fetch and analyze latest quarterly earnings from SEC filings

/bear-case[TICKER]

Generate deep structured contrarian analysis with risk flags

/compare[T1] [T2]

15-dimension side-by-side company comparison scorecard

/portfolio-review

Review holdings for thesis drift, concentration risk, correlated bets

/ingest[TICKER]

Import external research (Substack, analyst reports) into your vault

/query[QUESTION]

Search all stored research to answer any investing question

One command, full research

Type /research AAPL and watch your AI analyst work.

claude — /research AAPL

vault> /research AAPL

Stage 1/6: Business Overview

Fetching SEC EDGAR filings...

Reading 10-K (FY2025, 247 pages)...

✓ overview.md created

Stage 2/6: Financial Statements

Extracting income statement (3 years)...

Extracting balance sheet...

Extracting cash flow statement...

✓ financials/ populated (5 files)

Stage 3/6: Valuation

Running DCF model...

Building sensitivity table (WACC vs Growth)...

✓ valuation.md created

Stage 4/6: Bear Case

✓ 7 structured bear arguments generated

Stage 5/6: Earnings History

✓ Latest quarter analyzed

Stage 6/6: News & Events

✓ news.md created

── Complete ──────────────────────────────

8 files created in research/AAPL/

All data sourced from SEC EDGAR (10-K FY2025, 10-Q Q1 FY2026)

Your AI analyst's brain

The CLAUDE.md config file defines your AI's investing methodology, data sources, and output standards. Drop it in any folder — your analyst is live.

CLAUDE.md

# AI Investing Analyst

## Methodology

1. Quality first, valuation second.

2. Flag risks prominently. Never bury bad news.

3. Distinguish facts from analysis. Cite sources.

4. Plain English. No jargon without explanation.

## Data Sources (strict order)

1. SEC EDGAR (10-K, 10-Q, 8-K)

2. Company Investor Relations

✗ Yahoo Finance, stock screeners

## Output Conventions

Every note includes: Bull Case, Bear Case, Base Case

Source citations: (Source: 10-K FY2025, p.47)

Confidence levels: High / Medium / Low

...

How it works

Download the vault

Enter your email above — the download starts automatically right after you subscribe.

Open it in Claude Code

Unzip, navigate to the folder, type "claude". It detects the CLAUDE.md and loads your skills.

Run /research TSLA

One command. Eight files. Five years of SEC data — pulled, structured, and cited. Your AI analyst is live.

Not investment advice. The vault provides research tools and templates. Always do your own due diligence before making investment decisions.