Claude Code for
Quant Finance.

A hands-on course for finance professionals who want to analyze markets, automate research, and build tools with AI instead of code.

10 modules · $500 one-time · Lifetime access

See what you'll build
❯Analyze AAPL 10-K for risk factors
Read SEC filing...
Found 12 risk factors across 3 categories
~/project(main)|Opus 4.6

Start with 2 modules — no credit card required

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What you'll learn

Automate research—Build a custom stock screener that filters thousands of tickers by any metric you define.
Digest filings instantly—Extract risk factors and key financials from any 10-K or 10-Q on EDGAR.
Analyze macro data—Pull GDP, inflation, and yield curves from FRED. Visualize them automatically.
Decode earnings releases—Extract key metrics from any earnings press release and score beat/miss against consensus.
Replicate quant strategies—Backtest a published momentum paper on S&P 500 stocks with portfolio-level simulation.
Reverse-engineer hedge funds—Parse 13F filings to track what Bridgewater, Pershing Square, and others are buying.

What you'll build

11 hands-on modules. Each one ends with a working tool you can use immediately.

Module 00

Start Here

Your AI Coding Environment

Install Claude Code, create your first project, and write real code

Module 01

Generate a Tear Sheet

One command, professional stock report for any ticker

Module 02

Stock Screener

Build a custom screener that filters by any metric you define

Module 03

Economic Data Analysis

Pull and visualize macro data from FRED

Module 04

Reverse-Engineer Hedge Fund Positions

Pull and analyze 13F filings to see what top funds are buying

Module 05

SEC Filing Digester

Analyze 10-K and 10-Q filings from EDGAR

Module 06

Earnings Call Analyzer

Extract key metrics and beat/miss verdicts from earnings press releases

Module 07

Options Volatility Screener

Screen for elevated implied volatility across liquid options names

Module 08

Morning Research Ritual

Build a pre-market briefing script you run every morning

Module 09

Paper Replicator

Replicate a classic momentum paper with a full backtest

Module 10

CLAUDE.md & Claude Code Features

Master hooks, skills, MCP servers, and project memory

Who it's for

Portfolio managersEquity analystsFinancial advisorsFund managersIndependent investorsWealth managersFinance professionalsResearch analysts

If you work in finance and want AI to do the analytical heavy lifting, this is for you. No coding background needed.

$500

One payment. Lifetime access. All future modules included.

  • 11 hands-on modules
  • Lifetime access — including future modules
  • Prompt templates and configurations included
  • Real workflows with free public data
  • No coding knowledge required
Enroll now

Secure checkout via Stripe

How it compares

$150k+/yrQuant analyst salary
$24k/yrBloomberg terminal
$2–5kPython bootcamp
$500This course

Common questions

Do I need to know how to code?+

No. Claude Code writes all the code for you. You describe what you want in plain English, and it builds it. The course teaches you exactly what to say.

What tools do I need?+

Claude Code and a computer. Every module uses free, public data sources.

How long does each module take?+

Most modules take 30 to 60 minutes to complete. You’ll have a working tool by the end of each one.

Do I get access to future modules?+

Yes. Your purchase includes every module we add at no additional cost, ever.

What if I get stuck?+

Each module includes detailed prompts and configurations. If something isn’t working, feel free to reach out to us and we’ll help you sort it out.

Is this just for stocks?+

No. The modules cover equities, macro economics, hedge fund analysis, SEC filings, earnings calls, and more. The skills transfer to any financial data.

I’m a portfolio manager. Is this relevant to me?+

Yes. The course is built for investment professionals. You’ll learn to pull and analyze 13F filings, screen options volatility, digest earnings reports, and build research workflows that would normally take a junior analyst days.

Should I just follow the modules step by step?+

For your first pass, yes. The modules are written to walk you through Claude Code’s functionality while avoiding common mistakes. Once you’ve done a module, you’ll understand enough to experiment on your own. Swap in different tickers, change the analysis, build something new. That’s the whole point.

Does this only work with Claude Code?+

The course is written specifically for Claude Code, so that’s where it works best. That said, concepts like skills, MCP servers, and prompt structure are shared across terminal-based tools like OpenAI Codex, Open Code, and Gemini CLI. You’d need to adapt some things, but the core ideas carry over.

Do I need a Claude Pro or Max subscription?+

Yes. Claude Code requires at least a Claude Pro subscription ($20/month). The free tier of Claude does not include Claude Code access. Pro limits how much you can use Claude Code in a given period, and some of the longer modules may push up against that. If you find yourself getting slowed down, a Max subscription ($100/month) removes most of those limits. You can start with Pro and upgrade if you need to.