One curated intelligence brief every week. Bloomberg workflows, portfolio automation, prompt engineering for finance — the edge your desk doesn't have yet.
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Every week: one curated issue with AI workflows, prompts, and tools specific to finance. 5-minute read.
Copy the prompts. Run the workflows. Every issue is designed to give you something usable by Friday.
Preview
Issue #14 — Sample
The problem: Earnings season means 500+ transcripts in 6 weeks. Even with a Bloomberg terminal, most analysts read 20–30. The rest? Missed alpha.
The workflow: A Claude-powered pipeline that processes every S&P 500 earnings call in under 4 hours. It extracts guidance changes, sentiment shifts, and capex signals — then ranks them by divergence from consensus.
The prompt:
The result: In our backtest, this workflow identified 3 of the 5 largest post-earnings moves in Q1 2026 — before the market priced them in.
This is a condensed excerpt. Full issues include complete code, data pipeline setup, and implementation notes.
What you get
How leading funds use AI for screening, sentiment analysis, and signal generation. Real workflows you can implement at your desk this week.
Exact prompts for earnings analysis, risk assessment, portfolio construction, and macro research. Tested on real financial data, not toy examples.
Bloomberg Terminal + AI workflows. Python automation for portfolio ops. The tools your competition is already using — demystified and actionable.
Why this is different
They aggregate headlines, rewrite press releases, and add commentary. We build production systems first, then write about what we learned.
What we cover
Plus: credit risk modeling, wealth management automation, IPO analysis pipelines, fixed income AI tools, and more.
Built for
Screen thousands of securities in minutes. Automate earnings analysis. Build AI-assisted investment memos that surface insights you'd miss manually.
Generate personalized client briefings. Automate portfolio reviews. Use AI to draft prospect communications that feel handwritten, not templated.
LLM-powered signal generation. Alternative data integration. AI-assisted backtesting and strategy prototyping that cuts development cycles in half.
The latest AI tools, APIs, and patterns for building financial products. From risk models to robo-advisors — what's working and what's not.
Why trust us
Every workflow in AI Finance Brief comes from tools we use daily on real market data. We built the systems first, then wrote the newsletter. Not the other way around.
Questions
Who writes this?
AI Finance Brief is written by a team that runs live algorithmic trading systems and builds AI-powered financial tools daily. Every workflow is tested on real market data before it reaches your inbox.
Is this just another AI hype newsletter?
No. Every issue includes specific, actionable workflows with exact prompts and code you can implement at your desk. If you can't use it by Friday, we haven't done our job.
How much does it cost?
The weekly brief is free. A Pro tier with advanced workflows, code repositories, and live data integrations is available for $15/mo (or $144/yr — save 33%). Subscribe to the free newsletter first — upgrade when you're ready.
I work at a regulated firm. Is this compliant?
We cover tools and workflows, not investment advice. Everything is educational. That said, we dedicate regular coverage to AI compliance topics — model governance, audit trails, and regulatory frameworks.
Do I need to know how to code?
No. The free tier is entirely prompt-based — copy the workflows, paste into your AI tool, and use them. The Pro tier includes Python code for users who want to automate. We always include the no-code prompt version alongside any code examples.
Which AI tools do your workflows work with?
All of them. We primarily use Claude for complex financial analysis and ChatGPT for quick queries, but every workflow is written to be model-agnostic. We note when a specific model excels at a particular task (e.g., Claude for long document analysis, GPT-4o for structured data extraction).
How is this different from taking an AI course?
Courses teach theory. We ship workflows. Every issue gives you something you can use at your desk this week — a specific prompt, a data pipeline, an automation. We're practitioners first. The newsletter is a byproduct of tools we build and use on real market data every day.
Can I cancel my Pro subscription anytime?
Yes. Cancel in one click from your Stripe billing portal — no emails, no phone calls, no retention tricks. You'll keep Pro access through the end of your billing period and continue receiving the free weekly brief after that.
How often does the newsletter come out?
The free brief ships weekly. Pro subscribers also get mid-week workflow drops and immediate alerts when a major AI development affects financial markets. We never spam — every email earns its way into your inbox.
What financial topics do you cover?
AI applications across equities, crypto, macro, risk management, portfolio construction, compliance, and financial data engineering. We focus on workflows that work at real desks — from solo traders to institutional analysts. If AI is changing how finance works, we cover it.
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Start with the free weekly brief. Upgrade to Pro when you're ready for advanced workflows, code repos, and live data integrations.
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