Please don't push your expensive software here - i'm not interested and it ruins the thread
I've been playing around with claude code for a few months now, I cover global healthcare for an asset manager who are very anti technology so i've been doing this stuff on my own time. The folder has all the necessary skills and memories now to do decent earnings updates on the companies under coverage, I have it link the data to a supabase database so my numbers remain grounded every run I do.
I'm kind of at that stage now where I have decent models in place for the companies, a grounded thesis that it's monitoring. But i'm struggling with idea generation and assessing the quality of an idea.
I built a scraper on VIC notes (highest quality ones) then tried to have Opus reason why the ideas worked vs didn't based on the notes - complete garbage. But I like the idea of the process behind it.
I'm keen to collaborate with other analysts working on their process (again no software pushers), it'd be very cool to start building up a community of researchers who can share approaches (especially in a field that doesn't believe in open source)
