End-to-end automation for equity research and portfolio analysis

1. Overview

Claude can now assist analysts with complete financial analysis workflows, from data retrieval to insight generation and report creation.

These workflows mirror how real analysts work: gather data, analyze trends, and communicate results professionally.

The approach works globally, but in markets like India, where direct integrations (like FactSet or EDGAR) aren’t yet available, Claude can still function effectively by retrieving structured data from sources like Screener.in, Perplexity Finance, or company filings on NSE/BSE.

Each workflow follows a three-phase structure that reflects how financial research is traditionally done:

2. The Three-Phase Process

Phase 1: Retrieve

Gather relevant financial data from reliable and structured sources.

For Indian companies, this typically means using:

• Screener.in for fundamentals and ratios
• Perplexity Finance or CapitalIQ India for peer metrics
• NSE/BSE filings for quarterly reports
• Company Investor Presentations for segment data

For global firms, Claude can reference integrated sources like Daloopa, EDGAR, or S&P Global.

Purpose: Establish the factual foundation for your analysis.

Phase 2: Analyze