How I Turned Claude Into a Private Analyst for My Top 5 Holdings
Build a Weekly Report on Every Stock You Own – In Their Own Branding
I never planned to write about the brand kit a company I own uses. But my friend Mike from MoneyFlow Research (please give him a follow!) keeps doing this thing where he finds a use case for AI that I hadn’t considered, layers something clever on top, and then casually shows me the result like it’s nothing.
Yesterday, he did it again!
It was a weekly report on Wise, one of the companies both he and I own, formatted so precisely in Wise’s own fonts and colors that I genuinely thought for a second he’d lifted it straight from their investor relations page.
He hadn’t.
And once I saw it, I couldn’t unsee the value of the idea, so I rebuilt my own version, and today, I’m going to share with you how to do it yourself – for any company in your portfolio!
Below you find a screenshot from the first page of a weekly report I generated for my Ashtead Technology holdings:
This post is that first version (version 1.0 – I’m sure I’ll update me prompt over time). I’ll walk you through the exact prompt, how to run it inside Claude Cowork, and how to turn it into a recurring report that lands in your inbox every Sunday evening covering your five to ten largest holdings.
Disclaimer:
One quick note before we start, and I'll repeat it at the bottom: everything here is a personal tool and a bit of education, not investment advice, and the sample report you'll see is my own unofficial creation with no connection to the company whose branding it borrows
By the end you’ll have a repeatable system that does something most retail investors never do consistently: it forces you to actually look at the latest business developments of the company you own on a regular basis, to be a Bayesian update and update your views on the companies you own based on facts, it forces you to do this every single week (or bi-weekly, or once a month; whatever works for you), through a structured, disciplined lens, whether or not anything dramatic happened.
“When the facts change, I change my mind - what do you do, sir?”
- John Maynard Keynes
The edge here isn’t the fonts. Using a brand kits is just the fun part. What actually matters is that regular (I recommend weekly) cadence, applied with the same rigor every time, quietly builds a habit that most people only pretend to have. You tell yourself you follow your holdings closely.
Be honest about whether that’s true.
For most investors, the reality may be that they check the price developments of their holdings, and when they price drops, only THEN they look for news.
It should be the other way around!
A standing weekly digest changes the default.
Why a report you’ll actually read beats a report that’s merely correct
There’s a reason Mike bothered with the branding, and it took me a while to appreciate it. A digest that looks like a Bloomberg terminal dump is technically complete and functionally ignored.
One that mirrors the visual identity of the company you own does something subtle to your brain. It feels official. It’s fun to look at. It feels like it deserves your attention. You read it.
And a report you read every week beats a more sophisticated one that sits unopened in a folder. Presentation is not a vanity layer here. It’s a compliance mechanism you’re running on yourself.
The prompt is engineered around that insight. It asks the model to pull the company’s brand kit, identify the primary, secondary, and accent hex colors, and use the closest web-safe match to the company’s official typeface. Then it structures the whole thing to be skimmable in under a minute, with bolded takeaways inside sentences and color-coded pill tags like [CONFIRMS], [RISKS], or [MOAT-TEST] closing out each section.
You get the substance of a research note wrapped in something you’ll genuinely want to open on a Sunday evening with a nice drink.
I’ll attach the report on Wise I had generated in preparation for this blog post below (after the paywall).
Disclaimer:
This post is for educational and informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Do your own research. The author owns both Wise and Ashtead Technology at the time of writing this. This may change at any point in time. The sample Weekly Intelligence Digest shown here is an independent, unofficial document I created for illustration. It is not produced, endorsed by, or affiliated with any company whose name, logo, fonts, or colors appear in it, all of which remain the property of their respective owners.
The Prompt
Here it is in full. Copy it and replace the bracketed placeholders with your company’s name. Paste it into Claude Cowork. Everything else is done for you.