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Good Morning,
I’m still digesting the Google I/O conference news and some of the key AI trends I’m noticing and while I do so, I wanted to share something a bit different from the usual. It’s a potentially really useful guide since we are in an AI boom of unprecedented opportunity and stock market euphoria that is perhaps a unique window.
Michael Fritzell is an independent financial analyst, investor, and writer based in Singapore. He is best known as the founder and author of Asian Century Stocks, a popular investment newsletter. Michael is a friend of mine and one of the most successful financial writers I know who grew his Newsletter on Substack pretty early on.
This is going to be a guest post by Michael Fritzell who runs one of the most useful investing Newsletters I know of especially for Asian equities. I wanted to share this practical guide since how investors and analysts are using AI in Finance is changing very fast. This is a hands-on guide that should give you a lot of ideas on where to start to use Claude for your investing decision making.
Michael’s Newsletter is no longer on Substack but moved to the Ghost platform. A lot of investors are of course using Claude for their investing activities.
Many of my readers are also investors and think about technology and businesses at a very deep level.
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Read his recent Deep Dives.
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Follow Michael Fritzell’s Portfolio.
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View his Thematic Reports
If you want to dig deeper to get full access to the work of someone that’s been studying Asian equities for nearly two decades, consider a full sub to Asian Century Stocks.
One way to think of using Claude for Equity Research is the following:
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Research
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Projects
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Skills
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Cowork
Claude has evolved a lot when it comes to Agents for Financial Services. Download Claude Cowork.
Some Starting Ideas
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Investors instruct Claude Code to scan the web, pull down the latest 10-K forms, SEC filings, and earnings call transcripts directly into local directories.
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Live portfolio analysis: with Anthropic’s Model Context Protocol (MCP), users are plugging Claude directly into live financial databases and brokerages.
Claude for Equity Research
By
Biographical Sketch 🏛️💰💸💳💶
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Originally from Sweden, Fritzell started his career in investment banking in the United Kingdom after completing his university degree.
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After studying Chinese, he moved to Shanghai to work as a buy-side analyst for an emerging markets fund, traveling extensively across China to evaluate investment opportunities and research local companies.
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In 2014, he relocated to Singapore to manage an Asian equity portfolio for a European family office, expanding his coverage to markets like Indonesia, Thailand, Vietnam, South Korea, and the Philippines. He later worked for a hedge fund and a mutual fund in Singapore.
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In April 2021, Fritzell left the traditional fund management industry to write Asian Century Stocks full-time. He’s now based in Singapore.
Michael is a professional analyst, he always includes a disclaimer so the rest of the article is by him:
Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. From time to time, the author might hold positions in the below-mentioned stocks consistent with the views and opinions expressed in this article. This is a disclosure, not a recommendation to buy or sell stocks.
2026 has been the year of Anthropic.
They are the creator of the large language model Claude, which has taken the world by storm:
The company was founded by a group of ex-OpenAI executives, who purportedly set out to create a more ethical generative AI tool. The result was Claude.ai – a chatbot that functions much the same way as ChatGPT and Google Gemini.
However, the popularity of Claude did not take off until late January 2026. At the time, Anthropic released Claude Cowork — an AI colleague that can work with files on your computer using natural language prompts.
And since then, Anthropic has been on an epic run of product releases, including Claude Design, Claude Marketplace, Claude for Excel, Claude for PowerPoint, Claude for Word, Claude for Chrome, and Claude Mythos.
In this post, I’ll explain exactly how I use Claude to analyze stocks. And hopefully, you’ll learn something in the process.
Personalized instructions
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