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Finance
A research desk that runs itself. An analyst’s week is full of checking: filings, headlines, prices, the weekly report. Each check becomes a job that runs on its own, and everything it collects stays on your machines — positions and research never leave the desk.
You say itonce, in a terminal
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Live sessionan agent works, you watch
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Jobsscheduled, verified runs
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Kept locallyfiles + full history, yours
Session — claude · earnings season prep
~/desk ❯ claude
› brief me on NVDA before earnings
● Read filings/NVDA/ (last 2 quarters)
● Read data/prices.csv · news matches (7d): 4
data-center revenue, $B
24Q4 ██████ 14.5
25Q1 ████████ 18.4
25Q2 ██████████ 22.6 +22% QoQ
margin trend ▁▂▄▅▆▇ ↑
⚠ new risk factor: export licenses (p. 41)
✓ brief → briefs/NVDA-26Q1.md
The numbers — buyback authorizations, $B per quarter
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└────────────────────────────────────────────────────
26Q1 = 35.0 · all-time high — flagged in the morning brief
The jobs that emerge
filings-watchdaily 06:00New 10-K/10-Q filings for the watchlist, downloaded and summarized before the open.
news-watchevery 15 minHeadlines filtered to your names and themes; quiet days cost almost nothing.
weekly-perf-reportFri 16:00The performance report built from your exports, checked, and saved for the team.
earnings-briefsweeklyOne-page briefs for every name reporting next week, from the last two filings.
Where the data lives
Positions, models and research notes stay on the desk’s machines. Nothing is uploaded; there is no vendor cloud reading your book.
What you get
- The repetitive checking of earnings season, automated end to end
- Briefs and summaries that are ready before you sit down
- A growing local archive of filings and notes, never fetched twice
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