Adyen equity research in Cowork

Claude Cowork pulled Adyen filings and data, built an Excel model, ran a DCF, wrote an investment memo, and set up a weekly update task.

Resultrc_TDHDSHHC

A full equity research workflow on Adyen, from data pull to investment memo, was done in under 15 minutes using prompts only.

ShownBlog · Apr 15 · Last checked Oct 13, 2026

Overview

How it was set up

Claude Cowork with access to a local research folder, yfinance for financial data, and a prompt per step. Paid data connectors or an MCP server are optional.

Worth knowing

Fetching earnings transcripts was slow and unreliable on the free route. The author suggests a paid data provider.

A prompt to start from

You have access to my [TICKER] research folder. Download the last 5 annual reports and 4 recent reports into filings/, find 4 recent earnings call transcripts, and pull 5 years of prices and statements via yfinance into model/ as CSVs. Report any missing files. Do not analyse yet.

Written by Agentic Feats from the source. Not the author's exact prompt.

Sources 1

Originalinvestwithai.substack.com/p/9-steps-in-claude-cowork-to-automate

History

Source published: 2026-04-15
Added to Agentic Feats: 2026-10-13
Pick: No
Markdown copy: /c/adyen-equity-research-in-cowork-claude-cowork.md

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