About

We are the people
who built the models.

Wall Street veterans who decided there had to be a better way than the one we spent decades doing.

20+
Years on the desk
243
Finance skills built
$0
To get started

How this started

Between us, we have survived more earnings seasons, Fed meetings, and regulatory overhauls than we care to count. We have built DCF models at 2am the night before board presentations. We have explained Value at Risk to committees who had already made up their minds. We have screened counterparty lists against OFAC using Ctrl+F.

We know this work — the actual mechanics of it. The formulas, the edge cases, the regulatory nuances, the institutional workflows that take years to internalize. And for the longest time, the only way to transfer that knowledge was to hire junior analysts and watch them make the same mistakes we made in year one.

"Then Claude arrived and it could actually reason about finance. The problem wasn't the model. The problem was that it didn't have the playbook."

ClaudeFinLab is the playbook. SKILL.md files are institutional knowledge, distilled into structured prompt frameworks that Claude can actually use. The MCP servers pipe in live data — SEC filings, market prices, risk calculations — so Claude isn't just reasoning about finance, it's computing it.

Things we have personally suffered through

Inheriting a model where every tab was named FINAL_v3_USE_THIS_REALFINAL_v2b.xlsx

Explaining in writing why a 400-row Bloomberg export cannot be pasted into a JIRA comment

Sitting through an earnings call where the CFO clearly had not read the press release

Being asked to "just run a quick VaR" at 4:45pm on a Friday before a long weekend

Writing the same OFAC screening memo in slightly different words for the sixteenth consecutive quarter

Why free?

We are not optimizing for ARR. We are practitioners who spent too long watching junior analysts burn 80% of their bandwidth on work that a well-configured AI could handle in seconds.

Share the playbook. Raise the floor. That is the whole idea. We built the tool we wished we had had. You get to use it for free.

Want to try it?

243 skills, 10 MCP servers, no credit card required.