By platform
Start from the tool you already have
Pick your broker or assistant and see everything we have for it: the guides, the prompts, where it ranked in our reviews and any skills built for it.
AI assistant
Claude
The assistant most of our desk workflows run on: connectors to brokers, skills for repeat tasks, and long documents like 10-Ks and call transcripts.
4 guides4 prompts2 reviews2 skillsAI research
Perplexity
Cited answers over live market data. Perplexity Finance covers what moved, the week's calendar and a start-to-finish research pass.
2 guides2 prompts1 reviewAI assistant
ChatGPT
Best for argument and reconciliation work: steelmanning a trade, building a journal from fills, and explaining breaks between two lists.
3 prompts1 reviewSpreadsheets
Excel + Copilot
Month-end close, variance commentary and modeling help inside the workbook you already have, with Copilot or Claude for Excel.
1 guide1 prompt2 reviewsBroker
Public
A broker with a built-in agent builder. Start with alert-only workflows before you let anything touch an order.
1 prompt2 reviewsStrategy platform
Composer
Describe a strategy in plain language, backtest it, and only then run it live. The guide covers exits before entries.
1 guide1 prompt1 reviewCrypto trading agents
Tread
Agent briefs for crypto with a size, a time, a limit and a stop. The video builds a Bitcoin agent end to end.
1 guide1 prompt1 reviewBroker
Robinhood
Connect the account to Claude through Robinhood's MCP link and let an assistant read positions and pre-market moves for your watchlist.
1 guide1 review
Platform menus and prices change. Each guide and review shows the date it was last checked.