Buyside AI Reviews

Former mega fund and credit hedge fund investor testing out AI tools for finance.

Investment Research AI

Jan 20, 2026

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8 min read

AI Workflows Series #2: Free AI-Driven Earnings/Conference Transcript Analysis

This week I tried out Quartr, roic.ai, and edmundSEC. Here's what I found.

Excel AI

Jan 9, 2026

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11 min read

AI Workflow Series #1: Monitoring Direct Lending Loan Issuance

I used NotebookLM and Claude Opus 4.5 as part of a useful AI-driven workflow. Here are my key takeaways and the prompts I used.

Investment Research AI

Jan 1, 2026

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16 min read

Hudson Labs - Review #1

This week I tried Hudson Labs, an AI solution for investment research. Here's what I found.

Excel AI

Dec 12, 2025

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5 min read

GPT-5.2, Excel AI, and the Path Forward

What I will be watching for in early 2026.

Excel AI

Dec 5, 2025

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10 min read

Ramp Sheets - Review #1

This week I tried Ramp Sheets, an AI agent for Excel. Here's what I found.

Excel AI

Dec 3, 2025

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14 min read

Shortcut AI - Review #2

This week I tried Shortcut, an AI agent for Excel. Here's what I found.

Excel AI

Dec 1, 2025

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13 min read

Shortcut AI - Review #1

This week I tried Shortcut, an AI agent for Excel. Here's what I found.

General

Dec 1, 2025

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2 min read

Welcome to Buyside AI Reviews

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Buyside AI Reviews

AI Workflows Series #2: Free AI-Driven Earnings/Conference Transcript Analysis

AI Workflow Series #1: Monitoring Direct Lending Loan Issuance

Hudson Labs - Review #1

GPT-5.2, Excel AI, and the Path Forward

Ramp Sheets - Review #1

Shortcut AI - Review #2

Shortcut AI - Review #1

Welcome to Buyside AI Reviews

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