Buyside AI Reviews
Posts
Subscribe
Search
Log In
Buyside AI Reviews
Oliver Buchannon
Buyside AI Reviews

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

Excel AI

+3

Claude Cowork - Review #1

Feb 25, 2026

•

5 min read

Claude Cowork - Review #1

This week I tried Claude Cowork - here's what I found.

Investment Research AI

Portrait Analytics - Review #1

Feb 2, 2026

•

14 min read

Portrait Analytics - Review #1

This week I tried Portrait Analytics, an AI-powered investment research platform for institutional equity investors. Here's what I found.

Investment Research AI

+1

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

Jan 20, 2026

•

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

+2

AI Workflow Series #1: Monitoring Direct Lending Loan Issuance

Jan 9, 2026

•

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

Hudson Labs - Review #1

Jan 1, 2026

•

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

GPT-5.2, Excel AI, and the Path Forward

Dec 12, 2025

•

5 min read

GPT-5.2, Excel AI, and the Path Forward

What I will be watching for in early 2026.

Excel AI

Ramp Sheets - Review #1

Dec 5, 2025

•

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

Shortcut AI - Review #2

Dec 3, 2025

•

14 min read

Shortcut AI - Review #2

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

Excel AI

Shortcut AI - Review #1

Dec 1, 2025

•

13 min read

Shortcut AI - Review #1

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

General

Welcome to Buyside AI Reviews

Dec 1, 2025

•

2 min read

Welcome to Buyside AI Reviews

Thanks for checking out the site!

Buyside AI Reviews

[email protected]

Quick Links

Posts

Subscription

Search

© 2026 Buyside AI Reviews.
beehiivPowered by beehiiv