I aim to provide unbiased, in-depth reviews of the actual capabilities of AI tools for real-world applications in finance (particularly for buyside investors). I plan on trying various finance AI tools regularly and posting updates so that readers can stay on top of improvements. I am not a coder but have over a decade of experience on the buyside and hope to apply these tools in a way that will be informative to “non-tech” users in finance. In the process, I will be learning how to use these tools better and ideally readers learn along the way too.

Hopefully, my reviews help those already in the industry and those aspiring to enter the world of finance during a time when a lot young people may be nervous about AI impacting future staffing levels across the industry. It’s the hot new thing to watch a demo video and say “analysts are cooked” and that “1 analyst will be doing the work of 6 in the near future”, but I think its important to take the time to objectively assess the actual capabilities of these tools in the context of real, nuanced workflows before making grand predictions about how the industry might change.