You already use terminals, brokers and assistants. What changes at expert level is the way you work: a model in which every number points back to its source, an earnings review that starts on its own, a grid that screens forty companies. The investment decision and the conviction stay with you.
AI helps buy-side portfolio managers and analysts with tasks such as “Work through an earnings release,” “Query five years of a company’s reports,” and “Build a model where every number has its source.” Start with a single task, in Claude: allow 20 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Claude · Attached files, in the conversation
TodayThe release lands at 7am, the market opens at 9am, and you already need to say what surprised.
With ClaudeA variance table with the page of every number, and three questions to put to the thesis.
Gemini Notebook · One notebook per company
TodayFive fiscal years, three hundred pages each, and the answer hides in an appendix note.
With Gemini NotebookA history of capital allocation, where every number points to its page.
Claude · Claude in Excel
TodayThe model for a new stock is built by hand, tab by tab, and nobody remembers where a cell came from.
With ClaudeA model in your template, with linked formulas and a source for every historical number.
Also
Hebbia · Matrix
A forty-row grid where every cell points to its source document.
Claude · Claude in Word
A memo in the house template, with contradictions in your notes flagged.
AlphaSense · Monitoring
A short list of dated, sourced facts, sorted by thesis.
Claude · Project
A one-page brief with the history, the questions and the topics to avoid.
A list of opposing arguments, with their source, their date and the fact to watch.
Daloopa · Excel add-in
An updated history, every cell linked to its document.
What to check
A release can mix reported and adjusted figures. Open the page before using a number.
Work through an earnings releaseClaude · Attached files, in the conversationThe prompt to copy
You are assisting a portfolio manager who follows [company], held in the portfolio at [weight]. From the attached release and presentation, build a table: metric, reported figure, my estimate, variance in value and in percentage. My estimates: [revenue, operating margin, free cash flow]. Then list the non-recurring items, the scope and currency effects, and what management says about the targets for the year, with the page. End with three questions these numbers raise for my thesis: [two-sentence summary of the thesis]. Give no position advice.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite the investment committee memo
In your jobPut a list of stocks on watch
In your jobWork through an earnings release
In your jobQuery five years of a company’s reports
For a team: everyone moves forward in their own job. You see the team’s progress and who finished a training you ask for, never the rest of one person’s activity.
The panel in Excel to build and check a model, the earnings and committee review agents, and connectors to your licensed data.
Recommended planFree to try, with no internal documents. Panel in Excel: Pro, $20 per month ($17 per month if billed yearly). For a company: Team, $25 per user per month ($20 if billed yearly).
A company’s annual reports, presentations and calls in one notebook: every answer points back to the page of the document.
Recommended planFree: 100 notebooks, 50 sources per notebook, 50 questions per day.
A sector update or a counter-thesis with the source and date of every number, before you open a position.
Recommended planFree: 3 “Pro” searches per day and 1 “Research” report per month. Then: Pro, $20 per month (€22 on the French App Store).
Fundamentals and KPIs drawn from public documents, every number linked to its source, with an add-in that updates Excel.
Recommended planEnterprise subscription, see the vendor’s website.
Search across millions of documents, monitoring boards with regular alerts and scheduled agents.
Recommended planEnterprise subscription, see the vendor’s website. A free trial is offered.
A grid where each row is a company or a document and each column a question, with the source documents attached to every cell.
Recommended planEnterprise subscription, see the vendor’s website.
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: Claude, Gemini Notebook, Perplexity, Daloopa, AlphaSense, and Hebbia. 3 of them can be used for free to get started.
The panel in Excel to build and check a model, the earnings and committee review agents, and connectors to your licensed data. The plan to choose: Free to try, with no internal documents. Panel in Excel: Pro, $20 per month ($17 per month if billed yearly). For a company: Team, $25 per user per month ($20 if billed yearly).
With “Work through an earnings release,” in Claude (Attached files, in the conversation). Allow 20 minutes the first time. A variance table with the page of every number, and three questions to put to the thesis.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs $22 per month for one person, and $149 per month for a team of up to ten people.