Claude for Finance

TABLE OF CONTENTS

01 Claude in Excel

02 Claude in PowerPoint

03 Excel + PowerPoint

04 CoWork Setup

05 Claude in Chrome

06 Claude Code

07 Claude Design

08 MCP Connectors

09 Research Mode

10 Claude in Word

11 Live Dashboard

12 Finance Plugin

13 Data Cleaning

14 Earnings Reviewer

15 Financial Plan

16 Portfolio Tracker

17 IPO Analyst

18 Deal Screener

19 Deal Sourcing

20 Stock Screener

21 Power BI Dashboards

21 Mutual Fund Portfolio Tracker

Bonus 1: Codex Pitch