Investors new to Claude Code
For finance professionals who are curious but intimidated by the terminal.
Live workshop
Learn Claude Code for finance in 1 day
A live, beginner-friendly workshop. Go from zero to a working financial agent by the end of the day, using the same tools we use at Every Consulting.
Who this course is for
Teams ready for agents
For people seeking concrete examples of what a useful financial agent looks like.
Operators past chatbots
For those frustrated by chatbot limits in storage, compute, and capabilities.
What you will learn and do
Install Claude Code
Get Claude Code running on your machine with a guided setup that assumes no terminal experience.
Connect real finance tools
Work with Skills, agents, commands, plugins, MCPs, and APIs, including finance data workflows.
Run investment processes
Build and customize agentic workflows for earnings review, earnings preview, and coverage.
Outcomes you can expect
A shipped financial agent
Leave with a live, customizable agent ready for your workflow.
Three pre-built processes
Use earnings review, preview, and coverage flows as starting points for your own work.
An Every membership
Your purchase includes ongoing learning, community, product access, and the full archive.
Details
Date
March 13, 2026
Time
10 a.m. ET-2 p.m. ET
Format
Live on Zoom
Seat
$5,000, including $2,000 in MCP credits
Frequently asked questions
Is this truly beginner-friendly?
Yes. It is designed for people who have never used Claude Code or the terminal. We walk through everything step by step.
What do I need to participate?
A Claude subscription with Claude Code enabled. It does not need to be working yet.
How interactive is it?
Very. You get live instruction, breakouts, independent build time, and real-time help to resolve issues.
What will I leave with?
Claude Code running on your machine, a project shipped live, and a workflow you can apply to your own work.