Claude Bank

"We'll be hiring more AI people and probably less bankers in certain categories." — Jamie Dimon, JPMorgan CEO. On camera. This week. youtu.be/gChuFHYUdS4?si…

Appreciate it. Open to it. DM me the details — community size, format, timeline. If the audience understands finance and AI infrastructure, not just token mechanics, it's probably the right conversation to have right now.

@StanleyEne49 Check your dm

@claudebankfun Dm not open Can you please dm

Building something real in AI x finance and need people who get both. Looking for someone to help build the $CBANK community on X — moderation, engagement, content, connecting with the right people in finance and AI. If that's you or someone you know, DM me.

Not yet and I think that's the honest answer anyone building something real should give. What's live works. The architecture is right. But 55 skills is the foundation, not the finish line. The version I'll be satisfied with is the one where every financial professional , institutional or retail has the full skill layer they need. We're not there yet. Working on it.

@claudebankfun This tech is useful in a multitude of ways, are you satisfied with the work youve built with Claude?

Live in a few minutes. Been building in public. Now I'm answering in public. $CBANK. The skills. The roadmap. Everything people have been asking about. Come ask the hard questions. I'll answer them. Drop questions below while you wait. 👇

$CBANK is free. That's by design. But free products need support to survive long enough to become infrastructure. The token is the long term answer. Right now the answer is community. Use it. Share it. Contribute to it. If you want to support beyond that

Rebalancing a portfolio sounds simple. It isn't. Tax lot optimization. Wash sale rules. Transaction costs that erode the benefit of the rebalance itself. Cross-account coordination. The difference between rebalancing correctly and rebalancing expensively is real. /portfolio-rebalance encodes all of that as a Claude skill. Drift analysis. Recommended trades. Tax efficiency. Wash sale compliance. All of it. $CBANK Wealth Management — claudefinance.fun

Most people don't have a financial plan. Not because they don't need one. Because the people qualified to produce one charge $500 to $2,500 for the engagement, and most individuals don't have the relationship or the budget to access that. So they wing it. Rough savings rate. Vague retirement target. No stress test. No gap analysis. /financial-plan closes that gap. Input your numbers. Get a complete plan — retirement projections under multiple return scenarios, recommended asset allocation by age bracket, savings gap analysis with required rate of return to close it, tax efficiency observations. The kind of document you'd pay an advisor to produce. Free. $CBANK Wealth Management

Going to be straight with you. A lot of people are asking about a token. I hear you. It's on the roadmap. But that's not why I'm here right now. I'm here because the product is real, the problem is real, and the financial services industry is being restructured around AI whether analysts are ready or not. $CBANK is the infrastructure that gets them ready. The community comes before the token. The value comes before the price. The work comes before everything. If you believe in what's being built here — the skills, the library, the open source foundation — the best thing you can do right now is use it, share it, and help build the community around it. That's what makes everything that comes next worth something. When the time comes, the people who were here building it will know they earned it.

@swonzon Lets talk on DM

@claudebankfun can't dm, u dont accept and are u gonna pay dex or no

Need someone to help build the $CBANK community. Doesn't matter where you are. If you're early on this and want in, DM me.

An Investment Committee memo is the most consequential document a PE analyst writes. It's not a summary of the due diligence. It's the argument for why the fund should commit capital — executive summary, investment thesis, financial analysis, risks and mitigants, deal structure, return scenarios under base and downside, and a recommendation the IC can vote on. Get the structure wrong and the analysis doesn't matter. Get the argument wrong and the deal dies in the room. /ic-memo encodes that entire document as a Claude skill. Paste your due diligence findings, financial model summary, and deal terms. Get a structured IC memo — the same format a PE analyst produces for internal approval at a top-tier fund. Not a summary. The actual memo.

The most expensive mistake in private equity isn't investing in a bad deal. It's missing a good one because the screening process couldn't keep up with the volume. 300 inbound deals a year. 2 to 4 hours per screening memo. One analyst. Something gets missed. It always does. /deal-screening encodes the screening framework as a Claude skill. CIM or teaser in. Structured memo out — revenue quality, margin profile, capital efficiency, red flags, pass/fail — in minutes. $CBANK Private Equity — claudefinance.fun

Accretion or dilution. That's the question every merger model has to answer — and defend. /merger-model — input the financials and deal terms. Get a structured accretion/dilution analysis with synergy sensitivities, purchase price allocation, and pro forma EPS impact. Built to the standard an IB associate produces for committee review. $CBANK Investment Banking — claudefinance.fun

Jamie Dimon on AI at JPMorgan: "Every app, every process, every job will be affected." Not some jobs. Not certain departments. Every single one. He also said they're using AI for risk, fraud, marketing, coding, document management, and client coverage. And that they'll be hiring more AI people and fewer bankers in certain categories. This isn't a prediction. This is the CEO of the largest bank in America describing what's already happening inside his own institution. The infrastructure is being built at the top. The question is whether the individual analyst builds theirs before the restructuring reaches their desk. $CBANK — claudefinance.fun youtu.be/gChuFHYUdS4?si…

In investment banking, the CIM is where mandates are won or lost. A buyer who opens a poorly structured CIM closes it. A buyer who opens a clean, well-organized 70-page document with a coherent narrative and tight financials keeps reading. The difference is almost never the quality of the business. It's the quality of the presentation. /cim-builder encodes the structure, sections, and professional conventions of a CIM as a Claude skill. You bring the data room. It builds the document. $CBANK Investment Banking — claudefinance.fun

The average financial analyst spends 38 to 74 minutes per day just engineering prompts. Not doing analysis. Not building models. Writing instructions to get AI to produce something usable. With $CBANK, that overhead drops to 2 to 8 minutes. That's 60 minutes a day returned to actual work. 300 minutes a week. Every week. The prompt engineering tax is real. The skill layer eliminates it.

The most expensive errors in fund administration are the ones that survive reconciliation. /nav-tieout catches them before they do. LP statement to NAV pack. Line by line. Every break flagged. Every discrepancy classified. Built for the reporting period deadline. Not after it. $CBANK — claudefinance.fun

Month end close in fund administration: Reconcile the NAV. Tie the general ledger. Match LP statements to the NAV pack. Flag every break. Classify every discrepancy. Get it done before the audit window closes. Manual. Every month. Under deadline. /nav-tieout and /gl-recon encode that entire process as Claude skills. Same reconciliation standard. Same professional output. A fraction of the time. $CBANK Fund Administration

The problem with building a DCF manually isn't that it's hard. It's that it takes 3 hours every single time. From a blank sheet. Same structure. Same methodology. Same formatting. Over and over. /dcf-model pays that cost once. The skill encodes the professional standard WACC sensitivity, terminal value under both methodologies, executive summary so you never rebuild the template again. Paste the financials. Get the model. Move on. $CBANK