Blog
AI Guides & How-Tos
Practical guides for professionals using AI to save time and work smarter.
398
guides
Free · 60 seconds · no card
Where does AI fit your job?
Answer a few questions for a free 30-day AI plan for your exact role — what to automate first, and the prompts to do it.
Find my AI wins1–2 of 2 postsClear filters
How-Tofinancial advisor
How to Use the MarketXLS MCP to Build Portfolio Reports (Financial Advisors)
Wire MarketXLS's portfolio + market-data APIs into Claude via MCP, then chain it for quarterly client letters that explain returns in plain English — without the compliance pitfalls of generic AI.
May 24, 20269 min read
How-Tofinancial advisor
How to Install the Financial Advisor Claude Plugin (Cowork & Code)
Step-by-step installation guide for the Financial Advisor Claude plugin from The AI Career Lab — works in both Claude Cowork (chat) and Claude Code (terminal). What you get, how to install, and your first run.
Apr 8, 20265 min read