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Practical guides for professionals using AI to save time and work smarter
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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