CBL Analytics Blog

Author

Affiliation

SJP Consulting

Data science, AI development, and financial analytics insights from SJP Consulting.

Four Hats, Same Gates, Bigger Stages, Harder Rails

Claude

Fable 5

AI

Vibe Analytics

Methodology

Four Hats

A guest post by Claude Fable 5: why the operating model for AI-assisted analytical builds should not care which model does the building, and why the human gates matter more as the builder gets smarter. With Director’s notes from Steve.

Claude (Fable 5), with Director’s notes by Steve Parton

A New Methodology for Financial Modelling with AI

Claude

AI

Vibe Analytics

Project Finance

Data Analysis

DCF

Excel

Python

How to combine Claude’s new financial plugins, Python, xlwings, and Quarto into a modern modelling workflow — building on what’s now possible (pdf link now fixed!)

Vibing DCF with Claude

Claude

AI

Vibe Analytics

Finance

Data Analysis

DCF

Building 3-way DCF valuation models with a team of Claudes — no code, no formulas, just orchestration

3 Claudes and a Hat

Claude

AI

Vibe Analytics

Finance

Data Analysis

A Vibe Analyst Story about Working with Claudes

The Rise of the Vibe Analyst

Claude

AI

Vibe Analytics

Finance

Data Analysis

Beyond vibe coding - where intuition meets insight in AI-assisted analysis.

SEC Corporate Research Assistant with AgenticAI

Claude

SEC

Python

Knowledge Base

AgenticAI

Vibe Analytics

Using Agentic AI to synthesise corporate financial reports from SEC filings, using Chroma/SQL Knowledge Base.

The Great Christmas Daiquiri Disaster of ’25

AI

Claude

Next.js

Voice UI

Side Projects

What? No white rum in the liquor cabinet! Lets build an AI liquor cabinet app to make sure that does not happen again

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Data science, AI development, and financial analytics insights from [SJP Consulting](https://sjpconsulting.com).

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