Turn the investing jobs you repeat into structured workflows. Each one defines the job, the source requirements, what to verify, where current models can vary, and the decisions that remain yours.
[See the Toolkit] → https://newsletter.behavioralvalueinvestor.com/p/the-toolkitRun the free Scorecard
Who this is for
You research individual companies. You read the filings yourself. You have probably already tried AI somewhere in that work: a chat window here or a tool you used twice. Or maybe a prompt that impressed you once and is now sitting collecting virtual dust in a note somewhere.
The thing is, you probably do not use AI regularly enough to improve your investment process.
I have done the hard work of figuring out where AI can improve mine without outsourcing my judgment. Now you can use the tools and workflows I developed to put AI to work in your own process without spending countless hours figuring it out yourself.
Before you run a workflow
Claude Skills are useful but imperfect. Current models can miss a fact, misread a source, skip a field you asked for, use something stale, or state a conclusion with more confidence than the evidence carries. Those limits are structural. They vary by model and they vary by run.
Even with those limitations, I have found the workflows I am sharing with you to be very useful as long as they are used for their intended purpose. They save time and help you find patterns that you might have missed. As a result, I have been able to look at a lot more investing candidates and triage them much faster than I could have done without the help of AI.
Each workflow card states what the workflow is designed to produce, the limitations I saw in a representative run, and what you have to verify yourself. When a card says the workflow was tested, it means I ran it on a real case and wrote down what happened. It does not mean Claude will produce the same structure, the same coverage, or the same conclusion the next time.
Choose your starting point
New here
Run the Mental Model Scorecard in your browser. Nothing to install, no account, no data stored. Then try the free Company Overview Deck Skill, which builds a sourced company overview, and decide whether this is how you want to work.
Paid subscribers
Your paid subscription includes full access to the Mental Model Scorecard app. Start there: score a company, save the entry, and return after earnings or another material event to compare what changed.
Start from the job in front of you rather than from the file list. The Toolkit is organized by 6 investing jobs: find and triage ideas, understand a business and its industry, check management and financial evidence, challenge the thesis, monitor what changed, and review the result and the process.
You also have the Investment Autopsy Library: 22 case studies, indexed by the lesson each one illustrates.
Choose a workflow →
https://newsletter.behavioralvalueinvestor.com/p/the-toolkit
Already a paying member from before September 8
See what changed, whether a file you already have needs replacing, and where your access now lives.
Route: See what changed → https://newsletter.behavioralvalueinvestor.com/p/the-toolkit
What one workflow contains
Every card in The Toolkit has the same 5 parts. Here is one of them in full.
Challenge the thesis before you commit capital
The job: Build the strongest bear case the evidence actually supports.
Inputs: One public company. Claude Research or deep research. Primary sources plus credible secondary sources.
Intended output: A bear-case memo with evidence tags, open questions, a stress-test checklist, source limitations, and numbered sources. Claude may still omit or misstate support, so verify every important claim.
Your checks: The latest annual and operating-period filings. Current balance-sheet figures. The date on every valuation input. The key claims the argument depends on.
Judgment boundary: The workflow challenges a thesis. It does not make the investment decision, set a price target, or tell you to change a position.
I ran this one on several companies I know well. It produced a useful structured bear case. It also included a summary claim the body did not support, an incomplete source list, a valuation bridge that did not reconcile to current figures, and a miscitation. Those are recorded on the card, and the checks above exist because of them.
That is the standard for everything in The Toolkit: materially useful, with the limitations and verification duties stated plainly. No hype, just a useful growing library of tested workflows you can pick from to start improving your process right away.
What free and paid include
Investing essays and free workflow demonstrations: Free, Monthly, Annual and founding
Investment Autopsy Library index: Free, Monthly, Annual and founding
All 22 Investment Autopsy cases: Monthly, Annual and founding
Mental Model Scorecard, free browser version: Free, Monthly, Annual and founding
Mental Model Scorecard full app: Monthly, Annual and founding
The Toolkit index and its free Company Deck workflow: Free, Monthly, Annual and founding
5 Downloads-backed launch workflows: Monthly, Annual and founding
Full PULSE template with Bloomberg codes: Annual and founding
Office hours: Annual and founding
Individual Investment Autopsy cases keep the access settings they already have. Founding membership is voluntary support with the same access as annual.
Downloads is a web page. Open it in a browser rather than in the Substack app.
See the work before you decide
Company Overview Deck
A free Claude Skill that builds a sourced company and industry overview. The article explains how to use it to improve your investment process.
Route: Read the demonstration
Mental Model Scorecard
The free browser version runs the published question set and asks you to write the strongest argument against your own idea. Paid members can keep a private journal of scored entries and compare and analyze them over time.
Route: Open the Scorecard
Investment Autopsy Library
22 investment cases, organized by the pattern that repeated, with the full case appendix.
Route: Browse the library
Limitations
These are educational materials. They organize research, expose assumptions, and make checks visible. Claude can still miss facts, miss sources, skip fields, and ignore instructions. Nothing here is an investment recommendation, and nothing here replaces your own source work, your own valuation, and your own judgment.
No stock tips, no recommendations, and no discussion of Silver Ring’s current holdings or trades.
Full terms: [Membership boundaries] → https://newsletter.behavioralvalueinvestor.com/p/membership-boundaries