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Finance and data

AI stock research and backtest desk

A hedge fund research desk that runs in Claude Code: seven AI agents argue both sides of a stock, a trader proposes one strategy, and a walk-forward backtest only trades it if it beats the market.

Free — runs in your own ClaudeTechnical setup · 4 steps9 ready-to-run prompts
Set it up free — takes 3 minutes ↓Or have us wire it in →
Step 1 · setup
Three minutes, three steps, nothing to install by hand

Claude sets it up for you. You just paste.

Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.

  1. 1

    Copy your setup instruction

    A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.

  2. 2

    Open Claude in a new tab

    Free account, no card, 30 seconds. This tab stays open so you can come back.

    Open claude.ai ↗
  3. 3

    Paste, send, and answer one question

    Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.

▸How should Claude talk to you? (optional)
▸Prefer the full prompt instead of the link? (optional)
Install AI stock research and backtest desk on my computer. Walk me through it.

Repo: https://github.com/tabani-png/quant-desk
What it does: A hedge fund research desk that runs in Claude Code: seven AI agents argue both sides of a stock, a trader proposes one strategy, and a walk-forward backtest only trades it if it beats the market.

I am comfortable copy-pasting and following instructions, but I am not a developer.

Rules:
- Plain English. Define jargon the first time it appears (repo, env var, port, dependency).
- One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows).
- One sentence per command explaining what it does and what success looks like.
- After each command, wait. I will tell you the output before you move on.
- If a tool is missing (git, node, docker, python), give me the one-line install for my OS first.
- If something errors, diagnose before the next step. Do not skip.

First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1.

Reference steps from the public guide (adapt to my OS, do not just paste them at me):
1. Clone the open-source desk (public, free): git clone https://github.com/tabani-png/quant-desk, then run ./install.sh. It copies the skill and the 7 analyst agents into your Claude Code and sets up a small Python env (yfinance + pandas). There is NO Anthropic API key anywhere — it runs on the Claude Code subscription you already have.
2. In Claude Code, type /quant-desk run AAPL. The desk pulls a year of real prices, runs the market, fundamentals, and news analysts, stages a bull-vs-bear debate, has the trader propose one concrete rule, and the risk manager size it — every step narrated in plain English.
3. The rule then hits the backtest gate: walk-forward (the verdict is decided only on a held-out slice the strategy never saw) and cost-aware. It trades ONLY if it beats holding the S&P 500, has a positive Sharpe, and draws down no worse than holding the stock. Fail any check and the trade is BLOCKED — the AI's opinion does not override it.
4. Optional: place PAPER (pretend-money) trades with free Alpaca paper keys; without them, trades run in DRY RUN and no real money is ever at risk. Prefer no terminal? Copy the 9 prompts below to run the desk by hand in any Claude chat — but only the installed engine runs the REAL backtest on live data.

Stop when the app opens and I confirm it works.
Step 2 · run it on your data

Step 1 set it up. These 9 prompts do the work.

the vault

The 9 prompts

Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.

One .md file · all 9 prompts, numbered, in order · nothing left out.
Built on open source
quant-desk (open source — the full 7-agent desk + backtest gate) ↗

The code is public and free. The setup instruction above installs and wires it for you. You never need to open this link.

Rent it forever, or own it once.

A hedge fund research desk that runs in Claude Code: seven AI agents argue both sides of a stock, a trader proposes one strategy, and a walk-forward backtest only trades it if it beats the market.

Path A · free

You just did it

The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.

Back to the prompts ↑
Path B · done with you

We wire it into your business

We would build your private desk: your watchlist wired in, a strategy library beyond the three starter rules, your own risk limits and position sizing, your broker connected for paper-then-live, a compliance sign-off chain, and the honest baseline (index-fund comparison plus past-winner warning) kept front and center. Done with you, then handed over so you own it.

Book a build call →
data safety

Before you use live numbers

  • • Run last quarter's numbers first. Live data is not a test bed.
  • • Nothing here uploads to us. It runs in your own Claude account, on your own machine.
  • • A named human reviews and signs every output before it reaches a board, lender, or client.
  • • Wiring the open-source piece to real systems? Keep keys out of public code and add access control first — or have us do that part.
the fine print

Credit the original author

The quant-desk engine and prompts are open source (github.com/tabani-png/quant-desk), authored by consultance.ai. Two Sigma and other funds are referenced as the incumbent being replaced; no affiliation implied. Free Yahoo Finance data and optional free Alpaca paper trading are used under their own terms. This is an educational tool on a paper account, NOT financial advice; passing the gate is a minimum bar, not a promise of future results.

Want this running in your business, not just your laptop? We build it and hand you the keys.

Book a build callBack to the library

Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.

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Forward this to whoever owns the workflow.

The person drowning in this every week is the one who'll actually want it.

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What is AI stock research and backtest desk?

AI stock research and backtest desk is a finance and data build in the consultance.ai AI Build Library. A hedge fund research desk that runs in Claude Code: seven AI agents argue both sides of a stock, a trader proposes one strategy, and a walk-forward backtest only trades it if it beats the market. It fits Retail quants, finance founders, traders, and fund-curious operators who want a hedge fund's research, debate, and backtest workflow without the API bill, the terminal, or the team — a disciplined second opinion, not another stock-tip bot. Setup difficulty is Technical, with 4 plain-English steps.

What does AI stock research and backtest desk do?

A hedge fund research desk that runs in Claude Code: seven AI agents argue both sides of a stock, a trader proposes one strategy, and a walk-forward backtest only trades it if it beats the market.

Who is AI stock research and backtest desk for?

It fits Retail quants, finance founders, traders, and fund-curious operators who want a hedge fund's research, debate, and backtest workflow without the API bill, the terminal, or the team — a disciplined second opinion, not another stock-tip bot.

How hard is AI stock research and backtest desk to set up?

Technical to set up — one guided setup instruction covering 4 plain-English steps, plus 9 ready-to-run prompts on the resource page.

How would consultance.ai build this out?

We would build your private desk: your watchlist wired in, a strategy library beyond the three starter rules, your own risk limits and position sizing, your broker connected for paper-then-live, a compliance sign-off chain, and the honest baseline (index-fund comparison plus past-winner warning) kept front and center. Done with you, then handed over so you own it.

What are the licensing terms?

The quant-desk engine and prompts are open source (github.com/tabani-png/quant-desk), authored by consultance.ai. Two Sigma and other funds are referenced as the incumbent being replaced; no affiliation implied. Free Yahoo Finance data and optional free Alpaca paper trading are used under their own terms. This is an educational tool on a paper account, NOT financial advice; passing the gate is a minimum bar, not a promise of future results.

Want this built into your workflow?

AI stock research and backtest desk is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.

This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.

Book your free AI audit