Claude for Finance: Building Your Second Brain
Finance professionals consume more information than almost anyone, earnings reports, market commentary, internal memos, client notes, regulatory updates, and most of it gets read once and forgotten. The insights that could compound over a career instead get lost in inboxes and shared drives.
On May 21, 2026, The AI Capitol hosts Claude for Finance in collaboration with MooMoo, an edition focused on building a second brain for finance work. A second brain is a personal knowledge system that captures what you learn, connects it across deals and clients and markets, and makes it retrievable the moment you need it. Paired with Claude, it becomes something more powerful: a thinking partner that has read everything you have read, remembers every meeting you have had, and helps you draw connections you would otherwise miss.
This edition is built for practitioners. You will see live demos of finance professionals using Claude alongside tools like Obsidian and Notion to organize research, synthesize earnings calls, build client briefs, and turn years of accumulated knowledge into real leverage. Expect concrete workflows, honest conversation about what works and what does not, and peer exchange with operators who have moved past experimentation.
The room will include analysts, portfolio managers, wealth advisors, CFO office leaders, and finance operators from across Singapore.
If you are serious about turning the information you consume into a durable edge, this is the room.
Speaker:
Steve is a Cloud Resilience Architect at Commvault. He uses Claude Code daily across both professional and personal projects, building custom slash commands, sub-agents, and personal knowledge systems of the kind you will set up. This workshop distills what he has learned from running agentic workflows in real work contexts, not toy examples.
About The Co-Hosts
The AI Capitol is a Singapore-based AI automation consultancy and education platform founded by Lionel Sim. The AI Capitol helps individuals and businesses harness AI to build smarter workflows, launch digital products, and stay ahead of the curve.
Moomoo Singapore is a next-generation digital brokerage and wealth management platform, and a subsidiary of Nasdaq-listed Futu Holdings. Licensed by the Monetary Authority of Singapore, Moomoo serves over one million users in Singapore — roughly one in three residents — and was named Best Retail Broker in Singapore at the SIAS Investors' Choice Awards. Moomoo offers global market access across stocks, ETFs, options, futures, bonds, FX, and crypto, alongside advanced research tools, AI-powered insights, and a strong commitment to financial literacy.