Using Claude to Analyze Earnings Calls: A Practical Workflow

Fri, 20 Mar 2026 00:00:00 +0000

Last week we covered Koyfin’s AI earnings summarizer. This week: how to build the same capability yourself using Claude, for a fraction of the cost. This is the kind of workflow that becomes second nature once you’ve run it a few times.

What You’ll Need

A Claude account (claude.ai) — the free tier works; Pro ($20 USD/mo) gives you longer context and more uploads
The earnings call transcript (plain text or PDF)
10 minutes the first time you set this up; 5 minutes per earnings call after that

Getting the Transcript

For TSX-listed companies, transcripts are available through:

Claude on True North Alpha

Using Claude to Analyze Earnings Calls: A Practical Workflow

What You’ll Need

Getting the Transcript