March 18, 2026
Claude Cowork, Bigdata Plugin/5 minutes read
Portfolio Managers can now automate portfolio research with Claude Cowork and the Bigdata.com Plugin, a connector that gives Claude direct access to Bigdata’s Search engine and Knowledge graph. A single scheduled task runs every morning, identifies the top market-moving topics, assesses their impact on each holding, and delivers individual PDF briefs with inline attribution. The result: you open your laptop, launch Claude, and by the time you have your coffee the analysis is done.
It is 6:45 AM. You open your laptop and launch Claude. That is all it takes.
Within seconds, your scheduled Cowork task kicks off. While you make your coffee, check your messages, or get ready for the day, Claude is scanning the last 24 hours of financial news, identifying the five topics most likely to move markets today, cross-referencing each one against every company in your portfolio, scoring the potential impact, and generating a detailed PDF brief for each holding. By the time you sit back down, the analysis is waiting in a folder on your desktop.
Why does morning research take so long?
Every Portfolio Manager knows the routine. Markets open, and the first hour is a scramble: skimming headlines, checking overnight moves, trying to connect scattered data points to the positions that matter. The table below shows where that time typically goes:| Manual task | Time spent daily | Automated equivalent |
|---|---|---|
| Scanning news for relevant topics | 30-45 min | Claude Cowork searches via Bigdata search in seconds |
| Mapping topics to portfolio holdings | 20-30 min | Knowledge graph resolution matches tickers to entities automatically |
| Drafting impact notes per company | 60-90 min | PDF reports generated with inline source attribution |
| Updating tracking spreadsheets | 15-20 min | Spreadsheet updated with scores and confidence levels |
| Total | ~2-3 hours | ~10 minutes (unattended) |
How does Claude Cowork automate portfolio research on a schedule?
Claude Cowork lets you define tasks that run automatically when you open the application. Combine that with the Bigdata.com Plugin, which bundles the Bigdata MCP connector and the Financial Research Analyst skill, and you get an autonomous research assistant that delivers a structured portfolio impact analysis every morning. Here is what the workflow produces:| Output | Description |
|---|---|
| Top 5 market-moving topics | Identified from the last 24 hours using Bigdata’s search engine, which indexes thousands of premium financial sources |
| Impact assessment per company | Each topic scored for relevance, direction, and confidence against every holding in your portfolio |
| Individual PDF reports | One brief per company with detailed analysis and inline attribution linking back to original documents |
| Updated portfolio spreadsheet | A single summary view with impact scores, confidence levels, and topic mappings |
What does the setup look like?
The entire configuration takes minutes. You provide an Excel file listing the companies in your portfolio, just the ticker and the company name. Claude handles the rest.
- AAPL
- NVDA
- UTHR
- CRWV
- AMD
- MU
- AIR.PA
- ITX.MC
- GOOGL
- MSFT
How does this change the Portfolio Manager’s morning?
The goal is not to replace the Portfolio Manager. It is to eliminate the 2-3 hours of repetitive assembly work so you can focus on what drives returns: interpreting the data, forming a view, and making decisions. With this workflow, your morning changes. Instead of scrambling to catch up, you start with a clear picture of what matters for your book today. You can go deeper on the topics that need attention, ignore the noise, and move faster. The Bigdata search service ensures coverage across thousands of sources, and the knowledge graph ensures every company is correctly identified regardless of ticker format or exchange.How to get started with Claude Cowork and Bigdata
We have published a complete step-by-step guide that walks you through the entire setup: preparing your portfolio spreadsheet, enabling the Bigdata.com Plugin in your Claude environment, configuring the scheduled task, and reviewing the output.Portfolio daily impact brief
Follow the how-to guide to set up your own automated portfolio research workflow with Claude Cowork and Bigdata.
What other portfolio workflows can you automate with Claude Cowork?
This is one workflow, but the pattern applies to many others. Any repetitive research task that follows a predictable structure is a candidate for automation with Claude Cowork and the Bigdata.com Plugin:| Workflow | What it does |
|---|---|
| Earnings season preparation | Generate pre-earnings briefs for every company reporting next week |
| Sector rotation monitoring | Track topic momentum shifts across sectors and flag rotation signals |
| Regulatory change tracking | Monitor new regulatory developments and assess exposure per holding |
| Credit risk screening | Identify negative news signals and map them to credit-sensitive positions |
| Daily digest reports | Produce automated daily digests covering specific themes or markets |
OS
Oscar Sanchez Iglesias
Senior Product Manager