Members of a stock-picking team at Baron's investor circle use Google’s Gemini AI to quickly generate research insights during meetings, feeding queries on bearish cases and company fundamentals. Gemini also automates spreadsheet reorganization tasks in Google Sheets, enhancing efficiency for users less proficient with Excel.

At the corporate level, software developers integrate AI models into code creation, using them to generate basic code structures that programmers refine. AI also serves as a proofreading assistant for daily writing tasks, helping employees polish content and correct errors before publishing.

One team member has built customized skills in Claude, connecting it to data feeds from Morningstar, Alpaca and Yahoo Finance. These interfaces score all S&P 500 stocks on a 1-to-10 scale based on proprietary technical criteria, enabling sector- and subsector-level analysis using nonstandard moving averages.