Rogo AI

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About this Tool

Rogo AI

Rogo is the generative AI platform that’s transforming knowledge work in finance. Its models are purpose-built for Wall Street — empowering financial

Rogo is the generative AI platform that’s transforming knowledge work in finance. Its models are purpose-built for Wall Street — empowering financial professionals to be smarter and more efficient. Rogo’s agents function as your always-on-analyst by eliminating grunt work and absorbing time-intensive tasks to help you develop insights faster, tackle sophisticated problems more intelligently, and make better decisions.

Pros & Cons

✓ Pros

✓Earnings Comp Analysis
✓Private Company Profile
✓Financial Sponsor Overview

✗ Cons

✗No free plan — paid tiers only
✗No native Android app

Key Features

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Earnings Comp Analysis

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Public Company

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Meeting Prep

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Private Company Profile

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Personal Bio

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Financial Sponsor Overview

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Public Company Profile

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Secondaries Buyer Overview

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Proofread My Deck

📋 Scripts & Prompts for Rogo AI +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Rogo AI +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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Stripe MCP Server

Low 📱 macos, linux, windows

Official Stripe MCP for payments, customers, and subscriptions.

GitHub

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QuickBooks Online MCP Server

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MCP for QuickBooks Online accounting workflows.

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Intermediate 📱 Claude Desktop, Cursor, Continue.dev

🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.

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🔌 Browse All MCP Servers →

🤖 AI Agents for Rogo AI +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🔗 LANGCHAIN

LangChain Earnings-Call Analyzer

⚡ Event

LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.

https://github.com/langchain-ai/langchain

⬇ Import Agent Docs

🤖 CLAUDE CODE

Claude Skill: Personal CFO

⏰ Scheduled

Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Sub-agent: Tax-Loss Harvester

▶ On-demand

Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.

https://github.com/anthropics/claude-code

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

AlphaSense Claude Agent

▶ On-demand

Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →