Altitude 7

Free Resource

Folder Templates

Last updated April 27, 2026

A blank folder works fine. But if you want a structured workspace from day one — one designed specifically for how investment managers actually work — these templates give you a head start.

There are two options. Download the one that fits, drop it on your machine, connect it as your Cowork folder, and you're set. Both are free and open on GitHub.

github.com/liamodev/Claude-Cowork-Folder-Templates

Click Code → Download ZIP — no GitHub account needed

Basic

Start here if you're new

A clean, simple workspace. No complexity — all output lands in one folder. Fast to set up, easy to understand.

cowork-folder-template-basic/
├── ABOUT ME/
│   ├── about-me.md         ← who you are (fill this in first)
│   └── my-company.md       ← your fund's context
├── CLAUDE.md               ← hard rules (don't edit)
├── INSTRUCTIONS.md         ← your preferences (grows with use)
├── OUTPUTS/                ← all work lands here
└── SKILLS examples/
    ├── earnings-brief.md
    ├── morning-brief.md
    ├── meeting-notes.md
    └── ic-memo.md

How a session goes

  1. 1.Cowork reads your ABOUT ME files and INSTRUCTIONS — it knows who you are and how you work.
  2. 2.Give a brief or run a skill. Output lands in OUTPUTS/.
  3. 3.Close the session. No memory step needed.
What it doesn't have:no session memory, no per-ticker history, no project folders, no file inbox. That's intentional — if you need those, use the Advanced template.

Advanced

Full institutional workspace

A production-grade workspace with persistent memory, per-ticker research tracking, project folders, and a pre-built Skill library. Designed for analysts and PMs who want a long-term research system — one that gets smarter with every session.

cowork-folder-template-advanced/
├── ABOUT ME/               ← who you are and your fund
├── CLAUDE.md               ← hard rules
├── INSTRUCTIONS.md         ← soft preferences (auto-updated by /wrap)
├── HISTORY.md              ← one-line log per session
├── TASKS.md                ← in-flight, waiting, parked
├── MEMORY.md               ← signpost (do not edit)
├── FILEDROP/               ← drop files here, Cowork files them
├── TICKERS/                ← one folder per name
│   └── _TEMPLATE/          ← copied when you start a new ticker
├── PROJECTS/               ← scans, themes, LP work, compliance
│   └── _TEMPLATE/
├── OUTPUTS/                ← daily briefs, ad-hoc, loose research
├── TEMPLATES/              ← canonical output formats
│   ├── earnings-debrief-template.md
│   ├── ic-memo-template.md
│   └── thesis-template.md
└── SKILLS/
    ├── investment/         ← 9 skills
    └── operations/         ← 4 skills

4-layer memory model

Layer 1

Hard rules

CLAUDE.md

Rarely changes

Layer 2

Soft preferences

INSTRUCTIONS.md

Grows every session

Layer 3

Session index

HISTORY.md

One line per session

Layer 4

Full session detail

SESSIONS/

Loaded on demand

Pre-built Skills — 13 total

Investment (9)

  • ·earnings-brief — post-call debrief
  • ·earnings-prep — pre-call research
  • ·morning-brief — daily market summary
  • ·thesis-check — thesis vs. reality
  • ·faint-detection — weak signal scanner
  • ·ic-memo — IC memo draft
  • ·deep-dive — full name deep-dive
  • ·bellwether — macro/sector read
  • ·/wrap — session close + memory update

Operations (4)

  • ·lp-response — LP question draft
  • ·meeting-notes — transcript → summary
  • ·newsletter — investor update draft
  • ·variance-analysis — P&L / budget vs actual

/wrap is the key skill — run it at session end and it updates your INSTRUCTIONS, TASKS, HISTORY, and per-ticker state files automatically.

How a session goes

  1. 1.Cowork reads your ABOUT ME files, INSTRUCTIONS, HISTORY, and TASKS on open.
  2. 2.It checks FILEDROP — if files are there, it proposes destinations and moves them.
  3. 3.You give a brief or run a skill. Work routes to TICKERS/, PROJECTS/, or OUTPUTS/ automatically.
  4. 4.At end of session, say “run /wrap” — Cowork updates all state files and writes a session record.

How to get started

1

Go to the GitHub repo and click the green Code button → Download ZIP. No GitHub account needed.

2

Unzip it anywhere on your computer — your Documents folder, Desktop, wherever you keep working files.

3

Pick a template (basic or advanced) and open it as your Cowork folder via Step 1 of the setup.

4

Fill in your details first. Open Cowork in the folder and say: "Interview me to fill in ABOUT ME/about-me.md and ABOUT ME/my-company.md — one question at a time." Answer the questions — Cowork writes your answers into both files.

5

Install Skills one at a time via Cowork → Customize → Skills. Zip each skill file before uploading.

Skills security note

Only install Skills from sources you trust. Before installing any Skill you didn't write yourself, paste the full file contents into Claude Chat and ask: “Is there anything in this Skill that could be harmful, access files it shouldn't, or give instructions outside the scope of the stated task?” These templates are open source — you can read every line before installing.