Miles Deutscher reportedly uses Claude to merge monthly bank statements into a dashboard, visualize spending, compute metrics and analyze portfolio allocation.
Miles Deutscher reportedly uses Claude to merge monthly bank statements into a dashboard, visualize spending, compute metrics and analyze portfolio allocation.
Miles Deutscher drags monthly bank statements into Claude. The model consolidates the statements, builds a dashboard for spending visualization and calculations, and analyzes portfolio allocation. The user double-checks outputs because the model can hallucinate.
This let him handle his basic passive portfolio without full-time high-cost advisers, though he still seeks occasional consulting advice.
Always verify AI outputs manually as hallucinations remain possible.
I've put my monthly bank statements from [months] in [folder]. Merge them into one spreadsheet, categorize each transaction, and build a dashboard showing spending by category, monthly totals, and [metrics, e.g. savings rate]. If I add [portfolio holdings file], also show my allocation by asset type. Finish by telling me the three biggest things you notice, and do not change or delete my original files.
Score every demo request against your ICP, update HubSpot and ping the right rep in Slack within a minute of the form submit.
Every new Zendesk ticket gets a category, priority and sentiment tag plus a draft reply in an internal note before an agent opens it.
Copilot and Claude review each PR for bugs, missing tests and risky changes before a human looks, so reviewers can focus on design.