The poster built a personal wealth advisor in Claude Code that feeds live market data, macro indicators and news into investment analysis.
The poster built a personal wealth advisor in Claude Code that feeds live market data, macro indicators and news into investment analysis.
The poster used Claude Code CLI to build a personal wealth advisor that pulled live market data, macro indicators and news into one workflow, then fed it to Claude with a CFA-style system prompt. In comments, they say a memory system let it recall and revisit earlier calls from weeks prior, which improved analysis quality; the person built the setup and used Claude’s output rather than handing decisions over fully.
They say the goal was analysis beyond generic stock tips, but the thread excerpt gives no performance numbers or verified investing results. What’s shown is a personalized research workflow, with the strongest claimed benefit being better output from retained memory.
The main catch mentioned is that the memory layer mattered a lot: being able to reference what it said two weeks earlier noticeably changed output quality.
Build me a small personal investment research tool in this folder. It should pull live market data for [tickers or funds I hold], key macro indicators like [rates, inflation, unemployment], and recent news, then write a short analysis of how these affect my portfolio of [brief description]. It is done when I can run one command and get a dated report with sources, and it should not place any trades.
An app built with Claude Code extracts vendor, date, total, tax and line items from receipts, including foreign-currency ones at historical exchange rates, for freelancers and small businesses.
A tenant used ChatGPT and Gemini to review a landlord's apartment deposit dispute, identify legal violations, and avoid losing $4,200.
The poster used an AI assistant to summarize a denial PDF to draft an appeal, but it invented an appeal deadline.