Your Portfolio, improved with Claude

Everything on Claude for investing: from installing the finance plugins to routines, checks, calendars and visuals for your own portfolio.

How to Install Claude's Finance Plugins
Step by step, from a blank Claude account to working plugins. → What Claude's New Finance Agents Actually Do
A plain-English tour of the finance plugins and what each one is for. → 3 Simple Portfolio Checks with Claude's Finance Plugins
A repeatable routine to review your holdings with Claude. → Earnings Calendar
Know when the companies you follow report next, built with Claude. → Research Any Stock Like a Wall Street Analyst
One command builds the research, the model, the valuation and a full report. → Visualise Your Portfolio with Claude Design
Turn a plain list of holdings into four clear pictures in minutes. → Browse everything in Claude Workflows →