Your Portfolio, improved with Claude

Everything on Claude for investing: from a blank account to routines that run themselves.

Part 1: Set Up Claude for Investing
Which feature does which job, which model to pick, and 7 fixes for thin answers. → Part 2: Teach Claude Your Investment Context
Set up a Project once so you never explain yourself twice. → Part 3: Create Your Own Stock Analysis with Claude
Save your analysis as a Skill so every company gets the same treatment. → Part 4: Turn Claude's Answers Into Documents You Keep
Word notes, working spreadsheets and HTML pages, not walls of text. → 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. → Never Hit Your Claude Limit Again
The 6 habits that stop Claude cutting you off mid analysis. → Your Weekly Portfolio Dashboard
Ranks every holding by the cash it added, then reruns itself weekly. → 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 →