3 Simple Portfolio Checks with Claude's Finance Plugins
Twenty minutes. Three checks. Once a week. The disciplined weekly review buy-side desks have been running for decades, translated into 3 Claude prompts you can copy and run yourself.
3 Simple Portfolio Checks with Claude's Finance Plugins
Twenty minutes. Three checks. Once a week. The disciplined weekly review buy-side desks have been running for decades, translated into three Claude prompts you can copy and run yourself. Free playbook below.
Why these checks work
The single biggest difference between institutional investors and retail isn't access to data: it's discipline of process. Every buy-side desk runs a weekly review. Every analyst gets a Monday brief covering the names they cover. Every portfolio manager pressure-tests their thesis on every position they hold, every week, without fail.
Most retail investors don't do this. Not because they don't care, but because doing it manually takes hours: reading earnings transcripts, scanning news, checking analyst ratings, updating models. By Sunday evening, after a full week of work and life, nobody has the energy.
Claude's new finance plugins collapse those hours into twenty minutes. The discipline becomes feasible. That's the unlock.
The checks at a glance
Three checks, run in this order, on Sunday evening. Each one answers a specific question and uses a specific Claude plugin. Order matters: news first sets the context, research checks the thesis, earnings closes the loop.