Claude Workflows

Your Weekly Portfolio Dashboard

I built a weekly portfolio dashboard with Claude that ranks every holding by the cash it added, rather than by the size of its move. Two views, one toggle.

Claude Workflows

Weekly Portfolio Dashboard (Pro Prompt)

One prompt that rebuilds the weekly portfolio dashboard around your own holdings, and the setup that reruns it for you every week without you asking.

Claude Workflows

Your Portfolio Calendar

Full interactive calendar for your portfolio with filters, the timeline and every catalyst with its notes and read-throughs.

Claude Workflows

Your Portfolio Calendar (Pro Prompt)

The exact prompt and method so you can build the same calendar for your own holdings in Claude.

Claude Workflows

Visualise your portfolio with Claude Design

A beginner-friendly walkthrough. Take a plain list of holdings and turn it into four clear pictures in a few minutes - no spreadsheets and no finance background needed.

Claude Workflows

The exact prompts: visualise your portfolio with Claude Design (PRO)

The 4 copy-past prompts behind every animation. Paste one into Claude Design, drop your holdings in at the bottom and let Claude build the visual.

Claude Workflows

Research Any Stock Like a Wall Street Analyst, with Claude

One command in Claude's Equity Research plugin builds the company research, the financial model, the valuation and a 40-page report. Here is the full walkthrough, step by step.

Claude Workflows

Pressure-Test Any Claude Stock Valuation: 4 Checks and Prompts (PRO)

The four checks I run on every Claude valuation, with the exact copy-paste prompts you can reuse on any stock.

Claude Workflows

The Claude Investor Prompt Pack (PRO)

10 ready-to-use Claude commands for the new finance plugins.

Claude Workflows

How to Install Claude's Finance Plugins (Step by Step)

The full step-by-step on installing Claude's free finance plugins. Setup to first command in under five minutes.

Claude Workflows

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.

Claude Workflows

What Claude's New Finance Agents Actually Do

20+ new finance plugins. 4 are built for everyday investors. Here's the honest read on what each does and which ones to skip.