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.

ValuebyRaphInvesting made simple with AI.

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Your Weekly Portfolio Dashboard

Week ending Fri 7 Aug 2026
vs previous Friday close

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I walk through this dashboard on YouTube, including how I built it with Claude and how to read the scoreboard.

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Illustrative portfolio. Made-up holdings and hypothetical returns, used to demonstrate the format. Not a real portfolio, not a recommendation, not advice.

This Week

+5.77%

≈ +$2,698 this week

This Month

+7.75%

last 4 weeks

Total Gain

+46.0%

≈ +$15,256 since purchase

Portfolio Value

$49,450

illustrative

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Every holding ranked by the cash it added
The number your broker doesn't show you
Two minutes to read, top to bottom

FREE SIGNUP · NO CREDIT CARD REQUIRED · READ BY 5,000+ INVESTORS

Microsoft FY26: the risk score, 76 out of 100

Record revenue, the widest operating margin in at least a decade, and free cash flow that went backwards, all in the same fiscal year. Microsoft FY26 scored on valuation, financial health and growth: 76 out of 100. Plus the 4 lines that will move that score when Q1 FY27 lands.

Your ETF Checklist (7 points to check before you buy)

How to compare two ETFs properly: fees, tracking difference, liquidity, structure, issuer and tax. A 7 point checklist, with SPY, VOO and IVV as the worked example.

The ETF Comparator Prompt

The prompt behind Your ETF Checklist.

The One-Chat Company Review (Pro Prompt)

A full company review, from raw filing to one written page, in a single chat.

Your Weekly Portfolio Dashboard

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Sign up free to read the full dashboard

Read more

Microsoft FY26: the risk score, 76 out of 100

Your ETF Checklist (7 points to check before you buy)

The ETF Comparator Prompt

The One-Chat Company Review (Pro Prompt)