Generate investment analysis from live market data
The poster built a personal wealth advisor in Claude Code that feeds live market data, macro indicators and news into investment analysis.
Done withClaude Code
- What they did
- The poster used Claude Code CLI to build a personal wealth advisor that pulled live market data, macro indicators and news into one workflow, then fed it to Claude with a CFA-style system prompt. In comments, they say a memory system let it recall and revisit earlier calls from weeks prior, which improved analysis quality; the person built the setup and used Claude’s output rather than handing decisions over fully.
- How it went
- They say the goal was analysis beyond generic stock tips, but the thread excerpt gives no performance numbers or verified investing results. What’s shown is a personalized research workflow, with the strongest claimed benefit being better output from retained memory.
- Worth knowing
- The main catch mentioned is that the memory layer mattered a lot: being able to reference what it said two weeks earlier noticeably changed output quality.
Try it yourself with Claude Code
Build me a small personal investment research tool in this folder. It should pull live market data for [tickers or funds I hold], key macro indicators like [rates, inflation, unemployment], and recent news, then write a short analysis of how these affect my portfolio of [brief description]. It is done when I can run one command and get a dated report with sources, and it should not place any trades.
Source: Reddit · Apr 1, 2026
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