Manage investments, taxes and credit with a finance agent
The poster built a Claude Code personal finance agent to track investments, prepare for self-employment taxes and optimize credit utilization.
Done withClaude Code
- What they did
- The poster used Claude Code to help build Hearth, a local Python personal finance system that pulled data from Schwab, Robinhood, Coinbase, Plaid, Gmail through Google MCP, and a market-data API. Claude helped research investing and tax rules, build custom skills, and refine logic for portfolio allocation, Schedule C and mileage handling, plus credit-utilization alerts keyed to statement close dates; the user validated the rules and cross-checks.
- How it went
- The system consolidated investments, taxes, and credit monitoring in one dashboard and could flag issues like idle cash, dead connections, and discrepancies against bank data. The source gives no performance gains or savings figures, and says reproducing it would require significant technical skill.
- Worth knowing
- The main catch is complexity: the source notes 547.7 million tokens over 80 active days, with no repo or prompt sequence provided.
Try it yourself with Claude Code
Build a personal finance assistant in this folder from my files: [investment statements, income records, credit card balances and limits]. It should track my investments, estimate quarterly self-employment tax set-asides based on [my income and state], and show how to bring credit utilization under [target percent]. It is done when one command produces a dated summary with the assumptions listed, and it should never connect to accounts or move money without asking me first.
Source: Reddit · Aug 1, 2026
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