Track personal investments with a Claude-built portfolio tracker
The poster built a personal portfolio tracker with Claude that tracks SIPs and lump sums using money-weighted returns, and helps with research. Task: Suggested implementation: Define asset allocation logic in Excel, then use Claude to generate a PWA/HTML portfolio tracker for laptop and mobile. The tool should support balanced and correction modes, allocating SIP and lump-sum funds to underweight holdings based on target bands and ranked dividend buckets. Human role: Verify calculation logic against manual Excel formulas before deployment.; tools: Claude. Human role: The original post does not say how a person stayed involved.; limitations: Prerequisites: Clear definition of target asset allocation bands and dividend ranking logic. Constraints: The proposed workflow relies on static manual data entry unless broker APIs are integrated, which adds complexity. Source reliability: Low, as the original Reddit post is inaccessible. Human approval: Required for all financial calculations before real-world use..
Tools
Published on Agent Work Atlas:
Overview
The poster built a personal portfolio tracker with Claude that tracks SIPs and lump sums using money-weighted returns, and helps with research.
Workflow
Suggested implementation: Define asset allocation logic in Excel, then use Claude to generate a PWA/HTML portfolio tracker for laptop and mobile. The tool should support balanced and correction modes, allocating SIP and lump-sum funds to underweight holdings based on target bands and ranked dividend buckets. Human role: Verify calculation logic against manual Excel formulas before deployment.
Reported result
Outcome unknown due to source access failure (HTTP 403). No verified metrics or success stories are available. Proposed acceptance check: Confirm the generated tracker correctly calculates money-weighted returns and suggests rebalancing actions matching manual Excel calculations for a sample dataset.
Human role
The original post does not say how a person stayed involved.
Limitations
Prerequisites: Clear definition of target asset allocation bands and dividend ranking logic. Constraints: The proposed workflow relies on static manual data entry unless broker APIs are integrated, which adds complexity. Source reliability: Low, as the original Reddit post is inaccessible. Human approval: Required for all financial calculations before real-world use.
Try it
Act as a financial developer. I need to build a personal portfolio tracker. First, I will provide my target asset allocation bands and current holdings in a CSV format [replaceable inputs]. Use Claude to generate a single-file HTML/PWA application that runs on both desktop and mobile. The app must include two modes: 'Balanced' (maintains target weights) and 'Correction' (allocates new SIP/lump-sum funds to underweight assets). Implement a ranked dividend bucket feature. Ensure the code calculates money-weighted returns accurately. Before generating the full code, create a small sample dataset and a dry-run calculation script. I will verify the output against my Excel formulas. Only proceed to full app generation after I confirm the logic is correct. Do not connect to any live broker APIs; use manual input fields for now. Output the final code in a copyable block.
Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.