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.

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.