Track personal finances with a Claude Code assistant

The author built a Claude Code financial assistant using macro data over MCP and his own financials to track his finances, assess health and support investment decisions.

What They Did

The author connected the Baselight MCP to Claude Code, then had Claude generate a repo of markdown files: CLAUDE.md for behavior, YAML and markdown files for memory (portfolio, decisions, action plans), and saved SQL queries. He wrote no code and no markdown by hand. Each run queries Baselight for macro data, then analyses his portfolio. Git hooks encrypt sensitive data.

How It Went

The assistant, called Mr. Malone, runs analyses against his own portfolio and stores action plans for later sessions. The post gives no quantitative results, and he says LLMs can be unreliable and stochastic.

Worth Knowing

He built and used the assistant in one Claude Code session, which mixed contexts, and he kept the repo private and encrypted because the data is sensitive.