Claude Code turns brokerage exports into a phased portfolio plan

Matt Stockton used Claude Code to work through brokerage CSV exports alongside a plain-text note about details that were missing from the files, such as bank balances, education savings and employer retirement accounts. He also prepared a prompt describing household goals, preferences and accounts he did not want changed.

Across multiple sessions, Claude Code wrote and ran scripts to parse inconsistent files, classify holdings, handle encoding problems and remove duplicated positions from overlapping exports. Stockton then worked through clarifying questions and revised the analysis. He says the agent caught issues in its own draft, including an overweight account and an allocation that would have added to a category that was already too large. The eventual document included a holdings snapshot, gap analysis, fund comparisons, tax considerations and actions grouped into phases.

Stockton says he is using the plan and was close to finishing its implementation when he wrote. He does not report completed trades or verified financial gains. This is a personal analysis workflow, not evidence that the recommendations are suitable for another investor. The strongest reusable part is the preparation: combine exportable data with a clearly marked constraints file, ask for exhaustive questions, and inspect every assumption before acting. The source does not establish independent financial review of the plan.

Prompt
Suggested prompt (written by Agents In Use, not the author's)

Source: Blog · Matt Stockton