Personal Finance · Blog · 🇺🇸 United States · via agentusecases.ai
A portfolio plan built from brokerage exports
Matt Stockton gave Claude the CSVs and a prompt with goals, then said: "ask me all the questions".
- Profession
- Investor
- Tools
- Claude Code
- Source
- mattstockton.com ↗
- Country
- 🇺🇸 United States
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- February 10, 2026
- Verified on
- October 25, 2026
What they did
He pointed Claude Code at a folder with brokerage CSVs, a draft of other balances and a detailed prompt with constraints and goals. Claude wrote code to read and classify the assets, asked many questions and put together the rebalancing plan.
How it went
The blog shows the resulting plan and the question-and-answer process.
Good to know
Asking the AI to question you exhaustively before proposing anything is what gives the result its quality. This is not investment advice.
The prompt
Here are my holdings [paste or attach] and my goals: [time horizon, risk, targets]. Before proposing anything, ask me every question you need. Then show my current allocation by asset class and an adjustment plan with pros and cons.
Replace what is in [brackets]. Prompt written by us from the account, not a literal copy of the source. Do not paste other people’s personal data (privacy laws such as LGPD and GDPR apply).
Summary in our own words. Results as stated in the original account; we have not tested or audited them. Read the source ↗ Case found via agentusecases.ai (Alex Finn); text and prompt rewritten by us. Found a mistake?
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