I’ve been doing this for a few months now (rolled my own setup with Claude Code) and it’s totally changed the way I manage my portfolio and retirement plan. I mean yes, this is something that could technically have been set up in Excel but who has the time and patience to sit around fiddling with formulas to make an accurate financial forecast?
The cherry on top is that, obviously, you can then ask Claude for thoughts on the resulting analyses and hopefully save yourself from making bad decisions.
Same! Not an Excel pro and also have zero interest in going deep at Excel at all here.
Seems like you've been running this setup for quite some time. Curious to know if your setup is similar to how I did it, or do you have a slighly different config? Do you also use json files for your data and just let Claude do all the magic?
I’ve been doing this for a few months now (rolled my own setup with Claude Code) and it’s totally changed the way I manage my portfolio and retirement plan. I mean yes, this is something that could technically have been set up in Excel but who has the time and patience to sit around fiddling with formulas to make an accurate financial forecast?
The cherry on top is that, obviously, you can then ask Claude for thoughts on the resulting analyses and hopefully save yourself from making bad decisions.
Same! Not an Excel pro and also have zero interest in going deep at Excel at all here.
Seems like you've been running this setup for quite some time. Curious to know if your setup is similar to how I did it, or do you have a slighly different config? Do you also use json files for your data and just let Claude do all the magic?