shashu10

Over the last several weeks I've been my own personal AI financial advisor to help me trade and invest, budget, forecast finances especially now that I'm unemployed, and planning a move, and figure out international tax implications of all this. I've seen a lot of folks using Claude Code for finance related tasks, for summarizing, aggregating info and making projections. So I wanted to share my experiments and learnings.

It's grown into a pretty comprehensive set of skills and repos that know everything about my personal finance history. It started with me forking a few python projects that do fundamental and technical analysis (there were a couple big AI IPOs this year I was interested in). I added some rules, and memory to have it understand my investing thesis and risk tolerance so it would stop giving me generic advice and help with tax loss harvesting and prevent wash sales across exchanges. Then I kept going and built myself a copy of the budgeting apps like Monarch/Origin/RocketMoney to handle my sufficiently complex situation. I got one of my agents with computer use to extract data from legacy banking portals, label transactions, setup rules, and configure useful dashboards.

I had a lot of learnings along the way. Most of it came down to getting the right context, and using a better agent/model and computer use to get access to things not exposed via API.

I wanted to see if I could build a prototype for an iPhone gaming dock: somewhere to put the phone while playing on a TV, with HDMI, power and a cooling fan.

I spent an afternoon with GPT-6 Astra and 100% of my weekly limit on a Pro subscription. Went through 11 iterations.

I’ve never used Blender before, so this was cool: it made the 3D designs in Blender, did market research and thermal evaluation, found components and estimated the bill of materials from supplier listings. Then it put together the website and email signup flow.

I just ordered some off-the-shelf parts to test it out.

They possibly could if they create a more secure cryptocurrency

Oh man I want to be a kid five years from now.

I'd much rather have my iPhone hacked by Anonymous