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I Replaced My Financial Advisor with Claude (Full Tutorial)
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I Replaced My Financial Advisor with Claude (Full Tutorial)

Transforming Claude into a Financial Advisor

Overview of AI in Portfolio Management

  • The speaker introduces Claude as a financial advisor that tracks portfolios and provides daily market suggestions, mimicking high-level analysts from firms like McKinsey or Goldman Sachs.
  • Emphasizes the importance of using real data to enhance AI's effectiveness, highlighting the need for a comprehensive memory architecture to tailor advice based on individual circumstances.

Building the System

  • The speaker expresses excitement about how AI can revolutionize portfolio management, particularly for those who have struggled with complacency in investing.
  • Discusses connecting the system to mobile devices for timely alerts on market changes, transitioning from passive to active investment strategies.

Understanding Personal Context

  • Stresses that effective financial advice requires understanding personal contexts such as tax situations and income levels, akin to traditional financial advisory processes.
  • Illustrates how generic advice (like a 60/40 stock-bond split) may not suit everyone’s unique financial situation.

System Prompt and Memory Architecture

  • Introduces a structured system prompt designed to gather detailed personal information necessary for tailored financial advice.
  • Offers access to prompts and resources through a newsletter aimed at enhancing users' financial literacy with AI tools.

Phases of Information Gathering

  • Describes seven phases of questioning that help build an individual's investment profile: operating base, capital base, philosophy, behavioral nuances, preferences, goals, and stress tests.
  • Suggests voice prompting as an efficient method for answering questions during this process.

Creating Your Financial Profile

  • After completing the information-gathering process, users receive a one-page document summarizing their investment philosophy and rules.
  • Encourages creating a dedicated folder on desktops to store all relevant data for easy access by the AI system.

Importance of Data Sovereignty

  • Highlights concerns over data privacy when using AI systems; emphasizes maintaining control over personal data rather than relying solely on external platforms.
  • Advocates for developing a robust memory system where all user data is logged and updated regularly.

Structuring Your Memory Folder

  • Outlines essential files within the memory folder: investor one-pager (personal details), instructions.md (AI behavior guidelines), and memory.md (ongoing log).

Managing Financial Records

  • Recommends maintaining organized records of monthly finances which can be utilized by the AI for better analysis and recommendations.

Dashboard Creation Process

  • Transitioning into building dashboards using Claude code or Codex; emphasizes giving access to folders containing user data.

Automating Portfolio Analysis

  • Discusses integrating live market data via APIs into Google Sheets or other platforms for real-time updates on portfolio performance.

Enhancing Decision-Making with AI Insights

  • Explains how users can generate morning briefs summarizing overnight market activity relevant to their portfolios through automated messaging systems.

By following these structured insights derived from the transcript, individuals can effectively leverage Claude as an advanced tool in managing their investments while ensuring personalized guidance based on their unique financial situations.

How to Connect Telegram with Claude Code for Financial Updates

Setting Up Bot Father on Telegram

  • To connect Claude code to Telegram, start by finding and opening Bot Father on the app. Create a new bot using the command /newbot and copy the generated token into Claude code.
  • After setting up, you can send messages to your bot. For example, request a market update every morning at 5:00 a.m. UTC.

Automated Market Updates

  • Once set up, Claude code will automatically send market updates to your phone via Telegram. This includes information about market performance over the last 24 hours, suggested actions for your portfolio, and major overnight headlines.
  • Users can customize their updates based on specific needs; for instance, crypto traders can receive detailed updates on leverage positions connected to exchange APIs.

Tailoring Financial Insights

  • Stock market enthusiasts focusing on low-cap stocks could have AI scan relevant accounts and send alpha insights directly through Telegram without needing to log in manually.
  • The video emphasizes creating a consolidated financial system that leverages AI intelligence for real-time financial advice.

Interfacing with Claude Code

  • Users are encouraged not to be intimidated by coding terms; they can interact with Claude Code like a chat interface for financial advice while ensuring it operates at maximum efficiency.
  • Switching to Claude Code Work allows users access without dashboard features but retains functionality for discussing markets based on memory systems.

Additional Resources and Community Engagement

  • Viewers are invited to sign up for newsletters offering insights into using AI for finance improvement and gain access to an Instagram community where prompts are shared.
  • The speaker concludes by expressing gratitude and hints at more AI-related content in future videos aimed at enhancing investment strategies.
Video description

Sign up for the MHC newsletter to unlock the system prompt & assets from this video: 👉 https://milesdeutscher.com.au/ FOLLOW THESE STEPS: 1. Subscribe to my newsletter (100% free, no spam ever, unsubscribe anytime) 2. Join my Instagram community, then click the PINNED LINK at the top of the community for the corresponding folder. ___________________________________ This is absolutely insane! I trained Claude to be my financial adviser, and the results shocked me. In this video, you'll learn how to build your own AI investment analyst, create live portfolio dashboards, and set up automated morning briefs. I also show you the memory system that makes Claude actually remember your investment strategy and give you personalized advice based on your real positions. Watch My Personal OS Video: 👉 Coming tomorrow! _____________________ X: https://twitter.com/milesdeutscher Disclaimer: All posts on this account are intended for educational and informational purposes only and should not be considered financial or investment advice. Miles High Club and its affiliated individuals or entities are not licensed to provide financial or professional advice. Trading and investing in cryptocurrencies or other assets involve significant risks, including the potential loss of your entire capital. Any information provided on this account does not guarantee future results, returns, or performance. You are encouraged to seek independent financial or professional advice tailored to your personal circumstances. By accessing this account and engaging with our content, you acknowledge that you have reviewed and agree to the terms of our full disclaimer. _______________________________________________ Discord Disclaimer: All discussions, posts, and shared materials within this Discord server are provided for educational and informational purposes only and should not be construed as financial or investment advice. Miles High Club and any affiliated parties, including but not limited to our server administrators, moderators, and contributors, are not licensed to provide financial or professional advice. Trading and investing in cryptocurrencies or other assets carry significant risks, including the potential loss of your entire capital. Any information shared in this server does not guarantee future results, returns, or performance. Before making any financial or investment decisions, you are encouraged to seek independent financial or professional advice suitable to your personal circumstances. By joining and participating in this server, you acknowledge that you have reviewed and agree to the terms of our full disclaimer, available here. _______________________________________________ YouTube and Private Member Videos: This video and its contents are intended to be general in nature and provided for educational and informational purposes only. Miles High Club and any affiliated parties, including but not limited to our directors, officers, channels, agents, instructors, moderators, employees, affiliates, contractors, or writers, are not licensed financial advisors and do not provide any financial or professional advice. Investing and trading involve high risks. The outcomes and information from our videos and teachings are not indicative of your future results, earnings, or performance. We advise you to seek financial or professional advice relevant to your circumstances before making any financial or investment decisions. By accessing and viewing our videos, you acknowledge that you have reviewed and agree to the terms of our full disclaimer, which is available here. https://milesdeutscher.com/disclosures/ We strongly encourage all viewers to conduct their own research before making any investment decisions. #crypto #altcoins #bitcoin _______________________________________________ Timestamps: 00:04 Intro 00:39 The Foundation 01:35 Why AI Advice Fails 02:21 Your Investor Profile 04:50 Memory System 11:48 Portfolio Dashboard 15:54 Morning Brief 19:00 Telegram Automation 21:58 Tips & Tricks 22:35 Outro