Set up a private finance analyst in Claude Code
They used Claude Code with Baselight data to make a local assistant that reviews finances, tracks decisions, and keeps future actions on file.
- What they did
- They linked Baselight MCP to Claude Code and had it generate a repository built from markdown and YAML. The repo included a CLAUDE.md file for behavior, memory files for the portfolio and decisions, action-plan documents, and stored SQL queries. They did not write the code or markdown themselves; instead, the assistant pulls macro data each time and then studies their portfolio.
- How it went
- The system, called Mr. Malone, now runs portfolio analysis and preserves action plans for later use. It was created and used in one Claude Code session, and they protected the repository with privacy and encryption because the information is sensitive. They did not report any numerical gains or losses, and they cautioned that LLMs can behave inconsistently.
- Tips
- If you try this, keep the data store isolated and encrypted, especially when it contains personal finances. Treat every generated recommendation as a draft and verify it before acting on it.
Try it yourself with Claude Code
Help me build a private finance assistant from the files in [folder or export path] and any local market or macro data source I connect. Create the project structure for behavior notes, portfolio memory, decision history, action plans, and saved queries. On each run, compare my finances with the latest data, summarize my current position, and list the most important issues to review. Before you save, delete, submit, or send anything, pause and ask for my approval with the exact change you plan to make. End with a short report and three follow-up decisions I should consider. Keep the workflow local unless I explicitly approve otherwise.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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