Claudefolio

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Your AI-powered personal wealth advisor. Automated portfolio monitoring, market analysis, and investment briefings — delivered via a self-hosted web dashboard and Telegram bot.

Runs on Claude Code with your existing Max/Pro subscription — zero API costs for AI.

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What It Does

Twice a week, claudefolio collects market data for your entire portfolio, pulls macroeconomic indicators, searches for relevant news, and feeds everything into Claude Opus with a specialized financial analyst system prompt. The result is a comprehensive briefing delivered to your Telegram and viewable on a professional dark-themed web dashboard — like having a CFA on retainer.

Features

| Category | Highlights | |----------|------------| | Web Dashboard | 7 pages: Dashboard, Portfolio, Analysis, Market, Briefings, Recommendations, Settings. Dark theme, responsive, multi-language (de/en) | | Telegram Bot | Briefings, trade logging (natural language), ticker analysis, free-form chat, watchlist | | AI Analysis | Bi-weekly briefings, monthly reports, on-demand deep-dives, persistent memory across sessions | | Portfolio Tracking | Multi-account, multi-currency (EUR/USD), tax-loss harvesting, benchmark comparison | | Recommendations | BUY/SELL/WATCH tracking, automatic outcome detection, hit-rate stats, trade auto-close | | Data Sources | yfinance, FRED, ECB, Brave Search, Bloomberg RSS, Finnhub, CNN Fear & Greed | | Deployment | Runs on Raspberry Pi (~90MB RAM), systemd auto-start, cron scheduling |

Example Briefing

MARKTLAGE

Relief-Rally (NASDAQ +4.4%, VIX -22%) ändert nichts am Extreme-Fear-Regime.
Yield Curve normal (+52bps), aber Credit Spreads weiten sich.

PORTFOLIO-CHECK

ASML: Stärkster Gewinner (+63% total), aber underperformed am Rally-Tag.
Stop-Loss bei 1050 EUR empfohlen vor Earnings am 15.4.

Gold ETC: -1.8% in EUR trotz +3.4% Goldpreis in USD — der EUR/USD-Effekt.

EMPFEHLUNGEN

Keine neuen Trades. 14 von 17 Positionen reporten in den nächsten 6 Wochen.
Cash-Quote von 31% ist im Extreme-Fear-Umfeld eine Stärke. Abwarten.

Quick Start

git clone https://github.com/Kingler16/claudefolio.git
cd claudefolio

python3 setup.py          # Interactive setup wizard
source venv/bin/activate

python -m src.main briefing   # First AI briefing
python -m src.main bot        # Start Telegram bot
python -m src.main web        # Start web dashboard → http://localhost:8080

The setup wizard guides you through: language, country & tax regime, Telegram bot, API keys, briefing schedule, and portfolio import (CSV or manual).

Prerequisites

• Python 3.11+
• Claude Code CLI — npm install -g @anthropic-ai/claude-code (requires Claude Max or Pro)
• Telegram Bot — create via @BotFather
• Optional: Brave Search API, FRED API, Finnhub API (all free tier)

Web Dashboard

Built with FastAPI + Jinja2 + HTMX + Chart.js + TradingView Lightweight Charts. No Node.js needed.

| Page | What It Shows | |------|---------------| | Dashboard | KPI cards, allocation donut, portfolio history chart, sortable holdings table, index ticker bar | | Portfolio | Per-account breakdown, currency/sector charts, bank accounts, trade logging modal | | Analysis | Benchmark bar chart, monthly returns heatmap, tax-loss harvesting, top/bottom performers | | Market | 9 indices with descriptions, US/EU macro data, Fear & Greed gauge, earnings calendar | | Briefings | Market regime, key insights, expandable briefing history with full text | | Recommendations | Active BUY/SELL cards, WATCH/HOLD watchlist, one-click close, hit-rate KPIs | | Settings | API keys, language (de/en), briefing schedule, portfolio overview |

Start with python -m src.main web and open http://localhost:8080.

Telegram Bot

| Input | Action | |-------|--------| | /status | Portfolio overview | | /briefing | Trigger AI briefing | | /log | Step-by-step trade form | | AAPL | Deep-dive ticker analysis | | watch RKLB / unwatch RKLB | Manage watchlist | | Bought 10 AAPL @ 180 | Log a trade (natural language, de/en) | | Any text | Chat with your AI advisor |

Trades logged via Telegram or the web dashboard automatically close matching AI recommendations.

Architecture

[Cron / Telegram / Web Refresh]
        │
        ▼
    main.py ─── data/market.py    → yfinance
        │   ├── data/macro.py     → FRED + ECB + Fear & Greed
        │   ├── data/news.py      → Brave + Bloomberg + Finnhub
        │   └── data/calendar.py  → Earnings + events
        │
        ├──→ cache.py → memory/cache/  → Web Dashboard (FastAPI)
        │
        ▼
    analysis/claude.py → Claude Code CLI (Opus, high effort)
        │
        ▼
    memory.py → briefings, recommendations, theses
        │
        └──→ telegram.py → Telegram message

How Claude Is Used

claudefolio does not call the Claude API directly. It shells out to Claude Code CLI in --print mode — no API key needed, uses your Max/Pro subscription, Opus model with high effort, prompts via stdin.

Running Modes

python -m src.main briefing              # Bi-weekly briefing (for cron)
python -m src.main monthly               # Monthly report (for cron)
python -m src.main analyze --ticker AAPL  # On-demand analysis
python -m src.main bot                    # Telegram bot (long-running)
python -m src.main web                    # Web dashboard (long-running)
python -m src.main web --port 3000       # Custom port

Configuration

All settings configurable via the web dashboard Settings page or config/settings.json:

| Key | Description | |-----|-------------| | telegram.bot_token | Bot token from @BotFather | | telegram.chat_id | Your Telegram chat ID | | brave_search.api_key | Brave Search API key | | fred.api_key | FRED API key | | finnhub.api_key | Finnhub API key | | schedule.briefing_days | e.g. ["monday", "thursday"] | | schedule.briefing_time | e.g. "07:00" | | user.language | "de" or "en" | | web.port | Dashboard port (default: 8080) |

Deployment

Designed for always-on low-power devices (~90MB RAM).

# Deploy from local machine
cd scripts && ./deploy.sh admin@your-server-ip

# On the server
cd ~/claudefolio && bash scripts/setup_rockpi.sh

Sets up: Python venv, Claude CLI, cron jobs (briefing + monthly), systemd services (bot + web dashboard with auto-start on boot).

sudo systemctl status claudefolio-bot    # Telegram bot
sudo systemctl status claudefolio-web    # Web dashboard

API Costs

| Service | Cost | Notes | |---------|------|-------| | Claude Code CLI | Included in Max ($100/mo) or Pro ($20/mo) | No separate API costs | | yfinance | Free | No API key needed | | Brave Search | Free tier: 2,000/month | Sufficient for 2 briefings/week | | FRED / ECB | Free | US + EU macro data | | Finnhub | Free tier: 60 calls/min | Sentiment + news |

Disclaimer

For educational and informational purposes only. Not financial advice. AI analysis may contain errors. Always do your own research. No liability for financial losses.

License

MIT