Kingler16

Kingler16 / claudefolio

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Your AI-powered personal wealth advisor. Automated portfolio monitoring, market analysis, and investment briefings delivered via Telegram. Runs on Claude Code with your existing Max/Pro subscription — no API costs.

ai claude claude-code finance investing
20
6
100% credibility
Found Apr 07, 2026 at 20 stars -- GitGems finds repos before they trend. Get early access to the next one.
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AI Analysis
Python
AI Summary

claudefolio is an open-source application that uses AI to monitor investment portfolios, analyze markets, and deliver personalized briefings and insights via a Telegram bot and self-hosted web dashboard.

How It Works

1
🔍 Discover claudefolio

You find this helpful money coach that watches your investments and shares smart tips twice a week.

2
📥 Bring it home

Download the program to your computer or tiny server like a Raspberry Pi.

3
🧙 Easy setup magic

Answer simple questions to share your stocks, savings accounts, and connect your chat app.

4
💰 Add your holdings

Type in or upload your investments so it knows what to track.

5
🌐 Launch your dashboard

Open a private web page on your computer to see charts, performance, and advice anytime.

6
💬 Chat and get reports

Send messages in your chat app for instant analysis or wait for automatic briefings with news and ideas.

🎉 Your advisor is live

Relax as it monitors markets, spots opportunities, and helps grow your wealth safely.

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Star Growth

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AI-Generated Review

What is claudefolio?

claudefolio is an ai-powered personal finance advisor that automates portfolio monitoring, market analysis, and investment briefings for Python users. It pulls data from your multi-broker holdings, macroeconomic indicators, news, and earnings calendars, then pipes it to Claude AI for tailored insights delivered via Telegram bot or a self-hosted FastAPI web dashboard. No extra API costs—just your existing Claude Max/Pro subscription via the CLI—solving the hassle of manual tracking for busy investors.

Why is it gaining traction?

It stands out as an ai-powered personal finance manager github project by bundling a responsive dashboard with TradingView charts, tax-loss harvesting suggestions, and persistent AI memory that tracks recommendation outcomes without repetition. The Telegram bot handles on-demand ticker analysis, natural-language trade logging, and free-form chats, while cron jobs run bi-weekly briefings. Devs dig the zero-config deploy to Raspberry Pi and interactive setup wizard that imports CSVs from brokers like Trade Republic.

Who should use this?

Retail investors with Claude subscriptions who juggle positions across brokers and want automated, CFA-style briefings without paid APIs. Python-savvy users tired of spreadsheets for performance tracking, benchmark comparisons, or logging buys/sells. Ideal for Europeans handling EUR/USD conversions and KESt taxes, or anyone needing a always-on dashboard for watchlists and insider alerts.

Verdict

Try it if you have Claude Max/Pro—solid docs, setup.py wizard, and MIT license make it dev-friendly despite 19 stars and 1.0% credibility signaling early maturity. Polish the portfolio.json tweaks and it's production-ready for personal use; lacks tests but punches above its weight for ai-powered github projects.

(198 words)

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