A Validated Finance & Accounting Tool for Your AI

Analyse portfolio allocation, calculate returns, identify concentration risk and rebalancing opportunities.

SETUP TIME

0 min

SKILL LEVEL

beginner

COST TO RUN

Free. These are prompt templates you use with Claude. No external API costs unless you pair with fetch-mcp to pull live data.

SAFETY SCORE

93/100

A DAY WITH THIS

It's Sunday evening. You paste your portfolio CSV into Claude alongside one of these prompts. Within seconds, Claude flags that 60% of your portfolio is in tech stocks, calculates your YTD return at 8.3%, and suggests three rebalancing moves that would trim concentration risk. You adjust your buy list for Monday.

TRY THIS FIRST

Analyze portfolio allocation
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STACKS WELL WITH

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SUBSCRIBERS ONLY

The exact prompts, config and setup instructions are available to Followloop subscribers.

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FOR BEGINNERS

Copy-paste your CSV data and a prompt; Claude does the math. No setup or coding required.

SAFETY STATUS

Safety score93/100

✓URL reputation checked

✓Prompt injection screened

✓Malicious code scan

✓Re-scanned every 6h

MORE IN FINANCE & ACCOUNTING

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Claude will eat your time. Followloop gives it back, with interest.

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