Don’t blindly follow AI for financial advice. Use a proper system.

Claude can generate portfolio recommendations in seconds. That’s exactly why you need a process to check them.

My system:

1. Require sources. If Claude cites a data point, I verify it exists. No hallucinated statistics.

2. Feed it trusted inputs. I upload research from sources I already trust — investor letters, analyst reports, Fed minutes. Claude synthesizes; I control what it synthesizes from.

3. Translate analysis into allocation. Once I’ve validated the research, I ask Claude to map it to specific portfolio adjustments — overweight/underweight recommendations tied to the thesis.

4. Separate analysis from action. Claude gives me a ranked list. I review each one against my own thesis before acting.

5. Use it for tax efficiency, not stock picks. AI is excellent at “which account should I sell from to minimize taxes.” It’s mediocre at “which stock will outperform.”

Use AI as a tool, not an advisor.

Check out my full walkthrough here →