I just turned Claude into my personal CFO, and it's been the best thing I've done for my finances in years.
Claude now optimises my entire portfolio, and it's trained to operate like a McKinsey-level financial analyst, leveraging all my financial context.
I can text it from anywhere, and I'm quite literally treating Claude as my financial advisor now.
I guarantee that you haven't seen another Claude finance workflow like this on your feed - and what I'm about to show you will completely change how you interact with financial markets.
The best part is that at the end of this guide, I've attached all the prompts and the full PDF guide you can inject into Claude to help build your own financial architecture in minutes.
Let's dive right into the step-by-step guide for turning Claude into your personal CFO.
Step One: Investor Profile
If you were to sit down with a financial advisor from Goldman Sachs, the first thing they would do is gather as much context as possible about you to create a hyper-specific investor profile.