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Keep a simple picture of your investments

“My investments are spread across accounts and I can't see the whole picture.”

Export holdings from each account and have AI combine them into one sheet: what you own, where, and how it's split. You can also stress-test it with what-ifs. Not financial advice.

Fix it yourself in 3 steps

Download holdings or statements from each account (no passwords to the AI).
Ask the AI to combine them into one table with totals by type and account.
Optionally ask for what-if scenarios (a bad year early in retirement) to discuss with an advisor.

Copy this prompt

Combine these account exports into one portfolio table: [files]. Show each holding, account, value, and percent of total, and totals by asset type. Flag duplicates or overlap between funds. Then run 3 what-if scenarios: -20% year, flat 5 years, +7% average. Not financial advice — no trades. Stop after the table.

Fill in the [brackets]. Each prompt says when the AI should stop, so it doesn't wander off.

Agents people used for this: Claude Code, ChatGPT Agent, Claude computer use, Claude.

Inspired by real examples collected at agentusecases.ai.

📚 8 real stories of people doing this with AI agents

Build a portfolio plan from brokerage exports · Claude Code
Build an Excel portfolio tracker from trade logs · Claude Code
Manage investments, taxes and credit with a finance agent · Claude Code
Monitor DeFi positions and alert on risky pools · custom-built or unnamed agent
Pull wallet data from dashboards into a spreadsheet · Claude computer use
Run Monte Carlo simulations on a retirement portfolio · Claude
Run portfolio, attribution and real estate analyses with Agent Mode · ChatGPT Agent
Track investments over time via Claude Code and Robinhood MCP · Claude Code

Collected at AgentUseCases.ai.

Black out account and card numbers before sharing anything. Never give an AI your bank password — export statements instead. AI drafts; you approve and send. Not financial, legal or tax advice.

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