porticific

ClaudeCommunityby jin-codes

porticific is a personal portfolio journal. It keeps your holdings and trade ledger, the buy thesis behind each position (split into falsifiable claims that are re-checked over time), a watchlist, upcoming earnings and events, cash, DCA plans, and daily and weekly analysis notes. Connect it to Claude to ask things like "summarize my portfolio", "show the thesis and claim status for NVDA", "which holdings have earnings this week?", or "record that I bought 10 AAPL at 190 today". Claude can also write analysis notes back for you with analysis_context and save_analysis, on your own Claude plan. It records trades you made elsewhere; it does not place orders or move money. Write actions change only your own records, and tools that delete or overwrite data are marked destructive so Claude asks first. Nothing here is investment advice, and prices may be delayed or inaccurate.