---
title: "Claude-assisted stock portfolio"
canonical: "https://agenticfeats.com/c/claude-assisted-stock-portfolio-claude-code/"
agents: ["Claude Code"]
evidence_grade: "A"
outcome: "completed"
job_type: "Finance and Admin"
industry: "Financial advisors"
roles: ["Finance", "Founder or owner"]
source_url: "https://explainx.ai/blog/claude-portfolio-autopilot-ai-trading-experiment-august-2026"
evidence_url: "https://www.joinautopilot.com/landing/5/950048?ref=explainx"
source_date: "2026-08-05"
published: "2026-10-13"
updated: "2026-10-13"
---

> From Agentic Feats: sourced examples of AI agents at work. Map of the site for agents: https://agenticfeats.com/llms.txt

# Claude-assisted stock portfolio

A Claude Code agent on Opus 4.6 researched positions for a $50,000 real-money account under human-set risk rules, aiming to beat the S&P 500.

Result: The operator reports +19.04% versus +12.24% for the S&P 500 from March 3 to August 4, 2026, with $27 million copying the trades.

## How it was set up

Claude Code on Opus 4.6 does twice-weekly research on about 15 positions plus a watchlist. The human sets size limits, a turnover ceiling, and requires written theses.

## Worth knowing

Self-reported over five months. The operator says every pick is theirs, so Claude acts as a research analyst, not an autonomous trader.

## Prompt

```text
You are managing a $[amount] portfolio. Beat the [benchmark]. Research [number] positions plus a watchlist twice a week with news synthesis, bull and bear cases, and scenarios. Every pick needs a written thesis that can be proven wrong, within [size limits] and a [turnover ceiling].
```

## Evidence note

Public dashboard and operator posts; article notes returns are not independently audited

## Sources

- Original: https://explainx.ai/blog/claude-portfolio-autopilot-ai-trading-experiment-august-2026
- Evidence: https://www.joinautopilot.com/landing/5/950048?ref=explainx

## The receipt

- Agent: Claude Code
- Evidence: Shown (grade A, artifact linked)
- Outcome: Completed
- Job type: Finance and Admin
- Industry: Financial advisors
- Roles: Finance, Founder or owner
- Source: Blog
- Published: 2026-08-05
- Added: 2026-10-13