Shown·Claude Code·Financial advisors
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.
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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.
ShownBlog · Aug 5 · Last checked
Overview
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.
A prompt to start from
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].
Written by Agentic Feats from the source. Not the author's exact prompt.
Sources 1
History
- Source published
- 2026-08-05
- Added to Agentic Feats
- 2026-10-13
- Pick
- No
- Markdown copy
- /c/claude-assisted-stock-portfolio-claude-code.md