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Shown·Claude Code

Personal finance assistant in Markdown

Claude Code, with the Baselight MCP and a CLAUDE.md plus Markdown and YAML files, became a personal finance and investment assistant with no application code.

Resultrc_H1NTKTAV

The author replaced abandoned finance apps and a spreadsheet with a git-synced assistant that tracks portfolio, decisions, and plans.

ShownBlog · Feb 15 · Last checked Oct 13, 2026

Overview

How it was set up

Claude Code with the Baselight MCP. CLAUDE.md sets behavior; portfolio.yaml, decisions.yaml and action_plans.md hold memory; themes.md extends it; pre-built SQL queries; git hooks encrypt sensitive data.

Worth knowing

The source excerpt gives no hard numbers on time saved or investment outcomes, and the author keeps the repo private.

A prompt to start from

The source does not show the prompt.

Sources 1

Originaladlrocha.substack.com/p/adlrocha-agents-will-make-code-and

History

Source published: 2026-02-15
Added to Agentic Feats: 2026-10-13
Pick: No
Markdown copy: /c/personal-finance-assistant-in-markdown-claude-code.md

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