Finance Automation
Portfolio Tracker — AI Agent
Reads your holdings across brokers, tracks cost basis and realised gains, flags drift from your target allocation, and writes a plain-English weekly brief on what actually moved and why.
- Claude Code
- AI Agents
- Portfolio Tracking
- Investing
- Personal Finance
- Rebalancing
- Reporting
Spreadsheets go stale the day you stop updating them. This agent pulls positions in, keeps cost basis and allocation drift current, and tells you in words what changed this week — it reports, it does not trade, and it never touches an order API.
In development
This agent isn't ready to buy yet. It ships to everyone who owns the all-access bundle the day it lands — and the agents already available work today.