The analyst team you always wanted. Available whenever you ask.
🔗 Live demo → https://bolnet.github.io/claude-finance/
Claude Finance is an open-source AI skill for Claude Code. Ask Claude institutional-grade questions about any stock, any portfolio, or any market — in plain English. Get charts, risk metrics, ML-powered scoring, and written interpretation in under a minute.
No Python. No tickets. No waiting.
- Live portfolio dashboard — positions, cost basis, allocation donut, day/all-time changes. Live prices via yfinance.
- 25+ MCP tools — analyze_stock, returns, volatility, risk_metrics, compare_tickers, correlation_map, options_chain, forex, crypto, news, sec_filings, technicals, fundamentals, market_movers, ML scoring (
liquidity_predictor,investor_classifier), and more - 3 slash commands —
/finance(auto-router),/finance-analyst(Sharpe-first equity research lens),/finance-pm(drawdown-first portfolio risk lens) - 5 guided walkthroughs — Equity Research, Hedge Fund PM, Investment Banking, FP&A, Accounting
Looking for the PE workflows? DX (Decision-Optimization Diagnostic), BX (Cross-Portco Benchmarking), IC memos, DD checklists, and value-creation plans live in their own focused repo: bolnet/private-equity.
Three providers stacked for progressive capability:
| Provider | Status | Purpose |
|---|---|---|
| yfinance | ✅ Default | Zero-config price history, returns, risk metrics |
| Massive | ✅ Shipped | DataProvider Protocol wrapping 57 endpoints — stocks, options + Greeks, forex, crypto, indices, news, SEC filings, technicals, fundamentals, movers, ticker info |
| Plaid | 🟡 Roadmap v1.5 | Connect your broker in 20 seconds. Positions + cost basis from Fidelity, Schwab, E*TRADE, Vanguard, Interactive Brokers, Robinhood, and 12,000+ institutions |
Swap providers via the DATA_PROVIDER env var — yfinance stays the default, Massive unlocks the rest.
git clone https://github.com/bolnet/Claude-Finance.git
cd Claude-Finance
python3 -m venv .venv
source .venv/bin/activate
pip install -e .cd Claude-Finance
claude
# All 18 commands auto-discovered
❯ /finance analyze AAPLbash scripts/start_web.sh
# Paste URL in claude.ai → Settings → Connectors → Add❯ /finance-pm check diversification across AAPL, JPM, JNJ, XOM
✓ Retrieved 252 trading days per ticker
Portfolio Risk Summary (PM Lens)
┌──────┬────────┬──────────┬──────┐
│ AAPL │ 1.42 │ -14.2% │ 1.12 │
│ JPM │ 1.18 │ -9.7% │ 1.08 │
│ JNJ │ 0.64 │ -7.1% │ 0.55 │
│ XOM │ 0.91 │ -11.4% │ 0.72 │
└──────┴────────┴──────────┴──────┘
✓ Correlation heatmap saved
✓ Normalized performance chart saved
Real diversification detected. JNJ (beta 0.55) and XOM (0.72)
provide meaningful downside protection against the tech-heavy
AAPL position. Cross-correlation between JNJ and AAPL is 0.31.
Three complementary surfaces for finance professionals:
| Surface | By | Role |
|---|---|---|
| Copilot for Finance | Microsoft | Operational finance — reconciliation, variance analysis, collections |
| Claude in Excel | Anthropic | Model intelligence — formula tracing, scenario testing |
| Claude Finance | Open source | Analytical horsepower — Sharpe, beta, ML models, PE workflows |
- Python 3.10+
- Claude Code CLI or claude.ai
- (Optional) Plaid API keys — for v1.5 broker sync
- (Optional) Massive API keys — to enable the 57 market-data endpoints
- 500+ tests passing (general-finance only — PE tests live in bolnet/private-equity)
- MIT licensed
- 25+ MCP tools · 3 slash commands · 2 personas
Built by Surendra Singh — 15 years building technology for Wall Street (Merrill Lynch, Fidelity, fintech startups). Now building it for the people who run it.
MIT — see LICENSE.