Show HN: Use Codex/Claude Code as your personal financial assistant(github.com)

1 pointsby jjuniordev4 เดือนที่ผ่านมา3 comments

Show HN: Use Codex/Claude Code as your personal financial assistant

https://github.com/junnjiee/finance-agent

I’ve always had this small itch where I felt that personal finance apps out there are too rigid, since everyone has varying goals and needs.

The differentiator between this and a chatbot slapped on a finance app is that you can do anything agents are currently capable of doing: perform custom calculations (since the agent has access to a Python env, it can write code and run it itself), create personalised data visualisations, run simulations on your spending patterns, and more.

The project contains a small CLI tool to access Yahoo Finance data, and markdown files to guide its behaviour. You run a coding harness (Claude Code, Codex, etc.) in the project directory so that it can access the CLI and perform file read/write ops to remember your data.

The agent collects your data and preferences at the start (stored locally), and then you can do whatever you want from there.

Github Repo: https://github.com/junnjiee/finance-agent

3 comments

soletta4 เดือนที่ผ่านมา

I’ve been doing this for a few months now (rolled my own setup with Claude Code) and it’s totally changed the way I manage my portfolio and retirement plan. I mean yes, this is something that could technically have been set up in Excel but who has the time and patience to sit around fiddling with formulas to make an accurate financial forecast?

The cherry on top is that, obviously, you can then ask Claude for thoughts on the resulting analyses and hopefully save yourself from making bad decisions.

jjuniordev4 เดือนที่ผ่านมา

Same! Not an Excel pro and also have zero interest in going deep at Excel at all here.

Seems like you've been running this setup for quite some time. Curious to know if your setup is similar to how I did it, or do you have a slighly different config? Do you also use json files for your data and just let Claude do all the magic?

soletta4 เดือนที่ผ่านมา

Yes, my setup is similar, probably because that’s what Claude drifts towards by default, and in this case I didn’t want to impose my will on it much since it’s a simple problem that doesn’t need to be over-engineered.