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.