📈 AI Financial Advisor

Market analysis and personalized portfolio insights

⚠️

Network Restrictions Detected

Claude artifacts cannot fetch live market prices due to network security restrictions.

💡 Solution: Download & Open Locally
→ Right-click anywhere on this page
→ Select "Save As" → Save the HTML file
→ Open the saved file in your browser
✓ Full price fetching ✓ Works offline ✓ Cloud sync when back in Claude

💼 Your Portfolio

Total Value

🔑 API Key Management

3-Tier Strategy:

🚀 Finnhub: 60 calls/minute (unlimited daily) PRIMARY

⚡ FMP: 250 calls/day (no per-min limit) FALLBACK #1

🔄 Alpha Vantage: 5 calls/min, 25/day FALLBACK #2

💡 Strategy: Finnhub primary (fast), FMP for what it misses (generous limit), Alpha Vantage last resort (strict limits)

🚀 Finnhub API Key (Primary - Fast & Unlimited)

Get free key: https://finnhub.io/register
✓ 60 calls/minute • ✓ Unlimited daily • ✓ Best for US stocks

⚡ Financial Modeling Prep API Key (Fallback #1 - Generous Limit)

Get free key: https://financialmodelingprep.com
✓ 250 calls/day • ✓ Using quote-short endpoint (better free tier support)

🔄 Alpha Vantage API Key (Fallback #2 - Last Resort)

Get free key: https://www.alphavantage.co/support/#api-key
✓ 5 calls/minute, 25/day • ✓ Good international coverage • ✓ Use sparingly

🤖 Anthropic API Key (AI Analysis)

Get API key: https://console.anthropic.com/settings/keys
Required for "Get AI Analysis" when running outside Claude.ai

🔒 Security: Keys saved in your browser only (localStorage). Never uploaded to GitHub.

📊 Coverage: All 3 APIs combined = ~98%+ success rate. Finnhub ~85%, FMP ~10%, Alpha Vantage ~5%.

📋 Import Positions

Paste your positions directly from your spreadsheet - including all columns. The app will automatically extract the Ticker, Units, and Avg Unit Price.

✅ Just copy your entire spreadsheet rows and paste them here!
✅ Works with Excel, Google Sheets, Numbers
✅ Header row is automatically detected and skipped

📈 AI Financial Advisor

💼 Your Portfolio

🔑 API Key Management

3-Tier Strategy:

📋 Import Positions

📈 Portfolio History