Thursday, April 30, 2026

More Claude Coding adventures - Shaping a Portfolio Tracker to track my investments and teach folks Data Analytics

 


It does not take very long after attending multiple courses on Claude Code for me to have the courage to start building some seriously useful apps. But I had to deal with some issues, like the ridiculously high rate at which I'm burning AI tokens, so I turned on OpenAI's ChatGPT to advise on how I can reduce the tokens I'm burning on Claude, and it recommended installing a few skills to lower my usage. In the process, I somehow learnt what a linter is, and I was marvelling at how I could be so far behind in software engineering yet still churning out new Windows programmes at such a rate.

So, armed with a somewhat lower burn rate, I proceeded to create a portfolio tracker that consolidates all my investments in one place (sans the portfolio picks my students make, which I track more religiously) and provides a helicopter view of my investments. So I wrote something that lets me import a CSV file from Yahoo Finance and display all my portfolio positions on one page. 



Immediately, I have to confront the fact that, thanks to the semiconductor rebound, I have too much UMS across all my portfolios. (Believe me, it's a happy problem if you know how UMS has been doing lately)

Then I realised that I'm actually teaching a data analytics class at the Poly, and the same metrics I track are the ones I use, so I started adding a simple dashboard to the programme.


I can't really describe my class's excitement in words when I showed them my programme and explained that they could create it in 2-3 days. I have never taught a subject like this before.

People want to understand the consequences of what they learn in school and why a simple grounding in numbers can make a big difference in their lives.

Even more interesting is the potential for me to now react to my own Poly training materials to create richer and richer interfaces for my programme, so that students can understand how the analytical frameworks work in real life and relate them to making real money.

This weekend, I'm going to stop working on my Portfolio Tracker and start thinking very deeply about a program that can perform an X-ray on any business contract that arrives in my hands or create notes for a new legal judgment. 

If you can dream it, it can happen.










No comments:

Post a Comment