Reviewing your portfolio and watchlist with Claude

A portfolio review most people skip is worth less than a shallow one they actually run. Connecting Claude to your aftermarkets account makes the weekly review cheap enough to actually happen.

Prerequisites: a connected AI client and holdings in your aftermarkets portfolio (via broker sync or CSV upload).

The portfolio check

"How is my portfolio doing?"

One prompt pulls every holding with live P&L and per-stock conviction, and Claude reports back on:

• Overall P&L: total value, total gain or loss, today's change
• Winners and losers: what is carrying the portfolio and what is dragging it
• Conviction check: the band and stance on each holding, with anything that has shifted bearish or weakened flagged
• Concentration risk: whether you are overweight a sector or a single name
• Action items: holdings showing warning signals (death cross, stretched RSI, bearish conviction shift) that deserve a closer look

Numbers above are illustrative.

The watchlist review

Your watchlist gets the same treatment:

• "Review my watchlist" runs a conviction-focused pass over every symbol you track and surfaces the ones with the strongest converging signals
• "Which watchlist stocks had unusual delivery volume this week?"
• "Any filings from my watchlist companies in the last 3 days?"

And you can maintain the list without leaving the chat:

• "Add JYOTICNC to my watchlist"
• "Remove the stocks I've held on the watchlist for months with Weak conviction" (it will list them and confirm before removing)

Alerts from the same conversation

When a review turns up something worth tracking, set the tripwire immediately:

• "Alert me if TATAPOWER closes below 380"
• "Set a volume spike alert on my three smallest holdings"
• "What alerts do I have active right now?"

Alerts created this way are the same alerts you manage on the Alerts page, and they deliver through your normal notification channels.

A weekly cadence that works

1. 1

   Weekly: the full check

   Run the portfolio prompt once a week, same day, same time. Ask specifically about conviction changes since last week; direction of travel matters more than the level.

2. 2

   Monthly: concentration and thesis

   Once a month, go deeper: "Show my sector exposure", then for each large position, "Has anything changed in the thesis for this holding? Check recent filings and events."

3. 3

   Always: write down what you decided

   End each review by asking Claude to summarise the flagged items into a short list. Keep it. Next week, start by checking what you did about last week's list.