Uploaded April 2026 | Updated September 2026, 2 weeks ago
In this video, I demonstrate how to perform powerful excel data analysis on your investment portfolio using Claude in Excel. Learn how to generate insights, create graphs from your stock market data, and even perform scenario mapping for better financial planning. This excel tutorial will guide you through leveraging AI for strategic investing.
Donate To Say Thanks Here | buymeacoffee.com/aldojames
My Gear:
Logitech MX Master 3 | amzn.to/4jD3B2U
Logitech MX Master Keys Mini | amzn.to/4kU3UHp
Airpods 3 | amzn.to/4kstPWR
Rode PodMic USB-C Microphone | amzn.to/4mNzJ6y
Rode Microphone Stand | amzn.to/4mMnqaV
DJI Mic Mini | amzn.to/4e1L4fp
Timestamps:
0:00 Intro
0:31 Connecting stock report to latest market data
1:31 Looking at Claudes formulas and output
1:51 Analysing my portfolio with Claude, showcasing the data as charts and tables building a 5 year plan
2:29 Using the Opus model for a better output
3:59 Looking at Portfolio output being built
4:30 Don’t edit excel while Claude is running
5:05 Strengths of Weaknesses analysis
6:10 Overview, sector and geographic location, divided income analysis and more
7:12 Errors with graphics and how to fix
8:00 5 Year Investment strategy overview
8:20 Charts and graphs created by Claude including needing to refresh chart data
10:09 Building a detailed 5 Year Plan and reviewing current output
13:10 Suggesting additional ETFs/Stocks and rational
15:00 Updating 5 Year Plan projections
#Claude #Excel
In this video, I demonstrate how to perform powerful excel data analysis on your investment portfolio using Claude in Excel. Learn how to generate insights, create graphs from your stock market data, and even perform scenario mapping for better financial planning. This excel tutorial will guide you through leveraging AI for strategic investing.
Donate To Say Thanks Here | buymeacoffee.com/aldojames
My Gear:
Logitech MX Master 3 | amzn.to/4jD3B2U
Logitech MX Master Keys Mini | amzn.to/4kU3UHp
Airpods 3 | amzn.to/4kstPWR
Rode PodMic USB-C Microphone | amzn.to/4mNzJ6y
Rode Microphone Stand | amzn.to/4mMnqaV
DJI Mic Mini | amzn.to/4e1L4fp
Timestamps:
0:00 Intro
0:31 Connecting stock report to latest market data
1:31 Looking at Claudes formulas and output
1:51 Analysing my portfolio with Claude, showcasing the data as charts and tables building a 5 year plan
2:29 Using the Opus model for a better output
3:59 Looking at Portfolio output being built
4:30 Don’t edit excel while Claude is running
5:05 Strengths of Weaknesses analysis
6:10 Overview, sector and geographic location, divided income analysis and more
7:12 Errors with graphics and how to fix
8:00 5 Year Investment strategy overview
8:20 Charts and graphs created by Claude including needing to refresh chart data
10:09 Building a detailed 5 Year Plan and reviewing current output
13:10 Suggesting additional ETFs/Stocks and rational
15:00 Updating 5 Year Plan projections
#Claude #Excel
