portfolio-pulse

Wall Street-grade portfolio intelligence for self-directed investors.
60+ CLI commands. AI-powered daily magazine. Tax-aware analysis. Zero SaaS fees.

Quick Start · Commands · Magazine · Architecture · Contributing

Portfolio Pulse is two things:

1. A CLI toolkit with 60+ commands that connect to your Schwab brokerage account, pull data from SEC EDGAR, FRED, Finnhub, and more — giving you institutional-grade analysis from your terminal.

2. A daily magazine generated by Claude Opus that produces beautiful editorial-style HTML reports with tax-aware recommendations, deployed to Vercel with PIN auth and delivered to your phone via push notification.

"Your portfolio is healthy at $322K with a +0.14% day, but six of eight positions are running RSI above 76 — the broad market is in a greed-driven melt-up and your job right now is to do nothing stupid. The 237-day short-term tax clock on your December 2025 positions is the single biggest variable in every decision you make."

— Claude Opus, Portfolio Pulse Daily Report

• Python 3.10+ and pip
• macOS (for iMessage notifications) or any OS (for Pushover/email)
• Claude Code (recommended for interactive portfolio management)

git clone https://github.com/Benja-Pauls/portfolio-pulse.git
cd portfolio-pulse

# Set up the CLI toolkit
python3 -m venv .venv
source .venv/bin/activate
pip install yfinance finnhub-python fredapi fear-and-greed numpy pandas \
            scikit-learn pmdarima statsmodels vaderSentiment pdfplumber \
            schwab-py click rich python-dotenv anthropic requests

cp .env.example .env
# Edit .env with your API keys

python schwab_cli.py auth
# Opens browser for OAuth login — one-time setup

python schwab_cli.py briefing --quick    # Signal snapshot
python schwab_cli.py positions           # Live portfolio
python schwab_cli.py recession-check     # 10-indicator recession dashboard
python schwab_cli.py detect-bottoms      # Find bottoming opportunities

python generate_issue.py
open issues/$(date +%Y-%m-%d).html

npm i -g vercel
vercel login
vercel deploy --prod
vercel env add PORTFOLIO_PIN production  # Set your access PIN

chmod +x setup_cron.sh
./setup_cron.sh
# Claude Code runs 3x/day → generates magazine → deploys → notifies you

All commands: python schwab_cli.py <command>

python schwab_cli.py --help

The magazine is a self-contained HTML page generated by Claude Opus with:

• Portfolio Snapshot — total value, day change, all-time P&L
• Allocation Donut Chart — visual breakdown of where your money is
• Position Cards — each holding with sparkline, RSI, 52-week range bar
• Market Pulse — S&P 500, Nasdaq, VIX, Oil, Gold, Fear & Greed radial gauge
• Macro Health — yield curve, Treasury rates, recession signals
• Editor's Desk — Claude Opus editorial analysis with source citations:
  • Tax-aware recommendations ("selling IVV now costs $4,185 vs $2,679 in December")
  • References to CLI tools used ("per RSI technical indicator", "per FRED yield curve data")
  • Investment principle citations ("Buffett: be greedy when others are fearful")
• Stocks Worth Watching — opportunities with BUY/WATCH/AVOID verdicts
• Action Plan — every holding gets a specific recommendation with urgency level

generate_issue.py
  ├── Gather market data (yfinance, fear-and-greed)
  ├── Call Claude Opus API with full portfolio context
  │   ├── CLAUDE.md (CLI tools + workflow)
  │   ├── PRINCIPLES.md (investment framework)
  │   └── Tax profile (state-specific rates)
  ├── Parse Opus response into analysis cards, opportunities, action plan
  ├── Render editorial HTML (Fraunces + Inter typography, dark theme)
  └── Deploy to Vercel + send Pushover notification

portfolio-pulse/                    # This repo — magazine generator
├── generate_issue.py               # Data gathering + Opus analysis + HTML rendering
├── api/login.js                    # Vercel serverless PIN auth
├── vercel.json                     # Vercel config
├── setup_cron.sh                   # Install cron schedule
├── teardown_cron.sh                # Remove cron schedule
├── issues/                         # Generated HTML (local, gitignored)
└── public/                         # Vercel deploy (gitignored)

Stock_Portfolio/                    # CLI toolkit (sibling directory)
├── schwab_cli.py                   # Main CLI + Schwab API + trading
├── intel.py                        # News, sentiment, insider, congress, macro
├── analysis.py                     # Technicals, risk, exposure, correlation
├── planning.py                     # What-if, screener, watchlist, journal
├── forecast.py                     # Monte Carlo, ARIMA, ML predict
├── whales.py                       # 13F institutional tracking (SEC EDGAR)
├── recession.py                    # 10-indicator recession dashboard
├── research.py                     # Briefing, sector-pulse, fed-watch
├── opportunity.py                  # Opportunity scanner, pullback finder
├── earlydetect.py                  # Bottoming signal detection
├── prebuy.py                       # Mandatory pre-buy due diligence
├── tax.py                          # State-specific tax calculations
├── PRINCIPLES.md                   # Investment framework (Buffett, Munger, Dalio)
└── data/                           # Persistent storage (watchlist, journal)

We welcome contributions! See CONTRIBUTING.md for guidelines.

High-impact areas:

• Additional data sources (options flow, short interest, bond spreads)
• More forecasting models (Kronos integration, transformer-based)
• International market support (non-US brokerages)
• Web dashboard (React/Next.js frontend for the CLI)
• Mobile app (React Native wrapper for push notifications)

MIT — use it, fork it, make money with it.

Built with Claude Code.