I built a personal automated net worth tracker with Claude. It's been life-changing. It takes <20 minutes and requires 0 code. A full interactive dashboard that tracks income, assets, and net worth trajectory. 🧵: How to build your own (full prompt).👇

In this guide, I'll be using Claude to show you exactly how to build an interactive net worth tracking dashboard in four easy steps. Ensure you have Claude and access to the Opus 4 model, as we will be using Opus 4 to assist in our build. With that said, let's dive in.👇

Step 1. Create A Finance Project Once you are signed into Claude, create a brand new project. To create a new project, click "Projects" in the side menu panel and "Add Project".

Pro Tip for Projects: Although optional, I highly recommend adding project knowledge. For this specific dashboard, any finance spreadsheets, Notion databases, or logs of your finances are perfect to insert here.

Step 2. Craft Your Mega Prompt Once the project is created, we can begin building the prompting framework to send Opus 4 and obtain V1 of our dashboard. I've divided the prompting framework process into two parts: Part 1 - Personal context dump Part 2 - Dashboard criteria

For part 1, we want to insert our exact asset allocation. I've used sample portfolio numbers for this guide, but feel free to plug in your exact numbers (I've included the entire plug-and-play mega prompt a couple of tweets below). Example:

While crafting this mega prompt, I suggest adding your entire net worth allocation. Include cash savings, precious metals, and other assets (cars, collectibles, etc.) The more context you give here, the better.

Part 2 of the mega prompt is setting the dashboard criteria we need Claude to execute. This part of the prompt tells Claude the exact steps to follow when coding the dashboard. Example:

As mentioned, here is the complete plug-and-play mega prompting framework you can use now: ----------------------------------------------------------------------- ⁠I want you to build an interactive dashboard that tracks my net worth. I want to categorize it by stocks, savings (cash), Precious metals, Cryptocurrency, and Real estate.- Please create a pie graph for these categories. Here are the numbers of everything: Monthly Income: Monthly Savings: Crypto Portfolio: Name of crypto: Current price: Stock Portfolio: Name of stock: Current stock price: Cash savings: Real estate: Name of real estate: Precious metals: Name of precious metals: Other assets: Name of 'other' assets: Any liabilities (debts): At the top, I would have: Total Networth Monthly Income Savings Rate Monthly Savings Total Liabilities Underneath, I want a line graph showing the history of my net worth that will be updated by the next section, which will be named “Current prices.” In the current prices section, I want to have all the assets and be able to update the prices.

Step 3. Execute Framework Once you have filled out the mega prompt above, you can send the prompting framework. Opus 4 will then start coding the interactive dashboard. The coding process should look like this:

V1 of the dashboard should look something like this:

Step 4. Revise & Customize With the provided prompting framework above, Opus 4 shouldn't encounter any coding errors; however, if you choose to add more features to your dashboard, you may encounter coding errors.

If you encounter coding issues that cause your dashboard to function incorrectly, I recommend using Cursor or Grok 4 to debug. You can also directly ask Opus 4 for help with debugging, although it's not the best approach. Another option is to resend the mega prompt entirely.

Once you are free of coding errors (which shouldn't arise using the prompt I provided), you can then customize the dashboard to your liking. You can change the color, layout, or add more features you think would be cool. My final dashboard ended up looking like this (numbers are for example purposes only):

If you're interested in more niche AI content and Claude Vibe coding builds, hacks, and tips, I recommend following my AI-specific research account @aiedge_. I have a lot of cool Claude content in the works that will be posted on that page.

I hope you've found this thread helpful. For more content like this, follow me @milesdeutscher. Also, Like/Repost the quote below if you can. 💙