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@prefix schema: <http://schema.org/> .
@prefix xsd: <http://www.w3.org/2001/XMLSchema#> .
@prefix : <https://substack.com/home/post/p-185703267#> .

# Article Metadata & Description
<https://substack.com/home/post/p-185703267> a schema:BlogPosting ;
    schema:headline "Building an Institutional-Grade Portfolio Tracker with AI" ;
    schema:author [
        a schema:Person ;
        schema:name "Nick Nemeth" ;
        schema:url <https://substack.com/@mispricedassets>
    ] ;
    schema:datePublished "2026-01-25"^^xsd:date ;
    schema:publisher [
        a schema:Organization ;
        schema:name "Mispriced Assets"
    ] ;
    # Detailed Article Description
    schema:description """This article provides a masterclass on leveraging 'Claude Code' 
    to build a professional-grade Excel portfolio management system. It details a 
    'Glass Box' approach that replaces expensive institutional tools with a custom, 
    AI-driven automated workflow. Key features include live market data integration via 
    yfinance, complex risk analytics (VaR, Sharpe, Beta), and professional Bloomberg-style 
    formatting, all controlled through natural language prompts rather than manual coding.""" ;
    schema:hasPart :FAQSection, :GlossarySection, :HowToBuildTracker .

# How-To: Implementation Steps
:HowToBuildTracker a schema:HowTo ;
    schema:name "How to Build an AI-Driven Portfolio Tracker" ;
    schema:step [
        a schema:HowToStep ;
        schema:position 1 ;
        schema:name "Environment Setup" ;
        schema:text "Install Python, Node.js, and the Claude Code CLI tool via terminal." 
    ] , [
        a schema:HowToStep ;
        schema:position 2 ;
        schema:name "Data Preparation" ;
        schema:text "Prepare a Trade_Log Excel sheet or connect to a brokerage API like IBKR, Alpaca, or Schwab." 
    ] , [
        a schema:HowToStep ;
        schema:position 3 ;
        schema:name "Initial Build" ;
        schema:text "Execute Claude Code and provide the master prompt to generate the formula-based workbook structure." 
    ] , [
        a schema:HowToStep ;
        schema:position 4 ;
        schema:name "Automation" ;
        schema:text "Generate and run an 'update_portfolio.py' script for automated daily market data and trade syncs." 
    ] .

# Expanded FAQ (10 Questions)
:FAQSection a schema:FAQPage ;
    schema:mainEntity (
        [ a schema:Question ; schema:name "What is Claude Code?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "A command-line interface that can read/write files and execute code directly on your local computer." ] ]
        [ a schema:Question ; schema:name "Do I need coding experience to build this?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "No. The guide relies on plain English prompts that Claude uses to write the Python and Excel logic for you." ] ]
        [ a schema:Question ; schema:name "Why is Excel preferred over a standard web app?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "It offers a 'Glass Box' where every formula is visible, you own the data, and there are no recurring subscription fees." ] ]
        [ a schema:Question ; schema:name "What are the software prerequisites?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "You need Python (added to PATH), Node.js (LTS), and a Claude Pro subscription." ] ]
        [ a schema:Question ; schema:name "Is my trade history private?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "Yes. The code runs locally on your machine, so your sensitive trade data stays on your computer." ] ]
        [ a schema:Question ; schema:name "How are live prices fetched?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "The system uses the 'yfinance' library to pull current and historical data from Yahoo Finance." ] ]
        [ a schema:Question ; schema:name "Can this track multiple brokers?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "Yes, by consolidating manual CSV exports or using multiple API connectors (like Alpaca or Robinhood) into a single Trade_Log." ] ]
        [ a schema:Question ; schema:name "What if Claude's usage limits are reached?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "You can start a new session and direct Claude to read the existing output files to continue work." ] ]
        [ a schema:Question ; schema:name "How is the tracker updated daily?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "Via a generated Python script ('update_portfolio.py') that appends new data without rebuilding the entire file." ] ]
        [ a schema:Question ; schema:name "What is the primary cost involved?" ; 
          schema:acceptedAnswer [ a schema:Answer ; schema:text "The primary cost is the $20/month Claude Pro subscription for access to the AI developer tool." ] ]
    ) .

# Comprehensive Glossary
:GlossarySection a schema:DefinedTermSet ;
    schema:name "Financial and Technical Glossary" ;
    schema:hasDefinedTerm [
        a schema:DefinedTerm ;
        schema:name "VaR (Value at Risk)" ;
        schema:description "A statistic measuring the potential loss in value of a portfolio over a specific time for a given confidence interval." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "Sharpe Ratio" ;
        schema:description "A measure of risk-adjusted return, calculating average return earned in excess of the risk-free rate per unit of volatility." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "Beta" ;
        schema:description "A measure of an asset's or portfolio's volatility in relation to the wider market, typically the S&P 500." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "Data Lake" ;
        schema:description "Refers to the raw data sheets (Market_Data, Trade_Log) that act as the source for all analytics and dashboards." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "CLI (Command Line Interface)" ;
        schema:description "A text-based interface used to interact with computer programs and files by typing specific commands." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "Drawdown" ;
        schema:description "The peak-to-trough decline during a specific record period for an investment or portfolio." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "yfinance" ;
        schema:description "An open-source Python library that provides a reliable way to download market data from Yahoo Finance." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "Sortino Ratio" ;
        schema:description "A variation of the Sharpe ratio that only factors in downside or negative volatility." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "CVaR (Conditional Value at Risk)" ;
        schema:description "Also known as Expected Shortfall, it estimates the average loss in the worst-case scenarios beyond the VaR threshold." 
    ] , [
        a schema:DefinedTerm ;
        schema:name "NAV (Net Asset Value)" ;
        schema:description "The total value of all assets in the portfolio minus all liabilities." 
    ] .
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