Claude Code plugin + local MCP for rookie investors: plan with calendar, portfolio review, fee-aware rebalancing, stock picking. Zero-signup public data, deterministic engines, suggested orders only.
1 file for Claude Code: portfolio-copilot CLAUDE.md — 6,216 tokens loaded in every session.
CLAUDE.md B 6,216 tok These files are lodetomasi/portfolio-copilot's own configuration — they tell Claude Code how to work on this repository, so they are not mods to install elsewhere. Copy one as a starting point and replace the parts that are about this project.