Build a Simple Robo‑Advisor with Claude Code

A hands-on workshop for Greenhill Capital exploring how Claude Code can help build a simple robo‑advisor prototype.

The goal is not to build a real investment product. The goal is to learn how Claude can help turn a repository into a working project using:

README → CLAUDE.md → Web App → Slash Commands → Skills → Subagents

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What you will build

During the workshop we will gradually build a small prototype:

1. Generate a CLAUDE.md file from the repository README
2. Build a simple responsive investor intake form
3. Store incoming form submissions
4. Create slash commands for repetitive workflows
5. Package workflows into reusable skills
6. Use subagents that collaborate to generate portfolio suggestions

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Core idea

The system will follow a simple workflow:

1. An investor submits preferences through a web form
2. The submission is stored
3. Agents analyze the information
4. Market information is gathered
5. A portfolio suggestion is generated

This demonstrates how agent-based workflows can be applied to financial use cases.

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Workshop roadmap

1. Generate CLAUDE.md

Claude reads the repository and generates a project instruction file.

Topics covered:

• What CLAUDE.md is
• Why it improves project consistency
• Generating it from README.md

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2. Build the investor form

Create a simple responsive web form that collects:

• investment horizon
• risk tolerance
• liquidity needs
• return expectations
• preferences or constraints

Claude Code will scaffold and refine the UI.

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3. Store submissions

Incoming form data will be captured and stored.

Possible approaches:

• JSON storage
• lightweight database
• simple API endpoint

This creates structured input for later agent processing.

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4. Create slash commands

Slash commands simplify repeated prompting.

Example ideas:

• /screen – gather information on a security
• /profile-risk – summarize an investor profile
• /compare-assets – compare securities

These commands help standardize workflows.

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5. Create skills

Skills package reusable capabilities so they can be reused across agents.

Example skills:

• Investor intake parsing
• Market screening
• Portfolio construction
• Report generation

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6. Introduce subagents

Specialized agents collaborate on the workflow.

Example roles:

Intake Agent – reads investor submissions

Market Agent – gathers market data

Portfolio Agent – generates a candidate portfolio

Master Agent – coordinates the process

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Prototype workflow

Investor Form
      |
Submission Storage
      |
Intake Agent
      |
Market Agent + Portfolio Agent
      |
Master Agent
      |
Portfolio Recommendation

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Important note

This project is for educational purposes only. It is not financial advice and not a real robo‑advisor product.

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Possible extensions

Future versions could include:

• portfolio backtesting
• dashboards
• watchlists and alerts
• macro analysis agents
• ESG preference filters

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What students need

• GitHub
• Claude Code access
• basic web development familiarity

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Outcome

By the end of the workshop students will understand:

• how CLAUDE.md works
• how Claude can build and modify code
• how to design skills and slash commands
• how subagents collaborate in a workflow

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Students are encouraged to experiment and extend the project beyond the workshop.