Curriculum
Personal Finance 101
A structured path from net worth basics to one clear picture of everything you own — then how to use AI with your own portfolio.
Who this course is for
You have money in more than one place — a salary account, some shares, maybe a pension, a flat, a bit of crypto — and no single view of it. You have also noticed that everyone is talking about using AI for money, and you would like to know what is real and what is nonsense.
You do not need a finance background. You do not need to code. Every lesson is short, uses plain language, and ends with one thing you can actually do.
The course
What you will learn
- 01
Money basics
What net worth means, how assets and liabilities differ, and why that number matters more than any individual investment.
- 02
AI for your money
What today’s assistants genuinely help with, what they get wrong, and which pieces of your financial life should never be pasted into a chat box.
- 03
Build your portfolio picture
Get everything you own into one place — by import or by hand — including the awkward case where your money lives in several currencies.
- 04
Talk to your portfolio
Move from generic advice to answers about your own numbers, including goals and financial independence.
- 05
Connect your own AI
The advanced finish: plug Claude or ChatGPT into your portfolio so you can ask from the chat window you already use.
How to take it
Read in order if you are starting from scratch — each module assumes the one before it. If you already track your net worth and just want the AI part, skip to Module 2. If you are a developer who came here for the Model Context Protocol, jump to Module 5.
Start with What is net worth?