I tried to export the JSON and send it to Claude with one of the prompts. It shows counters which I don’t own, and mix up a counter with different quantity and price, misses a counter with large holding. It seems that the JSON file is not accurate. Please check.
I just checked. The output of your JSON is the same in both the symbols and shares to this page → https://stocks.cafe/portfolio
So, if the portfolio page (https://stocks.cafe/portfolio) is correct then it should be fine.
Do note that LLMs can also make mistakes, you need to correct them. Gemini messes up some of my tickers too.
If you open the JSON and found any specific symbol or shares that does not belong in the portfolio page, please let me know.
Indeed, LLMs will messes up some of the tickers. After the LLMs import the JSON file, ask the LLM to show you the table of the portfolio that you own before starting to Prompt the LLMs for analysis. You will be surprised that LLMs will mess up as they link some of the symbols in your portfolio to other stocks name that your portfolio is not holding.
I noticed this using Gemini and Copilot.
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