Claude AI Integration

How Grade My Investments leverages Anthropic's Claude AI to deliver intelligent financial analysis, interactive Q&A, and automated report comparison for users.

CLAUDE INTEGRATION

rendering diagram…

flowchart LR
    U([User]):::ext --> FA[File Analysis<br/>right-click Analyze]:::app
    U --> CC[Claude Console<br/>interactive Q-A]:::app
    U --> RC[Report Comparison<br/>select 2 runs]:::app
    U --> DA[Dashboard Ask Claude<br/>portfolio context]:::app
    FA --> DB1[(claudeanalysisjobs<br/>DB queue)]:::data
    CC --> DB1
    DB1 --> P1[Gmi.ClaudeAnalysis<br/>Console service]:::svc
    RC --> DB2[(reportcomparisonjobs<br/>DB queue)]:::data
    DB2 --> P2[Gmi.ReportComparison<br/>Console service]:::svc
    DA --> AZ[Azure Function<br/>inline call]:::svc
    P1 --> API[Anthropic<br/>Messages API]:::ext
    P2 --> API
    AZ --> API
    API --> P1
    API --> P2
    API --> AZ
    P1 --> OUT1[(DOCX - HTML<br/>Blob Storage)]:::data
    P2 --> OUT2[(Comparison DOCX<br/>Blob Storage)]:::data
    AZ --> OUT3[Dashboard<br/>Response]:::app
    classDef app fill:#1f2630,stroke:#C0894E,color:#F3EFE8;
    classDef svc fill:#241c14,stroke:#E2B583,color:#F3EFE8;
    classDef data fill:#22201a,stroke:#C0894E,color:#EBD3AE;
    classDef ext fill:#1b1f27,stroke:#5A616B,color:#C4C0B8;
    classDef sec fill:#1d2733,stroke:#5cc8e0,color:#eafaff;

Four distinct Claude AI features share the Anthropic Messages API but use separate background processors and output paths — file analysis and console Q&A via ClaudeAnalysis.Console, report comparison via ReportComparison.Console, and dashboard queries inline via Azure Functions.

Claude Features at a Glance

Grade My Investments integrates directly with Anthropic's Claude API to provide four distinct user-facing AI capabilities, each designed around a specific workflow:

Claude File Analysis

AI-powered document analysis with DOCX and HTML output saved alongside source files.

Claude Console

Interactive Q&A about your files in real-time with cost tracking per question.

Report Comparison

Compare two report runs and get a narrative change analysis generated by Claude.

Dashboard Ask Claude

Ask Claude questions about your AI Report Dashboard data in real-time.

Claude File Analysis (Wave 3)

Users can right-click any file or folder in the ManageFolders file manager and select "Analyze with Claude" to submit documents for AI-powered analysis. The result is a DOCX file (and a companion HTML file for mobile viewing) saved alongside the original, marked with a purple file indicator in the UI.

How It Works

1. User right-clicks files or folders in ManageFolders and selects "Analyze with Claude"

2. Cost estimation is calculated and displayed — user approves before proceeding

3. Analysis requests are queued in the database (claudeanalysisjobs / claudeanalysisrequests)

4. The Gmi.ClaudeAnalysis.Console background service picks up jobs in batches of 5

5. Files are sent to the Anthropic Claude API with concurrency of 3 and retry logic (3 attempts with exponential backoff)

6. Results are converted to DOCX and HTML, then saved alongside the original source files in blob storage

Background Processor

Gmi.ClaudeAnalysis.Console

Queue-based: Database-driven job queue
Batch size: 5 jobs per poll cycle
Concurrency: 3 parallel API calls
Retry: 3 attempts with exponential backoff
Rate limiting: Anthropic API throttle handling
Stale recovery: 30 min timeout for stuck requests

Supported File Types

Documents

PDF
DOCX / DOC
TXT / MD
JSON / XML

Data & Images

CSV / XLSX / XLS
PNG / JPG
GIF / BMP
WEBP

Content Extraction

PDF: PdfPig library
DOCX/XLSX: OpenXml SDK
Text files: UTF-8 encoding
Images: Claude Vision API (base64)

DOCX + HTML Output

DOCX generated with DocumentFormat.OpenXml
HTML generated with Markdig for mobile viewing
Markdig converts Claude's Markdown response
Purple file indicator in the file manager
Available on ClientWeb, AdminWeb, and MAUI Mobile

Claude Console (Wave 3)

The Claude Console is an interactive chat dialog that lets users ask questions about their files in real-time. Rather than submitting a batch analysis, users open a conversation with Claude about a specific file or an entire folder.

Features

Interactive chat dialog for file Q&A
Supports single files or entire folders (recursively collects all file IDs)
Real-time cost estimation per question
Token and cost tracking on each response
Keyboard support: Enter to send, Shift+Enter for new line
Available via toolbar button and right-click context menu

How It Works

1. User selects a file or folder and opens Claude Console

2. File content is extracted and sent as context

3. User types a question — cost estimate shown before submission

4. Claude responds with analysis — tokens and cost displayed

5. User can ask follow-up questions in the same session

Report Comparison with Claude (Wave 4)

Report Comparison lets users select two ML report generation runs from the same symbol list group and have Claude produce a detailed narrative analysis of what changed between them. Users can also add their own custom questions to be answered as part of the comparison.

Dialog Flow

Select Group

Pick a symbol list group

Select 2 Runs

Choose runs to compare

Custom Questions

Add specific questions

Estimate Cost

Review before submitting

Submit

Queue for processing

Background Processor

Gmi.ReportComparison.Console

Batch size: 3 jobs per poll cycle
Concurrency: 2 parallel API calls
Stale timeout: 60 minutes
Downloads both Excel file sets from blob storage
Sends to Claude with structured comparison prompt
Generates DOCX comparison analysis

DOCX Output Sections (11)

Executive Summary
Symbols Added
Symbols Removed
Movers & Shakers
Improved Positions
Deteriorated Positions
New Risk Alerts
Opportunities
Portfolio-Level Trend
Actionable Recommendations
Your Questions Answered

Jobs Panel: Users can track comparison jobs in real-time via a dedicated jobs panel with auto-polling status updates. Custom questions typed by the user are included in section 11 ("Your Questions Answered") of the output document.

Dashboard Ask Claude

The AI Report Dashboard includes an "Ask Claude" feature that lets users ask questions about their portfolio data directly from the dashboard view. Claude receives the full dashboard context (financial data, ML health scores, anomalies, forecasts) and provides specific, actionable analysis.

Features

Ask questions about any dashboard level (portfolio, sector, or symbol)
Full dashboard context sent automatically
Default analysis provided when no specific question is asked
Token and cost tracking on each response
Admin notification on each dashboard Claude request

How It Works

1. User clicks "Ask Claude" on the Report Dashboard

2. Dashboard context (data, scores, forecasts) is gathered

3. User optionally types a specific question

4. Claude Sonnet 4.6 responds with analysis and insights

5. Response with token usage and cost is displayed

Model: Dashboard Ask Claude uses Claude Sonnet 4.6 by default. Available on ClientWeb, AdminWeb, and MAUI Mobile.

Technical Architecture

Claude integration is built around two background .NET console applications plus inline API calls in Azure Functions — a deliberate separation of concerns that keeps file analysis, report comparison, and real-time Q&A independent.

Gmi.ClaudeAnalysis.Console

File Analysis & Console Q&A

gmi-claudeanalysis.service

Gmi.ReportComparison.Console

Report Comparison Processing

gmi-reportcomparison.service

Shared Infrastructure

Azure Blob Storage for file I/O
DocumentFormat.OpenXml + Markdig for DOCX generation
Markdig HTML report generation for mobile viewing
Anthropic Messages API (v1/messages)

Systemd services on Azure VM
Environment variable configuration
Token-based billing integration
Admin email notifications on failures and usage

Database Tables

Feature	Tables
File Analysis	`claudeanalysisjobs`, `claudeanalysisrequests`
Report Comparison	`reportcomparisonjobs`, `reportcomparisonjobsymbollists`

Model Options

Users choose which Claude model to use when submitting analysis or comparison jobs. Each model offers a different balance of quality, speed, and cost:

Model	Use Case	Input Cost	Output Cost
Claude Sonnet 4.6	Recommended — best balance of quality and cost	$5.40 / 1M tokens	$27.00 / 1M tokens
Claude Haiku 4.5	Faster, cheaper — good for large files	$1.44 / 1M tokens	$7.20 / 1M tokens
Claude Opus 4.7	Most thorough — deepest analysis	$27.00 / 1M tokens	$135.00 / 1M tokens

Grade My Investments applies an 80% markup over Anthropic base costs. The prices shown above reflect what users pay.

API Endpoints

A total of 17 API endpoints power the Claude integration across file analysis, report comparison, and the report dashboard:

File Analysis (8 endpoints)

Estimate — Calculate cost before submission
Submit — Queue analysis job
Jobs — List user's analysis jobs
Job Detail — Get individual job status/results
Cancel — Cancel a pending analysis job
Dismiss — Dismiss a completed job from the list
Console Estimate — Cost estimate for a console question
Console Ask — Submit a console question

Report Comparison (8 endpoints)

Groups — List available symbol list groups
Runs — List report runs for a group
Estimate — Calculate comparison cost
Submit — Queue comparison job
Jobs — List user's comparison jobs
Job Detail — Get comparison job status/results
Cancel — Cancel a pending comparison job
Dismiss — Dismiss a completed job from the list

Report Dashboard (1 endpoint)

DashboardAskClaude — Ask Claude about dashboard data with full portfolio context

Key Stats

Background Processors 2
API Endpoints 17
Claude Models 3
AI Features 4
Supported File Types 16+

Claude API Integration

Anthropic Messages API
Native PDF support
Vision API for images
Structured prompts

Billing Integration

Token-based billing (input + output)
Cost estimation before submission
80% markup over Anthropic base cost
Charge reversal on failure

Security

API key in Azure Key Vault / env vars
No user data sent to third parties beyond Anthropic API
Fail-open validation