AI Blocks › Handle money and investing
Decide what you will do in a falling market while you are calm, and write it down
Paste your holdings and what you paid. Get the market's mood read, each holding checked for real change, and a written plan.
Write your plan for a falling market before it happens is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks
What it does
Nobody chooses well in the middle of a fall. The screen is red, the news is loud, and every reason to act sounds sensible. This workflow uses the Mr. Market picture from The Intelligent Investor by Benjamin Graham. Imagine a business partner who names a price for your share every day, some days far too high and some days far too low. You may deal with him or ignore him. First it reads the offer: today's price against your own written value, and whether the business changed or only the mood. Then it checks each holding on business facts alone, and asks if you would buy the same business today with the price hidden. Last it writes the rules for three sizes of fall and for a jump, with fixed dates for looking. It is a plan, not a trade. It names no security to buy or sell.
You give it
- What you hold, what you paid and when
- Your own written value for each holding and why
- How the prices have moved and what changed in each business
- Money you need within five years, and any loan against your holdings
You get
- Each move sorted as business change or mood
- Pricing kept apart from timing in every reason to act
- A keep, watch or weak mark for each holding, from facts alone
- A one-page rule card for falls and jumps, with look dates
Use it when
- Prices are swinging and you feel pulled to act.
- You sold in a panic once and do not want to do it again.
- You are about to put in more money and want a calm plan for the bumps.
Steps
- Market mood reader: Paste holdings and price moves. Get each move sorted as business or mood, plus take, ignore or wait.
- Holding value change checker: Paste a holding and why you bought it. Get what changed in the business and a keep, watch or weak mark.
- Price drop rules writer: Paste your holdings plan. Get a one-page set of rules for when prices fall or jump, written before it happens.
How to use it
- Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
- Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
- Write your value for each holding before you paste, even a rough range. Without it the gap cannot be read.
- Print the rule card and keep it where you look at prices.