Optional Claude Setup
FolioOrb works fully without Claude. Local Intelligence handles verdicts, scenarios, exposure, and fallback summaries on its own. Add an Anthropic key when you want richer action plans, portfolio briefings, news themes, and insight copy.
Add a key from the dashboard
Section titled “Add a key from the dashboard”- Click the brand mark in the dashboard nav.
- Paste a valid
sk-ant-*key. - Save.
The dashboard validates the key format client-side and server-side, writes it to .env,
and reconnects Claude — no restart required.
Add a key manually
Section titled “Add a key manually”Set the following in .env and restart the server:
ANTHROPIC_API_KEY=sk-ant-...What changes when Claude is connected
Section titled “What changes when Claude is connected”- Action plans get Claude-written thesis text on top of the local buckets
- Portfolio briefings and news themes become available
- The cost HUD starts tracking real token usage and live spend for the session
- Senpai gets noticeably more pleased with itself
What stays the same either way
Section titled “What stays the same either way”- Verdicts, scenarios, exposure, and analytics — all computed locally, always available
- Your portfolio database and
.env— both stay local regardless of whether Claude is connected