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Day 13 · 30 Prompts in 30 Days

How to createa live Real EstatePortfolio Dashboardin Claude.

The harsh truth is most property investors have no idea what their portfolio is actually worth today. They know what they paid and what their broker wants to list it for. Here's how I fixed that for one of my clients: a live dashboard inside Claude that pulls DXB Interact on the first of every month and logs how the portfolio is actually performing. Three prompts. One Chrome extension. No code.

Why this matters

Most retail investors track their portfolio in three spreadsheets and a forwarded broker email. Capital values from last year's launch sheet. Rents from a tenancy contract signed two summers ago. Comparables from whatever WhatsApp thread the broker dropped you in.

The numbers are real. They are never current. The gap between what they paid and what their broker wants to list it for is the gap where the bad decisions live.

A live artefact closes that gap. You give Claude the portfolio once. The Chrome extension lets Claude open DXB Interact in your own browser. Same session as yours. Same DLD-sourced data you would pull yourself.

The artefact lives inside your Claude chat. On the first of every month, Claude reopens DXB Interact, scrapes the latest data, and rebuilds the dashboard in place. Every refresh appends to a month-over-month log.

This is what Power BI and Tableau used to do. The shift is that the dashboard is built in three prompts instead of three weeks. The data layer is whatever the browser can see.

Three prompts. One extension. A dashboard that rebuilds itself every month and logs the history.

What you're building

The end result

One live artefact in Claude, scoped to a real portfolio. It opens itself on the first of every month, pulls the latest DXB Interact data, rebuilds the charts in place, and logs how the portfolio has moved since last month.

Foundation: the Claude desktop app in Cowork mode, with the Claude Chrome extension installed and turned on. Cowork is the agent surface where Claude can open browser tabs, write files, and host an interactive artefact in the same conversation.

Inputs: the portfolio, given to Claude once at the start. Addresses, purchase prices, current rents, and the year of purchase, in a single message. Plus DXB Interact as the data layer Claude reopens on every refresh.

Output: a live artefact dashboard. Metric cards show current value, yield, and equity. Bar charts plot capital appreciation by unit and yield against the market median. A comparable-transactions feed and a month-over-month log build up over time.

01Layer

Setup. Cowork plus Chrome.

The Claude desktop app, switched into Cowork. The Claude Chrome extension installed, signed in, and given site-level access to DXB Interact. This is the only configuration step in the whole build.

No API key. No server. No cron. The schedule lives inside Claude.

02Layer

Portfolio. One prompt.

One message with the portfolio, the single source to scrape (DXB Interact), and the metrics to assess on every refresh. Claude returns three artefacts: a portfolio strategy document, a data sheet, and a 12-month action plan.

This is the conversation Claude resumes every month. The portfolio context is the spine.

03Layer

Artefact. Live dashboard.

One more prompt converts the numbers into a live Claude artefact: metric cards, bar charts, a yield-against-market panel, and a transaction feed by building. The artefact lives inside the chat. You can bookmark and share the conversation URL.

Every refresh writes back to the same artefact rather than spawning a new one.

04Layer

Schedule. First of every month.

One final prompt sets a scheduled task to rerun the scrape and rebuild the artefact on the first of every month. Claude reopens DXB Interact in the same Chrome session, pulls the latest data, and updates the dashboard in place. Each refresh appends to a month-over-month log.

The schedule lives in Claude's task runner, not on your machine. The task fires whether your laptop is open or closed at the trigger time.

What you need

Claude Pro, Max, Team, or Enterprise. Cowork plus the Chrome extension is available on these tiers as of December 2025. The free tier does not include Cowork agent mode.

Google Chrome with the Claude extension installed. Available from the Chrome Web Store, signed in with the same Anthropic account as the desktop app.

DXB Interact, no login required. The public search at dxbinteract.com covers transactions, rentals, and building-level analytics for the whole Dubai market.

Fifteen minutes for the first build end to end. After that, the artefact is unattended.

Heads up

Claude for Chrome blocks three site categories regardless of your prompt: financial services, adult, and pirated content. DXB Interact is not in any blocklist. Site-level permissions still apply, so Claude asks you to approve dxbinteract.com the first time it visits. Approve once and every monthly refresh after that reuses the permission.

Layer 01 · Setup

Two things on. Once.

Open the Claude desktop app and switch to Cowork. Install the Claude Chrome extension and turn it on in Chrome. These are the only two configuration steps in the whole build. After this, every step is a prompt in the same conversation.

Two pieces of setup

One. Open Cowork. Open the Claude desktop app and switch to Cowork. Cowork is the agent surface where Claude can open browser tabs, write files, and host an interactive artefact in the same conversation. If the toggle is greyed out, your tier does not include it. Pro, Max, Team, or Enterprise is required.

Two. Install the Chrome extension. Open Chrome, go to the Chrome Web Store, search "Claude for Chrome", and install. Sign in with the same Anthropic account as the desktop app and toggle the extension on. Without it, Claude cannot open your browser or pull live data from pages.

Site-level permissions

The first time Claude visits dxbinteract.com, the extension asks you to approve access to that domain. Approve once. The monthly schedule reuses the same approval. You can revoke the domain at any time from the extension settings, and Claude will ask again the next time it needs the site.

Action confirmations

Claude for Chrome ships with a confirmation step before high-risk actions: publishing, purchasing, or sharing personal data. Scraping public DXB Interact pages does not trigger a confirmation. If the prompt tells Claude to log in, submit a form, or click a buy button, the confirmation step is what stops it. Leave it on. Autonomous mode is for repeat tasks you have already vetted.

Layer 02 · Portfolio

One prompt. Three artefacts.

One message with the portfolio, DXB Interact as the data source, and the metrics to assess on every refresh. Claude opens DXB Interact and pulls the data. Three artefacts come back into the chat: a portfolio strategy document, a data sheet, and a 12-month action plan. This is the conversation Claude resumes every month.

01
Portfolio audit · The first prompt

The audit. Six metrics. Three outputs.

Paste this once. Swap the portfolio block at the top for the client's actual holdings. Claude opens DXB Interact in Chrome, scrapes the data, and writes the three artefacts back into the chat.

Prompt · portfolio-audit
Do a full deep-dive analysis of my client's property portfolio using Claude in Chrome. Open DXB Interact (dxbinteract.com), search each property by address and building, and pull the latest transactions in each building, the current rental rates, the comparable activity in the area, and any visible market trend data. MY CLIENT'S PORTFOLIO: - [Building name, unit number], [bedrooms], purchased [year] for [AED amount], current rent [AED amount per year] - [Building name, unit number], [bedrooms], purchased [year] for [AED amount], current rent [AED amount per year] - [Add one line per holding] Analyse the following: 1. Current market value per unit, anchored to the last three DLD-recorded transactions in the same building or the same typology 2. Capital appreciation since purchase, in absolute and percentage terms 3. Current rental yield against the market median for the same typology in the same building or the same area 4. Comparable transactions in each building this quarter, with price per sqft and date 5. Building-level activity: sale and rental transaction count in the last 90 days 6. Supply pressure from new launches in the same submarket Then give me a clear breakdown of: - Which units are outperforming the portfolio average and why - Which units are underperforming and why - What needs to change immediately (rent reviews, refinance windows, sell decisions) - What needs to stay the same - What new acquisitions the client should be looking at, anchored to the data Deliver the output in 3 parts: 1. A portfolio strategy document 2. A data sheet with current value, yield, equity, and the next decision per unit 3. A 12-month action plan with quarterly milestones and the data trigger that should make me reconsider each one
Why six metrics, not three

A property dashboard with only price and yield is a screenshot. The other four metrics tell you whether the price is real, the yield is sustainable, and the unit is liquid in its building. Cutting metrics for "simplicity" makes the artefact prettier and the decisions worse.

Why DXB Interact, not the portals

DXB Interact aggregates DLD transaction records, rental indices, and building-level analytics into one searchable interface. Bayut and Property Finder show asking prices, which run ahead of transaction prices in rising markets and behind in falling ones. Anchor every value to the DLD-sourced number on DXB Interact. One source, one truth, one site permission for Claude to remember.

Layer 03 · Artefact

One prompt. One live dashboard.

Once Claude has the data, convert the numbers into a live Claude artefact. The artefact is the visual layer: metric cards, charts, and a transaction feed. It lives inside the chat, shares by URL, and rebuilds in place on every refresh.

02
Live artefact · The second prompt

The dashboard. Cards, charts, feed.

Send this in the same conversation as the audit. Claude builds an interactive artefact from the numbers it already has, sized for laptop and phone.

Prompt · live-artefact
Now create a Live Artifact dashboard with all of my client's portfolio numbers. Include: - Header strip with portfolio totals: combined purchase price, combined current market value, total equity, blended gross yield, last refreshed month - Metric cards per unit: current value, current yield, current equity, capital appreciation since purchase - Bar chart: capital appreciation by unit, sorted highest to lowest - Bar chart: current yield by unit against the market median for the same typology - Performance tier panel: OUTPERFORMING (top third), IN LINE (middle third), UNDERPERFORMING (bottom third) - Transaction feed: comparable transactions in each building this quarter, with price per sqft and date - Month-over-month log: a table that starts empty and gains one row per scheduled refresh, with date, total portfolio value, blended yield, total equity, and the largest unit-level mover - Action list: the single next decision per unit, drawn from the 12-month action plan Style: clean, editorial, no neon. Burgundy and cream palette. Serif headings, sans body. Mobile-responsive. Render it as a live artefact so I can keep referring back to it and so you can update it in place on every refresh.
In place, not new

The instruction "update it in place" matters. Without it, every refresh spawns a new artefact and the dashboard URL changes. One artefact, updated in place, means the monthly refresh writes back to the same URL you bookmarked, and the log keeps accreting on the same artefact.

Layer 04 · Schedule

One prompt. First of every month.

The final prompt sets a scheduled task. On the first of every month, Claude reruns the scrape, pulls the latest numbers from DXB Interact, and updates the artefact in place. Each refresh appends to a month-over-month log so the time series builds up over the year.

03
Scheduled refresh · The third prompt

The schedule. First of the month.

Send this last. Claude registers a recurring task. The monthly run reopens DXB Interact, scrapes, rebuilds the artefact in place, and appends to the log.

Prompt · monthly-refresh
Set up a scheduled task to refresh this dashboard on the first of every month with the latest data. The task should: - Reopen DXB Interact in Chrome - Re-run the audit prompt against my client's current portfolio - Update the live artefact in place with the new numbers, do not spawn a new artefact - Append a snapshot to a month-over-month log inside the artefact (date, total portfolio value, blended yield, equity, and a row per unit) - Flag any unit where capital appreciation, yield, or equity has changed by more than 2 percent since last month in a "WHAT CHANGED" section at the top of the artefact If DXB Interact is unreachable, log it in the WHAT CHANGED section, hold the previous month's numbers, and retry the next day. Do not break the log.
Why monthly, not daily

DLD transaction records register with a lag of days to weeks. A daily refresh against DXB Interact catches mostly noise. Monthly matches the cadence at which property values, yields, and comparables actually move, and lets the log compound into a real time-series after six months.

If the schedule does not fire

Claude's scheduled tasks live inside the conversation that registered them. If you delete the conversation, the schedule goes with it. Pin the conversation in the Claude sidebar. If a monthly run skips, open the conversation and type "what happened with the 1st-of-month refresh." Claude reports whether the trigger fired, the scrape ran, or the artefact update failed.

What it costs

Your existing Claude tier. Nothing extra.

The Chrome extension is free. Cowork and live artefacts are included on Pro, Max, Team, and Enterprise. The morning refresh consumes session minutes from the same allowance you already pay for. No API key, no metered runtime, no third-party bill.

Subscription
Pro+

Pro at twenty dollars a month covers the build and the monthly refresh comfortably, even for a thirty-plus unit portfolio. One scheduled run per month barely registers against the allowance.

Chrome extension
Free

Claude for Chrome is free from the Chrome Web Store. It is the data layer for the whole pipeline.

Runtime
Included

The monthly refresh runs inside your existing tier. No metered runtime. Step up to Max only if you want to run the audit on demand mid-month for multiple clients in parallel.

The honest bit

What this does not replace.

The artefact is good at displaying. It is not good at deciding. The five things below are where the investor still has to do the work.

i.

One source is one point of view.

DXB Interact aggregates DLD records cleanly, but a single source means a single bias. If you ever doubt a number, cross-check against Bayut or Property Finder for a sanity read on broker sentiment, even if you don't anchor value to it.

ii.

The artefact is not the decision.

A unit dropping into the UNDERPERFORMING tier is the trigger for a conversation, not a sell signal. The artefact surfaces the question. You still have to walk the unit, read the SPA, and price the friction of exit before the next move.

iii.

The schedule needs supervision.

If DXB Interact changes its DOM, the monthly scrape can fail silently and the artefact will look fine with stale data. Check the "last refreshed" timestamp on the second of every month. Re-run the audit prompt by hand if the date does not say this month.

iv.

The log compounds only if you let it.

The month-over-month log is the actual product. It only gets useful after three or four months of data. Resist the urge to wipe the artefact and start over when the numbers move against you. The history is what tells you whether a soft month is a trend or noise.

v.

The conversation is one point of failure.

The schedule lives inside the chat conversation. If you accidentally delete the conversation, the schedule and the log go with it. Pin the conversation in your Claude sidebar. Treat it like a production system, not a draft.

The workflow

How this stacks.

Day 12 ran a six-skill pipeline on a 6am API schedule, looking out at the market. Day 13 runs a smaller cousin of the same idea on the consumer side, looking in at what you already own. One scans for tomorrow's acquisition. One watches today's holdings.

The workflow

Day 12 hunts. Day 13 keeps watch.

A retail investor running Day 13 alone has a portfolio that monitors itself. Add Day 12 on top and you have a back office. One pipeline scans every new launch for tomorrow's acquisition. One artefact tracks every existing unit for today's decision. Two surfaces, one schedule, one operator.

What "done" looks like

The 1st of every month. The dashboard is already refreshed.

The first-run vision

One artefact. One bookmark. Fresh numbers every month, logged over time.

By the morning of the 1st, the same artefact URL you bookmarked last month has the new numbers. Capital values pulled from DXB Interact. Yields against this month's comparable rents. New transactions in each building added to the feed. The WHAT CHANGED panel at the top names anything that moved more than 2 percent since last month. The month-over-month log gets a new row.

The month starts not with you asking Claude where the portfolio stands, but with you and the client reading what Claude already pulled. That is the architecture shift Day 13 ships.

12
Where this builds from

Day 12 · Run your property business on a 6am schedule.

Read Day 12
FourthspaceOS

An operating system for property investors.

Every prompt in this 30-day series is one capability. FourthspaceOS bundles all of them into a single product: underwriting, comps, market research, deal sourcing, portfolio tracking, and investor reporting. The product runs natively on the same Anthropic agents and plugins you are learning to use this month.

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Know an advisor tracking client portfolios in three spreadsheets?

Send them this page. The work it takes to keep a property dashboard alive in Excel is the work the live artefact removes. The leverage is not the chart. It is the fact that the chart is already current when the client opens the laptop on the 1st of the month.

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Use it today

Build the first version tonight.

You do not need every metric on day one. Wire the setup, paste a single-unit portfolio, and get the first artefact rendering. Add the rest of the holdings the next day. The artefact compounds as you feed it more, and the log starts building from refresh one.

Jump to setup