Build a daily brokerage research brief

A Claude assistant pulls a Schwab snapshot, checks news and Fed updates, and turns it into a morning report tied to the user’s holdings.

Done with Claude· Intermediate· Oct 2026

What they did
Lonnie VanZandt set up a Claude-based assistant with schwab-mcp, which signs in through their own Schwab account for a one-time read of positions, watchlist items, strike gaps, buying power, and volatility. The same agent also checks wire services, Fed statements, and other primary sources, then uses a standing instruction to write a short narrative that matches each claim to the account data it just read.
How it went
Each trading morning, the assistant produces a personalized report shaped around the user’s portfolio and market view. The setup depends on the user’s own Schwab login for MCP access.
Tips
Keep the connection read-only and limited to the specific data pull you need. Before using a report that could affect trades, have the agent pause and ask for approval on any action beyond summarizing.

Try it yourself with Claude Code

Using [read-only brokerage access] to [brokerage], pull my current positions, watchlist, strike distances, buying power, and volatility data in one snapshot. Then review [news sources], [Fed releases], and other primary sources for items that may matter to those holdings. Write a one-page morning brief that links every claim to the account data you just read and highlights the main risks, changes, and possible actions. If you think any step would place an order, move money, send something, delete something, or submit anything, stop and ask for my approval first. Save the finished report to [file/email/location] each day.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

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