Use Claude to review holdings and log trades
They used Claude to analyze investments, maintain a running position log, and draft trade ideas, while they handled final approval and execution themselves.
- What they did
- They assembled a broad Claude project built around an investing policy, thesis writeups, scorecards, and exit triggers. They also ran Claude Cowork from a local workspace that included a mandate file, CLAUDE.md instructions, and a trade journal. From there, Claude could inspect the mandate, monitor open positions, mock up Robinhood orders, append updates to the log, and place earnings reminders on the calendar; the person still checked the plan before any real trade.
- How it went
- They said the setup led to a profit in a small, risky test portfolio and also made their research better for other accounts. It was not fully automated: Robinhood still asked for confirmation on live orders, and they had to return to it every few days.
- Tips
- Build the workflow around a clear rule set, a current log, and specific decision signals. Use the agent for analysis and tracking, but keep human approval for anything that changes money or sends something out.
Try it yourself with Claude
Act as my investing research and tracking assistant. Review these current holdings: [tickers, shares, cost basis]. Use the documents I attach, including my mandate, thesis notes, scorecard, and trade log, to assess each position’s thesis, main risks, and the conditions that would make me change course. Then update a table with estimated value and gain or loss, and rank the next actions I should consider. Include any upcoming earnings calls and draft calendar entries for them. If a step would place an order, submit something, delete data, or send a message, pause and ask for my approval first. I will make the actual trades myself.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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