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What This Flow Does
Automated stock portfolio analysis system that performs comprehensive fundamental and technical analysis of your
portfolio holdings on a scheduled basis, with intelligent follow-up capabilities.
How It Works
Two-Phase Analysis System:
- Monday Analysis (Main weekly analysis)
- Reads your stock holdings from Google Sheets
- Performs deep fundamental analysis using Claude AI with web search
- Conducts technical analysis with current market data
- Combines both analyses into final buy/sell/hold recommendations
- Emails you comprehensive analysis report - Wednesday Follow-up (Interactive refinement)
- Sends midweek check-in email asking for additional input
- If you reply with documents, questions, or market observations
- Runs supplemental analysis incorporating your feedback
- Updates recommendations based on new information and market changes
- Delivers refined analysis via email
Key Features
- Fractional share support - handles both whole and fractional stock positions
- Web-enabled AI analysis - Claude AI searches current market data, news, earnings
- Dual-analyst approach - separate fundamental and technical analysis for comprehensive coverage
- Interactive feedback loop - Wednesday follow-ups allow you to guide analysis
- Professional email reports - formatted HTML emails with actionable recommendations
Setup Steps
- Google Sheets: Duplicate given template and fill with your investment information
- Gmail OAuth: Connect your Gmail account for sending reports
- Anthropic API: Add Claude AI credentials for analysis
- Replace placeholders: Update [email protected], YOUR_GOOGLE_SHEETS_ID, webhook IDs
- Schedule configuration: Currently set for Monday 12pm EST analysis, Wednesday 12pm EST follow-up
Use Case
Perfect for part time investors who want systematic, AI-powered analysis of their portfolio with the flexibility to
provide additional context and refinements throughout the week.