Weekly Stock/ETF Analysis with Claude & Gmail — Monthly Index Fund Review

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 YOUR_EMAIL@gmail.com, 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.