Education

Claude’s New Trading Agent Is Insane! (Tutorial)

📚 Main topics

Connecting Claude to trading toolsThe tutorial demonstrates connecting Claude Desktop to Co-Invest through Liquid.trade, enabling paper trades and portfolio management across stocks, crypto, forex, commodities, and prediction markets. 3:04
Adding market and insider dataIt shows how to connect Quiver Quantitative’s MCP so Claude can look up trading strategies and information about insider activity. 7:42
Building a scheduled copy-trading routineClaude can check a selected Quiver Quant strategy on a schedule, compare new trades with a portfolio, and request approval before placing trades. 14:28
Monitoring external trading alertsThe video uses Firecrawl to monitor a Discord page for specific trade signals and create a routine that can act on those alerts through Co-Invest. 20:43

✨ Key takeaways

Start with paper tradingThe presenter recommends enabling paper trading first and demonstrates reviewing a portfolio, placing sample orders, and closing a position without using real money. 5:09
Use approval controlsA routine can notify the user and ask for approval before executing a trade, rather than automatically placing orders. 17:36
Automate recurring checksClaude routines can periodically check selected data sources during market hours and take actions according to user-defined instructions. 16:01
External sources can be monitoredWith Firecrawl, the tutorial sets up recurring checks for changes to a webpage and demonstrates using a Discord channel as a source of trading alerts. 22:20

🧠 Lessons learned

Automation still needs safeguardsThe tutorial’s examples involve financial decisions and trade execution, so starting in paper-trading mode and keeping approval requirements are important precautions. 5:09
Market data and alerts can be incompleteThe video presents insider activity and third-party trading signals as inputs for a strategy, not as guarantees of future performance. 7:42
Be specific about routine instructionsThe examples define what to monitor, how often to check, which strategy or alert source to use, and whether to request approval. 17:36

🏁 Conclusion/next steps

Set up and test the workflowConnect the trading and data tools, verify they are available in Claude, and test the process with paper trades before considering any real positions. 12:25
Choose a strategy and control levelSelect a Quiver Quant strategy or an alert source, then configure a routine to notify you, request approval, or act as instructed. 14:28
Explore furtherThe presenter points viewers to the video description and Claude Club for additional resources and guidance on building more advanced bots. 27:01

Transcript excerpt

0:00 Claude just changed the way we trade forever and became the ultimate trading assistant because now Claude natively lets you trade stocks, crypto, forex, commodities, and even prediction markets right from inside Claude itself. And there's this new skill that lets it pull live market data and track exactly what insiders like Wall Street whales and US politicians are buying and use that to automatically trade for you. So, in this video, I'm going to break down how you can get started in three levels. First, we're going to get set up. I'll walk you through the basics of how all this works and then we'll get Claude set up with all these new capabilities. Then, we're

0:31 going to be building a copy trading bot where I'll show you exactly how to track what insiders are buying and have Claude copy their exact moves automatically. And in level three, this is where it gets really powerful. I'll show you how to automatically copy trade from basically any source that you may want. Maybe there's a trader you follow and you get alerts posted in somewhere like Discord or email or newsletters. We'll set up Claude to watch for those signals and execute the trades automatically for you. So, the second an alert comes in, Claude can act on it instantly without you having to lift a finger. And even if

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