Money, Bills & BenefitsDone with Claude Oct 3, 2026
Generate a daily personalized trading research report from brokerage data
Lonnie VanZandt's Claude-based assistant reads his Schwab positions and watchlist via MCP, sweeps news and Fed sources, and writes a daily report.
- What They Did
- The Claude agent is given schwab-mcp access that authenticates against the user's own Schwab credentials for a single pull of positions, strike distances, buying power, watchlist and volatility data. It also sweeps wires, Fed releases and primary sources. A standing context prompt then directs it to produce a concise narrative that anchors every claim to the exact account numbers read minutes earlier.
- How It Went
- Every trading morning the assistant hands over the personalized report tuned to the user's holdings and worldview.
- Worth Knowing
- Requires the user's own Schwab account for MCP authentication.
Try it yourself with Claude
Set up a daily report that reads my positions and watchlist from [brokerage, read-only access], scans [news sources, Fed releases] for items affecting them, and writes a one-page summary with the biggest risks and moves. Save it as [file or email] each morning. Keep access read-only so it never places trades.