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

Description

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.