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:

1. 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
2. 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

1. Google Sheets: Duplicate given template and fill with your investment information
2. Gmail OAuth: Connect your Gmail account for sending reports
3. Anthropic API: Add Claude AI credentials for analysis
4. Replace placeholders: Update [email protected], YOUR_GOOGLE_SHEETS_ID, webhook IDs
5. 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.