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.
Labels
Every trading morning the assistant hands over the personalized report tuned to the user's holdings and worldview.
the user's own Schwab credentials
It also sweeps wires, Fed releases and primary sources.
Lonnie VanZandt's Claude-based assistant reads his Schwab positions and watchlist via MCP, sweeps news and Fed sources, and writes a daily report.
The “Material” label failed its quality check and is not used for selection.
Details
- Agents
- Claude
- Source
- X
- Source date
- Oct 3, 2026
- Accounts
- 1
- In registry since
- Oct 12, 2026