I Replaced my 6AM Premarket Trading Routine with Claude + Codex — Transcript
Full transcript
- 0:00Every morning before the bell, two
- 0:02completely different AI brains act as my
- 0:05pre-market trading analyst. They read
- 0:07from various market data and news
- 0:09source, argue about it, and hand me a
- 0:12pre-market watch list report based on my
- 0:15very own back-tested strategies. And the
- 0:18wild part, I built these AI analyst for
- 0:21basically free. No API cost, no fancy
- 0:25scanners, market data sources, or news
- 0:28subscriptions. If you've ever sat there
- 0:30at 9:00 a.m. with 17 different tabs open
- 0:33trying to figure out what's gapping up
- 0:34pre-market, what's a news catalyst, and
- 0:37any major events happening today, then
- 0:40this AI system is made for you. This is
- 0:43what you're going to learn in this
- 0:44video. How to create an AI pre-market
- 0:47analyst that'll ship you a pre-market
- 0:49report every single morning using both
- 0:52Claude and Codex. How to feed AI your
- 0:55real trading rules and strategies so it
- 0:58stops handing you generic garbage. How
- 1:01to gather live market data for free. No
- 1:04API calls. How to wire in a second AI
- 1:07brain to fact-check your analyst
- 1:09reports. And how to ship the whole thing
- 1:12to your email inbox automatically before
- 1:15the open every single morning. So, by
- 1:17the end of this video, you'll be able to
- 1:20create this entire AI system for
- 1:22yourself and customize your pre-market
- 1:24trading analyst to fit your strategy. If
- 1:27you're following along and build this
- 1:29with me today, do me a favor and drop a
- 1:31like down below and subscribe. I'm
- 1:33releasing a whole series on using AI to
- 1:36level up your trading, and this is just
- 1:39one piece of it. You can also follow
- 1:41along on my blog as a companion to this
- 1:43video. Every single prompt I used during
- 1:46this demo is there. You can copy with
- 1:48one click. No email required. Link down
- 1:51below.
- 1:52Now, without further ado, let's get
- 1:53started. Let's start with a number one,
- 1:56designing a premarket report with
- 1:58Claude. If you're subscribed to my free
- 2:01weekly watch list I send out every
- 2:02single Sunday, this is what my weekend
- 2:05watch list look like. So, you can see
- 2:06the weekly market summary over here. I
- 2:09have some market trends, technical
- 2:10levels, economic news, and data.
- 2:13Basically, all the important events of
- 2:15the week and the trade ideas down below.
- 2:18So, with that free weekly watch list
- 2:20template in mind, we're going to make
- 2:22modifications to this for daily watch
- 2:25list for day trading and potentially
- 2:27swing trading ideas. So, this way we'll
- 2:30get a summary for the day by around 9:00
- 2:32a.m. Eastern Time every single week
- 2:35instead of every single weekend. Hey
- 2:37Claude, uh I'm going to provide you a
- 2:40template for the
- 2:42uh premarket analyst report
- 2:45um from my weekend watch list
- 2:47screenshots. I want you to turn it into
- 2:50um a daily premarket watch list version.
- 2:53I will tell you how to fill in each
- 2:56section later on with clear
- 2:57instructions, but for now I just want
- 3:00you to know this is a template I'm
- 3:01looking for.
- 3:03Okay? So, once I have that, I'm going to
- 3:05also get the
- 3:07my screenshot and drop it in to Claude.
- 3:13Okay?
- 3:15Instead of using the screenshots like I
- 3:17did earlier, you can also just copy the
- 3:19prompts on my blog. So, if you just go
- 3:21to my blog, the the site you see here,
- 3:23you can copy the template to feed to
- 3:26Claude over here. You can click copy
- 3:27here and you can see it shows all the
- 3:30different sections. Um the title, date,
- 3:32subtitle, disclaimer, premarket gappers,
- 3:35day trading watch list, swing watch
- 3:37list, market trends of the day,
- 3:39technical signals, economic data, and
- 3:42all that good stuff. Most of these
- 3:44sections you see on screen over here
- 3:46will get filled by Claude and it's going
- 3:49to source all the news data and
- 3:51premarket gappers and essentially build
- 3:54you a scanner and fill out each of the
- 3:56section for the analyst report.
- 3:58Okay, as you can see here after we gave
- 4:00it the instructions in which I gave
- 4:02Claude the template, it built the
- 4:05pre-market summary template. You can see
- 4:07market trends, technical levels, and of
- 4:10course you're free to adjust, remove, or
- 4:13add your own sections to the analyst
- 4:15report as you see fit for your own
- 4:18trading strategy. But for me, I really
- 4:21want to see the market trends whether
- 4:23today's market is risk on or risk off.
- 4:25And other things like pre-market
- 4:27gappers, trade ideas. You can see these
- 4:29are the template.
- 4:31And what's coming up soon either this
- 4:33week or today in case we have any
- 4:35economic events. Okay, now that we have
- 4:38the design of the pre-market analyst
- 4:40report we want, we want to give Claude
- 4:43really tailored rules for our own
- 4:45trading strategies. So instead of giving
- 4:47us really generic tickers or trading
- 4:50plans, I want Claude to know exactly
- 4:53what I'm looking for in a pre-market
- 4:55watch list. As you recall from our
- 4:57previous AI and trading videos, trend
- 5:00join long is a day trading strategy that
- 5:02I've personally been trading for years
- 5:04now. And this is a back tested strategy.
- 5:07So if I go to my blog here, you can see
- 5:09that I have this prompt here that
- 5:12includes the day trading watch list
- 5:14criteria for the trend join long setup
- 5:17as well as for my swing trading
- 5:19strategy. So I'm just going to copy the
- 5:21prompt
- 5:22and give it to Claude.
- 5:27As you can see here from the prompt,
- 5:29this is a quick overview of my day
- 5:31trading trend join long strategy. You
- 5:33can see that this is a back test win
- 5:35rate. We covered that in our last AI
- 5:37video, but here are the pre-market
- 5:39selection. All are required. I want to
- 5:42stop gapping up over 3% on the day. The
- 5:45price needs to be above $3 per share.
- 5:48Market cap needs to be at least 1
- 5:50billion and relative pre-market volume
- 5:53needs to be high.
- 5:54Um and for swing trade and here are the
- 5:56rest of the intraday plan as well as you
- 5:58can see. And as for the swing trading
- 6:01watch list, I like to create a watch
- 6:03list every single day, but doesn't mean
- 6:05I'll take the trade. But here here are
- 6:08the selections. Um pre-market gap over
- 6:108%
- 6:12um $3 per per share minimum and needs to
- 6:15open above the 200-day SMA.
- 6:18And as you can see, based on the rules
- 6:20that we just gave to Claude,
- 6:22essentially built like a watch list
- 6:24criteria.md
- 6:26file. I'm sure you know by now trading
- 6:29is stressful. Sometimes the volatility
- 6:31in our P&L can feel just as extreme as
- 6:34the market. As traders, we need a way to
- 6:37preserve our hard-earned money and put
- 6:39our capital to work steadily over time.
- 6:42That's why I created the Humble Hedge
- 6:45using Questrade's custom indexing.
- 6:48Custom indexing is a first of its kind
- 6:50in Canada. As the name suggests, you can
- 6:53start with a template, customize it to
- 6:55fit your own investing goals, and
- 6:57rebalance everything with one click.
- 6:59Unlike ETFs, you directly own the stocks
- 7:02inside the index and there are no
- 7:04management fees charged by Questrade.
- 7:07Inside the Humble Hedge, I selected 30
- 7:09stocks. I also conducted historical
- 7:12backtesting to help design the index for
- 7:14long-term stability. I kept my exposure
- 7:17to tech, but focused more on defensive
- 7:19sectors like healthcare, financials, and
- 7:22consumer staples. The goal isn't to
- 7:25chase gains, it's to stay steady and
- 7:27preserve my wealth while my trading does
- 7:29the heavy lifting. You can use my index
- 7:32templates as your starting point and
- 7:34make it your own. Right now, if you open
- 7:36a custom indexing account at Questrade
- 7:38and link your custom index to it, you
- 7:40can enter to win $70,000
- 7:43in TFSA contributions, plus a luxury
- 7:46retreat. You can use a link down below
- 7:48to use my template and enter the contest
- 7:51for free.
- 7:55And as you can see, based on the rules
- 7:57that we just gave to Claude,
- 7:59he essentially built like a
- 8:01watches_criteria.md
- 8:03file. Also, because the strategy rules
- 8:06live inside a plain text file that
- 8:09Claude will read every single day, you
- 8:11can just swap in your own strategies.
- 8:13Remember, you don't have to trade the
- 8:15same strategies for day trading and
- 8:17swing trading as I do. The whole file
- 8:19that you just saw that Claude created
- 8:22can be customized to fit your own
- 8:24strategies. Another note is that I want
- 8:26to stress that it's so important that
- 8:28you do go through the step of feeding
- 8:31Claude or Codex your actual trading
- 8:34rules that are more specific. Remember,
- 8:36AI can only produce as good of results
- 8:39as the input. So, if you give Claude no
- 8:41input at all from your own trading
- 8:43style, then it's going to give you
- 8:45really generic strategies and results.
- 8:48Cool. Now that we have the rules written
- 8:51for our strategies and handed it to
- 8:53Claude, what we need to build now is the
- 8:55file that tells your AI analyst each
- 8:58morning where to source the data, the
- 9:01news, and the market data, and fill in
- 9:04all the appropriate places for your
- 9:06pre-market analyst report. So, to do
- 9:08that, I'm just going to go to my blog
- 9:11again and build the gatherer. As you can
- 9:15see, it's one giant prompt. If you want
- 9:17to see the details, it's it's it's
- 9:19pretty long. Like this because there's
- 9:21so many different sections, right? For
- 9:22economic news, pre-market gappers, and
- 9:25all that good stuff. So, I'm just going
- 9:26to copy
- 9:29and paste it to Claude.
- 9:31While Claude is working, I just want to
- 9:33mention that all these data sources that
- 9:35I'm using in this demo, they are all
- 9:37free. We'll We'll be using, I think,
- 9:40three data sources from Yahoo Finance
- 9:42and other free market data sources and
- 9:45websites, especially the ones for
- 9:47earnings reports and economic news.
- 9:50There's no API keys required. So, it'll
- 9:53be easy and free for any trader to set
- 9:55up.
- 9:58I'm going to like this prompt because
- 10:00it's so heavy because again, there's so
- 10:02many different sections. Uh I think
- 10:04Claude is taking a while to process all
- 10:07of this.
- 10:08Um you can see this is a meaty build.
- 10:11So, it's going to write
- 10:13this thing in the demo folder. Na na na
- 10:14na na na. So, but don't worry. We'll
- 10:17just let Claude do its thing.
- 10:20Okay, finally. It took about, I want to
- 10:23say, 5 minutes,
- 10:25um which is hopefully the longest time
- 10:27you'll spend um for for the prompt in
- 10:30this video demo. While Claude is running
- 10:33that process for us, remember, if you're
- 10:36enjoying the step-by-step video lessons
- 10:38like this, that are easy to follow
- 10:40along, then make sure to drop a like
- 10:41down below and subscribe if you want to
- 10:44see more. We've done a lot of AI and
- 10:46trading videos in the past already, and
- 10:48I have a lot more ideas coming up soon.
- 10:51Okay, so now that we've built the
- 10:52skeleton for this pre-market AI analyst
- 10:55pipeline, we're moving on to stage
- 10:57number three, which is creating a second
- 11:01AI brain. Okay, I'll admit, this part is
- 11:04kind of extra, but I got the inspiration
- 11:07from this YouTube comment over here from
- 11:10my TradingView and Claude code video.
- 11:13And I thought this comment provided a
- 11:15really really good idea. So, thank you
- 11:17so much. And the comment is from
- 11:18Musashi. Um so, essentially, he he
- 11:21mentioned that I should try getting
- 11:23ChatGPT Codex CLI installed within
- 11:27Claude, so I can have an independent
- 11:29analysis that can double-check any
- 11:31mistakes that Claude made. And I thought
- 11:34that's such a good idea. We all know
- 11:36that AI can hallucinate and make some
- 11:38careless mistakes, especially when it
- 11:41doesn't have any specific prompts. So,
- 11:43that's why I want to incorporate having
- 11:45Codex as a second AI brain. The idea
- 11:48here is to bring in another very smart
- 11:51and proficient AI model to fact-check
- 11:54everything for us every single morning.
- 11:57Obviously, we all know that Codex is
- 11:59created by OpenAI, two completely
- 12:02different companies. So, it physically
- 12:04can't just echo and mirror whatever
- 12:07opinion Claude has. So, this is the
- 12:09prompt to use. Essentially, we're going
- 12:11to set up OpenAI's Codex CLI as an
- 12:14independent second brain. So, I'm going
- 12:16to copy
- 12:17and paste here.
- 12:19To do this, make sure you already have
- 12:21Codex CLI installed. I already did that,
- 12:24so that's why I don't need to install
- 12:25it. But, if you don't, you can ask
- 12:27Claude to do it for you. Or just to go
- 12:30to my prompt here, you can see step 3.1.
- 12:33Um you can copy this prompt and paste it
- 12:35into Claude, and Claude will install the
- 12:37the CLI for Codex for you. So, I asked
- 12:40Claude to explain how the connection for
- 12:43the second brain works with Codex. So,
- 12:46this is what it generated. Um
- 12:48essentially, this is how Codex connects
- 12:50to Claude, according to Claude.
- 12:53Um so, Claude can run terminal commands,
- 12:55and Codex is a terminal command. So,
- 12:58Claude essentially is just running that
- 13:00terminal command for you, the user. So,
- 13:03the first brain is Claude, which is the
- 13:04current session that we're in. Brain
- 13:06number two is Codex. And the doorway is
- 13:09one script that Claude can run in your
- 13:11terminal for you.
- 13:12Um you know, and Codex by OpenAI, it's
- 13:16blind, so it doesn't see any connection
- 13:18from Claude, from the pre-market
- 13:21analyst. It's able to generate
- 13:23independent analysis um based on the
- 13:26same criteria we fed it earlier. So,
- 13:29it's definitely not echoing Claude's own
- 13:31idea. So, both views, they they kind of
- 13:35generate their independent ideas, and
- 13:37the final product will be from both of
- 13:39these AI models that's merged into one
- 13:42final pre-market analyst report for you.
- 13:45So, let's go back to Claude now and see
- 13:47what it built. So, here's the summary.
- 13:50Uh, so it created a codex shell file,
- 13:54whatever.
- 13:56Um, okay. All right, so let's see what
- 13:58Claude did. So, essentially established
- 14:00a connection. Um, and we can run a
- 14:02little test. Um, okay. So, let's just
- 14:06copy this and run the test if it's
- 14:09ready.
- 14:11So, we're asking codex right now.
- 14:14So, it's running the wrapper with a test
- 14:16prompt. It's asking, essentially trying
- 14:18to reach codex right now.
- 14:22Okay, so now that the connection is
- 14:24established and it's now ready, we can
- 14:27now ask both of these brains to generate
- 14:30their ideas for the pre-market analyst
- 14:32report now. So, let's go to
- 14:35this page here and I'm going to copy the
- 14:37prompt. Again, remember we're going to
- 14:39build and run the two-brain layer in one
- 14:42go.
- 14:43Okay, copy and paste. While Claude is
- 14:47working the magic, let's talk about the
- 14:49cost now to run two AI models and two AI
- 14:53brains essentially. As we talked about
- 14:55in my previous videos, I have the Claude
- 14:58Max plan for $100 a month, but you don't
- 15:01need that. You can have the lower plan,
- 15:03I think premium for $20 a month. Um,
- 15:06that should be enough to run this
- 15:08pre-market analyst pipeline. As for the
- 15:11chat GPT, um, I have the chat GPT plus
- 15:14plan, which is $20 a month. That's what
- 15:17I'm paying. So, calling the second brain
- 15:20every single morning cost me zero
- 15:22dollars additional. Again, we're just
- 15:24using the base subscriptions here and
- 15:27the cheapest one, too. So, creating a
- 15:29premarket analyst report every single
- 15:31morning will not cost you extra API
- 15:34calls because those API usage can add up
- 15:38as as you know, really quickly.
- 15:41Okay, so you can see Claude is done. It
- 15:43generated Claude's full report here,
- 15:46which we can open up and see. And they
- 15:48also wired in Codex to give another
- 15:51opinion here. Okay, so on screen over
- 15:53here, I'm just opening the file. I know
- 15:54the text is really small. Again, later
- 15:57it will be a lot prettier. So, Claude
- 15:59created all this premarket summary here,
- 16:02which it's going to show up in a really
- 16:04nice report later on. Um and Codex
- 16:07essentially went in and looked at what
- 16:10it disagreed and agreed. Um so, here's a
- 16:13summary here written in Claude. Where
- 16:15they agreed um is these items. So,
- 16:19agreed on what to skip. So, all the
- 16:21different tickers here all rejected by
- 16:23both for the different reasons, okay?
- 16:25Gapping downs, thing relative volume
- 16:28below 200 SMA, that that's fine. Um that
- 16:31this is a section they agreed on. And
- 16:33every single morning you're going to see
- 16:34something like this in your um premarket
- 16:37analyst report. So, that's pretty cool.
- 16:40Where they disagreed are these tickers
- 16:42and uh the action plan on that. Um so,
- 16:45that's interesting. Okay, we're going to
- 16:47read into the two comparison later on
- 16:49when we generate a really pretty
- 16:52template and report. Speaking of watch
- 16:54list, like I mentioned earlier, I send
- 16:57out a free weekend watch list on Sundays
- 16:59that includes three to four stocks I'm
- 17:01watching for the week, the game plan,
- 17:03and a comprehensive market update for
- 17:06day traders and swing traders. You can
- 17:08sign up for free with the link down
- 17:09below.
- 17:11Okay, so now that we have the two
- 17:12analysis reports from the two AI models,
- 17:15it's time to move on to stage number
- 17:17four, which is compiling everything
- 17:19together into the pretty pre-market
- 17:21template. So, this is where we're going
- 17:23to have Claude put on the editor's hat
- 17:26and put everything we generated so far
- 17:29into the beautiful pre-market template
- 17:32you saw earlier. So, I'm going to go to
- 17:34stage four, which is the merge. Um
- 17:36again, and Claude is our editor. We're
- 17:38going to copy this prompt put to put
- 17:40everything together using the format we
- 17:43fed it earlier.
- 17:47All right.
- 17:48As you can see, even talk about, you
- 17:50know, H1, H3, like how to title
- 17:53everything, what's in bolded, um and all
- 17:56these emojis. Again, you can like
- 17:58obviously remove or edit this yourself,
- 18:01but this is kind of from the
- 18:02inspirations I had from my weekend
- 18:05watchlist.
- 18:09Okay, so this is what Claude just built
- 18:13us. You can see this is really beautiful
- 18:16uh AI pre-market report. Obviously,
- 18:18right now it says Humble Trader because
- 18:20I created it, but feel free to change
- 18:22your name. So, okay. The rules that you
- 18:25can see that's very clearly written that
- 18:27the it's built by the rules, which
- 18:29again, my trading rules for day trading
- 18:32trend drawing long and swing trading
- 18:34with the gappers and real catalyst.
- 18:35That's great. You can see a market
- 18:37sentiment risk off under the hood with
- 18:40split tape, okay. That's the market
- 18:42sentiment for the day. And it gives me
- 18:44the pre-market gappers, the I think the
- 18:47top 10 gappers and the cat catalyst for
- 18:49the day. That's great. This is
- 18:51personally the stuff I look at every
- 18:53single morning. And next is the day
- 18:55trading watches. Again, this based on
- 18:57the trend drawing long strategy with the
- 18:59rules that I fed it to Claude earlier.
- 19:01So, different tickers, catalyst, and the
- 19:04levels and the plan for trend drawing
- 19:06long. And you can see Claude's opinion
- 19:08over here as well. So, that's very
- 19:10interesting. Again, you can customize
- 19:13all these rules yourself. And swing
- 19:15trading watches, that's great. There's
- 19:16only one ticker
- 19:18that I think Claude and Codex both
- 19:21agreed on. You can see.
- 19:23Interesting. And market trends of the
- 19:24day, technical signals, and any economic
- 19:28events for the day.
- 19:29And below, this is where you're going to
- 19:31see where the two brains, the two AI
- 19:33models, kind of agreed on and disagreed
- 19:36on. So, this is very interesting at
- 19:38least to me cuz I guess I'm a nerd.
- 19:40Um but, this is the kind of pre-market
- 19:42report I want to have generated and
- 19:45emailed to my inbox every single morning
- 19:48by about 8:40, 8:45 a.m. during
- 19:51pre-market hours. Now, we're ready to
- 19:54move on to stage number five, which is
- 19:55delivery of the pre-market report
- 19:58straight to your email inbox. I don't
- 20:00know about you, but uh sometimes I turn
- 20:03on my computer in the morning
- 20:04pre-market, and I want to make coffee,
- 20:06and I'm just looking at different movers
- 20:08on my phone. So, that's why I want this
- 20:10pre-market analyst report with all the
- 20:13catalysts and the gappers you saw
- 20:15earlier um to be viewable on my phone in
- 20:18an email, essentially.
- 20:20So, once again, I'm going to go to my
- 20:22blog and copy this prompt to email the
- 20:25HTML report to my inbox with Resend. So,
- 20:29I'm going to copy
- 20:31and paste. So, we're going to send this
- 20:33automated email every single morning by
- 20:368:45 a.m. by using the service called
- 20:39Resend. This is a free email service. Um
- 20:43it's free to sign up. I already signed
- 20:44up. And Claude will walk you through it.
- 20:47But, this is what the website looks
- 20:48like, an email for developers. Um again,
- 20:51it's free to sign up. I already have an
- 20:53account, so I'm just going to log in
- 20:54really quick to show you where to grab
- 20:57the API. This is the only API key you
- 21:00need um in this um demo. Okay, so you
- 21:03can see I'm already logged in. I already
- 21:05had an account before. So, you're just
- 21:07going to go to I mean, Claude is going
- 21:08to ask you for it. Go to API keys
- 21:11and I'm going to blur all of this and
- 21:12you're just going to create a new API
- 21:14key with a name, full access domain if
- 21:17you have it, and add. And give Claude
- 21:20the key.
- 21:21Really, really simple, easy peasy.
- 21:24Very nice. I just got the email. I'm
- 21:26going to put it on the screen over here
- 21:28from Claude.
- 21:30And the email's going to be from the
- 21:33address [email protected].
- 21:36Again, that's the email service we just
- 21:37signed up for. And I see the pre-market
- 21:40report for Humble Trader summary
- 21:42gappers. This is perfect. So, every
- 21:44single morning, everything I need is on
- 21:46my phone over here.
- 21:48So, this is now wired in. So, every
- 21:51single morning, pre-market on schedule,
- 21:53you're going to see the pre-market
- 21:55report sent to your email in HTML file,
- 21:59or you can even send it to your WhatsApp
- 22:01or Telegram if you prefer. So, it shows
- 22:03up every single morning while you are
- 22:05drinking your coffee.
- 22:07Okay, now it's time for some real talk
- 22:09because I'm not going to sell you a
- 22:10money printer. Like, it's not that easy,
- 22:12right? This pre-market analysis report
- 22:15created by Claude and Codex, they are
- 22:18just meant to support your existing
- 22:20strategy and pre-market morning prep.
- 22:23They are not signals to buy or sell. And
- 22:26that's how I'm personally using it, too.
- 22:28I'm using it as a shortcut to get to the
- 22:31pre-market planning that I usually do,
- 22:33but I still got to do the work myself as
- 22:35a trader. The point of this whole AI
- 22:38system that we've been building isn't to
- 22:40replace you, the trader, completely.
- 22:43It's to optimize and speed up your
- 22:45process every single day pre-market.
- 22:48Once again, every prompt we used today
- 22:50during the demo is in the building guide
- 22:53you can copy for free on my blog down
- 22:55below. And special thank you to
- 22:57Questrade for sponsoring this video.
- 22:59Make sure to check out the custom
- 23:00indexing, the Humble Hedge, and you can
- 23:03enter to win $70,000
- 23:06with a link down below. Now, this
- 23:08pre-market AI analyst that we just built
- 23:11tells you what to watch, but it doesn't
- 23:13pull the trigger to execute trades for
- 23:15you. If you want to see how I took a
- 23:17backtest strategy all the way to an AI
- 23:20trading bot that places its own orders
- 23:23to buy and sell, then you should check
- 23:25out my other AI trading videos over
- 23:27here.
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