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