Transcription
Claude just changed the way we trade forever and became the ultimate trading assistant because now Claude natively lets you trade stocks, crypto, forex, commodities, and even prediction markets right from inside Claude itself. And there's this new skill that lets it pull live market data and track exactly what insiders like Wall Street whales and US politicians are buying and use that to automatically trade for you.
So, in this video, I'm going to break down how you can get started in three levels. First, we're going to get set up. I'll walk you through the basics of how all this works and then we'll get Claude set up with all these new capabilities.
Then, we're going to be building a copy trading bot where I'll show you exactly how to track what insiders are buying and have Claude copy their exact moves automatically.
And in level three, this is where it gets really powerful. I'll show you how to automatically copy trade from basically any source that you may want. Maybe there's a trader you follow and you get alerts posted in somewhere like Discord or email or newsletters. We'll set up Claude to watch for those signals and execute the trades automatically for you. So, the second an alert comes in, Claude can act on it instantly without you having to lift a finger. And even if you've never bought a single stock before or have zero technical background, you'll be able to do this because all we're doing is simply speaking to Claude. Let's get into it.
Okay, before we get into anything, I need to give you some context on why I'm actually making this video, why this matters, and what's different from my last video I made. Because for the first few years of my career, I worked at JP Morgan and I got to see how institutional trading really works up close. And oh boy, with these new capabilities Claude just got, the gap just got a whole lot smaller.
Because right now, the markets is literally like this poker game and if you're sitting at the table with your two cards trying to figure out what to do, and the person across from you can see every card on the table and every card in everyone's hand, that's exactly what you're up against every single day. Let me show you an example. Take a look at this. We've got a sitting US politician here. The salary is about 285k a year, but somehow the net worth is 67 million. I'll let you do the math, but it's really be to get there. You don't get there only on a government paycheck. You get there when you can see the cards nobody else can.
And now what happens is these insiders are entering into multiple markets. But as the market matures, we come into new problems where there's a lot more markets and people are making a whole new types of investments. These days, people don't just own a few stocks. It's now beneficial to diversify your investments in different markets. So nowadays, people own stocks, a bit of crypto, maybe some forex, or even want to enter the prediction markets where you can literally bet on the Knicks winning the NBA finals. That was epic. That sounds good in practice, but it's a nightmare to manage. Because how are you supposed to manage all of that at once? There's different apps for stocks, crypto, different strategies, something news to watch every day. It's just too much. And the management headache is the thing that quietly kills most people's returns.
And that's the whole point of this video. I want to make sure you're set up and have the knowledge of the right tools to use so you get an advantage in investing in whatever market you want with a genius partner that can even run the whole thing for you. And that's the kind of edge I'm about to hand you. It's stuff people charge fortunes for, and I'm showing you how to do this for free. So let's get into building it.
So first things first, you want to make sure you're in Claude. And then what you want to do is make sure on the bottom left you download the desktop app, okay? So right here, you want to download this for macOS, Windows, or anything, and make sure your computer is updated to the latest version. All right. After that, we should have Claude installed, and now what we can do is want to make sure Claude has access to these new capabilities, right? And it's done through this thing called liquid trade. And what we're going to do right now is basically, let's say this is Claude, we're going to give it access to this thing called liquid trade, and liquid trade essentially gives you the ability to trade stocks, crypto, forex, uh prediction markets, all these things, right? So that's all that's going to happen and you're going to see inside that chat.
So, let me show you how that's done. And it's really easy to do. So, what we want to do is make sure we go back to our browser and open a new tab and look for liquid.trade. And the links are going to be in the description below just to make it a bit easier for you guys. But, right here, trade like the 1%. What you want to do is you want to make an account here. So, if you just hit start trading, you'll see all the stuff. And that's all you need to do. You don't need to do anything else. Okay.
Next, you want to go back to liquid.trade again, liquid.trade, and then hit this button called co-invest. Then you can see you can start trading exactly on Claude, on ChatGPT, on iMessage if you want to, all of the stuff. And if you want another video on showing the other platforms, let me know. But, right now I'm going to show you Claude and all you have to do is just hit start on Claude. It becomes really easy. You hit copy and then hit open Claude. Right here. Right here, you can see co-invest co-invest liquid.trade, and then hit add. Right? And then hit connect. And it became so much easier now. Okay. Cool. Now we have co-invest connected. Great. So, now if we go back to our Claude app and then look for our connectors, then you will see co-invest right here, right? Okay.
Now that that's done, let's try it out. So, what you want to do first, make sure you just don't pour money in. What you want to do is say something like, "Hey, can you enable paper trading for my account with co-invest, please?" And right here, since we're not doing anything crazy, I'm just going to use the solid solid model, so it's a lot faster. I've enabled paper trading already. So, now we're in paper trading mode. And just to show you a quick little um demo of how you can trade. For example, I can say something like, "Hey, can you show me my portfolio?" And what this is going to do, I've already bought some Bitcoin in here through Claude just to test it out for you guys. And it should show me my portfolio within Claude and I would never have to leave the platform again. Okay. So, you see right here because I already bought some Bitcoin in this platform, you can see my portfolio and I can see this inside Claude. Now I can be like, "Hey, can you sell all the Bitcoin, please?" Again, this is paper trading, so there is no real money being exchanged. This is just to show you guys how it's done. But if you did want to use any real positions and you can see it's asking for your permissions, so you can just hit this button close all. And cool, it's closed.
Now, this is pretty easy and let's try out some other things. Although it's Sunday right now, let me see if I can do this. Hey, can you place a trade for Tesla tomorrow? Yeah, uh I just want you to place a trade and then buy something of every kind that you can. So, maybe buy a little bit of Bitcoin or Ethereum. Uh maybe like $10 worth. Buy one share of Tesla. I'm just showing how this portfolio will look like. Buy something in Forex uh and then help me make a bet in the prediction markets. All right, so it just asked me if I can buy all the stuff. And then right now, just to show you guys a quick little example, you can see I placed all these orders. I bought Bitcoin, Ethereum, Tesla, um some Euro USD, some gold, all these stuff. Now I can say, "Hey, can you show me my portfolio?" All right. So, now you can see in my portfolio all these different things I'd be trading are inside here. And I can manage it all from one place in Claude. So, this was just the very basics and showing you how you can buy and sell different things like stocks, crypto, commodities, or even forex, right?
Now that that's done, let me show you how to actually connect Claude with some smart data so we can make intelligent trades. Now, smart money just means tracking what the people with better information are doing. And this doesn't apply just for stocks, this applies across different markets. You can track politicians, like what they're doing, you can see when government contracts end, if someone's being lobbied, um other ticker fundamentals, SEC filings, a lot of different things. Whether it's stocks, crypto, forex, commodities, or even prediction markets, people the people with the best data usually have the biggest edge. But the problem is all this information is scattered everywhere. And I found this service and it's called Quiver Quant and it's been really, really helpful for me. And Quiver Quant is basically a platform that collects all the smart money data and organizes it in one place. So, for example, if I hit the strategies button right here, you can see there's who's making what, when, and we can even, you know, see 1 month ago if you followed their strategy, how much you would have potentially made, 3 months ago, all these things, right? It's basically all organized in one place.
So, instead of Claude trying to browse the internet and place everything together manually, what we can do is we can connect Claude directly into Quiver Quant and then Claude will become super smart when it comes to making trades, right? That means you can also copy these trades. They even have some AI strategies where you can copy and you can see in the last 3 months you would have gotten a 77% gain or a 1% in 1 month you would have gotten a 22% gain. The nice part is that trading becomes a lot easier because we're off-handing all this information and understanding to these services and it's become a lot more democratic.
So, what after we have Quiver Quantitative with Claude installed, we can literally ask to either copy any of these strategies or even ask if insiders are let's say buying Tesla or SpaceX right now. In this way, Claude is no longer trading blind. We're going to be giving it access to the same kind of data these serious investors pay attention to and then we'll get Claude to do it for us. So, now I'm going to be showing you how to connect Quiver Quantitative to Claude, pull in all that data and we can start building actually really good strategies around it. And just for a bit more proof, I just wanted to show you this. In my uh school community, if you search trade alerts for the people that are in it, you can see uh I have a bot that's been sending everyone in my school community these trade alerts and right now um you can see in May 6th uh it was telling us to buy A-lab and if I go search A-lab, you can see it has dramatically skyrocketed. You see so these are based on the same strats and you can potentially get those gains too. And if you want to, you know, help doing any of the stuff, I'll be inside the school community. The link will be in the description below for this and Quiver Quantitative.
But, with that out of the way, let me show you how to make sure your Claude can trade with smart money. And to get your Claude to trade with smart money, what you want to do is you want to go to Quiver Quantitative, to search a Quiver Quantitative MCP. And an MCP is basically just a connector. It's what lets Claude use these things. Then what you want to do is very simply just hit get API key and sign up. After you log in, all you're going to need is all of this stuff and I'm just covering myself. And what you want to do is copy all of these, okay, and go back to Claude. And then what you want to do, this part is very important, right here, go to code, okay? Code works a lot better and actually making your trades come true and it thinks a lot harder too. So then make a new folder. So let's say you want to do your trading. So let's call this trading folder. And then we're going to be doing and making sure all our stuff is inside this trading folder. All right, then what we're going to do is number one we're going to say help me connect to the Quiver Quant MCP. Then what you want to do is you want to go back to Quiver Quant the MCP page and right here all you need to do is these three steps. Get your API key, configure the MCP client and query the market data. Then you can do that. So what you want to do is you want to copy this right here. You can also screenshot it from this page. Go back to Claude, paste this in and then also and then also paste in your API key. I'm just not showing it right here. All right, then you want to hit go and then Claude will help you install the Quiver Quant MCP. Okay, so you see what I did was I just pasted in. I said help me connect to Quiver Quant and then I pasted in all those my trader and my off key and all the stuff and then it's going to be going ahead and doing it all for me. So I'm just starting a new session and now all I'm going to do is very simply hey, do you have the Quiver Quant MCP installed? You can very easily verify if you have the Quiver Quant MCP installed right there. All right, all right, so right here you can see the Quiver Quant MCP is installed and you can do all of this cool stuff. Now what we're going to do is go into the fun part, right? So we can also ask this question. Hey, do you have the Co-Invest MCP installed? And you can see even though I said Co-Invest, it got me and it says yes, I have this all installed. So now we can trade and we have access to smart money.
Now let me show you how to put this all together and make Claude into a trading bot. But something really simple I just want to show you, is this. Hey, can you show me my uh Co-invest portfolio? Okay. >> [snorts] >> So, you can see these are what's in our portfolio. What I can do now is I can ask, "Hey, can you tell me if insiders are buying or selling Tesla?" Okay. So, right now it just came. So, now you see it tells us that, hey, people are selling Tesla, so we should probably shouldn't be buying it right now, right? Okay. So, this was just the easy part, showing that, hey, we have access to information from Quiver Quant, and we can get information about the stocks we buy. Now, let's make that into a strategy. Oh, by the way, if you guys didn't know this, in your Claude app, if you download it inside your phone, you can actually have your portfolio and manage it and then talk with it in the same way as well, right? It also has the interactive really cool widgets that you can be using. But, let me show you how to actually set up the strategy.
All right. So, to get our Claude to have a strategy and trade on its own, first what we need to do is pick a strategy. And it's as simple as going to Quiver Quant, and then going to the strategies, and then picking one that you like. So, you can see there's a bunch of strategies, and you can filter by the time, and let's say let's scroll through a couple of one of these. You can see all their three-month returns, and [snorts] this compound annual growth rate looks pretty good at 45%. So, let's pick Tim Moore, right? Okay. So, Tim Moore, we can see that this is the S&P. So, this is like the average market, and you can see he outperformed the average market by a lot. It's cool. So, let's say we want our Claude to be trading like Tim Moore. By the way, um this doesn't only have to be like US politicians. You can copy trade other people like Michael Burry or I don't know. Uh you can see here, Bill Gates, Bill Ackman. These guys are not There's There's an inverse Cramer, which is funny. Inverse CNBC. But you can see there's a lot of different strategies that you can copy trade. It's not just US politicians. But let's say you pick one. Then what you want to do is you want to go back to Claude. Okay, so we're back to Claude. Now let me make sure I have the right folder selected. So trading.
Now what we're going to do is I want to tell you about this feature called routines, right? And you can see this right here. So a routine is basically a scheduled way for your AI to be autonomously doing tasks. So for example, if I go into here, you can see I have a couple routines up and running already and we don't have to touch this at all. It's going to make it itself. But right now it's going to automatically, what we want to do is if you think about it, is number one, we want to make sure is basically what we want to do is Claude will be running and it needs to go use its Quiver Quant connector find out if one of these people have made a trade and then copy trade them. Okay? So then it would use Liquid Trade or Coinvest to make that trade on its own. Okay? And how we're going to do that is by using a prompt, all right? So right now, all right, so to find that prompt, if I just go back, you guys can just screenshot this if you need to. But right here, this is the prompt I'm going to be using, right? I'll read it out to you. And you can see I have a lot of other skills if you need. Uh it's all in Cloud Club. But overall, if I go back to Claude and I paste this in, basically, this is the Tim Moore copy trade prompt. Basically, all it's saying is "Hey, I want you to create a routine for my paper trading account. Every 30 minutes during the market hours, check one for the latest trades from insider purchase strategies, especially from the trader Tim Moore." Okay? And you can replace this with whoever you want. "Compare any new trades against my current portfolio. If there's a new buy, calculate a reason a position." And basically, this one does not automatically place a trade, but it sends you a summary, asks for approval, and the same way we get to approve or disapprove if we want these things to be done, right? All right. And then right here, I'm going to be like, "If approved, use Liquid Trade to execute the trade." Uh I should say Co-invest. And then I'll hit enter. Then I'll wait there and I'll show you when the routine is done and created. Look at this. So, it's saying where should each notification go to. I have the option to either send it to my Telegram or in app. Right now, I'll keep it in app. All right. So, it just finished, and you can see it told me that it made the scheduled app. Uh made the scheduled task. If I click it right here, you can see what's going to happen. It made its rules. It set its market hours, what it's going to going to do. It's going to qualify. And then I can see that it has recommendations and all this stuff, right? So, and if I actually go into my routines right here, you can see this got created and I didn't have to make that. Inside inside our purchase paper routine. So, basically, this is going to run every day and just like how we did it manually, Claude is going to go to Quiver Quant, check if there's anything that's been done, and if so, it's going to execute a trade inside our Co-Invest account, and also ask us for permission if we want to actually execute that trade, right? So, there's different various levels of control you can have. If you just wanted it to go YOLO, you can also just tell it to do that and it'll do that. But, this is cool. Now, my Claude will automatically keep running on its own and start following the strategy because now it has access So, my Claude, basically, now has access to a brokerage, which is basically Co-Invest. And what it does is is also has access to the data in Quiver Quant. And this thing, my Claude, is going to just now on a schedule, when market is open, it checks itself and does all these trades on its own. So, it's now an autonomous trader following its own strategy that we just gave it, all right?
This is nice and all, but what if we don't like any of these people, right? What if there is someone that we like, and let's say we're getting Discord notifications or emails, and we want to make sure we only trade based off those trading signals. How do you do that? Well, let me show you in the next level.
All right, so let me set the scenario. So, imagine you're in a Discord chat like this, and what you want is, let's say uh someone says, "Buy BTC at current price." Let's say someone sends an alert like this, you would probably want your bot to pick that up and then make an action based on what just happened in this channel, right? That is what I'm going to be showing you how to do. And the way we're going to be doing that is with this thing called Firecrawl. So, Firecrawl basically helps you scrape any page that you need to. So, connecting Firecrawl to your AI is actually super simple. All you need to do is go back to your Claude. If you do Firecrawl MCP, if you Google Firecrawl MCP. Okay, then what you want to do is you want to hit this one. Go back here. You want to hit plus and here hit connectors and then manage connectors. Hit this plus button. Add custom connector. And then enter this URL right here. Again, links are going to be in the description below. And then let's call it Firecrawl. Great. It's checking connections and then you hit connect. And then I'm just going to be authorizing to use my account. Great. Now we have Firecrawl installed. Fantastic. So, now I'm going to give allow all. And now I should scroll down and also make sure it has all this ability as well. And the reason we're using Firecrawl is Firecrawl. So, it's because Firecrawl has released this new feature that I really like. So, what it's going to do is schedule recurring scrapes and crawls to detect content changes and receive webhook on email notifications. What does that mean? Basically, what it does is how would you do this? You would probably be monitoring this page for any alerts. It can be any page. It doesn't matter which page it is. But, what we do is we basically set an alert for a page and then Firecracker is going to be consistently monitoring that and it's going to be sending us data based on any changes. So, let's say what we want is let's say and we only want to only filter messages by me. So, let's say if someone posts a message then you will do an action. Right? So, after we have this done in Cloud to trade off random signals that someone posts. What we need to do is first let's verify access if we have Firecracker. Hey, do you have access to Firecracker? Okay. So, now all I did I just went back to Discord and I got the URL for what I'm monitoring, right? And I'm going to ask hey, using Firecracker can you check the messages. What was the last message sent on this channel? So, you can see right here it's opening its own browser and it's getting the page text. Okay. So, it just got done. Let me just zoom in so you can see it a little bit better, but right now you can see last message sent someone buy Bitcoin at current trading price. So, all I'm going to do right now is hey, can you set a routine to monitor this channel check in every 30 minutes during trading hours if someone specifically sends out an alert for trading and says buy something or sell something, I want you to take that action and then do it with our portfolio in Coinvest. Create that routine for me, please. So, this prompt I just said is literally every concept we've gone through, and we've put it together. Because now what we're going to be doing is we're going to be setting a routine. So, Claude, like we are we do, will be monitoring this channel for a message from, let's say, me, and looking for a trade alert. And then if it sees that trade alert, it's going to use our brokerage account and make a trade or alert us, if you want, right? And this makes it so that you can monitor any page if you're just logged in with Firecrawl or Chrome web MCP, and you'll be good to go to actually copy trade anyone you'd like, and if anyone gives you their specific information about how to trade based on their trading alerts. And while this is loading, one more thing I want to show you, Firecrawl actually has this thing we just saw monitoring that just came out. This is brand new, but what I really liked is this thing called interact. And interact, basically, we get to save our logged in states in Firecrawl, so that, let's say, we're logged into Discord, we can log into Firecrawl and make it so that it's persistently logged in, and it's always looking at that page without us having to have our computer or our browser open. So, that was also a really big unlock when I found out that I could use Firecrawl to do stuff like this.
Okay, so you see now it's going to be creating this thing, Discord trading alert routine. And basically, every 30 minutes it's going to be looking at this Discord, "Hey, is there any alerts?" And then essentially, >> [clears throat] >> read the channel, find new actionable alerts from Sam in, and then set a new stage alert, and then log and update. Okay. So, you see it's done right now. And right now it's just telling me the existing one is this. So, if I go back to my routines, I can see that, hey, Discord trading alert is active. This is awesome. So, with this setup, you can essentially copy trade anyone you want, and it makes it super simple such that the bot is doing its thing. But, this is just scratching the surface. If you really want to get deeper into this and build these kind of bots, I'll be inside my Claude Club below. And if you're just getting started, I want to make sure you check out this course right here where I break down all the different fun things you can do with Claude and actually make it your 24/7 AI employee.