Lonnie VanZandt's Claude-based assistant reads his Schwab positions and watchlist via MCP, sweeps news and Fed sources, and writes a daily report.
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 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.
Every trading morning the assistant hands over the personalized report tuned to the user's holdings and worldview.
Requires the user's own Schwab account for MCP authentication.
Set up a daily report that reads my positions and watchlist from [brokerage, read-only access], scans [news sources, Fed releases] for items affecting them, and writes a one-page summary with the biggest risks and moves. Save it as [file or email] each morning. Keep access read-only so it never places trades.
Score every demo request against your ICP, update HubSpot and ping the right rep in Slack within a minute of the form submit.
Every new Zendesk ticket gets a category, priority and sentiment tag plus a draft reply in an internal note before an agent opens it.
Copilot and Claude review each PR for bugs, missing tests and risky changes before a human looks, so reviewers can focus on design.