9am, before you've opened anything, your full portfolio review is already sitting there... here's the whole setup from miles' article. start with the data. claude → connectors → add connector → browse connectors → search FMP → connect. free tier is 250 calls a day, plenty to test everything. that one connector gives claude: - live quotes and 30 years of price history - fundamentals and financial statements - SEC filings and earnings transcripts - analyst estimates and price targets - insider and congressional trades - screeners, technicals, calendars, ETF holdings - crypto and forex too then the context layer, a folder with five markdown files: - investor-profile.md, who you are, experience, goals, risk tolerance - strategy.md, your rules, max drawdown, position sizing, entry and exit - portfolio.csv, what you actually hold and at what weight - watchlist.md, the tickers and setups you're tracking - prompts.md, so you're not rewriting the same prompt every session easiest way to fill the first two is a voice session, just brain dump out loud and let claude write the files for you. open Cowork on desktop rather than a normal chat, start a project, attach the folder, and now you can ask it things like: break down $TSLA earnings as a bull and bear case against my strategy compare these robotics ETFs on expense ratio, performance and weightings find small caps that fit my parameters then automate it. scheduled tasks, attach the folder, set 9am, and the portfolio review and overnight moves are done before you're up. /goal covers the open ended stuff, like "research the robotics sector until you find 10 companies that fit my parameters". one warning worth the whole read though.. claude will sometimes skip the connector and quietly scrape the web instead, and it won't tell you, the answer looks the same. so write "use FMP connector for all queries" straight into your instruction file, plus a line telling it to speak up when the connector's down instead of swapping in another source. screenshots and his exact prompts are all in here in the article below: