How To Make Your Personal Hedge Fund Using Claude AI

🚀 **How To Make Your Personal Hedge Fund Using Claude AI**

Transcript

Auto-generated from the video audio — expect imperfect punctuation.

What’s going on, guys? So, I’m going to go over how you can turn Claude into your own personal hedge fund. Before I do, I stream live every single day, 9 to noon, 2:00 to 4:30. So, if you have any questions, come on the live stream and ask. Uh, also, we have a free Discord in the description of this video. You can come on there and ask. Uh, I have nothing to sell you, so I’m not going to sell you something at

The end of this video. I don’t have any course or anything like that. Everything is free. Uh so if you can hit the like button, subscribe, helps out the old Google al uh algorithm. And then I’m just going to jump into this. Um if you’ve ever watched me trade futures, I also have been trading stock and options for about well options for about nine years and stocks even longer. Um this excited me. I I kind of started a new project and

Basically I am going to create I’m going to run this in sim for probably a couple months and then I’m basically going to allocate uh live cash to this. So I’ve been wanting to do this project for a while. Um, I dabbled in it prior and then I kind of just shelfd it and it ran on its own and I learned some things about it. I’m going to jump into what I learned and how I made it better. And basically I

Made a dashboard. So this is on cotrader.com. Um, yeah. So, if you want, go to coltrader.com. You click on the hedge fund button at the top and uh this is basically my hedge fund dashboard. So, as you can see, I’m going to go over a couple things how I would set up how I set this up. This isn’t financial advice. This is just what I am doing, right? So basically I’m going to start from the beginning to the end on what

I’m doing and then you know you can ask questions things like that. I’ll comment and get back to you. So there’s definitely multiple steps to create this one. I’m using claude desktop. So if you haven’t used cloud desktop uh I would download cloud desktop basically and it syncs with all your files and everything. So it’s able to update well updates my dashboard created the dashboard and helps me create the strategies and things like that. So that was step one. Step two

Obviously I have the site. Um I think you need a dashboard so you can see everything out in front of you. I’m using alpaca. So basically I sync to alpaca.market um or.markets and that’s where I’m using I’m get that’s where I’m using uh you know the the sim account and everything else. Uh it it just seems to be the easiest place to do it. Plus I can then if this works I can put money into a live account there. All I’m

Going to do is have to change the API keys and I can start in the live environment. Um, all right. So then once you’re connected, now you’re at a blank slate. Right now it’s like, well, what am I going to do? So there’s a couple things that you need, right? One is definitely uh strategies. So I built seven strategies that I have here. Uh, obviously the rules are hidden. Um, here’s some of the the back tests that have gone on. So,

Basically, I mixed a couple different strategies. Um, some of them are leaps, some of them are buy and hold stocks, and some are selling puts. So, the puts basically produce cash flow every week or every couple weeks. So, I constantly building cash flow that way. um while the other ones are kind of making investments for the longer term. Um yeah, so I kind of split it up in that aspect. I am playing both sides both long and short. Um so that’s

That’s how I set this up. Then we have uh this is the macro read. I just have this I have the claw basically not only looking at individual stocks but the market as a whole. You know, I want to see I want the market to know or call it to know where we’re at and things like that. Um, you know, I if we’re if we ran 10 straight days in a row and we’re up 10% in 10 days or in five

Days, obviously I want Claude to start letting positions go, right? Or move stops up. So, that was one of the things I implemented. You definitely need uh going up to the top. You need allocation. So each strategy has its own allocation based on the strength of the strategy and things like that. And then as we get further extended, you can see um I put something in that as we get further extended away from the 200 we kind of reduce, you know,

So it it’s starting with a million, but obviously it has margin on it, so we can go a little bit higher. So, it’s basically going to fluctuate how much capital we have out there depending on how extended we are. Um, you know, obviously we’re always going to have cash on hand that if we just dump out, we’re able to um allocate money and and basically buy the dip. Uh that’s so we’re doing that positions. All my positions will be listed here.

Uh this starts on Monday. I might take this and put it to its own channel. So, if you want to just follow along on this, it might just be its own channel after a little bit depending on the popularity of it. Um, you’ll be able to see recent trades in here. Uh, so I have it on machine learning. So, I ran this prior for about two months and I was running different strategies and it definitely learned a lot of things not

To do. So, basically we found out short-term holds are not what we want. Basically, short-term holds were negative, longerterm holds were positive. Um, that was one of the things that we looked at. I am running a social arb radar. So basically it’s going to take pro it’s going to look for products, Google trends and things like that. And um you know this one is the only thing that actually doesn’t trade. It’s just going to show and then we’re going to determine

What we want to do with that at a later date. I do have momentum stocks up here. Basically that is part of one of the strategies that we have. So, I have it listed up here. Another part of the strategy we have is obviously dips. So, we have the dip the dip radar right here. And uh yeah, so that is part of another strategy. And I’m going to show you how you can find strategies. I’m just not in there. And I’m

Not of that step yet. And then I have uh what is this? Filling check verdicts. Basically, it’s looking at stock. So, this is going to take me to the next thing. I basically had Claude pull out a large group of stocks and kind of rate them. And when they rated them, I rated it basically on like growth, uh the sector that that it’s in, forwardlooking, uh I had to look at all corporate filings, um insider purchases, um you name it. Uh

Politician purchases, everything like that. So, I took all of that kind of rated the stocks and it kind of filtered out what we want to uh what we want to invest in, right? That’s basically what it is. So, this just kind of gives a little something on the side. But, uh yeah, we have not opened up yet. So, I’m sure once we open up on Monday and the live data starts getting funneled in, some of this is going to change. This

Is set to look at the market every half hour. So, it’s not continuous every second. I’m not looking to trade every second to be honest with you. I am looking for swing trades. I’m looking for opportunities that we’re going to be holding um for weeks. So, I don’t need this to run every second of the day. So, it’s going to run every 30 minutes and just keep tabs on the market and scan and everything else that it needs to do. And

Uh you know, if I think we’re missing things, maybe I’ll back that to 15 minutes or lower, but uh we’re going to go with 30 and see what happens. And then I I’ll run scans to see if we’re missing out on things. Um yeah, so we took over strategies allocation. So here’s a way you can get strategies. I took I took over 500 YouTube videos, but first I had it scan the internet for investing strategies and now I have the data

On my computer already because I’ve already pulled everything. So, I had to go through all of strategies on the web and then I had to pull over 500 YouTube videos to run through transcripts and things like that and strategies that people talked about and the gurus talked about. And basically I had to back test all these different strategies, but not only back test the strategies, pull maybe good parts of their strategy and then complement it with a good part of another

Strategy and kind of blend it in to create new strategies. And that’s what I basically came out with. So now this is what we’re sitting at. I’m not completely done. It’s Saturday morning. I’m looking to get this done by Sunday. I’ll probably try to grab I’ll probably try to implement a couple more strategies or what I’ve already done was uh built some of these up better like I just added something to uh the put selling one that increases profitability. Um so

Yeah, so there’s a lot of different things like that, but Claude can read all this stuff. You just have to give it the information. So that’s kind of the route that I’ve gone. Um, I do have stops in place. I do have I mean, this is like some rules. But, uh, I’m going to let this run without me really touching it. I’m just kind of going to give it the info and we’re going to see what happens. If you want to

See this in real time, come over to cotrader.com. Come on my live stream and ask. If I if this gets popular, I’ll break it off into its own channel and then we can follow this every day or every week. Um, and that’s pretty much it. So, I also have a Twitter account for it if you want to follow the uh well, sorry, it’s an X account. The X account is my AI portfolio. So, this is it. Uh, I kind of tested

It, like you could see, I kind of tested it months ago and I had other projects and other things I wanted to get into, so I put it on hold. If you want to follow along, be sure to follow along. [clears throat] And uh, yeah, I’m always around if you have questions.