Hey Andrew, my agency builds bespoke portfolio/research systems for PMs and retail. If you're interested in a pilot we'd love to help build and manage your custom tool so you can focus on investing - lmk! Big fan of the pod!
Cowork writes/edits a markdown file (Claude.md) with your rules and instructions you give each project. It also references files and chat history (context) each time you chat with it. Which is awesome, but...
One limitation you may run into over time is that the Claude.md file and memory context will grow (and Claude will "compact" it automatically). This means there will likely be some memory and task degradation after using the same project for a long while. Agent systems like Openclaw can suffer from the same issue.
One potential solution is to have Claude log its work to a data store like a database or repo of markdown files, which can then be accessed with vector search or just compacted into what you really need Claude to remember long term. Or you can start a new project every few months haha.
Thanks for the idea of making it a repository of random research . I have been saving to word and then the question is how to title them to remember what they are about.I am retired and built a small high yield income book from 2018 to 2024 when I retired. High yield because I realized it was going to be small.. I too have been using Claude. The first tool I asked it to build was a RSI monitor of the portfolio in real time that sends email alerts for over and under. I had tried to get the POT from an article writer on SA to work but any time I changed a position it crashed. Another project has been around adding hedging or diversifies for downside protection for the inevitable correction and the fact that Claude "remembers" all the past discussion ( but not all or always I find) make life much pimplier. .I worked five years way back in the 60s and early 70s in brokerage firms so was not completely at sea when I returned in 2018 Thank you for sharing and I look forward to the next chapter. yours Nimrod
Hey Andrew, my agency builds bespoke portfolio/research systems for PMs and retail. If you're interested in a pilot we'd love to help build and manage your custom tool so you can focus on investing - lmk! Big fan of the pod!
that's a generous offer; i'd love to try it. want to email me (just respond to an email from the blog)
Cowork writes/edits a markdown file (Claude.md) with your rules and instructions you give each project. It also references files and chat history (context) each time you chat with it. Which is awesome, but...
One limitation you may run into over time is that the Claude.md file and memory context will grow (and Claude will "compact" it automatically). This means there will likely be some memory and task degradation after using the same project for a long while. Agent systems like Openclaw can suffer from the same issue.
One potential solution is to have Claude log its work to a data store like a database or repo of markdown files, which can then be accessed with vector search or just compacted into what you really need Claude to remember long term. Or you can start a new project every few months haha.
Super helpful. Danger of using tools that you don't fully understand; will work to make sure i dion't get slowed down!
Thanks for the idea of making it a repository of random research . I have been saving to word and then the question is how to title them to remember what they are about.I am retired and built a small high yield income book from 2018 to 2024 when I retired. High yield because I realized it was going to be small.. I too have been using Claude. The first tool I asked it to build was a RSI monitor of the portfolio in real time that sends email alerts for over and under. I had tried to get the POT from an article writer on SA to work but any time I changed a position it crashed. Another project has been around adding hedging or diversifies for downside protection for the inevitable correction and the fact that Claude "remembers" all the past discussion ( but not all or always I find) make life much pimplier. .I worked five years way back in the 60s and early 70s in brokerage firms so was not completely at sea when I returned in 2018 Thank you for sharing and I look forward to the next chapter. yours Nimrod