Trading Desk

THE PROJECT

A local decision-support desk for stocks, funds and crypto: a checked morning brief that can run on a schedule.

Trading Desk gathers free market, macro and news data, checks a portfolio against the limits its owner set, and uses Claude Code to write a morning brief and research any ticker. Code checks each percentage and price in the brief against the fact it cites before it is shown: a percentage or price with no cited fact behind it is rejected. Version 1.1 lets the desk run itself on a schedule you set, on a Mac or on Windows, and tell you through its own inbox, and, if you set them up, a notice on your computer, your own Telegram bot, WhatsApp through Meta's API or a webhook. It also adds alerts of your own, saved screens, an “Ask the desk” box that turns a plain question into a condition you confirm, more chart tools, a portfolio heat map and CSV import and export. Version 1.2 adds a Settings card for the limits the rules check and mechanical readings of ascending triangles, descending triangles and narrowing ranges in past prices. The desk runs on your own computer, never connects to a broker or exchange account, never places an order and never tells you what to buy.

• Morning brief written by Claude Code and checked by code
• Portfolio rules, allocation look-through and performance against benchmarks
• Research library, watchlist price zones and a decision journal
• Runs on a schedule you set (launchd on a Mac, Task Scheduler on Windows): off until you turn it on, and only while you are logged in
• Every brief and alert lands in the desk's own inbox; it can also show a notice on your computer and send to your own Telegram bot, WhatsApp through Meta's API or a webhook such as ntfy (each needs a short setup and is off until you switch it on)
• Your own alerts on holdings and watchlist names, such as a price zone you set
• Saved screens over a universe of about 670 names, with market breadth, from prices stored on your computer
• Ask the desk: write a question in plain words, see the condition it becomes and save it only if you confirm; the question is shown to you before it goes to the AI provider you chose
• How often a condition occurred before and what followed, stated as history, not a forecast
• Chart tools: moving averages, Bollinger bands, RSI, MACD, log scale, weekly and monthly bars, anchored VWAP, DCA zones and mechanically drawn support and resistance
• Portfolio heat map, per-holding readings and dividend income
• CSV import (a generic column mapping, and beta presets for Trading 212, Revolut, Freetrade, Fidelity and Interactive Brokers open positions) and CSV export
• An optional second price source, with your own EODHD key
• Native Mac and Windows window over a local web server

Decision support only: no broker connection, no orders, no advice. Chart readings are mechanical readings of past prices, not forecasts. Screens show a fictional demo portfolio.