Most investors have the same two problems: too much market to follow, and too little time to follow it. The tools to solve this already exist, but they tend to arrive as a pile of dashboards, spreadsheets, and settings screens that nobody has the patience to connect. In this workshop we connect them for you, and we let Claude do the part that used to need a developer.
This is a hands-on, beginner-friendly workshop. Over two evenings you will build a working chain of your own: a screener that finds stocks worth watching, a watchlist that keeps them, alerts described in plain English that reach you while you are away, and a live dashboard built by Claude on real IDX and SGX data, with an analyst inside that you can question. You do not need a finance or programming background; just bring an idea of what you would like to keep an eye on.
Full Workshop bonus: 1 week of Sectors Insider
It comes with your Full Workshop seat, along with a 3,000 quota you can spend on the screener, watchlist, workflow, and API requests.
Turning an Investing Idea into a Screener and Watchlist
Starts from a single idea and ends with a saved list of stocks worth watching.
- Translating a plain-language investing thesis into concrete screener filters
- Getting a screener wrong on purpose: too many results, too few, and how to adjust
- Making the screener your own by changing a filter or switching between IDX and SGX
- Saving your finalists to a watchlist that everything else builds on
Describing Automated Alerts to Sectors AI in Plain English
Letting the platform watch the market so you do not have to, set up by conversation rather than configuration.
- Describing what you want to be told about and letting Sectors AI draft the workflow
- Reviewing the draft in the visual workflow editor before switching it on
- Choosing where alerts land: WhatsApp, Telegram, email, Slack, or a Google Sheet
- Verifying your own contact details so alerts can actually reach you
Building Your Live Market Dashboard with Claude and the Sectors MCP
Turns your watchlist into something you can open and read at a glance, built by Claude from a description.
- Connecting Claude to live IDX and SGX data through the Sectors MCP
- Describing the dashboard you want and letting Claude build it
- Changing your mind: asking for new charts, a new layout, a phone-friendly view
- Why alerts push to you while a dashboard waits for you to look
Capstone: Claude as the Analyst Inside Your Dashboard
Adding the part that makes it more than a chart: an analyst you can ask questions of, right on the page.
- Adding a built-in Claude analyst that answers questions about your own watchlist
- Asking better questions: what changed, what stands out, what to look at next
- Tracing the whole chain back: change one screener filter and watch the rest follow
