Enjoy low commission on Interactive Brokers https://kvli.link/ibkr
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Prompts used: https://gist.github.com/ahvin2020/5c4417a0cc327f8390adcac761e6452c
A few weeks back, I showed you 7 Claude prompts for Interactive Brokers, and a lot of you asked for more, especially around options. So I went deeper. These 6 advanced prompts give your whole portfolio a proper health check, hunt down quality stocks that just got sold off, manage your options trades, and even email you a daily brief automatically.
By the end, you'll have 6 copy-paste prompts that turn Claude and your IBKR account into your own personal investing analyst.
⏱️ TIMESTAMPS
00:00 — Introduction
00:29 — Portfolio health-check dashboard
03:34 — Find a new stock to buy
05:03 — Where your stock could be in a year
06:34 — Daily brief, emailed to you
08:31 — Managing your options trades
09:38 — Spotting new options opportunities
None of this is meant to be construed as investment advice. It's for information purposes only. Links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partnering websites.
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