The Simple 4-Step Process To Build Your Own AI Trading Assistant With Claude (for Beginners)

SMB Capital
SMB Capital
Published on 25.04.2026

Learn the top 3 trade setups we are using on the desk here: https://bit.ly/4sQV0Ov

00:00 Intro: From Zero to AI Trading Assistant
01:13 Podcast Begins: Why This Matters for Traders
02:41 The Big Idea: It’s Not About the Dashboard
04:21 The 4-Step Framework Overview
05:01 Step 1: Plan Mode (Where Most People Mess Up)
09:07 Step 2: Build Mode (Let AI Do the Work)
23:20 Step 3: Personalization (Make It Yours)
24:59 Step 4: Automate Your Daily Routine
28:24 Live Demo: AI Trading Dashboard in Action
37:13 The Trap: Don’t Overcomplicate This
43:12 The Real Edge: Data Quality & Simplicity

#claude #claudecode #daytrading

*SMB Disclosures* https://www.smbtraining.com/blog/smb-disclosures

Runtime 00:46:04

stock market, day trading, smb capital, trading, investing, markets, wall street, stock trading, options trading, options income, economics, finance,

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