Series 01 · AI for Finance
From an empty laptop to a trading toolkit, built with AI.
Nine steps, in order. Each one builds on the last, and each episode comes with the prompts and files we used, so you can follow along on your own machine.
EP 00 · Coming soon
The Roadmap
What we're building, the tools we'll use, and the order we'll build it in. Start here.
Every tool in this series is built and tested on paper trading first. Nothing here is a trading recommendation; it's how to build and test your own process.
- STEP 01Claude setupThe AI assistant we build everything withPlanned
- STEP 02Zerodha Kite APIConnecting code to a broker accountPlanned
- STEP 03Front endweb · .exe · .dmgPlanned
- STEP 04Paper tradingTest with zero real money at riskPlanned
- STEP 05Live dataKite WebSocketPlanned
- STEP 06ScreenerFilter the market by your own rulesPlanned
- STEP 07AlertsWhatsApp · TelegramPlanned
- STEP 08Order managementPlacing, tracking and exiting ordersPlanned
- STEP 09BacktestingTest ideas on history before trading themPlanned
Before you start
What you'll need
01
A laptop
Windows or Mac. Nothing fancy.
02
An AI assistant
We use Claude. Step 01 covers the setup.
03
A broker API
We use Zerodha Kite Connect. Others work with small changes.
04
Patience
Paper-trade first. Always.