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  • ChartTicker A, last ten sessionsExample output

    Ticker A, last ten sessions

    Daily open, high, low and close

    $45.10

    +7.1%since 25 Sep

    Example data, not market prices

    Open
    $45.90
    High
    $46.40
    Low
    $44.90
    Close
    $45.10
    Made with Claude · Skill

    Chart

    Ten sessions for one ticker. Made-up prices for a made-up ticker, to show the layout of the brief.

  • MarkdownMorning brief, Friday 9 OctoberExample output

    Morning brief, Friday 9 October

    Research notes on your watchlist. Not advice.

    Watchlist
    3 tickers
    Prices as of
    Thursday close (example data)

    Ticker A

    What happened: Quarterly results came out after Tuesday's close. Revenue was up on last year and the company raised its outlook for the year. The stock rose about 6% on Wednesday and gave back part of that on Thursday. Source: the company's results release.

    Your note on why you watch it: "Subscriptions growing faster than costs."

    Against your note: The release says subscription revenue grew faster than total costs this quarter. Costs grew faster than in the last two quarters, mainly hiring.

    Ticker B

    What happened: No company news since your last brief. Volume was below its 20-day average.

    Against your note: Nothing new to check against.

    Ticker C

    What happened: A filing shows a board member sold shares on Monday. Filings like this are common and do not explain the reason. Source: the public filing.

    Scheduled today

    • Ticker B: annual shareholder meeting, 10:00.
    • Monthly jobs report, 08:30.

    For your journal

    1. Ticker A's costs grew faster than before. Does that change your note, or is hiring part of the plan you expected?
    2. You wrote that you would review Ticker B if nothing happened for a month. It has been five weeks. What is your review?
    3. What would you need to see in the next results from Ticker A to stop watching it?
    Made with Claude · Skill

    Markdown · Document

    The morning brief. Tickers and news are made up for this example.

Works with

  • Claude
  • Claude Code
  • ChatGPT
  • +18 more

Not affiliated with or endorsed by the companies shown.

Trading and investingSkillFree

Morning watchlist brief

Start the day with a one-page research note on the tickers you already follow, plus questions for your trading journal.

Version 1.2Updated 12 Oct 2026

Not financial advice. This item helps you research and keep notes; decisions and risk stay with you.

Needs access to
The web
Permissions
Browses the web
Time to result (our estimate)
10 minutes to set up, 3 minutes a run
Reads
The web
Sends
Never sends anything
Money and deletion
Cannot move money or delete anything
Disconnect
Nothing to revoke: it reads public pages and signs in to nothing, so turning off web search in your AI tool's settings stops it.

Example

Example session

  1. You

    Morning brief, please.

  2. Claude

    Here is this morning's brief for your three tickers. The main item is Ticker A's results on Tuesday; I compared them with the note in your watchlist file. Ticker B had no news, and you asked me to flag it after a quiet month, so it is in the journal questions. I have not suggested any trades.

  3. You

    Show me Ticker A's last ten sessions.

  4. Claude

    Here is the daily chart, with the results day marked.

What comes out
ChartTicker A, last ten sessionsExample output

Ticker A, last ten sessions

Daily open, high, low and close

$45.10

+7.1%since 25 Sep

Example data, not market prices

Open
$45.90
High
$46.40
Low
$44.90
Close
$45.10
Made with Claude · Skill

Fit

About this item

A research routine, not a tip sheet. Each morning it reads the news on the tickers you already follow, lays out what moved and why, with links, and checks it against the reason you wrote down for watching each one.

It ends with three questions for your trading journal, so the thinking stays yours.

What you get

  • A one-page brief per morning
  • A ten-session chart for any ticker that moved more than usual
  • Three journal questions

Good fit

  • Keeping a research routine and a trading journal

Not for

  • Trade signals or anything that should decide a trade for you

Who it is for

Skill level: Use AI weekly

How to use

How to use it

In Claude

  1. Download the skill zip.

  2. In Claude on the web or the desktop app, open Settings, then Capabilities, and turn on Code execution and file creation. On a Team or Enterprise plan, an owner turns this on first.

  3. Open Customize, then Skills. Choose +, then Create skill, then Upload a skill, and pick the zip.

In Claude Code

  1. Download and unzip the skill.

  2. Move the watchlist-brief folder into your Claude Code skills folder.

    macOS and Linux
    ~/.claude/skills/watchlist-brief/
    Windows
    %USERPROFILE%\.claude\skills\watchlist-brief\

  3. Start a new Claude Code session. It loads the skill when the task needs it.

In ChatGPT

  1. Download and unzip the skill.

  2. In ChatGPT, choose New project in the sidebar.

  3. Open Project settings from the project menu and paste SKILL.md from the watchlist-brief folder into its instructions.

  4. Add the skill's other files (anything in its references or assets folder) to the project. Then chat inside the project.

Same steps in

  • Cursor
  • Codex
  • Gemini CLI
  • GitHub Copilot
  • VS Code
  • Amp
  • Goose
  • OpenCode
  • Junie
  • Roo Code
  • Kiro
  • Letta
  • Manus
  • OpenClaw
  • Hermes
  • Muse
  • Dots

  1. Download and unzip the skill.

  2. Move the watchlist-brief folder into your skills folder.

    macOS and Linux
    ~/.agents/skills/watchlist-brief/
    Windows
    %USERPROFILE%\.agents\skills\watchlist-brief\

  3. Start a new session in your AI tool. It loads the skill when the task needs it.

In Grok

  1. Download the skill zip.

  2. Add the zip in the skills or project settings of Grok.

Trust

What's inside

  • watchlist-brief folder
    • assets folder
      • watchlist-template.md682 B
    • SKILL.md2.4 KB
First lines of watchlist-brief/SKILL.md
---
name: watchlist-brief
description: Writes a one-page morning research brief on the tickers in the user's watchlist file, with sourced news, price moves and questions for their trading journal. Use when the user asks for a morning watchlist brief or market brief, a watchlist update or what happened overnight on their tickers. Not for inbox or calendar briefs. Research and journaling only; never gives trade recommendations.
license: Proprietary. Free with an Automation Club account.
metadata:
  automationclub-slug: watchlist-brief-skill
  automationclub-version: '1.2'
---

# Morning watchlis

Needs access to

  • The webReads

    Looks up public news, filings and price moves for the tickers on your list

Permissions required

  • Browses the web

    ThroughThe web

Requirements

You bring

  • Your watchlist
  • A sentence or two on why you follow each ticker

Tested on

VerifiedTested in the last 90 days
  • Claude8 Oct 2026 · With web search on
  • Claude Code8 Oct 2026

Known limitations

  • It does not tell you what to buy, sell or hold, and it does not predict prices.
  • Prices come from public web pages and can be delayed. Check your broker for live prices.
  • It only covers tickers on your list. It does not look for new ideas.

More

Questions

Will it tell me what to trade?
No. It gathers facts, links its sources and asks you questions. The decisions, and the reasons for them, stay in your journal.
Where does the data come from?
Public web pages such as company news, filings and price pages, linked in the brief. Prices can be delayed, so check your broker before acting on anything.
What goes in my watchlist file?
One line per ticker with your reason for watching it. The brief checks each morning's news against that reason.

Not financial advice

Not financial advice. This item helps you research and keep notes; decisions and risk stay with you.