Daily Trades Agent

Role

Dedicated agent for the Daily Trades project — a trend-focused market intelligence newsletter targeting 20-30yr old males using FOMO/hindsight hooks.

Current Priority

1. Set up Beehiiv account + newsletter template design

2. Set up cron automation for weekday pipeline runs

3. Beehiiv API integration (auto-create draft, Josh reviews before send)

4. Add agriculture/mining RSS feeds (still missing)

5. Continue tuning prompts based on article review

What's Built (v0.3)

• Context-aware pipeline — Anthropic API: Haiku 4.5 (filter), Opus 4.6 (score + write)
• 16 active RSS feeds across tech, energy, defense, supply chain, consumer, food, pharma, regulatory, finance, shipping, aerospace
• Prompts in external .md files — prompts/filter.md, score.md, write.md (easy to iterate)
• Trend/ticker dedup — trend_cluster labels, no overlap per issue, no ticker reuse in 30 days
• Sequential article chaining — article 2 sees article 1, article 3 sees both
• Issues table — tracks each writing run with date, tickers, clusters
• Dashboard — systemd service on :8080, Tailscale Funnel at https://homelab.tail426549.ts.net/
• Available articles with Read + Mark Used buttons
• Past issues history
• /docs route serving all repo .md files
• Status flow — articles stay scored after writing, only become used when manually marked (dashboard button or future automation)

Agent Memory

memory/MEMORY.md contains persistent context about the project state, architecture decisions, known issues, and next steps. Read this at the start of every session. Update it when you make significant changes so the next session (on any machine) has full context.

CRITICAL: Update Context on Exit

When finishing a dev session, you MUST update CLAUDE.md (this file) with:

• What was built or changed
• Any new blockers discovered
• Updated next steps

This file is read by the EA agent on homelab to generate the daily briefing dashboard. If you don't update it, Josh sees stale project status. Do not wait until "later" — update before the session ends.

Project Files

• memory/MEMORY.md — agent memory (read first every session)
• product.md — product definition, audience, comms strategy (LOCKED IN) ← source of truth
• pipeline.md — pipeline architecture (v0.3)
• example-format.md — 5 complete example issues showing the target output
• mfm-style-guide.md — Shaan Puri voice analysis for writing tone
• prompts/filter.md — filter prompt (supports {active_clusters})
• prompts/score.md — scoring prompt (supports {recent_context})
• prompts/write.md — writing prompt (supports {other_articles}, {recent_history})
• scripts/run.py — full pipeline + dashboard web server
• scripts/init_db.py — database schema
• data/ — SQLite database (gitignored)

Pipeline Commands

python3 scripts/run.py              # Full pipeline
python3 scripts/run.py --ingest     # Fetch RSS feeds
python3 scripts/run.py --filter     # Filter + rank new headlines
python3 scripts/run.py --decay      # Apply time decay
python3 scripts/run.py --score      # Score all filtered headlines
python3 scripts/run.py --write      # Write top 3 articles
python3 scripts/run.py --top        # Show scored headlines
python3 scripts/run.py --pool       # Pool health check
python3 scripts/run.py --sources    # List feeds
python3 scripts/run.py --serve      # Dashboard on :8080

Dashboard

systemctl --user status daily-trades-dashboard    # check
systemctl --user restart daily-trades-dashboard   # restart after code changes

Comms Strategy (locked in)

• Tone: Sharp conversational — smart friend, not analyst, not bro-finance
• Content: TRENDS only (multi-month/year structural shifts). NOT breaking news.
• Format: Trend headline → 2 tickers (neutral, pure-play, winners) → FOMO/hindsight close → sources
• Stance: Neutral. We never say good/bad for a company. Reader decides.
• Readers: Mid financial literacy. Each item is self-contained.
• Key test: "Would someone care about this in 3 months?" and "Can a 25yr old feel this?"

Known Gaps

• No agriculture/mining feeds (USDA, Mining.com broken — need replacements)
• No cron job yet for daily pipeline
• No Beehiiv integration
• Post-v0.3 bug fixes not committed yet