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[Beginner’s Guide] Building an Investment Research Assistant for Fund Managers — A 24/7 Stock Bot Powered by AI, No Coding Required

I’ll build an investment research bot that automatically delivers a market briefing, alerts on sharp moves in your watchlist, and keyword-based news summaries via Telegram every morning at 6 a.m. Based on a design actually used by a fund manager overseeing a 100-billion-won fund, I’ll set up free infrastructure that runs 24/7 without a server and build three bots from scratch.

1 learners are taking this course

Level Beginner

Course period Unlimited

Investment
Investment
github-actions
github-actions
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orchestration
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slack-bot
claude
claude
Investment
Investment
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github-actions
orchestration
orchestration
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claude

What you will gain after the course

  • Building a Free 24/7 Automation Infrastructure with GitHub Actions and Completing Three Telegram Bots

  • How to Have AI (Claude Code) Build a Bot Using a Design Document and Instructions

  • The basics of running a bot that lasts, with failure alerts and ways to prevent “silent failures” too

Every morning at 6, a research report arrives in my Telegram.

Overnight, U.S. market indices, semiconductor indices, and exchange rates are compiled into a single message and sent to me. If a stock I’m watching makes a big move, I get an alert right away, and AI summarizes news containing keywords I’ve chosen in three lines.

Fund managers don’t have to go looking for this information every morning. Their systems gather it and put it on their desks. This course shows individuals how to build that system without coding and at almost no cost.

What individual investors lack isn’t information—it’s a routine.

News, reports, market prices, disclosures. There’s no shortage of information. The problem is that it’s too hard for people to keep up with everything at the same time, in the same order, every day without missing anything. Skip a day when you’re busy, and the routine falls apart.

Bots don’t get tired. Once you set one up, it works on schedule—even on weekends, while you’re on vacation, or in the early hours while you sleep.

Three Bots You’ll Build Yourself in Part 1

Recipe 1 · Morning Market Briefing

Every morning, you receive the S&P 500 and Nasdaq, the Philadelphia Semiconductor Index, the U.S. 10-year Treasury yield, and the won–dollar exchange rate in a single message, along with the reference date.

Recipe 2 · Alerts for Sharp Moves in Watchlist Stocks

Get an alert as soon as any of my watchlist stocks move beyond a threshold I set. No need to watch stock prices all day.

Recipe 3 · AI News Summaries by Keyword

It collects news based on keywords I choose, then sends a brief AI-generated summary. No need to open dozens of articles.

No server, coding, or monthly fees required.

The bot runs automatically at scheduled times in GitHub’s cloud, and the results are sent to Telegram. You can leave your computer turned off. It runs and sends notifications comfortably within the free tier.

The code is written by AI (Claude Code). What you’ll learn in this course isn’t coding—it’s two things: how to clearly explain to AI what kind of bot you want, and how to check that the bot it builds is working properly. You’ll get a six-section design document and an instruction template; just fill them in as provided.

As Important as Building It: A Bot That Alerts You Right Away When Something Goes Wrong

More frightening than a bot stopping is a “silent failure”—sending incorrect reports as if nothing were wrong. In Part 1, we set up failure alerts from the start, then deliberately break the bot to verify that the alerts come through properly.

Course Structure (14 Lessons · About 1 Hour 40 Minutes)

  • Section 1. Getting Started — Why Build an Investment Bot You’ll Use for Life?

  • Section 2. Design — Mapping the Bot Into My Daily Routine

  • Section 3. Setting Up Free Infrastructure — Telegram Bot, GitHub Repository and Secrets, External Scheduler, Failure Alerts

  • Section 4. Having AI Build Your Bot — Three Types of Bots, Design Documents, and Instructions

  • Section 5. Hands-On Practice — Build Bots 1, 2, and 3 Using the Recipes

  • Section 6. Closing — How to Trust and Delegate for the Long Term

For each hands-on lesson, we provide ready-to-use code and configuration files as course materials.

Instructor Introduction

East India Company. A former fund manager who managed 100 billion won. He holds an MBA from the University of Cambridge and is a CFA charterholder. These days, he starts each day with reports sent every morning at 6 a.m. by more than 30 research bots he built himself. He runs an economics blog and a YouTube channel, 'East India Stock Company'.

By the end of Part 1

I now have a bot setup tailored to my daily routine, with three bots running automatically every day. The course continues on the same infrastructure with Part 2, the hands-on section (seven practical bots), and Part 3, the operations section (keeping them running reliably over the long term).

※ This course covers building tools for collecting and organizing information; it is not an invitation to invest or investment advice. It does not cover automated trading or stock recommendations.

Recommended for
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Who is this course right for?

  • Individual investors tired of manually keeping up with news and reports every day

  • For those who have used ChatGPT or Claude but want to create automation bots without coding.

  • For those who want to automate their investment routine but don’t know where to start.

Need to know before starting?

  • Experience entering prompts into AI tools like ChatGPT or Claude.

  • Understanding basic stock investing terms (market capitalization, sharp price swings, target price, etc.)

  • Telegram app installation and basic use are available.

Hello
This is theeastasiaco

[Experience]

Currently at the University of Cambridge

Formerly with a major corporation’s overseas subsidiary

Former In-House Analyst at a Major Asset Management Firm

Former alternative investment professional at a large asset management firm (Mezzanine, PE/PD)

Former Equity Portfolio Manager at a Major Asset Management Firm

Current CFA charterholder

Currently operating an economics blog with 900,000 total visitors

I now start each day with market briefings, sharp-move alerts, and news summaries sent from 6 a.m. by more than 30 research bots I built with AI. I run an economics blog with 900,000 cumulative visitors and a YouTube channel, “Dongindo Stock Company,” and wrote all three volumes of the e-book *Building a Stock Investment Agent Bot to Use for a Lifetime*. I’ll show you, based on my hands-on experience running these tools, how to build your own investment research assistant and keep it running reliably for the long term—even if you don’t know how to code or don’t have a server, and at almost no cost.


Specialties: Stock research automation · AI agents (Claude Code) · Telegram bots · GitHub Actions

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Curriculum

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14 lectures ∙ (1hr 40min)

Course Materials:

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