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[Operations Edition] Building an Investment Research Bot for Fund Managers — The Art of Running a Bot Reliably for the Long Haul

Bots are harder to keep running than to build. This covers how to operate bots you can trust for the long haul—from health-check bots and real-world outage cases to cost and security management, market-regime gauges, and backtesting.

1 learners are taking this course

Level Intermediate

Course period Unlimited

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github-actions
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Backtesting
Backtesting
AI Agent
AI Agent
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claude
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github-actions
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monitoring
Backtesting
Backtesting
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AI Agent
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claude

What you will gain after the course

  • A health-check bot that’s the first to notice when a bot quietly stops or sends an incorrect report.

  • How to Solve Clock, Runner, Data, and Duplication Problems Through Real-World Failure Cases

  • How to Reduce Actions Time and AI Costs, and Securely Manage API Keys

  • How to Build a Market Regime Gauge and Validate It with Backtesting

  • A structure that remains stable even when AI models and data sources change

A bot spends far longer in operation than it takes to build.

Three in Part 1, seven in Part 2. If you’ve made it this far, you now have close to ten bots. From here on, the hard part isn’t building new bots—it’s making sure the ones you’ve already built don’t quietly break down over the course of the year.

When you have one or two bots, you check the results yourself every day, so you notice immediately if they don’t show up. But once you have more than ten, you start assuming they’ll run and stop checking. Then, even if one dies, you may not find out for weeks.

The real danger is a 'silent failure'.

Failures that trigger an error and show a red X are actually okay. You get notified. The dangerous failures are the ones that happen silently. Here are four that actually happened with the instructor’s bot.

  • Canceled — A U.S. market briefing canceled without running a single step because it couldn’t find a computer to run on

  • Never ran — a Japan market bot whose scheduled run never fired once

  • False success — Bots that ran out of AI credits but swallowed the error and finished with “success”

  • Stale success — a bot that ran successfully but sent two-day-old data as if it were from today

All four failures went unnoticed. Part 3 builds safeguards to catch failures like these.

What Part 3 Covers

Protecting

Bot Health Check Bot — Checks every day whether each bot ran on time and left the results it was supposed to

Failure Casebook — Five types we encountered firsthand, from calendar and execution environment issues to state problems, false successes, and AI overreach, along with their solutions

Money and Keys

Keeping Costs Down — How to reduce GitHub Actions usage time and AI costs.

Security — Principles for managing API keys and tokens without exposing them

Decision-making tool

Market Regime Gauge — Create an indicator that shows what phase the market is in, going beyond alerts.

Backtesting — Verify that the indicator is actually accurate without looking at future data

Expansion and Replacement

  • Build up weekly reports and trading journals with a domestic momentum scanner, a heavy-duty bot, and a Notion dashboard.

  • A structure and process for safely swapping AI models or data sources, even when they change.

Course Outline (11 lessons · about 1 hour and 3 minutes)

  • Section 1. Introduction — Protecting What You Build Matters More Than Building It

  • Section 2. Monitoring and Incident Response — Health Check Bot, Incident Case Studies ①②

  • Section 3. Cost and Security — Keeping Costs Under Control, Managing Keys

  • Section 4. Decision Tools — Market Regime Gauge, Backtesting

  • Section 5. Expansion — Momentum Scanner, Notion Dashboard

  • Section 6. Conclusion — Swapping Models and Data Sources, and a System That Lasts a Lifetime

We provide the health check bot, failure examples, cost-saving tips, and gauge and backtesting code as course materials.

Prerequisite course

Parts 1 and 2 are recommended. The material will resonate much more if you’ve tried running a few bots yourself. No coding knowledge is required.

※ This course covers creating tools for gathering and organizing information; it is not an investment recommendation or investment advice.

Recommended for
these people

Who is this course right for?

  • For those running multiple bots who worry about when they might break down

  • For those concerned about recurring monthly costs and key management

  • For those who want to create tools that go beyond alerts and help people make informed market decisions.

Need to know before starting?

  • We recommend taking Parts 1 and 2. No coding knowledge is required.

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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11 lectures ∙ (1hr 3min)

Course Materials:

Lecture resources
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