[Hands-On] Building an Investment Research Bot for Fund Managers — Combining 7 Practical Investment Bots into One System

We build seven practical investing bots, from U.S. market close briefings and earnings alerts to target-price radar and interest-rate triggers. We make them robust with shared components, connect them into a single system, and run them automatically every day.

1 learners are taking this course

Level Basic

Course period Unlimited

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What you will gain after the course

  • Common components used by all bots: split sending · retries · state storage · freshness checks · fallback execution

  • Full version of the bot for U.S. market closing briefings and domestic market closing reviews

  • Signal-detection bots for credit and interest-rate triggers, U.S. earnings announcements, and price-target radar.

  • Cutting Through the Flood of Information with Hot Issue Radar and Blog Summaries

  • How to connect seven bots into a single workflow and manage the costs too

From a Bot That Works to One You Can Trust with the Work

If you built three bots in Part 1, in Part 2, we’ll take apart and build, one by one, seven bots the instructor actually uses every day.

Building one bot isn’t difficult. The hard part is running several of them every day without missing anything or making mistakes. Messages get too long and get cut off, yesterday’s numbers get sent even though the data hasn’t updated yet, and if one bot goes down, the bots behind it stop too.

The bots in Part 2 follow three rules.

  • It doesn’t send the same information twice.

  • It doesn’t send old data as if it were new.

  • If it fails, it always lets you know.

Start with the shared components first.

First, build the shared foundation for all 7 bots: split and send long messages, retry on failure, record what was sent (state commit-back), check data freshness, and run a fallback if the primary run fails. With these components in place, you won’t have to solve the same problems again every time you build a new bot.

Seven Bots We’ll Build in Part 2

Daily Briefing

U.S. Market Close Briefing — Get the overnight U.S. market figures, drivers, and schedule all in one place before work.

Korean Market Closing Review — A post-market recap of why the Korean market moved today.

Signal Detection

  • Credit and Interest Rate Triggers — Get notified only when interest rates and credit indicators move more than usual.

  • U.S. Earnings Alerts — Check the earnings of companies you follow every 10 minutes overnight

  • Price Target Radar — Track changes in analysts’ price targets

Organize information

  • Hot Topic Radar — filters out duplicate news to surface only the truly important issues

  • Blog summaries — concise summaries of new posts from blogs you follow

Seven Bots, One System

In the final section, we tie the seven bots together into weekday morning, after-market close, overnight, and Saturday morning bundles. All the outputs are collected in one place: Telegram and a dated Notion page.

All lessons follow the same sequence.

  1. First, we look at the actual output the bot sends.

  2. We’ll go over the six sections of the design document and the workflow from collection through recording.

  3. Instead of hundreds of lines of code, we’ll focus on a few lines that capture the core ideas.

  4. I’ll share real incidents involving the instructor’s bot, how to guard against them, and prompts you can give directly to AI.

Principle one: AI handles only organization and extraction; code handles calculations and decision criteria.

Course Outline (12 Lessons · Approximately 1 Hour 32 Minutes)

  • Section 1. Introduction — A Bot You Can Trust

  • Section 2. Shared Components — The Foundation Every Bot Uses

  • Section 3. Daily Briefing Bot — U.S. Market Closing Briefing, Korean Market Closing Review

  • Section 4. Signal Detection Bots — Credit and Interest Rate Triggers, Earnings Alerts, Price Target Radar

  • Section 5. Information Organizer Bot — Trending Topic Radar, Blog Summaries

  • Section 6. Wrapping Up — Bringing the Seven Together, Costs, and Checklist

We provide the code and prompts for each bot as course materials.

Prerequisite Course

We’ll build on the free infrastructure set up in Part 1: the Basics (GitHub Actions + Telegram + an external scheduler). No coding knowledge is required.

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

Recommended for
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Who is this course right for?

  • For those who want to build a bot they can use every day in real-world situations after completing Part 1.

  • For those who have created multiple bots but find that they keep breaking or are difficult to manage

  • Investors who want a single daily morning roundup of the U.S. and domestic markets.

Need to know before starting?

  • We recommend taking Part 1: Fundamentals (free infrastructure setup and running your first bot). 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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12 lectures ∙ (1hr 32min)

Course Materials:

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