Around June last year, I suddenly thought... wouldn't I hit the jackpot if I did stock trading with Claude?!!! And so a project was born.
It's the Stock Newbie project...
While using Claude Code, which had only just come out, I suddenly got the feeling that it could work.
At first, I started with the Orange Pi I had at home.
I'd turn on Claude Code to make it code, pull real-time stock data from Yahoo Finance, and using the chart data, I first had it do long-term investing through technical chart analysis.
Of course, I didn't do automated trading. I'd run it during the early morning hours, and at 7 AM it would tell me what to buy, then I'd buy those stocks on the app, set the stop-loss and take-profit prices, and that was it.
Until mid-October, my net profit was up to 35%, and
I thought, "I'm going to become incredibly rich!!!" but
if I had just left the stocks I'd bought alone, the return would have been over 40%. It was the "everything rally" back then, so naturally that kind of profit was coming in.
And then around mid-November, after it hit -15%, I faced reality.
If I'd just left it alone, it would have been +15~20%, but I kept buying and selling, setting stop-loss and take-profit prices according to Claude's daily reports, and ended up like this.
After that, I figured this just wasn't working, so I started collecting various indicators like the VIX index into a database.
Based on 2 years' worth of data, I'm doing long-term investing based on things like sector-by-sector buying and action guidelines.
I only trade US stocks so the returns are sluggish, but
looking just at the period from November until now, it's still bouncing around between 8~11%.
Aaaargh!!! If only I'd done the Korean market...!!!!!!!!! I had thoughts like that, but I'm continuing on with the mindset of seeing it through with US stocks.
Anyway... since I was collecting information based on the US market, I wondered if there was something I could do based on news, so about a week ago I built the Stock Newbie site.
I just collected Yahoo News RSS feeds, concisely summarized the news, and set long/short ratios to make it easy to view...
But as the news increased.... the tokens.... it was no joke. Even GPT Pro, which is supposed to have a generous allowance, would use up its weekly usage in just two days. Right now there's a codex usage event giving double, but even after using all of that... there was just no way to keep it running.
So it suddenly occurred to me—should I buy a Mac Mini???
I staked out the secondhand marketplace and, after much trial and tribulation, purchased an M4 32GB Mac Mini,
and when I loaded up the mistral-small-3.2 (14b) model and had it do translations...
Wow! The quality was pretty good.
I also tried GLM-4.7 flash, Gemma, and the Qwen3-14b model... but the one that followed the prompts well and had the best performance was mistral-small-3.2.
Processing even 100 articles a day used to be tough... but now it's easily handling 700 a day...
Now that my token worries are gone, when the codex tokens come in next week, I'm thinking of adding something more to the Stock Newbie project.
I have 2 years' worth of S&P500 and Nasdaq data, VIX figures, Hindenburg Omen indicators, and so on. I'm pondering whether there's something I can showcase with all this, and since I made it hoping to gain investment insights while looking at it myself, I'm satisfied with it.
I've gained the confidence that I can take on more projects in the future, and I'm thinking I'd like to try something other than Stock Newbie.
Since there's still a lot to fix, it's in nuxt dev mode. There may be a lot of flaws visible on the site lol
