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Workflow Playbooks·Intermediate·3 min readPro

Your morning market briefing with Claude

One prompt before the open gets you index levels, breadth, FII/DII flows, watchlist movers, and portfolio status in a single conversational report. Here is how to set it up and what to ask next.

Most investors start the day the same way: check Nifty futures, scan a few WhatsApp groups, open three tabs, and hope nothing important slipped through. A connected AI assistant compresses that into one prompt.

This guide assumes you have already connected Claude to aftermarkets. If not, start there; it takes about five minutes.

The one prompt

"Give me my morning briefing"

That single line triggers a dedicated briefing tool that pulls everything in one shot, and Claude turns it into a conversational report covering:

  • Market overview: where Nifty, Bank Nifty, and Sensex stand, how breadth looked, and whether FII/DII were buying or selling
  • Your watchlist: which of your stocks moved, and which have fresh conviction signals
  • Portfolio snapshot: quick P&L status and any holdings with changing conviction
  • What to watch today: a short takeaway on market mood and two or three things worth attention

You: Give me my morning briefing

Claude: Nifty closed at 24,812 (+0.4%) with breadth mildly positive at 1.3 advances per decline. FII sold 1,240 Cr while DII absorbed 1,580 Cr, the fourth straight day of that pattern. On your watchlist, TATAPOWER moved to Moderate Bullish on a delivery spike, and two of your holdings report results this week...

A typical opening exchange, around 8:45 AM IST

Numbers above are illustrative. Yours will come from the actual data.

Good follow-up questions

The briefing is a starting point, not the end. The same conversation can go deeper without re-explaining context:

  • "Why is FII selling not hurting the index?"
  • "Show me the sector performance table for yesterday."
  • "Which of my watchlist stocks have earnings this week?"
  • "Anything unusual in delivery volumes among my holdings?"
  • "What did global markets do overnight?" (there is a global macro tool for exactly this)

Making it a habit

  1. Fix a time

    Before the 9:15 open is the natural slot. The briefing uses the previous session's closing data plus whatever is live, so 8:30 to 9:15 AM IST gives you the most complete picture with time to act on it.

  2. Keep your watchlist honest

    The briefing is only as useful as your watchlist. Prune stocks you no longer care about and add new candidates as you find them. You can do this in the same chat: "Add KPITTECH to my watchlist" works, since the connection can manage watchlists on your behalf.

  3. End with one decision

    A briefing you only read is entertainment. Close each session by asking yourself: does anything here change what I do today? Most days the answer is no, and that is fine. The value is in the days it is yes.

Honest limits

  • The briefing reports data, it does not predict. If you ask "will Nifty go up today", expect a factor summary, not a forecast.
  • Delivery data is T-1 by nature (exchanges publish it after the session), so delivery-based observations describe the previous day.
  • Conviction bands are signals of converging evidence, not verdicts. A Strong Bullish reading is a reason to look closer, not a reason to buy.

Frequently asked

When is the best time to ask for the briefing?
Between 8:30 and 9:15 AM IST works well. You get the previous session's closing data, overnight global context, and your watchlist state before the 9:15 open. During market hours the same prompt reflects live prices.
Does the briefing include my own stocks?
Yes, if you are signed in through your API key. It pulls your watchlist and portfolio holdings and flags conviction changes and notable movers among them.
Do I need to type the full request every day?
No. The server ships a pre-built briefing prompt, so in most clients just typing 'briefing' or 'give me my morning briefing' is enough.
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