[Week 15/52]: 🤫 Don's Birthday Party.. *parties
PLUS: How to use Claude to build tracking and personal management systems for yourself. And my usual takes on the stock markets.
It’s crazy that some of you reading this have worked with me in some sort of professional capacity since I was 21. Thank you for still being there. And to my family, I love you all too.
I could have gone a lot of ways with this newsletter. No only have I been overdrive on stocks (SPY 0.00%↑ / DIA 0.00%↑ / QQQ 0.00%↑), but I’ve also put together a new disco album thanks to Suno AI (listening party coming soon), and I was asked by Recursive Ventures to scout startups for them ($500K checks, pre-seed, top tier Angel),
I also have been doing yoga on the beach at sunrise, reading 10X more, oh, and I had a Happy Birthday (a great present would be you leaving a comment)!
My Mom hosted a family night Friday where we ate taco’s and drank tequila. If you listen to the All In podcast, you’ll recognize the Tequila bottle we drank. Then we did a family lunch by the beach on Saturday, followed by St. Patty’s day celebrating with my sister, brother in law, and my friends. Then I hosted a 10 person dinner for friends at yet another taco place, and we ended afterwards at a local lounge. I don’t get many nights like that any more, but hey I can still hang ;)
There’s plenty more I’m up to, but my 8 hours a day of focus is reserved for researching stocks. And man.. did I need a better system to organize all my learnings. So.. using Claude, I built one.
And that’s what we’ll cover today down below, but first..
Hey, I’m Don! I’ve been building career memories for a decade. Over the last three years I’ve been reinvesting my own capital and time back it into my business. All the while learning and growing my net worth via public markets and crypto.
Over that same period, I also hosted 50+ virtual events with some of the world’s best VC investors and founders for our CEO group. Prior to all that, aside from my first job at Meta, I was lucky enough to raise $10 million in my twenties; doing my best to learn business, investor relations, and the startup mindset all at the same time. Maybe some of you can relate.
All that’s to say, I love business, I love money, I love to try and leverage my time.
This year, I set the goal to publish a thoughtful blog every Monday.. 52 of them! Don’ Daily is a recap of the entrepreneurship adventures I collect, as well as the new lessons I’m constantly learning from doing. My hope is that this entertains, inspires, and influences new creative ideas for you. Every Monday. If you enjoy the blog, please share!
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Leveraging Claude as a Front End for Google Sheets
I did this to track stocks, but you can really do this with anything you want to track, manage, or control in your life. I’ll break down how anyone can do it easily using Claude.
Last week, I hacked together v1 of a product I’ve been dreaming of for awhile; a stock watchlist on steroids. Below is the tech stack I used:
Claude x Netlify x Google Scripts x Google Sheets
We connected this cumbersome google sheet…
To this sleek front end….
So now, I can sit on my Florida patio, research stocks in a fun organized manner using my custom frontend, and write to you all this newsletter via substack.
Step 1: Always Start by Writing Your ‘Must-Have’ List for Backend
Then, be stubborn. I told myself, I must have a watchlist which….
1: …is enjoyable to use, easily navigable. This way I can sift through hundreds of ideas, and recall things.
2: …is highly accountable and trackable, this way I know with confidence AI isn’t deleting my notes, or mixing up data, without my permission.
3: …is moldable. I need to built dashboards which notify me about key metrics I watch like ‘days above 200 day moving average’ or ‘High yield credit spread.’ As well as notify me of upcoming catalyst. You can see in my screenshot below it shows me the upcoming catalyst (ie. ‘Earnings - 49 days’ or ‘New CEO Starts - 6 days’)
To set the table, as I said this is what I was doing previously. Been using a Google Sheets to track all my notes, but zooming in, and reading text is miserable.
However, after doing this for years, I was able to refine for myself what I care about when analyzing companies. The problem this created was a big Excel file with tiny text, cumbersome navigation. The UI is just too boring and un-fun. If I’m going to spend 8+ hours a day researching stocks, I need to love the tool.
So, our goal was to fossilize this:
Step 2: Vibe with Claude on and off for a week to feel out different UI/UX’s
Step 3: ONLY Design Front End, ignore function
Found a UI/UX that I liked as the front end for interacting with my backend database (this way I can take notes on all my stocks, and custom sync with my database. This enables me to build other tools on top of my watch list in the near future; ie like catalyst notifications, or news notifications relevant to my specific notes)
Step 4: Write a Google script so our front end can access the backend
In our specific case, the back end was Gsheet. But whatever you build, you can use any backend you’d like. Just my only advice, start with backend design first, then front.
Step 5: Exported Claude Index file into folder on desktop --> Upload the folder to Netlify
Netlify is the fastest, easiest way to deploy. But you can also use Github etc
Step 5: Quality Assurance
TESTING, TESTING, TESTING...
This is the part when most people quit. You’ve got to just keep running against the brick wall until it falls over. Every single time you get a bug, figure it out by asking Claude, “WHY?”
Then comes more problems…. frustrate, frustrate, frustrate :). As you can see, for whatever reason, AI responds better when you go ALL CAPS and swear.
I’m not joking, that’s a real tip. Something about the cadence makes the AI focus more on your entire prompt. When we’re really not getting things how I need, it usually only takes one or two angry messages to get Claude back on track.
Debug, debug, debug...
Once you’re bug free, re-upload the new file to Netlify, and you’re good to go
Bonus:
I added an ‘Activity’ log to the website, this tracks every single change that AI makes to my Ghseet or Website.
This way I can ensure they are syncing, and I can also make sure AI isn’t going rogue and making changes.
I’m tweeting about stocks 24/7 if you want to learn, follow, or do deals with me. @Donversationz, with notifications ON.
Claude is incredible.
Asking for Thoughtful Directions:
If you needed to drive from NYC to SF, but didn’t have a GPS, nor map. How would you get there? Would you just get in your car and drive west, and hope you end up there?
No.
You would stop every hour to ask for directions.
That’s the kind of investor I am.
So below, are a collection of directions I found helpful this week.
Discerning the underlying theme of those 4 tweets, it shows us probably we’ll be fine.
BUT, there are some key risks to observe.
(1) does policy react to market sentiment / VIX? Very important if VIX gets above 45 we see a policy reaction
(2) does the USA remain in Iran until we take control of global oil flows? Or was
(3) Taiwan is still a black swan imo
(4) Does the software sell off begin to disprove the AI fears with upcoming earnings season; ie, showing revenue growth within their AI products, and strong organic growth from prior products
(5) private credit; is most of the narrative just worry and anxiety?
Thanks for reading!
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Don Stein
Contact: Linkedin — X — Youtube
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