YWR: Say 'Hi' to Stevie

Time for a new YWR invention.

Your need you own AI stock analyst.

Out there scanning the big moves, reviewing earnings calls, building models and bringing you ideas.

And an analyst who instantly responds on chat.

Say hi to Stevie.

What’s new about Stevie?

How do we make Stevie better than Claude or OpenAI? (even though it uses the Claude API).

First, more integrations, more tools, more data, and on your phone.

Here’s what’s under the hood:

• Stevie has his own Google Workspace Account. He can send/read and reply to emails and build Google sheets. His email address is stevie@ywr.world

• Web search capability with Tavily

• Read/write access to its own SQL Database on Neon.

• Read only access to the YWR Factor Score and the YWR QARV score database.

• API access to financial data (prices and company fundamentals).

• API Access to the FRED Economic database

• 20 years of economic history in its database.

• 30 years of AAII sentiment history in its database

• Trading View interactive charts for desktop chats.

• Coinbase Agentic Crypto Wallet to send/recieve/swap tokens.

• User authentication.

How to talk to Stevie:

The best way to talk to Stevie is on Telegram @stevie_ywr_bot, but you can also reach him on YWR Intelligence.

Built in Proactivity

• 3 stock ideas/week sent to you first thing on Monday, Wednesday and Friday. Two high ranking ideas from the YWR databases (Monday and Wednesday), then one low scoring turnaround idea.

  Alert: These are algorithmically selected from the YWR factor score and QARV databases, so don’t go buy them automatically. They are just ideas of highly ranked stocks (Mon & Wed) and then one actually badly ranked stock/dog for Friday.

• Summary email of Stevie’s stock ideas at end of the week (the Stevie 3).

• Morning notification with up to 5 notable gainers and losers from the previous day in US market.

• Morning message with 5 earnings call snippets from last nights earning’s calls. Stevie reviews 15 calls and pulls 5 snippets it finds interesting.

• Alert when AAII Bullishness > 50% or < 25%. As in “Careful about getting too bearish here.. AAII Bullishness is less than 20%”

• Alert when nightly economic data update reveals a reading >90% percentile or <10th percentile on 20 year window.

• Weekly Sunday morning suggestion to run a portfolio risk review.

Cool things to ask Stevie:

• Hey Stevie, please email me an earnings model for (name and ticker) with 3 years of projections to ****@gmail.com.

• Hey Stevie please analyse my portfolio for me. Then respond with up to 15 stocks (with % weights or assumes equal weight). Ask Stevie to email you the analysis. Make sure to check out the correlation matrix chart in Google Sheets.

  Note: We never focus enough on risk so we want Stevie to be good at risk analysis.

• Hi Stevie please send me a chart for Ford.

• Which economic indicators are currently extreme?

• Which European banks has the highest estimate score? (pulls the YWR estimate factor score). It’s Polish banks.

• Stevie show me your Coinbase wallet address and balance.

Important Tip: If Stevie gets confused in Telegram or the desktop and keeps talking about past tickers type ‘/new_chat’.

R&D Concepts we are working on:

• Mixing proprietary internal data and public data in AI stock analysis (YWR scores)

• Long-term economic perspective (having the 20yr economic times series and measuring in percentiles)

• Task scheduling (query the YWR database and send a stock idea on Monday, Wednesday and Friday, update the economic database every night, listen to 15 calls each night and generate 5 snippets)

• Claude Excel (building financial models with forecasts)

• Enhanced communication (email and Telegram)

• Skills (analyse a portfolio for risk concentration)

• Agentic payments (Coinbase wallet). Big question. Can we get Stevie to trade on its own in the future?

YWR R&D

Hopefully Stevie is useful, but the exercise is also to learn how to build custom bots to help us with our research, investment process, risk management and eventually trading.

Every firm is going to have their own bots with their own skills (ways of doing things), proprietary data and scheduled tasks.

So let’s try Stevie out and see how it goes. And let me know your tweaks and suggestions.

BTW, Stevie stores all the questions.

Stevie Privacy Policy

Stevie Data Deletion Instructions

Regards,

Erik