Descriptions:
This video walks through the complete architecture of “Jarvis,” a Claude-powered long-short equity system that scores every stock in the S&P 500 — 503 in total — across eight quantitative factors and 27 subfactors including momentum, value, quality, and insider buying activity. The creator studied math and economics at UCLA and spent three years in investment banking at Raymond James, and frames the project as applying genuine institutional hedge fund infrastructure to an individual trading workflow using Claude as the analytical core.
The live dashboard demo shows 107 long candidates, 96 short candidates, 18 open positions, and over 50,000 tracked insider events, all updated automatically via daily pulls from SEC filings and live price feeds. The risk management layer includes circuit breakers that halt the system at a 2.5% daily loss or 8% drawdown from peak, a factor vs. specific risk decomposition chart (currently 20.5% factor / 80% specific), marginal risk contributions per position, stress tests, and a correlation flag that surfaces any pair above 0.85. Claude handles the research layer — reading 10-Ks, earnings reports, and Form 4 insider transactions — and surfaces red or green flags with plain-language summaries for each position.
The system connects to a real broker for live order execution with limit orders to control slippage, and performance tracking breaks down equity curves, SPY outperformance, and a monthly returns grid. The video is clearly labeled as educational and not financial advice, but it provides a detailed blueprint for building a research-grade, agentic investment system using Claude’s API.
📺 Source: AI Pathways · Published May 03, 2026
🏷️ Format: Hands On Build
