Make Smarter Trades Using Claude AI + Zerodha | Step-by-Step Guide

In this video, you’ll learn how to use Claude AI to improve your trading and investing decisions, and how to combine it with Zerodha for smarter portfolio analysis.
We cover step-by-step:
What Claude AI is and how it works
How to analyze your portfolio on Zerodha
Using AI for stock research and risk management
Simple trading strategies for beginners

This video is perfect for beginners, students, and anyone who wants to use AI tools for smarter investing in the stock market.

⚠️ Disclaimer: This content is for educational purposes only and not financial advice. Always do your own research before investing.

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How to use power of AI in trading.
Claude is Anthropic's AI, built for complex reasoning, analysis, and multi-step tasks across any domain.
Live API Integration:Advanced · Requires Dev Setup
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1. Use Claude API with your broker's API
2. Automate real-time trade data ingestion
3. Claude analyzes live positions & P&L
4. Build custom dashboards with AI insights
5. Best for: developers & power users
How to Subscribe:
---------------------------------
1.Go to claude.ai - Visit claude.ai in your browser or download the mobile app.
2. Create an Account -Sign up with your email or Google/Apple account.
3. Upgrade to Pro-Click 'Upgrade' and select Claude Pro ($20/mo).
4. Start Exploring-You're ready! Dive into Projects and tools.

Prerequisites:
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Link to zerodha for connection details and tutorial:
https://zerodha.com/z-connect/featured/connect-your-zerodha-account-to-ai-assistants-with-kite-mcp
Here's how you can log in yourself:
Zerodha Kite (web): Go to kite.zerodha.com and enter your client ID and password.
Zerodha app: Open the Kite app on your phone and sign in.

1. claude.ai - https://claude.ai/
2. Subscribe for claude pro version (monthly or yearly)
3. claude desktop version installed in your machine.
4. node js install - to verify use command prompt and type “node -v”
5. Trading account - Zerodha, Upstox, icicidirect, grow
6 file location in your machine: (Your location will be different) C:\Users\LENOVO\AppData\Local\Packages\Claude_pzs8sxrjxfjjc\LocalCache\Roaming\Claude\claude_desktop_config.json
7. Second parameter in file "claude_desktop_config.json". Add "mcpServers" parameter after first parameter and comma(,)
mcp-remote", "https://mcp.kite.trade/mcp"

"mcpServers": {
"kite": {
"command": "npx",
"args": [
"mcp-remote",
"https://mcp.kite.trade/mcp"
]
}
}

Full file in my machine. It will be different in yours. Check the bold one:
{
"preferences": {
"coworkScheduledTasksEnabled": false,
"ccdScheduledTasksEnabled": true,
"coworkWebSearchEnabled": true,
"epitaxyPrefs": {
"starred-local-code-sessions": [],
"starred-cowork-spaces": [],
"starred-session-groups": [],
"dframe-local-slice": {
"pinnedOrder": [],
"customGroupAssignments": {},
"customGroupOrder": {}
}
}
},
"mcpServers": {
"kite": {
"command": "npx",
"args": [
"mcp-remote",
"https://mcp.kite.trade/mcp"
]
}
}
}
8. Various commands to check
my zerodha portfolio details
which stocks are underperforming
which stocks are outperforming
2026-2027 financial year profit losses
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Видео Make Smarter Trades Using Claude AI + Zerodha | Step-by-Step Guide канала SZ Vlogs