Build your strategy in the TradeFlawless builder

Open the Builder, work through the 5 steps — trading mode, watchlist, entry rules, scan schedule, and exit rules — and click Download agent files when you’re done.

You’ll download a .zip containing strategy.md, one or more SKILL.md files (one per scan window), lessons-learned.md, and a README-setup.md.

Place the files in the right folders

Unzip the download. Move the files to these locations on your computer:

strategy.md → ~/robinhood/strategy.md
lessons-learned.md → ~/robinhood/lessons-learned.md
SKILL.md files → each goes inside its own folder under ~/.claude/scheduled-tasks/
(the zip preserves the correct folder structure — just copy it into place)

The README-setup.md inside the zip has the exact paths for your operating system.

Install the Robinhood MCP connector in Claude Desktop

Open Claude Desktop → Settings → Integrations → Add MCP server. Search for Robinhood and follow the prompts to connect your account. This gives Claude permission to read your positions and place orders on your behalf.

You only do this once — the connection persists across sessions.

Enable scheduled tasks in Claude Desktop

Open Claude Desktop → Settings → Scheduled Tasks and toggle it on. Claude Desktop will now run your SKILL.md files on the schedule you configured in the builder — no extra software needed.

Scheduled tasks only run while Claude Desktop is open on your computer. Leave it running during market hours.

Let it run — and review the logs

Each scan logs its activity to ~/robinhood/logs/. You’ll see what the agent scanned, what it passed on, what it bought, and why. Review the log after each session to stay in the loop.

If you want to adjust a rule, go back to the Builder, change the setting, re-download, and replace the files. Changes take effect at the next scan.