An operational autonomous AI stock research and paper-trading system, implemented using Claude AI and Claude Code — currently being extended toward secure, controlled broker-connected trading infrastructure.
Swing, long-term, and meme books — each from a simulated $100k start.
The complete behavior of the agent, defined in versioned skill files.
As of the 2026-10-08 evidence snapshot, reconciled across ledger, portfolios, and journals.
FIGURES DERIVED FROM THE PHASE 0 REPOSITORY RECORD, AS OF 2026-10-08 · ALL TRADING SIMULATED · NO REAL CAPITAL
Every stage below is implemented and has operated on a scheduled weekday cadence. Each run leaves dated journals, simulated fills, and reports in the repository record — the same records this page’s figures are drawn from.
Scheduled Claude workflows screen the market and research individual equities with valuation-first analysis.
Each call is written down before the outcome: thesis, dated evidence, falsifiable expectation, invalidation level.
Decisions become simulated paper fills in one of three $100k books — never real-money orders in Phase 0.
Retrospectives grade the original reasoning separately from the market outcome, against what was written at entry.
Durable lessons are recorded in persistent project memory and read by later research runs.
PROCESS DIAGRAM DERIVED FROM THE PHASE 0 METHODOLOGY · THE FIFTH STEP FEEDS THE FIRST
The entire Phase 0 system — research methodology, journal and ledger structure, skill definitions, and reporting views — was implemented with Claude AI and Claude Code in interactive sessions under the founder’s direction.
Separately, six Claude Code skills define everything the agent does, executed as scheduled workflows — research at the open, midday trade runs, close-of-day reports, and retrospective reviews. Each run writes its own dated records.
/analyzeValuation-first deep dive on one ticker, ending in a verdict per research book.
/market-scanScreener-sourced undervalued candidates, market pulse, and sentiment sweep.
/trade-runFills pending orders, sweeps invalidations and targets, executes simulated trades, and writes the day’s journal.
/meme-runSentiment-driven meme-book judgments — no valuation gate, tight stops.
/daily-reportClose-of-day report: book status, allocation charts, valuation table, tomorrow’s plan.
/review-callsRetrospective: judges past calls against their original theses and extracts durable lessons.
Captures of the Phase 0 reporting environment, taken 2026-10-08. No data, wording, prices, or dates were altered; gaps in the record are shown as gaps. Select any image for a keyboard-accessible full-size view.
The record contains one complete, dated reflective-learning chain: a simulated XOM call, reviewed against its own written thesis, generalized into persistent lesson L1, and cited by name in later monitoring notes. Written memory and repeatable retrieval — not model retraining, and not yet a changed new-entry decision.
BUY XOM — $6,000 paper fill at $159.79 on a live supply catalyst, entered with a falsifiable expectation (≥$170 within 4 weeks) and an invalidation fixed at entry.
The catalyst played out — crude rose ~12% — yet XOM moved just +0.45%. Verdict: reasoning right, outcome lagging; a timing and magnitude miss, not a broken thesis.
Written to LESSONS.md: integrated majors lag pure upstream producers on a crude-spike catalyst — with concrete sizing and timeframe guidance for future calls.
Six subsequent journal entries cite L1 by name during position monitoring. The record shows the lesson informing later research — not yet changing a brand-new entry decision.
The working system shown on this page: scheduled research, simulated decisions, journals, reviews, lessons.
Deterministic limits and human authorization between any AI proposal and any order — separate from the model.
Permissioned broker connectivity for one strategy first. Under development — not a live capability.
Order-level logs, reconciliation, alerts, and verified safe-shutdown behavior before any limited live testing.
HWA Engine is founder-controlled research and development. All Phase 0 trades are simulated. There is no public brokerage service, no financial advice, and no asset-management offering — and no claim of completed live broker execution.
For research collaboration, technical partnerships, or company inquiries, contact Hwa Gallery & Co. directly.