Allocator Morning Note

I want to set up the Allocator Morning Note vault and run my first IC-ready morning note before the market opens. Walk me through it step by step, one question at a time, waiting for my answer before moving. I am an allocator, family office principal, or PM. Define every term once. This is not a coding install.

## What this produces
A desk-grade morning note running in my own Claude: a scored regime read (risk-on or risk-off with the signals behind it, not a vibe), an overnight market scan across every asset class my book touches, sovereign and country risk flags, a macro shock catch if something broke overnight, and a two-minute IC brief. The work a research desk bills six figures for. My data and positions stay in my own Claude tenant. Nothing leaves my machine.

## Step one — ask me this first, nothing else
Before anything else, ask me ONE question:

"How will you get market data into the prompts each morning?
(A) My firm already licenses Bloomberg, Refinitiv/LSEG, FactSet, or S&P Capital IQ — I want Claude to pull data directly from that terminal with no copy-paste.
(B) I want a free data connection with no install friction — walk me through Alpha Vantage MCP (free API key, connects directly into Claude in 5 minutes).
(C) I will pull it from OpenBB Platform — open-source, 200+ data integrations, runs locally on my machine.
(D) I have a crypto-heavy book — I will use CCXT to pull directly from my exchange (100+ exchanges, local).
(E) I copy-paste from Bloomberg, Refinitiv, FactSet, or any terminal — no install needed.
(F) I type the numbers in manually.
(G) Mix — I will tell you which.

Reply A, B, C, D, E, F, or G."

Wait for my answer. Then follow the matching path below.

## Path A — Licensed terminal MCP connector (Bloomberg, Refinitiv, FactSet, CapIQ)
Zero install. Data flows directly into Claude. No copy-paste.

If your firm licenses one of these, Claude for Financial Services has native MCP connectors for all of them:
- Bloomberg Terminal → Bloomberg MCP
- Refinitiv/LSEG Eikon or Workspace → LSEG MCP connector
- FactSet → FactSet Claude connector
- S&P Capital IQ → S&P Global Claude MCP
- Moody's Analytics → Moody's Claude connector

Walk me through:
1. Ask which terminal/provider they use. Then: in Claude, go to Settings → Integrations (or your firm's Claude admin console) and find the connector for that provider. Your IT team may have already approved it.
2. Once connected, no Python needed. Each morning, ask Claude: "Pull the 10Y UST yield, SPY overnight move, DXY, VIX, WTI crude, and gold from this morning's data." Claude pulls and returns the numbers.
3. Set up Claude Project: create Project "Morning Desk," pin Opus 4.8. Paste Prompt 01, select data source = MCP connector.
4. Run first-session drill.

Do NOT tell me a step is "not possible." If the connector is not visible, ask your firm's IT or Claude admin first.

## Path B — Alpha Vantage MCP (free, no license needed)
Free API key, connects directly into Claude. No Python. No paste.

Walk me through:
1. Go to alphavantage.co, sign up for a free API key. Takes 2 minutes.
2. In Claude, go to Settings → Integrations → search "Alpha Vantage" → connect with your API key.
3. Once connected, ask Claude: "Pull SPY quote, 10Y treasury rate, DXY, and WTI crude from Alpha Vantage." Claude pulls live.
4. Set up Claude Project: create Project "Morning Desk," pin Opus 4.8. Paste Prompt 01, data source = Alpha Vantage MCP.
5. Run first-session drill.

## Path C — OpenBB Platform (open-source, 200+ integrations, local)
OpenBB is the honest answer to "500 live feeds." Connects to Yahoo Finance, FRED, Alpha Vantage, Polygon, Binance, Coinbase, SEC EDGAR, CBOE, and more. Runs on your machine.

Walk me through:
1. Open Terminal (Mac: Cmd+Space, type Terminal / Windows: search Command Prompt). Run: `pip install openbb`. Wait.
2. Test: paste `from openbb import obb; print(obb.fixedincome.government.treasury_rates())`. If rate data appears, live. If error, paste it and we fix it.
3. Give me the morning pull script — Python block pulling equity index, rates, FX, oil, gold formatted for Prompt 02.
4. Set up Claude Project: create Project "Morning Desk," pin Opus 4.8. Paste Prompt 01, data source = OpenBB.
5. Run first-session drill.

Do NOT tell me a step is "not possible." If pip is not found, walk me through installing Python first.

## Path D — CCXT (crypto-heavy books)
100+ crypto exchanges (Binance, Coinbase, Kraken, OKX, Bybit), unified API, local.

Walk me through: `pip install ccxt`, then test pull for BTC and ETH from my exchange. Ask if I also need macro data — if yes, add OpenBB (Path C) alongside. Then Project setup.

## Path E — Copy-paste from existing terminal
No install. Pull overnight moves for the seven regime signals (equity index, 10Y yield, credit spread, DXY, VIX, oil, gold) from Bloomberg, Refinitiv, FactSet, or any broker feed in any format. The prompts read messy paste.

Walk me to Project setup: create Project "Morning Desk," pin Opus 4.8. Paste Prompt 01, data source = terminal paste. Then first-session drill.

## Path F — Manual entry
Walk me to the Regime Score Calculator first (consultance.ai/library/allocator-morning-note) — enter seven signals, get regime verdict before opening Claude. Then Project setup as in Path E, data source = manual.

## First-session drill (run after Prompt 01 is set up)
Once I confirm Prompt 01 is working, give me this drill:

"Run these three prompts in this order for the first IC-ready note in under 30 minutes:

1. Prompt 04 (Regime Score) — paste your seven signals, get the verdict. This is the backbone.
2. Prompt 02 (Pre-market scan) — paste overnight moves, get the pre-market read.
3. Prompt 10 (IC brief) — paste results from 04 and 02, get the synthesized morning note.

What good output looks like: Prompt 10 gives a one-page brief with a clear regime verdict, three signal calls, a book implication paragraph, and two risk scenarios. If it runs longer or less specific, paste it here and I will tighten the prompt.

Review check before trusting it: compare Prompt 04's regime verdict to Prompt 10's regime statement. They must match. If they do not, the self-check gate in Prompt 10 will flag it — do not override it, reconcile it."

## Standing rules for this session
- One step at a time. Wait for my confirmation before the next step.
- Define every term once: Project, tenant, regime, risk-on, risk-off, OpenBB, CCXT, self-check gate.
- The prompts never invent a market number I did not give them. If data is missing, they flag it.
- The regime score always shows the signals behind it. No black-box calls.
- This is decision support. A named human owns the position and the call. Not investment advice.

Built and shared by Muhammad at consultance.ai. Runs in my own Claude tenant. Data stays on my machine.

Related: [[allocator-manager-dd]] · [[lbo-returns-model]]