Four paths

Guides for investing with AI.

4 guides shown.

Path 01

Investment Framework

Decisions you can trace to your portfolio’s job are easier to review

Turn your view of the world into specific calls, and use AI to research each one.

What do you believe about the world, and what should you own because of it?

The first guides here are in review. Subscribe to hear when they’re published.

Path 02

Asset Allocation

Have AI lay out how much risk each mix carries before you choose one.

How big a drop could you sit through?

01
Workshop / Portfolio design
Adding a riskier asset can lower your portfolio’s risk
How much a mix of assets swings depends on how they move together. Build an efficient frontier from your own forecasts and see how much of it rests on them.

Path 03

Stock Selection

Find candidates with screens that hold up, let AI read their filings, and set your price targets before you buy.

Which stocks, if any, deserve a place in your portfolio?

02
Guide / Factors & screening
Stock factors tend to weaken after they’re published
Across 97 published stock factors, returns were 58% lower after publication. Trace the research behind factor screens and rankings, and check a factor with AI.
03
Workshop / Factors & screening
A ranking that works should put every bucket in order
Read a ranking backtest across every bucket, sub-period, and universe before a ranking supplies portfolio candidates.
04
Guide / Factors & screening
Rerun a screen enough times and one version will look great by chance
Rerunning a changed screen over the same history finds a version that looks great by chance. Here’s how to count your tries and check whether it holds up.

Path 04

Portfolio Automation

Have AI watch your theses, summarize the news that matters to them, and rebuild your reports on a schedule.

Which parts of the upkeep can AI take off your hands?

The first guides here are in review. Subscribe to hear when they’re published.