Optional worksheet
Write down your investment process
Seven short sections, from what the money is for to how you’ll review it. Download it as a document you can edit.
Tools
Tools that run in your browser.
You don’t need an account, and nothing you type leaves your browser.
Open the process builder
Interactive tool · your holdings
Portfolio weight calculator
Enter what you own and see each holding’s share. Change one number and watch the others move.
Interactive tool · your assumptions
Allocation explorer
Use your own return, volatility, and correlation forecasts to compare allocations on an efficient frontier, which shows the lowest volatility for each expected return. Keep a comparison and see what changes when you revise an assumption.
Work in chat, or build your own tools.
Chat apps and spreadsheets
Run research agents without writing code.
The research modes in ChatGPT and Claude can read a stack of sources on an idea, summarize them, and argue the other side. This route needs only a chat app and a spreadsheet.
Coding agent
Build tools around your own process.
A coding agent such as Claude Code or Codex can build small tools that pull economic data, parse filings, and rebuild your reports on a schedule. You describe the job, and the agent writes the code.
From the weight calculator
A holding’s weight changes when anything else in the portfolio does.
Raise cash from $2,000 to $7,000, and a $5,000 holding drops from 50% to 33% of the portfolio without its value changing.