A practical AI stack for better research.
The platforms I use, the research tools I test, and the workflows I use to examine an investment thesis. This is a transparent research toolkit—not financial advice, a recommendation, or a promise of returns.
What I Use Daily
Investment Platforms
The platforms powering my portfolio — stocks, crypto, and yield.
AI-Powered Research
Your Research Stack
Three AI tools that can accelerate source gathering, comparison, and thesis review. Verify every source and conclusion before acting.
Perplexity Finance
AI-powered financial research with real-time data and cited sources. The starting point for any investment thesis.
Claude
Analyze 10-K filings, build investment theses, stress-test portfolios, and generate deep research reports.
Claude Code
Turn your terminal into a research station. Track portfolios, scrape data, build dashboards, automate analysis.
Choose the right level of support
Choose Your Level
Free
$0
Starter Kit
Templates
$27-47
Individual tools
Agent Packs
$97-297
Multi-component
Full Systems
$297-697
Complete stacks
Top Picks
Featured Products
Most popular tools across both institutional and individual tracks
Built For You
Whether you manage a fund or your personal portfolio, these tools scale to your needs.
Everyday Investors
Stocks, ETFs, and crypto on Revolut, eToro, and more — supercharged with AI research tools.
Crypto & DeFi
Navigate Crypto.com, SwissBorg, and Nexo with AI-powered analysis and yield optimization.
Institutional
Deal flow automation, due diligence agents, and portfolio intelligence at scale.
Build a more disciplined research process
Explore the available prompts, research workflows, and portfolio templates. Treat every output as a starting point for your own verification and judgment.
Explore research tools