Your AI Investment Edge.
The platforms I invest on, the AI tools I research with, and the prompts that give you an edge — whether you hold stocks, crypto, or both.
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 replace hours of manual research. Use them together for maximum edge.
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.
Investment in Your Edge
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
Investor Intelligence Starter Kit
Get started with AI-powered investment research
Due Diligence Agent Pack
5 AI agents that produce a 15-page DD report
Investor Intelligence Platform
Full-stack architecture for institutional intelligence
Investor Research Workspace
Complete Claude Code + Coworker setup for research
The Complete Investor AI Stack
Everything bundled at 40% off
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.
Start Investing Smarter Today
Free investment prompts for Claude, a Perplexity research workflow guide, and a portfolio tracking template. No credit card, no catch — just better research.
Download Free Kit