What kind of AI Workflows have you built for investing that you see as successful?

**Has anyone else built AI workflows for their investing process? I'm curious how you've approached it? How has it transformed your process?**

I started building mine a few months ago. I manage a pretty large personal portfolio driven by long time cash flows & sale value from my now exited tech company.

Here's what I did:
\- I used Codex to write the code
\- I am syncing multiple tools I already pay for as a user, and I had to pay for one additional tool to pull in accurate data.
\- I approached it with a cost optimization mindset. While AI helped build the code base, I don't simply call an AI agent to handle everything. Today, it cost me about $125/mo to run all-in, $60 for the data connectors, $65 between the AI analysis and database/server costs.
\- It relies on my profile as an investor.
\- It relies on my mental models that I have had in place pre-workflow, however, it also ingests and interprets far more data than I typically would, so I consider it additive.
\- I get key alerts on existing holdings \[based off a weekly sync with my spreadsheet portoflio tracker ive had for 6 years\], recommended watchlist tickers, ability to add my own watchlist tickers with triggers like PEG ratio, etc.
\- It tracks my returns on new holdings I add to give me a feedback & learning loop.

The workflow is largely automating the initial quantitative work I do on any potential investment so I can focus more deeply on qualitative thinking. I find it hard to outsource the end decision, so my ultimate goal is to be a better investor.

My investing profile has largely been buy and hold quality value companies the last 6 years.

After 4 months of near daily usage, I **think** it has improved my process. Time will actually tell on this though.

**I'd love to hear how others are using AI workflows so I can see ways to improve my own process, but also share more about my own journey if its helpful to anyone.**