**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 …
Tired of doing everything via spreadsheets and having to hunt for everything everywhere. I know it does portfolio tracking and trades. I'm not looking for trade ideas or anything like that as I already get it from another service I'm …
I have a 4 fund portfolio: FSKAK FTIHX AVUV AVDV How important is to keep these assets stored in specific accounts (Roth, 401k, Brokerage) for tax efficiency purposes? I have been replicating my asset allocation evenly among each account type. …
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Been casually investing for a while (snp, bit of gold, etc) but want to get deeper into picking individual stocks. After getting an idea for a stock pick, what are peoples tried and tested methods for ensuring adequate research and …
I am curious to see what people actually think the potential for AI's uses cases are. With so many people disliking AI and hoping for the "bubble" to pop, I would like to know how those people actually view AI …
I have been investing for 11 years now. But I owe a lot of the progress I've made to these people: **Charles Ellis** (Winning the Loser's Game) The comparison of tennis to the game of investing really stuck with me. …
So as you can read from the Header that AI is now everybody's go to tool to get through 10-K and so every time I do this I always reverify the data and questions I asked because let's be honest …
Hi r/investing, I'm the GM of the stock research side at Obermatt, a Swiss investment research firm that ranks stocks across 60+ markets on four factors (Value, Growth, Safety, Sentiment) relative to industry peers. Standard disclosure: this is our own …
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