AI Investing · Concentrated 8
AI-assisted workflow for owning a focused portfolio of under 10 individual stocks. Screens a 164-name universe with a transparent 5-factor percentile score (quality / growth / value / momentum / risk, stocks ranked against stocks and ETFs against ETFs) built from real Yahoo Finance fundamentals plus 8 years of daily prices; per-name research page with red/green flags, price chart vs 200-day average, financial and dividend history and a thesis worksheet (why, what must be true, kill criterion); a basket builder that enforces the rules (max 8 names, 20% position cap, 35% sector cap, cash sleeve, no name without a written thesis) with correlation heat map and weighted P/E, yield, ROE, beta; and a SANDBOX that replays any basket of names through real history — equity curve vs SPY, CAGR, volatility, Sharpe, max drawdown, beta, plus crash replays of COVID, the 2022 rate shock, Q4 2018 and the worst 20 sessions for SPY — with savable ideas and CSV export. Paper-trade journal tracks ideas against SPY. Data: ~/ai-invest/invest.db + invest-data.json, refreshed by fetch_invest.py; offline single-file build in ~/ai-invest/ai-invest-offline.html.
ai-invest.html · 2026-09-28