Solo Fund AI - Decision desk for solo investors
Solo Fund AI is a structured decision-log tool designed for solo investors to analyze ideas through a fixed multi-station workflow before taking action. Instead of acting as an unconstrained chat bot or offering automated trade execution, the platform forces ideas through distinct phases to record assumptions, identify missing data, and establish pre-committed exit rules. It functions as an analytical journal to counter emotional trading behaviors and keep a clear paper trail of your rationale.
Key Features
- Five-Station Workflow: Processes every query systematically through Executive Summary, Authorization, Directive, Request, and Workflow stages.
- Explicit Risk Management: Automatically documents risk parameters, position size constraints relative to total book size, and specific kill conditions.
- Conservative Ticket Output: Defaults to recording no further action if notes are incomplete or critical data gaps exist, avoiding ungrounded conclusions.
- Privacy Protection: Keeps your holdings, cost basis, and custom notes secure without training public models on your sensitive financial data.
- Zero Brokerage Custody: Operates strictly as an educational process tool without requiring broker logins, API keys, or trade execution capabilities.
- Journal Export Options: Allows Pro users to export detailed logs to CSV format or generate clean printable files for offline archiving.
Built specifically for independent market participants and self-directed builders who manage their own portfolios, the platform emphasizes process discipline over quick financial tips. User holdings and portfolio context remain entirely private, and account interactions never connect directly to brokerage accounts. New accounts receive welcome credits to test runs before committing to pay-as-you-go credit packs or Pro tier monthly plans.
