AI Stocks Buddy
Your Personal AI Investing Agent
An AI agent that continuously monitors your portfolio, analyses what changes and tells you when something deserves your attention. Informational context only — not financial advice.
Informational only. Not financial advice.
Hey — I'm Buddy. Ask me about your holdings, your plan, or what changed.
What AI Stocks Buddy does
AI Stocks Buddy is a personal investing agent: it keeps your portfolio context, reviews it on a schedule, notices when its view changes, explains why, and alerts you when something deserves attention.
Built for clarity
AI Stocks Buddy gives you a calm view of what your agent found — starting with changes, not a wall of unchanged analysis. Use desktop for depth or mobile to check the briefing.
Today
Your agent
Changed today. Valuation risk increased following the latest move.
Thesis remains intact.
What changed
Recent movement across your watchlist
Why this changed
Risk context
Valuation and volatility notes to help you review risk before deciding.
Key features
Tools to organize your attention and understand risk — not shortcuts to guaranteed returns.
Persistent portfolio context
Your agent already knows holdings, cost basis, watchlist, budget, and risk — you do not re-explain them.
Scheduled reviews
Reviews run on your cadence while markets are open, including when the app is closed.
Change detection
It remembers the previous conclusion and highlights only meaningful moves such as Hold → Sell partly.
Explanations, not hype
When a view changes, you can see why — calm language, no guaranteed returns, no “buy now”.
Proactive alerts
Get notified when the agent actually changes its view, not when we want you to open the app.
Ask your agent
Follow-up questions use the same portfolio, reviews, and recent changes automatically.
Who it's for
AI Stocks Buddy is for people who want an agent on their portfolio — and still make the final call themselves.
Self-directed investors
You want a persistent agent on your book — not another chatbot that forgets your portfolio.
Busy professionals
You need to know what changed since you last checked, in a few calm lines.
Getting started
Set up your agent once with budget, risk, and holdings. It keeps watching from there.
Why AI Stocks Buddy is different
It already knows your book
Portfolio, preferences, and previous reviews stay in structured memory. ChatGPT starts from a blank prompt.
It works while you are away
Scheduled reviews compare today with the last cycle and surface only what moved.
Silence is a feature
If nothing meaningful changed, it says so. We do not invent activity to look busy.
Research, not predictions
Informational labels and explanations to support your own decisions — not trade timing or guaranteed returns.
One agent, every device
Web, iPhone, and Android share the same portfolio, reviews, history, and alerts.
How it works
- 1
Set up your agent
Share budget, risk, holdings, and a watchlist so analysis is personalised to you.
- 2
It keeps reviewing
Scheduled reviews compare this cycle with the last one while markets are open.
- 3
You see what changed
Open the app to a briefing: what moved, why, and whether anything needs attention.
One agent on web and mobile
Use AI Stocks Buddy on a large screen when you want depth, or on your phone when you want the briefing. It is the same agent — same portfolio, same history, same alerts.
- Desktop for portfolio context, history, and Ask your agent.
- Mobile for the briefing and alerts when something actually changed.
- Same account across web and the AI Stocks Buddy mobile app.
Get started
Sign in or create an account to set up your investing agent on the web. Download the mobile app when you want research on the go.
Disclaimer
AI Stocks Buddy is built for informational purposes only. It does not provide regulated financial advice or execute trades. Labels such as Buy, Hold, or Sell partly are informational signals — not instructions. Always do your own research. You alone decide whether to act.
Ready to set up your agent?
Start with the web app today, or download AI Stocks Buddy on mobile.
Informational only. Not financial advice.