As I’ve written about creating a new app to help me find net credit collars on equities, I finally decided to trust AI with a couple of trades. Unfortunately the market isn’t static so what you see on a report is likely to change quickly. I had expected to trade the items in highlight in…
Month: December 2025
Got My Deferred Compensation Funds
Well call it a triple whammy of blessings but I got my deferred compensation funds in one giant lump sum. I was dreading getting this money because it will push me into a higher tax bracket and I honestly don’t know what to do with all the cash anymore. The stock market is over-valued, housing…
New Financial App: Options Put Ratio Finder
I’m sitting on the recliner in my house watching Wisconsin playing Villanova and getting bored so I decided to check out some put spread options for fun and then it hit me! I can build a new app for a YouTube video I saw a while back from Options with Davis. If you want to…
AI Fight Club: Financial Advisor Municipal Bond ETFs
I am having second thoughts about dumping ChatGPT because it just did a brutal knockdown of Gemini as a financial advisor on a municipal bond ETF allocation scenario. Here’s the prompt and the data set fed to both Gemini and ChatGPT. Prompt: You are a financial advisor tasked with allocating $50000 in investment funds into…
Update On My First Financial Trading App
I am just amazed that I am now having Gemini write code for me and it’s actually doing what I want. I don’t have to pay any developer, I don’t have to have conference calls, I don’t need to setup infrastructure. I don’t need to wait, mistakes or errors get fixed almost instantly with chat…
Managing Margin Calls: The Grinch or Santa?
There are $7 trillion dollars in options expiring today. I sent the image below to my siblings about someone’s Christmas bonus going up in smoke as I exercised my put option and forced a margin call on someone out there in the world. They are going to have to cough up $6500 by Monday to…
Building Apps With Gemini Pro – My Third App Sneak Peak!
I’m so excited about my unfinished third app that I wanted to write a post about it! This is my first financial app that is centered around fixing a very annoying and time consuming problem I wrote about recently here. For some quick background, because the economy is spiraling downhill I’ve been trading net credit…
AI: Auditing Your Insurance Policies
The wonders of AI are only going to be limited by your imagination. I’ve been using AI for quite a few things now but it hadn’t occurred to me to use it as an auditor for my home and auto insurance policies until I saw this video from Coach Carson below. Thanks for the idea…
Building Apps With Gemini Pro – My Second App
I’m excited to showcase my second web app. Yes, it’s fairly also primitive but you need to understand that I am still not a computer programmer. This is just a baby step into developing more complex things and when I was in high school and even college, I loved comic strips. Even into adulthood I…
From AI Financial Advisor To Portfolio Action
This week I have started some year end tax planning and thanks to AI, I have also updated my investment portfolio based on some of their recommendations. Regular readers of this blog know that I believe in the three bucket portfolio: taxable, tax deferred and tax exempt. The link in the prior sentence has some…