AI and I are starting to build some really great things. The latest thing I am working on are dashboards for my investment portfolio. I have multiple accounts at multiple brokerage accounts. There are many reasons but part of it is account diversification and keeping within limits of FDIC and SIPC limits.
After a reader asked for more specific breakdown of returns, I decided that I really needed a re-usable tool to do that on a quarter by quarter basis so I’ve been working with AI to build some dashboards. The screenshots below are from a dashboard for one of my accounts.
The process to create it was simple. I downloaded the transactions from January 1st thru March 26 and asked AI to create a detailed dashboard then I asked it to create a simplified version.
The final output is HTML but WordPress has issues with integrating HTML so I have to take screen shots.
The returns for this account for the first quarter are 6.47% (25.88% annualized, if sustained). You will note that there were 85 trades or about 1 per day for the quarter so this isn’t day trading. Often the daily trade involves selling a call or put or executing a buy-write transaction or something simple.
In the image above and below, you can visualize my rotation from IWM to TLT which I wrote about here. I will continue to buy TLT now that the 20 year bond is yielding 5% and I can sell calls on TLT to squeeze out additional income!
The screenshot below is my favorite. It shows how much money I am making per equity from either dividends, interest, capital appreciation or options trades.
I am still tweaking the dashboard, I may create one that has my biggest “mistakes” (losses) and have AI coach me on improving my trades.
Note that AI created all the dashboard information above from a simple file I downloaded from my broker. I plan on setting up a system for all my brokerage accounts and run it quarterly.
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If you’re not using AI to optimize your financial life, you’re going to be left behind so what’s holding you back?