One of the most depressing Reddit forums (at least for me) is the /r/povertyfinance and I only visit it about once a quarter to see what is troubling people. A quick glance at many of the headlines will probably depress you so tread cautiously. After doom scrolling through the doom posts, it suddenly hit me…
Category: AI
Artificial Intelligence related
Having AI Audit AI On My Trades
As I use AI and AI created programs to drive my investment portfolio, I considered it was a good time to step back and have a closer look at the things AI is generating and perform an “audit” on what I’m doing right now. Who better to audit AI than another AI? The image below…
First AI Driven Put Credit Spread
I decided to take the plunge and let AI run my first put credit spread. It looked at a few options from the latest report and I picked EFA. The AI “suggestion” was to buy the $85 Put and sell the $92 put for a max profit of 6% on the trade on EFA. I…
New App: Bull Put (Credit) Spreads
I continue to invest time and energy in AI to help me build apps to optimize my investments. I finally got around to building a bull put credit spread app to scan data and find the best opportunities for returns or safety. Below are screen shots of the first run on April 17, 2026. I…
Volatile Market, AMZN Collars To The Rescue
Warren Buffett’s two rules of money are simple. #1 Don’t lose money, #2 See rule #1. To that end, it’s been an extremely volatile market to say the least. There is a non-war war going on, oil infrastructure has been destroyed and there may be more to come. Since I don’t like losing money, I…
AI Saved Me $1700 In Taxes (Correction Post)
I wrote a post a few weeks ago about how I owe Uncle Sam $10000 and I normally file my taxes the first week of April to leave time for rejections/corrections and payment processing. I opened up TurboTax again and something just didn’t feel right about the whole tax situation. What bothered me the most…
AI: Entry Points For JEPQ
With the help of AI, my investment portfolio is starting to fire on all cylinders. As I approach retirement, income generation and capital preservation are two key things that are the most important thing to me. I have a small position in JEPQ for it’s excellent yield however my position is small because I don’t…
How I Research A Trade (Now With AI)
Back in the pre-AI days which I’ll now refer to as B.AI. I would spend hours searching the internet for articles on particular topic that caught my interest. For example, let’s say I read an article about the shortages of corn. We know corn is used as a food source but also an input into…
Q1 2026 Returns
I had hoped to have created some dashboards of all brokerage accounts today but I got too busy at work and other activities but I did run summaries and critiques of my accounts. Because every broker has different file formats when downloading transactions it creates extra work. AI can parse through most of it but…
Sneak Peak: Beautiful Quarterly Return Dashboards
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…