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…
Building Apps With Gemini Pro – My First App
I’m excited to showcase my first web app. Yes, it’s fairly primitive but you need to understand that I am not a computer programmer. The last time I coded anything I was in High School decades ago although there was a computer class or two in college that I may have taken. But first, let’s…
2025 Tax Planning and 2026 Tax Pre-Planning
There’s only a couple of weeks left in December of 2025 so I decided to ask AI what I should consider from a tax planning perspective for 2025 and 2026. Gemini AI Recommendations Since the current date is December 2025, you are in the critical “final stretch” for the 2025 tax year. The following checklist…