Bring your own rules
Start with your investing plan, position limits, review schedule, and the questions that matter to you.
Your weekly investing ritual
Your investing rules.
A clearer
weekly review.
We're building an AI-assisted workspace to turn your investing plan, research notes, and open questions into a focused weekly review.
You set the rules. You make every decision.
No automatic trading or brokerage connection.
THE WEEKLY REVIEWIllustrative preview
01 / A MOMENT TO REFOCUSYour plan,
Your plan,
back in view.
YOUR RULE
ReviewKeep single positions below your cap
Example holding A is above the limit you set. Add it to your review.
YOUR RESEARCH
Revisit an open question
“What evidence would change my original view?” Keep the source beside the note.
YOUR DECISION
Record what you decide, and why
Keep your reasoning for next week's review.
A concept illustration with fictional content, not an investment recommendation or a live report.
Less scattered research.More deliberate reviews.A record you can return to.
The workflow we're building
One place to connect
your plan and your thinking.
For self-directed investors who want a repeatable process, with AI helping organize the review.
Review what needs attention
Get a structured draft that brings together rule checks, research notes, sources, and unresolved questions.
Keep your reasoning
Edit the draft and record your own decision. Return next week to see what changed and what still needs work.
Support for your process.
You remain in control.
The planned closed beta focuses on research organization, checks against rules you set, and a decision journal. It does not place trades, connect to a brokerage, manage your money, or promise investment returns.
Help shape the closed beta
Make room for
a better weekly review.
We're recruiting early users for AIInvestIndex Weekly. Leave your email and tell us which part of your process you want to improve.
No payment. No portfolio upload.
Just an invitation to help shape the product.