Description
Solo Fund AI is a tool designed for solo investors seeking structured decision logs. It offers a unique five-station process that includes Executive Summary, Authorization, Directive, Request, and Workflow. This structured approach helps investors make informed decisions by framing questions, identifying constraints, and documenting assumptions and data gaps. Solo Fund AI emphasizes intellectual honesty by highlighting what is unknown, encouraging users to build a comprehensive decision log.
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The platform provides a conservative, rules-based journal flagging system that defaults to 'no further action recorded' when notes are incomplete or data gaps dominate. This ensures that users remain the decision-makers, with the tool serving as an organizational aid rather than a directive force. Solo Fund AI is privacy-focused, allowing users to paste holdings without turning their portfolio into training data for public models.
Pricing options include a Starter plan with 300 credits per month, a Pro plan with 800 credits, and a Fund Desk plan with 2000 credits. Each plan offers varying levels of access to features such as risk rule presets, history export, and priority support. New users receive 50 free credits, allowing them to conduct approximately six full decision-log runs before committing to a paid plan.
Solo Fund AI is not an investment advisory service and does not provide trade execution or custody services. It is designed to help investors maintain a consistent and structured approach to decision-making, reducing impulsive actions and fostering a disciplined investment process.
- CategoryAI Trading & Investing Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
Solo Fund AI's Core Features
Structured decision logs
Five-station process
Conservative request outcome
Privacy-focused design
CSV and PDF export
Risk rule presets
50 free credits
No brokerage login required
How to use Solo Fund AI?
Sign up: Register for an account
Log in: Access your dashboard
Configure: Set up your decision log parameters
Use: Run analyses using credits
Export: Save logs as CSV or PDF
Solo Fund AI's Use Cases
- Investment Decision Logging
- Risk Management
- Portfolio Analysis
- Educational Tool
- Privacy-Conscious Investing
