What I'm using right now

AI tools I use for investing

• Claude — primary reasoning, the filter prompt, long-form thinking. The one I trust most for "show me what you assumed."
• ChatGPT — live web research, earnings dates, anything that needs a recent web pull.
• Perplexity — quick lookups, source-checking, hunting down a specific quote or filing.
• Gemini — used a lot on the go for general lookups. Tried it for options work earlier this year and it was overly bullish and fabricated data — both documented on Lessons. Stays out of the options workflow for that reason; still useful for general information when I'm away from the desk.

I sometimes run the same prompt through all four in parallel and compare. The mistakes that show up that way get documented on Lessons with screenshots.

Investment platforms

• Robinhood UK — main account. Covered calls and US equities. My referral link if you want to open an account — both of us get a free share when you fund it.
• Trading 212 — UK ISA. Smaller, longer-term positions.

Disclosure: the Robinhood UK link above is a referral. If you open an account through it, both of us get a free share. I don't get paid by Robinhood and the recommendation isn't conditional on the referral — I'd use them either way. No other affiliate links on this page.

Research platforms

• Qualtrim — fundamentals dashboards and AI-summarised filings on the names I follow.
• The AI tools above — most of my research now runs through Claude, ChatGPT and Perplexity rather than a dedicated equity research platform. The find-the-value scan in the next section is the load-bearing one.

Prompts in current rotation

• The filter prompt — the one I keep if I had to drop everything else. Source post.
• Pre-trade earnings prompt — the morning before a held company reports, to commit trim/add/hold triggers in writing. Source post.
• Five questions before buying any stock — the buy-side discipline check. Source post.
• Morning AI investing routine — 30-minute scan before market open. Source post (auto-publishes 2026-06-02).
• BMNR re-entry discipline check — after each closed covered-call cycle, before re-opening. Source post.
• Earnings call analysis (5 prompts) — after the call, on what the language actually said. Source post.
• Find-the-value scan — at the start of each month, against a defined shortlist: which name is furthest below its 200-day moving average? AI as filter, not as recommender. No source post yet — running it raw.

Tickers I follow

Held positions I run prompts on:

• META — added back this year after the Q1 capex sell-off. The first new position back in under the "one a month from the watch list" rule below.
• BMNR — covered-call rotation. The position I run the most prompts on.
• ETH — direct exposure, separate from BMNR.

Watch list:

• ASML
• MSFT
• NFLX
• UBER
• AMZN
• SPGI

What I'm avoiding (and why)

Stocks I'm sitting out for now despite wanting in. Usually a valuation call rather than a view on the business.

• GOOGL — held previously, want back in. The run-up has been too steep to chase. Waiting for a pullback.

The discipline I'm enforcing this month

Diversifying out of over-concentration. One new position per month, from my watch list, bought on a dip rather than chased. META was the first one back in under this rule.

Reading and following

• Joseph Carlson — YouTube + Substack. Similar disposition, US-investor lens, the closest comparable to how I think about long-side positions.
• Invest with Henry — YouTube. Where I started learning options. I go back when I want a refresher on a specific strategy.
• Monevator — UK investor blog with a decade of voice. The grown-up reference for British DIY investing.