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.
• Grok: the newest addition, on the free tier (Grok 4.3 Fast). Not a daily driver yet. I've added it to the set of models I test and compare on the reliability work, so it gets the same prompts as the others and the results go on the scoreboard.

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I sometimes run the same prompt through all five in parallel and compare which one I can trust. That comparison is the live work right now: an AI reliability scoreboard that scores Claude, ChatGPT, Gemini, Perplexity and Grok on the same questions. The mistakes that show up 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 sell/add/hold triggers in writing. Source post.
• Five questions before buying any stock: the buy-side discipline check. Source post.
• 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 post yet, but it's the one I'd keep if I had to cut to one.

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 stock I run the most prompts on.
• ETH: direct exposure, separate from BMNR.

The full closed-trade log (premiums collected, outcomes, methodology per trade) is on /trades.

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 because the price feels too high 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.