Tony Ojeda North Carolina, USA 1H AGO

AI is useful for researching investments, but most workflows stop at “What should I buy?” The harder part comes afterward: Does the idea make sense given what I already own? What would make me add to the position? When should I take profits? What evidence would prove the original thesis wrong? And how do I track all of that without constantly watching the market? I use AI to turn a one-time investment research session into an ongoing decision and monitoring system. I start by asking AI to research the market for potential opportunities. In my case, I look specifically for strong mean-reversion trades, but the same workflow could start with value opportunities, macro themes, sector rotations, individual stocks, crypto, or almost any other investment strategy. Then I give AI my actual portfolio so it can evaluate those ideas in context. After I decide which recommendations I agree with and manually make the trades, I have AI convert each investment thesis into explicit rules for what should happen next. Finally, I turn those rules into automated monitors that periodically check market conditions and alert me only when something happens that warrants another decision. Step-by-step: 1. I define what I’m looking for by asking AI to research potential investment opportunities using criteria I care about, such as mean reversion, valuation, momentum, macro conditions, risk/reward, or another strategy. 2. I have AI investigate current market conditions and rank the opportunities, narrowing a large universe down to a manageable set of ideas worth examining further. 3. I pressure-test each thesis by asking why the opportunity exists, what could drive the expected outcome, what the major risks are, and—most importantly—what evidence would invalidate the thesis. 4. I provide my current holdings so AI can identify overlapping exposures, concentration risks, hedges, or positions that conflict with the new ideas. 5. I ask AI which existing positions the research suggests reviewing and where new exposure might make sense. The goal is a small number of actionable decisions rather than a giant list of interesting trades. 6. I review the analysis and independently decide whether to buy, sell, hold, or do nothing. I keep actual trade execution under human control. 7. Before the market moves, I define the next decision for every position by asking AI to identify conditions that would warrant reviewing whether to: - Add - Take profits - Reduce exposure - Exit - Reconsider the original thesis 8. I turn those conditions into automated monitors. I have ChatGPT periodically check the relevant prices, yields, economic indicators, news, or other variables. Instead of sending routine updates, I tell it to alert me only when a predefined trigger occurs. 9. When a trigger fires, I return to the original thesis with the new information and decide what—if anything—should change. Instead of using AI for isolated investment recommendations, I now have a repeatable loop for managing an investment thesis over time: Find an opportunity → Understand it → Compare it to what I own → Make a decision → Define what would change my mind → Let AI watch for it The most useful part may actually come after the investment decision. By deciding in advance what evidence would make me add, take profits, or reconsider the thesis, I don’t have to start my analysis from scratch every time the market moves. AI becomes a persistent research and monitoring layer while I remain responsible for every investment decision and trade.