Institutional Portfolio Intelligence
Upload your portfolio CSV. Watch Buffett, Burry, Ackman, Cohen, Graham, Damodaran and 4 more AI agents debate your holdings, cast formal votes, and produce written committee minutes — in minutes. 5 session modes: Portfolio Review, Daily Brief, Weekly Committee, Options Expiry Review, and Performance Dashboard. Works with Fidelity, Schwab, Vanguard, Empower & more. Free — bring your own Anthropic API key. Not financial advice. Educational tool only
I'm Kraig — I've worked in Private Wealth for 30 years and built this on weekends using Claude.
The idea: what if every individual investor had access to a full institutional investment committee? Not generic AI advice, but 10 distinct agents each with their own philosophy, algorithms, voice, and vote.
Buffett looks for moats. Burry hunts for what everyone is missing. Najarian grades your options trades A through F. They all disagree.......which is the point.
Try it free at the link above. Bring your own Anthropic API key and upload any portfolio CSV.
Would love your feedback, especially from anyone in finance or wealth management. What would make this useful for your practice?
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