AI Investment Committee

The Investment Committee provides a unique analytical framework for reviewing personal investment portfolios by simulating expert investor debates. Key capabilities include: • Portfolio review by 9 distinct investment philosophies • Formal voting by virtual committee members on holdings • Generation of structured committee minutes and action plans • Support for major brokerages like Fidelity, Schwab, Vanguard, and Empower • Multiple session modes: Portfolio Review, Daily Brief, Weekly Committee, Options Expiry, and Performance Dashboard This platform allows users to upload their portfolio data—via CSV or direct brokerage import—and receive a comprehensive, multi-perspective analysis. The system convenes a virtual committee where each "agent" embodies a specific investment philosophy, from Value Compounders and Contrarians to Fundamentalists and Technical strategists. These agents independently review holdings, cast votes, and articulate their reasoning, helping to surface potential blind spots and validate investment theses. The entire process delivers a detailed verdict, including per-position votes, conviction scores, risk flags, and suggested options strategies, all within minutes. Designed as an educational tool, it offers institutional-grade analysis accessible to individual investors. It's ideal for those seeking to rigorously examine their portfolio through diverse, battle-tested investment lenses without requiring complex software or external consultations. This platform empowers investors to make more informed decisions by gaining a deeper understanding of their holdings from multiple expert viewpoints. The product is free to use; users only need to provide their own Anthropic API key.