r/AIportfolio

I am trying to make a Claude project with this. Anyone with experience here?

I have some money sitting in my checking account from dividend proceeds, I have never been an active investor, I am more passive sit back and let the dividends show up type. Having said that the other day I decided to try my hand at active investing, I opened an online Fidelity account and put a few thousand into it as starter funds to experiment with, and get to know the platform.

What I am doing is using Claude (Fable or Opus 5), I am having it generate a list of what it thinks are potential undervalued daily picks, then through guided research narrowing it down to a pick of the day, and investing at least $100 in it, and let it ride to be re-evaluated periodically. Spending no more than about an hour refining the list down to a top 3, and then not more than another hour refining it down to a pick of the day, for every additional hour of my time that goes into the pick, the investment goes up by $100 to in theory compensate me for my time (I'm retired by the way). On alternate days I let AI do all the work, deep dive into whats going on with the stocks, any landmines, etc. The goal is two fold, can my guided questions with AI lead to a better outcome than a straight AI pick, and will this outperform an index fund investment.

Let me give you an example of what a typical pick might look like, A stock that had what on the surface appeared to be a disappointing earnings call a week ago, took a 30% reduction the next day followed by a couple of more news cycle induced panic sell offs, for example sell off due to the latest tariff or government regulation scare, even though their particular product in the sector is not covered by the regulation, then an announcement of a class action lawsuit over some regulatory compliance issue, or better yet something in the financial investor record (mis stating profits, etc even if it appears to have been beyond their control) driving the stock down for the 3rd time in 10 days. Leaving it at near its 52 week low, while having years worth of locked in orders with government backing.

Does anyone want to guess how this will work out, will AI by itself win, will I win with AI assistance with stock selection, will the index funds out perform all of it, and will I loose my shirt in the process.

Disclosure, I build an AI market analysis tool, so I have a horse in this race.

Everyone building AI for investing seems to chase prediction, and that's exactly where these tools fall apart, an LLM can't tell you what happens tomorrow and pretending it can is how the space got its reputation. What LLMs are genuinely elite at is reading, a thousand headlines, filings, the tape, and telling you in plain English what's actually going on and why the names you hold are moving. Explanation, not prediction.

Curious where this sub lands. Would you actually use AI for explanation, or is prediction the only thing that would move the needle for you? What would it need to show you before you trusted it with context on your own portfolio?