Wondering if anyone is successfully using an AI agent to support their investing strategy. Not necessarily doing the trades for you, but allowing you to upload your position and then have it give you a daily gameplan in C any moves to make that day, important events for the day/week, as well as new recommendation on where to put newc money (accounting for my age, risk tolerance, other positions, etc). Not so much for day trading, but investments for weeks-months.
I tried (knowing realtime data isn’t available) uploading to Gemini (haven’t tried chat GPT) and it was helpful with compiling some stuff.
Thanks.