AI investment committee
Load what you own. Eight Claude analysts, each with one lens, propose trades and rate each other's ideas. A CIO rules, and every order comes with a new weight, a limit price and an expiry.
Upload ISINs and weights, or pick holdings from a list. Set your risk, horizon and a cap on any one company.
Eight members (data, news, US tech, income, growth, research, goals, tax) each propose a buy and a sell.
Each scores the others' ideas from −5 to +5. A wide spread marks a contested idea.
The CIO approves up to three. House rules check the money adds up, then each order gets a limit and an expiry.
Upload a CSV or pick holdings from the list. The committee only knows what is in the table below.
One line per holding, comma-separated. Weights are % of the whole portfolio, and with the CASH line they add up to 100.
isin,weight,price IE00BK5BQT80,40,138.50 IE00B5BMR087,20 US67066G1040,8 CASH,8
The list has common ETFs and large shares. Anything else: type its ISIN.
A broker screenshot works too: upload it and Claude reads it into the table.
| ISIN | Name | Type | Weight % | Price € optional | Remove |
|---|---|---|---|---|---|
| Cash to invest | |||||
| Total | |||||
| Portfolio value € (optional, for euro amounts and shares) | |||||
Convene the committee and the sitting appears here, live, step by step.
Each member argues from one lens and proposes up to two ideas, sized in points of the portfolio.
Every member scores the ideas they did not propose, from −5 to +5. Spread shows how much they disagree.
The CIO approves up to three ideas, then the house rules check them. Each order gets a limit from the line's usual daily move.
The committee recommends; you decide. This is not regulated financial advice. Claude cannot browse, so a name or price it fills in comes from memory and is marked; check the ISIN and the live price before you place an order. Your holdings and the last sitting are kept in this browser only. An independent tool that runs on Claude; not made or endorsed by Anthropic.