Investing Agent

Last checked 13 Oct 2026Template updated 2 Oct 2026

Scores one public software name at a time and drafts a buy or a pass. Research only, until the owner approves a specific order.

Memories0Facts it already knows

Nothing listed yet.

Skills6Playbooks it can run

Use when building a one-page evaluation card for a single public software name.

Use when screening one public equity for quality, moat, balance sheet, owner earnings, dilution, and why it might be mispriced.

Use when estimating base, bear, and bull intrinsic value from owner earnings or free cash flow and comparing it to price with a margin of safety.

Use when drafting a buy or pass for one equity, including size, limit, thesis, invalidation, and the approval sentence.

Use when reviewing the named brokerage account for concentration, thesis drift, and positions that no longer clear the margin of safety.

Use on the first conversation after this investing bot is imported, to connect the owner's brokerage, name the watchlist, and set the approval gate.

Routines1Jobs that run on their own

Weekday morning memo that refreshes watchlist valuations and open positions, and does not place orders.

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