I don’t know how Quicken/Intuit will survive, in less than an hour, I built my own financial dashboard and credit card spend and rewards dashboard and it did everything right whereas Quicken made endless errors last time I used it. Financial Dashboard I have a ton of bank accounts and getting a full picture of…
Creating Synthetic Bonds That Beat SPY?
I entered a trade today to test a theory. The premise is around creating a synthetic bond using stocks and option collars. I entered the trade above and then asked ChatGPT to do a comparison. AI Response Below is a clean, apples-to-apples risk-adjusted comparison between your RBLX collar, 1-year T-bills, and SPY, using standard finance…
Built A Bucket List Travel App In Less Than An Hour!
Before you read this post keep ONE thing in mind. I am not a web app developer nor am I an expert in computer programming. I am simply sitting on my recliner while I watch TV in the background and having a conversation with Gemini on my laptop sitting on my lap. This started as…
Gemini Is Amazing, Getting Paid To Wait
I continue to tweak my financial apps and now I am adding some “quality of life” features to them to make things even easier for me. The latest iteration of my put ratio application is down below with some enhancements. I would like to pick up some QQQ but there is no way I am…
First AI Driven Trade – Outcome On January 30
Here are the executions of the first batch of AI driven trades. Back on January 2, I entered two trades based on AI recommendations. The goal was to earn ~1% return within a 30 day window and have zero or minimal losses. Here is the screen shot of the executed trades. Note that the values…
New Year’s Actions!
I’m not going to write a resolution post because without action, resolutions are hopeful activities. So I’m going to write about my New Year’s actions. I’ve already done some of these things and I am definitely going to do the rest soon. Subscriptions (Canceling & Adding) The most impactful thing to my day to day…
Tweaking My AI Apps
I’ve now had a few weeks with my AI built financial trading apps and I am now tweaking and slowly upgrading the capability. I have discovered that AI was giving me some unusual option trades and they were so intriguing that I’ve now changed my mindset around what I was trying to do because AI…
AI & I Are Building Firefox Plugins Now!
After writing a few apps with AI, my productivity and investing prowess has gone through the roof! I wanted to keep increasing my productivity and workflow so I decided I needed a Firefox plugin for an annoying problem. Problem Statement: I read a ton of financial news daily and often these articles will have ticker…
My Taxable Brokerage Portfolio For 2026
Driven in part by AI helping me optimize my investment portfolio, I am updating the ETFs in my taxable brokerage account for 2026. As a high income earner, taxation is a significant issue and driver for me in how I invest my money. Below is a table I created with AI to explain some of…
Happy New Year!
I wish you the best in 2026! I hope you have a great year and all your wishes and dreams come to fruition!