Solo Fund AI
VerifiedA structured decision log that walks solo investors through each idea
Product preview
Solo Fund AI
What it is
Solo Fund AI is a decision-log tool for individual investors who want more discipline in how they evaluate ideas. Each idea passes through five fixed stations, producing a structured report with a judgment memo, a kill condition, data gaps, assumptions and a position size suggestion. Users can paste holdings, cost basis and current marks for a run, and past runs are kept in a history. The service describes itself as educational: it does not place trades, connect to brokers for trading or give personalized advice. New accounts receive 50 credits, a full analysis costs 8, and monthly plans add credits, risk presets and CSV or PDF exports.
Key features
- Five-step investment workflow
- Kill conditions and assumption tracking
- Run history
- CSV and PDF export on higher plans
What we liked
- + Encourages a consistent process
- + Free starting credits with no card
- + Clear about not being advice
Worth noting
- · Little public information about the team
- · Credits run out quickly with frequent use
Editor's notes
More context from AI BirdView
Solo Fund AI takes an unusual angle on investing tools. Instead of predicting prices or picking stocks, it focuses on process, prompting you to write down why you are interested in an idea, what would prove you wrong and what information is missing. A decision journal like this is a familiar discipline in investing, and the tool gives individuals a structured way to keep one.
- Every idea runs through the same five stations, so reports are easy to compare over time.
- Reports include a kill condition, a clear rule for when the thesis has failed.
- Data gaps and assumptions are listed separately, making blind spots visible.
- Holdings can be pasted for a single run without linking a brokerage account.
- The company says prompts and holdings are not used to train public models.
It is best for self-directed investors who want to slow down and document their reasoning. It is an educational tool, not financial advice, and the site warns that model output can be incomplete or wrong. A practical tip: revisit old runs after a few months and compare what happened with the kill condition you wrote, since that review is where a decision log pays off.
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