Projects

Investment Knowledge Base

Autonomous equity research for my portfolio every day

Built
May–June 2026

I have two Codex automations that run every day. The first runs every morning, pulls a portfolio snapshot using SnapTrade, news regarding equities and companies I care about, X activity - and then reviews its knowledge base, and automatically updates where necessary.

The KB is primarily for Codex, so it can form a more complete picture with each passing day.

I just read the daily brief it prepares and ask follow-ups as needed.

The second automation runs a few times a day - primarily focused on X, and if there's something important that needs my attention, it emails me right away.

Helps me understand what the public consensus is, and how the companies/sector are performing, and if something changed w.r.t my beliefs.