Solo Fund AI — Decision desk for solo investors

Product walkthrough

From question → five stations → structured report

Illustrative walkthrough of a real-shaped run: question → stations → Directive & conservative auto-Request. (Live runs use your credits and n8n workflow.)

How it works

01Summary

02Auth

03Directive

04Request

05Workflow

Expand a real-shaped sample report

Click to open. See the Directive fields and Ticket outcome a desk run produces.

Sample · NVDA add? · Weight 4% · Book $150k ▾

Solo Fund AI — Decision Log Risk preset: Balanced desk Holdings: NVDA 4% · cost 118.50 · last (desk-fetched) 01 Exec Summary Problem: Whether to add to NVDA given 4% weight and $150k book. Restrictions: Single name ≤15%; post-add ≤40%; max DD 25%; 90-day review. 02 Authorization Single task: Size the incremental add under the 15% single-name cap. Result: Room to ~11% more weight before the hard cap; any add needs a kill level vs cost. 03 Directive Source: User holdings + desk marks Working notes: Hold / staged add only if thesis is written; no chase without kill condition. Exit criteria (user checklist): Exit if thesis breaks OR −15% from average cost, whichever first. Journal lean: document only / no action path logged Size maths note (not an instruction): If adding, ≤2% of book in one tranche Assumptions: 1. Book size and weight provided by user are accurate 2. No leverage; cash is available What we don't know (data gaps): 1. Full portfolio correlation to NVDA peers 2. Tax lot details beyond stated cost basis 04 Request No further action recorded (auto) — incomplete notes / data gaps dominate 05 Workflow Owner: User · Next review: 90 days or thesis change · Status: NO_FURTHER_ACTION_RECORDED

Memo · JudgmentClear call under your rules

Memo · Kill conditionPre-committed exit

Memo · Data gapsWhat we don’t know

TicketFurther review / no further action

AssumptionsStated, not hidden

Size suggestion% of book, not vibes

Request on live runs is automatic and conservative (not trade approval): incomplete notes → no further action recorded.

Full sample log page →

Before vs after the desk

Emotional trading or generic chat vs a fixed decision desk.

Before · Emotional / ChatGPT

Process
Ask anything → get a paragraph
Risk rules
Optional, easy to ignore
Exit plan
Often written after the loss
Honesty about unknowns
Model may fill gaps silently
Holdings context
You re-explain every chat
Record keeping
Scrollback disappears
Default when unclear
Confident-sounding answer

After · Solo Fund AI desk

Process
Fixed 5 stations every time
Risk rules
Presets applied on every Pro run
Exit plan
Exit criteria noted in Directive
Honesty about unknowns
Explicit “what we don’t know”
Holdings context
Optional paste + cost basis + marks
Record keeping
History + Pro CSV / printable export
Default when unclear
Conservative Request → no further action recorded

Pro feature

Export is part of the product — not an afterthought

Serious investors keep a trading journal. Pro and Fund Desk unlock history export so desk runs become a decision log you can review in a month — not a chat you lose.

CSV export — spreadsheet / Notion / journal apps
Printable report — browser Print → PDF for your archive
Risk presets + export on the same plan

See Pro plans Decision log guide

solo-fund-ai-history-20261009.csv -------------------------------- id,role,content,created_at 1042,user,"Should I add NVDA? weight 4%...",2026-10-09 09:12:01 1043,assistant,"01 Exec Summary ... Exit criteria (user checklist): ...",2026-10-09 09:12:48 → Import to Sheets / Excel / journal → Printable view also available in-app

Your book is private

Position size, cost basis, and “book $150k” are sensitive. We designed the desk so you can paste holdings for a single run without turning your portfolio into training data for a public model.

Not used to train public models

Your prompts and holdings are for running your analysis — not for open model training by us.

No custody, no brokerage login

We never ask for broker passwords. Paste only what you choose, when you choose.

You control the log

Clear chat history anytime. Export on Pro when you want an offline copy.

50 free credits — low barrier, real desk reps

New accounts get 50 credits. At 8 credits per full analysis, that’s about 6 complete decision-log runs before you pay.

Enough to learn the format

Run the same idea twice with different presets. Compare Memo quality before upgrading.

No card required to start

Register, spend welcome credits, decide if the desk fits how you invest.

Then packs or Pro

Pay-as-you-go credits, or monthly refill with export + risk presets on Pro.

Claim 50 free credits

From the research desk

Templates and essays for investors who care about process.

Important notice

Not investment advice. Solo Fund AI is an educational decision-log and process tool. It does not provide regulated investment advice under Hong Kong or other law.
Not a recommendation or solicitation. Any structured notes (including risk thoughts, exit criteria, or journal fields) are for your own review. They are not an offer, invitation, or instruction to acquire or dispose of any security or virtual asset.
You decide. All investment decisions remain solely yours. Do not treat desk outputs as orders, approvals to trade, or advice tailored to your circumstances.
No execution / no custody. We do not place trades, connect to your broker to trade, or hold client assets.
AI limitations. Model output may be incomplete or incorrect. Always verify facts and consider your own situation, or consult a licensed professional if needed.
Jurisdiction. Access may be restricted where local law requires licensing for similar activities. You are responsible for compliance in your location.

Log your next decision before you act

Record exit criteria and data gaps before you act — not after the drawdown.

Start with 50 free credits How it works

Before you act on an idea,
complete the decision log.