Finance · Beginner
A four-week self-paced programme that shows you how to configure AI assistants for portfolio analysis, trade signals and everyday money management — no coding required.
You already know what a disciplined process looks like. You have read about position sizing, you keep an eye on your spending, and you have a rough idea of how your portfolio is allocated. What you do not have is the two or three hours a week it would take to do all of that properly — so the review gets postponed, the notes stay unwritten, and the budget spreadsheet is three months out of date.
The gap is rarely knowledge. It is repetition. Reading a broker statement, comparing option strategies, checking whether a position still fits your plan, sorting a month of card transactions into categories — each of these is a small task that costs attention and gives back very little in return. Done manually, they compete with the decisions that actually matter.
AI assistants change that arithmetic. A well-configured assistant can read a statement and return a categorised summary in a minute. It can walk through an options position and describe the payoff profile in plain language. It can hold your own rules in memory and flag when a trade idea drifts away from them. The work does not disappear, but the routine part of it does.
This programme is about building those routines deliberately. Over four weeks you set up your own assistants, feed them your real numbers, and end with a small set of workflows you can repeat every week — for your portfolio, your trade ideas and your household budget.
By the end of the programme you will have working setups, not just notes.
Configure an assistant with your income, fixed costs and goals so it answers questions about your money in your own terms.
Feed transactions in and get back categories, trends and the three or four places where money actually leaks.
Ask for allocation, concentration and overlap in a consistent format instead of a vague opinion.
Use the assistant to lay out the downside case first, so the decision is not driven by the upside story.
Describe a position in plain language and get back the payoff profile, the breakeven and the main risk.
Turn criteria you already trust into a repeatable checklist the assistant applies the same way every time.
Set up a script that places a test order from a signal, so you can see how automation works before it touches size.
Write a simple script that watches your conditions and notifies you instead of you watching charts.
Combine the assistants into one short routine covering portfolio, open trades, spending and next week's plan.
The programme is built from recorded video lessons and step-by-step written instructions. Each lesson is short enough to watch in one sitting and specific enough to act on immediately: you open the tool, follow along, and finish with something configured on your own screen rather than a page of theory.
Every module ends with a practice assignment that uses your own numbers — your transactions, your portfolio, your trade criteria. The assignments are designed so that skipping them makes the next module harder, which is why the pace is one module per week rather than one long sitting.
Everything is self-paced. You can move through the four weeks in four weeks, spread them over two months, or work through a module in an evening when you have the time. The lessons, templates and written guides stay in your account, so you can return to a specific setup months later when you want to rebuild it.
Five modules, twenty lessons, one working system at the end.
Short, screen-recorded walkthroughs you can pause and repeat at your own pace.
Every setup written out, so you can follow without rewinding a video.
Ready-made prompts for budgeting, portfolio review, options analysis and signal building.
One assignment per module, built around your own transactions and positions.
A complete signal-to-order walkthrough you can adapt to your own broker setup.
A one-page routine that ties the assistants together in about twenty minutes.
Lessons and templates stay in your account, including later revisions.
Take the budgeting assignment from the first module. You export a month of transactions from your bank, drop the file into your assistant, and ask for a categorised summary. The first answer is usually wrong in a few places — a transfer counted as spending, a subscription filed under the wrong heading — so you correct it and save the corrections as rules. By the third month the assistant gets it right without prompting.
The trading modules work the same way. You describe a position you already hold, ask for the payoff profile and the main risk in plain language, then check the answer against your broker's own risk display. Where the two disagree, you have found either a gap in your prompt or a gap in your understanding, and both are worth knowing about before you add size.
The automation module is the most hands-on. You install an environment, connect to a broker's test interface, and place an order that never reaches the market. The point is not to hand your account to a script — it is to see exactly which steps can be automated safely and which ones should stay manual.
A month later, the difference is not that you have a robot trading for you. It is that the boring parts take a fraction of the time. Your monthly spending review is a file drop and a five-minute read. Your portfolio check happens on a schedule instead of when something feels wrong. Your trade ideas arrive with the risk case already written next to them.
You also end up with something less obvious: a record. The prompts, corrections and rules you save along the way become a written description of how you actually make financial decisions — which is far more useful in a difficult week than a vague memory of what you intended.
From there you can extend the setups in your own direction: more data sources, more instruments, a different broker, a second assistant for a specific task. The programme gives you the pattern; the repetition is yours.
Plan for two to three hours a week: roughly an hour of video and one to two hours of practice on your own numbers. The lessons are short, so you can also split a module across several evenings.
No. The first two modules use an AI assistant through its normal chat interface. The automation module introduces a small amount of Python, but every step is written out and recorded, and the goal is to run and adapt an existing script rather than to write software from scratch.
A computer, an account with an AI assistant, and some real material to work with — a few months of bank transactions and, if you invest, a portfolio statement. For the automation module you will also need a broker account that offers an API; a test or paper environment is enough.
Access opens immediately after checkout. You receive a link to the course area where all modules, templates and written guides are already waiting, and you can start with the first lesson straight away.
Recorded video lessons with screen walkthroughs, each paired with written step-by-step instructions and the prompt templates used in the lesson. There are no live sessions to attend, so you can work at whatever hour suits you.
The materials stay in your account permanently, including later revisions. Many people return to the automation module months later when they want to rebuild a setup.
The course works with free tiers of the main tools, though a paid AI assistant plan gives noticeably better results on long documents. Any paid data source or broker feature is optional and clearly marked in the lessons.
Yes. If the programme is not what you expected, write to us within 14 days of purchase and we will refund the full amount, no explanation required.
Yes. The options lessons are one part of the second module; the budgeting, portfolio review, signal building and automation material applies to shares, ETFs and general portfolio work as well.
Twenty recorded lessons, five modules and a set of templates you can put to work on your own numbers the same evening.