Free Starter Kit

Build Your AI Investing Assistant

Free Starter Prompt & Verification Checklist

A guided setup interview, a reusable investing profile, a research prompt, a verification checklist, and an organization system for ChatGPT, Claude, or another capable AI assistant.

This is not a prompt that tells you what to buy. It is a framework for teaching an AI assistant how you invest — and for checking its work before you risk real money.

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What's Inside

Six Parts, One Workflow

You are not training a new AI model. You are giving an existing assistant a clear, reusable description of your goals, strategies, risk limits, decision rules, and verification standards.

Guided setup interview

The AI asks one question at a time and learns how you actually invest — goals, style, approved and prohibited strategies, sizing, entries, exits, and event rules.

Portable investing profile

The AI writes a saved profile you can correct, update, and move between platforms when memory resets or you switch tools.

Company & trade-plan prompt

A reusable request for research, strategy comparison, management rules, and a defined invalidation point — with grades for company, valuation, and today's setup kept separate.

Human verification checklist

A required audit of facts, dates, filings, charts, option chains, events, and personal risk before a single dollar moves.

Organization system

A simple structure that keeps research, trade plans, journals, and system builds from turning into a pile of forgotten conversations.

Final human authority

The AI can organize and challenge. You verify and decide. A valid result may be a trade, a conditional plan, waiting, or no trade at all.

AI proposes. You decide.

AI IDEA → CURRENT SOURCES → CHART → ACTUAL TRADE → PERSONAL RISK → HUMAN DECISION

A prompt is not a truth serum. Telling an AI not to guess does not make mistakes impossible. Your protection comes from checking sources, dates, numbers, charts, live trade data, and personal risk.

The Download

15 Pages, Copy and Paste Ready

Build Your AI Investing Assistant — Free Starter Prompt and Verification Checklist, a 15-page guide from Practical Income Investing.

Direct download: build-your-ai-investing-assistant-starter-kit.pdf

15 pages · PDF · No email required

One thing before you start. Do not paste account numbers, login credentials, API keys, addresses, full account balances, buying power, or private customer information into any AI assistant. Percentages, portfolio ranges, and one-contract educational examples are usually enough.

Educational content only. Nothing in this guide is financial, investment, tax, or legal advice. It does not provide trade recommendations — it helps you organize research and build a process that reflects your own goals, experience, strategies, and risk limits. Investing and options involve risk, including the possible loss of principal. AI tools can be wrong, outdated, or overconfident. Verify all information independently and consult qualified professionals when appropriate.