From 0 to a 24/7 Financial Copilot on Your Phone

You're already using AI. Copying and pasting into ChatGPT, asking the same questions every morning, losing context every session. It works, but it doesn't compound.

This course teaches you to build an AI agent that knows your business, your rules, and your schedule — and works for you around the clock. It briefs you every morning. It monitors what matters. It escalates what's urgent. And it lives on your phone.

No coding required. No CS degree. Just clarity about what you need done.

This System Runs While You Sleep

Every morning at 7AM, I get a briefing on my phone. Market moves. Portfolio status. Content opportunities. The one thing I should focus on today. I didn't ask for it, my agent sent it because that's its job.

At midday, another check-in. At market close, a full review. If something breaks, I hear about it in seconds, not days.

I built this system the same way you will in this course: not by writing code, but by defining exactly what I needed an AI to do, how it should think, and when it should escalate to me. The result is four agents running 15 scheduled jobs a day on a $6/month server.

This course is exactly how I did it. Step by step. Every decision documented

Course curriculum

1

Start Here - Free Preview
- What You're About to Build Free Preview
2

Module 1: The Foundation
- From Foundation to First Contact
3

Module 2: The Identity Layer
- Teaching your agent who it works for and how to think
4

Module 3: Investment Intelligence
- The Investment Intelligence Layer Portfolio Monitoring, Conviction Levels & the Crash Playbook
5

Module 4: Heartbeat System
- Proactive Monitoring, Smart Alerting, & Custom Skills
6

Module 5: Security & Guardrails
- Defending Your Agent Now That it has Real Power
7

Module 6: Model Routing
- The Right Brain for the Right Job
8

*Bonus Module 7: Google Workspace Integration
- Email & Communication Integrations
9

Module 8: Second Brain
- Long-term Memory, Decisions Tracking, and Compounding Intelligence
10

Module 9: Build Your Agent Army
- Deploy Specialist Agents, Coordinate Through Shared Files, and Build an Organization that Scales With You

Build Your Investment Personal Assistant

From 0 to a 24/7 Financial Copilot on Your Phone

This System Runs While You Sleep

EDUCATIONAL PURPOSES: NOT FINANCIAL ADVICE

Course curriculum

Pricing Plan

Founding Member

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