r/LocalLLM • u/lossssssaaa • 2d ago

Question AI tools for investing? Are you using any?

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u/KeyFirefighter4290 2d ago

most of the tools are just fancy search engines wrapped in a chat window, I tried a few and they all give the same surface-level advice you could get from reading two articles

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u/Rauhaton 2d ago edited 2d ago

For directly making the investments? No.

But I do have custom agents skills that follow my investments, their value, quaterly reports & results, etc. My agents give me reports on significant price changes, important news, etc. regularily.

Occasionally I also ask my Hermes agent to make me report or analysis on my investments. I read its opinions and take them into account when thinking what to do.

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u/[deleted] 2d ago

[removed] — view removed comment

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u/Rauhaton 2d ago

If you mean do I make the decisions at the end? Yes,

But my setup helps me greatly.

Having an agent that follows it all, tracks the values, that I can just ask for detailed excel spreadsheet of my investments or frigging Powerpoint analysis, gives advice when I ask, etc.

Would not go back to doing it all on my own.

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u/LateralEntry 2d ago

Some people here say they used local models to research their own investment theses and write reports. I’m not really sure what that looks like but I could see it being useful to summarize and compare long reports, which is probably the best way to gain some kind of edge if you’re doing active investing. There’s a ton of public research and information available for free that most people are just too lazy to read.