Boštjan Kamnik

AI portfolio management

Your research, your broker, your rules. One assistant connecting them.

A system I built to run my own portfolio with Claude Code. It reads your research, compares it with what you hold, watches your positions every night and keeps every decision on record. When you decide to act, it drafts the order. You approve it in IBKR.

  • Claude Code
  • Interactive Brokers
  • Real Vision or any source
  • Open-source engine
Buy · €255

What it does

  • Weekly check-in

    New research goes into a local knowledge base and is compared with your positions: which names you hold, at what weight, what the source implies. You decide; the decision goes into the ledger.

  • Nightly scan

    After the US close, every position is checked against your rules: trailing drop, risk limit, your stop, over cap or under floor, stale thesis. An e-mail only when something fires, and written proof when nothing does.

  • Sizing and themes

    Floor, natural size and cap are worked out from the live value of the portfolio every night. Theme allocation sits beside it.

  • The ledger

    One file per position: thesis, stop, conviction, when to look again, and an append-only log of every decision with its reason. Quantities and prices always come fresh from the broker.

The weekly check-in: research, knowledge base, portfolio diff, ledger review, decision, and execution as a separate stepThe nightly scan's tripwires on one sample positionOne sample position's ledger, from purchase to trim

All charts use a made-up sample portfolio.

Read how it's designedSee the open-source engine on GitHub

What you get

Open-source engine

Free

  • The ledger and its validation
  • The nightly scan, tripwires and e-mail alerts
  • Sizing bands, price feeds, IBKR Flex fetch
  • GitHub Actions workflows and a sample portfolio

The full system

€255

One-off

  • Claude Code setup prompt that installs and configures everything
  • Guided IBKR Flex setup
  • Skills for research ingest and the portfolio diff
Buy · €255

You need an Interactive Brokers account, a Claude Code subscription and a GitHub account.

One-off payment. You get the full system right after checkout, and we book your setup call.

What it does not do

  • It never sends an order on its own. The assistant drafts, you approve in IBKR.
  • Deciding and executing are separate steps. A decision is recorded when you make it; you execute when you choose.
  • It is not investment advice. It applies rules you set and shows the evidence.
  • It does not do your taxes.