47 lines
2.5 KiB
Markdown
47 lines
2.5 KiB
Markdown
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# Invest Copilot — Vision & Positioning
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## One-Liner
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AI-native investment research and portfolio copilot for retail investors who want institutional-grade intelligence.
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## The Problem
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Retail investors have three choices:
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1. **Free but shallow** — Yahoo Finance, Finviz, TradingView (free tier). No AI analysis. No alternative data. No smart alerts.
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2. **Expensive & clunky** — Bloomberg Terminal ($25k/year), Koyfin ($300+/year), Morningstar. Legacy UI. No AI.
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3. **Manual** — Read SEC filings, scan Reddit, track options flow across 10+ tabs. Time-inefficient, emotion-driven.
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## Our Edge (Why This Wins)
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| Capability | TradingView | Koyfin | Bloomberg | **Invest Copilot** |
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|---|---|---|---|---|
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| Real-time charts | ✅ | ✅ | ✅ | ✅ |
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| Screener | ✅ basic | ✅ basic | ✅ pro | ✅ AI-assisted |
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| SEC filing analysis | ❌ | ❌ | ✅ $25k/yr | ✅ LLM-powered |
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| Insider trades | ✅ | ✅ | ✅ | ✅ + clustering signals |
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| Institutional ownership | ✅ | ✅ | ✅ | ✅ + 13G amendment tracking |
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| Alternative data | ❌ | ❌ | ✅ paid | ✅ free tier + paid |
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| Sentiment analysis | ❌ | ❌ | ✅ paid | ✅ multi-source |
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| Sector rotation alerts | ❌ | ❌ | ✅ | ✅ automated |
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| Strategy backtesting | Pine Script only | ❌ | ✅ | ✅ multi-strategy |
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| Watchlist agents | ❌ | ❌ | ❌ | ✅ intelligent alerts |
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| Mobile-first UX | ❌ | ❌ | ❌ | ✅ native PWA |
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| AI copilot chat | ❌ | ❌ | ❌ | ✅ context-aware |
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## Target User
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- Self-directed retail investors with $5k-$500k portfolios
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- Tech-comfortable (use Robinhood, Webull, or similar)
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- Want institutional-grade data without institutional price tags
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- Active traders (swing trading, position trading)
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- Value-time-rich (willing to research but want tools to accelerate)
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## Core Principles
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1. **Data depth first** — Better data than free tools, approachable pricing
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2. **AI as amplifier, not replacement** — LLMs synthesize, humans decide
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3. **Mobile-first PWA** — Works on phone, tablet, desktop. No app store dependency.
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4. **Open data, open strategies** — Community-contributed strategies (like TradingView's Pine Script)
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5. **Privacy-first** — Watchlists, strategies, and alerts are private
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## Success Metrics
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- **Day 1**: User can search a stock, see full profile, and get AI analysis in <10 seconds
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- **Month 1**: User creates watchlist, applies 2 strategies, receives 1+ actionable alert
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- **Month 3**: User has 3+ active watchlists, 5+ strategies, sector rotation alerts firing
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- **Month 6**: User's strategy backtest results beat buy-and-hold by >5% annualized
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