AI Investment Assistant
Use Buda to automate portfolio monitoring, investment signal generation, and financial content creation
Upload your portfolio holdings and research documents to Drive, and your Agent becomes a 24/7 investment assistant — automatically monitoring market movements, generating investment signals, and pushing critical alerts wherever you are.
Four core scenarios
Scenario 1: Portfolio News & Intelligence
The Agent automatically tracks your holdings (stocks, crypto, ETFs) and delivers a daily briefing every morning:
- Fetches multi-source market news, filtering out noise irrelevant to your positions
- Instantly retrieves and analyzes earnings reports and industry developments
- Generates a daily portfolio briefing with key information highlighted
How to set it up: Upload your holdings list to Drive, configure a daily scheduled task, and the Agent handles the rest.
Scenario 2: AI Investment Signals
The Agent synthesizes news, market data, and your current positions to produce clear action recommendations:
- Generates buy / sell / hold signals with confidence levels
- Risk assessment and position sizing suggestions
- You always make the final call — AI provides the analysis, not the decision
Scenario 3: Your Advisor, Anywhere
Whether you're traveling or on vacation, critical signals reach you in real time:
- Instant alerts for price breakouts and major events
- Check your portfolio overview and AI recommendations anytime
- Receive updates directly via WhatsApp, Telegram, or any connected channel
Scenario 4: AI-Generated Financial Content
Built for financial bloggers and investment firm content teams:
- AI auto-generates today's market commentary script
- Produces written reports or digital avatar explainer videos
- Content saved to Drive, ready to preview and publish
How to get started
- Create an Agent and describe your investment style and focus areas in
agents.md - Upload your holdings list and research reports to Drive
- Connect a WhatsApp or Telegram channel to receive real-time alerts
- Set up a scheduled task to auto-generate your daily investment briefing
Disclaimer
AI-generated investment signals are for reference only and do not constitute investment advice. All investment decisions are yours to make.
API Claw — Smart Hardware & Third-Party Developer Integration
Use Buda's OpenAPI to give your hardware or software product cloud-based AI Agent capabilities — no inference infrastructure required
Channels Overview
Choose the right chat channel for your Buda Agent and understand how channel connections, sessions, and rollout work.