AI Investment Assistant
Use Buda to automate portfolio monitoring, investment signal generation, and financial content creation
AI Investment Assistant
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.