Options Strategist
- Reads option chains and the fitted volatility surface.
- Proposes a structure with a written exit plan before anything is booked.
- Reaches the paper book only after independent critic and risk verdicts.
AI Geniuses for investment research
Find the idea.
Put it to the test.
A harness for specialist AI agents to discover opportunities, investigate evidence, test strategies and monitor a paper portfolio. Give each Genius approved tools, memory and a schedule. You decide what moves forward.
Built by Joe Isaac, drawing on twenty years across energy trading, quantitative risk and production software. Meet the founder
From discovery to review
Give the next investment idea a research process.
Keep the question, evidence, testing and follow-up connected. TrustyGenius supports research and paper trading throughout.
- 01
Discover an opportunity
Screen a watchlist, follow price action and read the filings behind a move. Put a research question on a schedule.
- 02
Investigate the evidence
Bring specialist Geniuses to the question. Keep the sources, competing views and findings together in the insight journal.
- 03
Test the thesis
Explore a strategy with backtests, scenarios and quantitative analysis. Review the assumptions and the results before moving forward.
- 04
Monitor a paper portfolio
Follow simulated positions, limits and performance. Review findings as the evidence changes and decide what needs attention.
Specialists working together
Staff the research around your question.
Start with an existing Genius or define one around a job of your own. Set its tools, data, schedule and the points where a person must review the work.
Portfolio Risk Sentinel
- Sizes paper positions and enforces limits per strategy and portfolio-wide.
- Tracks rolling Sharpe, Sortino, and drawdown across every active strategy.
- Flags any strategy whose paper performance decays, so a stale edge never lingers unnoticed.
Research Assistant
- Screens a watchlist on a schedule and reads the price action and filings behind each move.
- Logs every observation to the insight journal, where a later review marks it validated or refuted.
- Delivers a briefing on the cadence you set, with the evidence attached.
Your tools. Your review.
Keep the evidence and the decision in view.
Inspect tool calls and results, revisit the research and set approval gates. The platform supports your judgment; it does not promise an investment outcome.
Explore the architecture and access controls- Approved tools and data
- Choose the connections a Genius can use. Licensed data and external AI services follow your configuration and entitlements.
- A record you can revisit
- Conversations retain tool calls and results. The insight journal keeps findings available for later review.
- Human approval
- Set where workflows pause for a person. Research and simulated paper trading remain separate from real-money decisions.
Looking for energy trading and risk?
Explore LeanETRM, the open source project for energy trading, valuation and risk.
Bring the question. Build the research.
See how Geniuses work with tools, evidence and review gates, or sign in to your workspace.