What is Solo Fund AI?

Solo Fund AI is an educational decision-log tool designed for solo investors. It walks every investment idea through a fixed five-station process: Executive Summary → Authorization → Directive → Request → Workflow.
Users record assumptions, data gaps, risk constraints, and exit criteria so emotional decisions are reduced. The tool applies risk presets, keeps a clear history, and defaults to a conservative “no further action” when information is incomplete.
New accounts receive 50 free credits (about 6 full runs). Paid plans start from $19/month.
Important: Solo Fund AI is an educational process tool only. It is not investment advice, not a recommendation, and does not execute trades or hold assets. All decisions remain solely with the user.

Fixed 5-station decision-log process
Risk presets & constraints tracking
Explicit data-gap and exit-criteria notes
Holdings context with cost basis
History + CSV / printable export (Pro)
Conservative default when information is incomplete
50 free credits for new users

Key Features

Solo investors reviewing whether to add/reduce a position
Keeping structured decision journals instead of emotional trading
Documenting assumptions and exit plans before acting
Educational practice of disciplined investment decision-making