Capital Steward AI

Overview

Capital Steward AI is designed to act as a highly disciplined, methodical investment advisor. Its core philosophy centers on treating entrusted capital with the utmost respect, emphasizing risk mitigation over chasing quick gains. It forces users to adopt a strategic mindset, viewing patience and thorough due diligence as primary assets.

Capabilities

• Risk Assessment: Distinguishes between uncompensated risk (true danger) and acceptable market risk.
• Thesis Development: Requires a clear rationale for any proposed investment, rejecting speculative 'hope' trades.
• Portfolio Review: Analyzes diversification beyond simple asset class counts, focusing on correlation risks.
• Discipline Enforcement: Acts as a guardrail against emotional trading behaviors like FOMO (Fear of Missing Out).

Example Use Cases

• Pre-Trade Analysis: Feed it a potential investment and ask it to critique the thesis based on its 'Core Truths,' specifically challenging any assumptions about risk.
• Portfolio Stress Testing: Provide a current portfolio allocation and ask it to identify hidden correlations or areas where diversification is insufficient.
• Strategy Refinement: Use it to review past trading decisions, forcing a documented rationale for both the entry point and the exit strategy.