JT
Jason Triplitt
CFA · Former Head of European Equities, GIC
// building in publicv0.1 — work in progress

Is AI good enough to run an entire investment process? Let's find out.

I wanted to take 20+ years of investment experience and see how far AI could leverage and compound it — building the investment infrastructure I always wished existed, from the investor's viewpoint.

A team of geniuses working together to get the research and analysis we need.

A lot of people are trying to use AI to make investment decisions autonomously. This isn't that. It's about making the investor better — sharper research, richer context, less time on grunt work. The judgment stays with me.

↳ No product. No pitch. Just the build — in public. Take what's useful for your own process.

↳ The only ask: share what you discover on LinkedIn. Tag me — I read everything.

01

The team

seven agents, each with a role
🔧
Sam
Runs the show. Orchestrates the team, does the analysis, holds the context.
claude
📖
Sage
The librarian. Every doc, report, and note ever ingested — stored, indexed, queryable forever. Keeps the DD questions we want answered.
local·free
⚒️
Foundry
The data engine. Fetches, parses, and structures anything — runs overnight unattended.
local·free
📡
Sentinel
Always watching. Monitors for changes, drift, and anything that needs flagging.
local·free
🔭
Recon
Deep research. Goes wide across the web and surfaces what matters.
claude
✍️
Scribe
The writer. Turns research and data into memos, posts, and reports.
claude
⚙️
Pixel
Builds the tools. Scripts, dashboards, pipelines — the engineer on the team.
local·free
02a

How the team answers a question

the full pipeline
// question → research → data → decision
💬
The question
"Is the BDC correction an opportunity?"
you ask
📖
Sage
Searches the knowledge wiki — every doc, report, and note ever ingested
local · free
🔭
Recon
Goes wide across the web — spreads, defaults, fund news, price action
claude
⚒️
Foundry
Pulls live scores and yields from the returns database — across the public and private universe for a proper side by side comparison
local · free
✍️
Scribe
Synthesises everything into a structured post — bull case, bear case, honest answer
claude
📄
Decision
A grounded, data-backed view — bull case, bear case, honest answer. Built to inform a real allocation decision.
output

The whole point: you ask, the team goes to work.

One question. A grounded, data-backed view in minutes — not days. Bull case, bear case, honest answer. Built to inform a real allocation decision, not just summarise the news.

01

The full stack

where it's all heading
// outputs
📊
Dashboard & Scores
Factor scores by asset class across publics and privates
📋
DD Memos
Auto-generated from ingested fund docs and portfolio context
📖
Industry Primers
Deep background on sectors, strategies, and structures — built once, queryable forever
🔔
Alerts
NAV drift, gating events, spread moves — flagged automatically
↓ powered by
// analysis layers
A
Markets & Macro Data
B
Cross-Asset Intelligence
C
Portfolio Context
D
Workflow & Alerts
↓ built on
// foundation
🧠
Context System
Persistent context across sessions. The AI picks up where you left off — every time.
📚
Knowledge Wiki
Docs ingested, queryable, accumulating. Not a summary — a memory that builds. Powered by Sage.
Agent Infrastructure
Model routing, local vs cloud, specialised agents by task type.
🔧
Sam — the orchestratorruns the team · holds the context · does the analysis
claude
02

The build

filling in as I go

03

Notes

observations as the build unfolds

Short observations posted as I build — what the data is showing, where the model is surprising me, what I'm thinking about next. Follow along and add your own take in the comments.

JT
Jason Triplitt2d ago

Just read this after it was flagged by FT Alphaville — worth your time. The vanishing footnote story is exactly the kind of thing the wiki is built for: information that's technically public, buried deep enough in filings that nobody finds it. Until you have a system that does. Read it here →

The Vanishing Footnote
The Vanishing Footnote
mispricedassets.substack.com

Follow the build

Posts on what I'm building, what's working, and what I'm learning. No pitch. No product. Just the process.

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vibeinvestor.cobuilding the AI-native investment process — in public