The Money Program
Research-Driven Frameworks for Serious Investors
Institutional-quality research as your foundation. Three disciplined programs to act on what you find.
The Research Department
Your Own Research Department
The Research Department produces deep, neutral analysis comparable to institutional research — the kind that used to be reserved for bank trading desks and hedge fund analysts. It doesn’t tell you what to do. It gives you the understanding you need to decide for yourself.
Comprehensive stock analysis using SEC filings and institutional-quality methodology
Coverage of any publicly listed company
Expanding to IPOs, sectors, and macro themes
The research foundation that all three programs draw on
Once you understand what you’re looking at, choose how you want to act.
The Investment Program
Make disciplined investment decisions using the wisdom of Graham, Buffett, Munger, Marks & Lynch.
The AI acts as your Investment Committee — evaluating every decision against the principles of the greatest long-term investors. It doesn't predict markets. It enforces a process.
- Evaluate investment opportunities against proven value principles
- Run structured risk assessments before every capital allocation
- Enforce position sizing discipline and portfolio balance
- Apply margin-of-safety thinking to every decision
The Trading Program
Systematic swing trading using the wisdom of Livermore, O'Neil, Minervini, Darvas, Raschke & Sector RS.
The AI acts as your Trading Committee — applying proven technical and trend methodologies to ensure every trade follows rules, not instinct.
- Identify high-probability setups using time-tested pattern recognition
- Enforce entry and exit rules based on proven trend-following systems
- Apply sector relative strength to focus on leading groups
- Manage risk with systematic stop-loss and position-sizing rules
The Income Program
Systematic premium collection via cash-secured puts and covered calls on quality stocks.
The AI manages a structured income process — identifying opportunities, tracking positions, and keeping the wheel turning with discipline.
- Identify quality stocks suitable for premium collection strategies
- Manage the full put-call wheel cycle with disciplined execution
- Track all positions, expirations, and income generated
- Maintain systematic consistency regardless of market conditions
Be first to know when programs open
Register your interest and we'll let you know the moment each program becomes available.