Daily Copilot Workflows

Prompt Library

Professional-grade workflows to maximize your daily API usage

Recommended Strategy

The "Core & Explore" Methodology

Maximize returns while staying active in the market every day

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Core Portfolio (80%)

+15.92% Alpha vs VOO

Your monthly InvestBuddy Top 5 equal-weight portfolio. Rebalance every 30 days to minimize transaction costs and capture maximum alpha.

  • ✓ 315 trades over 4 years
  • ✓ $315 in transaction costs (1.98%)
  • ✓ Set-it-and-forget-it for 30 days
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Explore Portfolio (20%)

Active Daily Trading

Your active trading capital. Use your 150 daily API calls to monitor macro risk and hunt for standalone momentum plays. To avoid transaction friction, aim to hold Explore swing trades for 7 to 10 days to let the LSTM's edge fully materialize.

  • ✓ Daily discovery with /mcp/discover
  • ✓ Risk monitoring with /mcp/market-regime
  • ✓ Validation with /mcp/predict

Why this works: Weekly rebalancing destroys alpha (-2.55% vs VOO) due to transaction costs. But that doesn't mean you can't trade daily—just separate your core long-term holdings from your active exploration capital.

4 High-Value Daily Workflows

Copy these prompts directly into ChatGPT or Claude Desktop

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The Daily Risk Manager

Every Morning Before Market Open

Even if your core portfolio is locked for 30 days, the macro environment changes daily. Run a morning pulse check to understand if your exposure needs hedging.

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InvestBuddy, run `getMarketRegime` and give me a summary of today's market health. Then, use `analyzePortfolio` on my current holdings (AAPL, MSFT, NVDA, GOOGL, AMZN) to see if my risk exposure is too high given the current regime.
Value: If market regime returns "BEAR" or "VOLATILE", you might decide to buy protective puts or tighten stop-losses on your Explore trades, even while the Core portfolio holds steady.
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The Swing Trade Sniper

Daily Discovery for 5-10 Day Plays

Market momentum shifts daily. Use /mcp/discover to find new opportunities that trigger your 1% action threshold, then validate with batch predictions.

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InvestBuddy, use `discoverStocks` to find 3 high-potential stocks with 'high' risk tolerance today. Then, run a `batchPredict` on those 3 tickers and tell me which one has the strongest 10-day forward momentum.
Value: This fulfills the human urge to "do something" in the market without touching your monthly Core portfolio. Perfect for your 20% Explore capital. Uses the LSTM's 10-day prediction horizon for short-term swing trades.
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The Earnings Play Validator

Remove Emotion from News Events

When a stock reports earnings or major news breaks, human emotion takes over. Get quantitative grounding to separate "buy the dip" opportunities from falling knives.

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Tesla is down 6% today on factory delays. Run a `predictStock` on TSLA. Does the LSTM see this as a structural breakdown, or is the 10-day forward prediction still showing positive alpha?
Value: Strips emotion out of reactionary trading. Provides an instant, data-driven second opinion on volatile single-stock events. Perfect for deciding if you should deploy Explore capital on a dip.
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The 401(k) Rebalancer

Weekly Portfolio Health Check

You don't just trade individual stocks—you have 401(k)s, IRAs, and other retirement accounts that rarely get optimized. Use InvestBuddy as your holistic wealth management copilot.

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Here are the core holdings in my tech-heavy IRA: AAPL (30%), MSFT (20%), QQQ (20%), VOO (20%), and Cash (10%). Use `optimizePortfolio` to tell me if my current weightings are optimal for a 'moderate' risk tolerance, considering the current `getMarketRegime`.
Value: Expands InvestBuddy's utility beyond just picking the Top 5 stocks. Becomes a holistic copilot for your entire investment universe, including tax-advantaged accounts you can't actively day-trade.

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150
Free Daily Requests
54.6%
Model Win Rate
+15.92%
Alpha vs VOO (Monthly)