https://vitorpontual.com/tags/trading/ Recent content in Trading on Vitor Pontual | The VeePee Hub Hugo en-us Wed, 18 Feb 2026 00:00:00 +0000 https://vitorpontual.com/services/wealthspotter/ Wed, 18 Feb 2026 00:00:00 +0000 https://vitorpontual.com/services/wealthspotter/ <p>Personal AI wealth management service built on top of StockScope. Tracks portfolios, builds investor strategy profiles through a conversational AI interview, and delivers tailored buy/sell/hold recommendations with daily briefings.</p> <ul> <li><strong>AI strategy interview</strong> — multi-turn conversation (not a form) that builds your investor profile: risk tolerance, time horizon, goals, sector preferences, and dividend preference</li> <li><strong>Recommendation engine</strong> — two-stage pipeline: Stage 1 builds template-based per-ticker digests from StockScope data, Stage 2 sends digests + your strategy profile to the LLM for structured buy/sell/hold recommendations with supporting rationale</li> <li><strong>Portfolio management</strong> — create portfolios from Alpaca paper trading accounts, CSV brokerage exports, or manual ticker entry with live P&amp;L tracking</li> <li><strong>Daily briefings</strong> — automated weekday morning analysis delivered via Telegram with full portfolio context and market conditions</li> <li><strong>Alpaca paper trading</strong> — connect your Alpaca account to auto-sync positions, with credentials encrypted at rest (MultiFernet AES-128-CBC + HMAC-SHA256)</li> <li><strong>Telegram bot</strong> — receive daily briefings and ask natural-language questions about your portfolio, strategy, and active recommendations</li> <li><strong>StockScope integration</strong> — automatic enrichment pulls earnings data, SEC filings, and market context for every position in your portfolio</li> </ul>