AI app for finance · no coding needed
Evidence-backed investment and inventory decision workspace
Reduce scattered decision-making while keeping a reviewable record for every investment and inventory action.
Made for: Independent investors and small retail operators who manage both a portfolio and physical stock
What it does for you
The problem
Investment picks, portfolio changes and inventory reorders are decided in separate tools with no shared evidence trail, so decisions are hard to explain or audit.
What it gives you
Reviewed recommendations, reorder alerts and narrative reports linked to their evidence
What you give it
Permitted market databrokerage positionsinventory recordssales historystated constraints
Build your own version of Candlestick, STOCKED and more
One app with what these 4 AI tools do, yours to keep and change: Candlestick, STOCKED, Supertake, Candlestick AI.
Everything these tools do, in one app
- AI-driven investment recommendations Provides users with AI-generated suggestions for stocks or portfolio adjustments.Found in Candlestick, Candlestick AI
- Automated portfolio management Automatically constructs and manages investment portfolios on behalf of the user.Found in Candlestick AI
- Natural language portfolio creation Allows users to describe investment theses in plain language and generates a corresponding portfolio.Found in Supertake
- Automated trade execution Places trades automatically through connected brokerage accounts.Found in Supertake
- Brokerage integrations Connects to external brokerage platforms to enable trading and account access.Found in Supertake
- Customizable investment models Lets users tailor the AI model or portfolio based on personal preferences or restrictions.Found in Candlestick, Candlestick AI
- Real-time market news Provides up-to-date news and updates related to selected stocks or investments.Found in Candlestick
- Conversational financial advisor An interactive chat interface that explains stock picks, analyzes earnings, and answers financial queries.Found in Candlestick
- Investing competitions Gamified contests where users can challenge themselves and others in investment scenarios.Found in Candlestick
- Narrative-style investment reports Generates clear, narrative explanations of investment decisions and reasoning.Found in Candlestick AI
- Ethical or thematic investing filters Allows users to set custom restrictions to exclude certain industries or align with ethical themes.Found in Candlestick AI
- Hands-off investing Provides a 'set it and forget it' experience with continuous monitoring and management.Found in Candlestick AI
- Shareable portfolios Enables users to share their created portfolios with others.Found in Supertake
- Real-time inventory tracking Tracks inventory levels in real time with automatic updates.Found in STOCKED
- Demand forecasting Uses AI algorithms to predict future stock needs and demand.Found in STOCKED
- Automated reorder alerts Sends alerts to reorder inventory to prevent shortages.Found in STOCKED
- E-commerce and POS integrations Integrates with popular e-commerce and point-of-sale platforms for inventory management.Found in STOCKED
- Reporting and analytics dashboards Provides detailed reports and dashboards for monitoring performance and making strategic decisions.Found in STOCKED
How it works, step by step
- Generate AI investment suggestions for stocks and portfolio adjustments
- Construct and manage portfolios under stated rules
- Create portfolios from plain-language investment theses
- Place trades through connected brokerage accounts after approval
- Connect external brokerage platforms for trading and account access
- Tailor models and portfolios to personal preferences or restrictions
- Pull real-time market news for selected holdings
- Answer financial queries in a conversational advisor interface
- Run investing competitions with defined rules and scoring
- Produce narrative explanations of investment decisions
- Apply ethical or thematic exclusion filters
- Monitor and manage portfolios continuously in a hands-off mode
- Share portfolios with named viewers
- Track inventory levels with automatic updates
- Forecast future stock needs and demand
- Send reorder alerts before shortages occur
- Connect e-commerce and point-of-sale platforms for inventory data
- Report performance through analytics dashboards
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewed recommendation set with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Evidence-backed investment and inventory decision workspace with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Evidence-backed investment and inventory decision workspace with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links4 KB
- questions.mdQuestions to answer before you build3 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare28 KB
- prompt-vps.mdThe same build on your own server (Docker)28 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria14 KB
- demo/index.htmlThe working demo on sample data198 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce scattered decision-making while keeping a reviewable record for every investment and inventory action. For independent investors and small retail operators who manage both a portfolio and physical stock, convert permitted market data, brokerage positions, inventory records, sales history and stated constraints into reviewed recommendations, reorder alerts and narrative reports linked to their evidence. The benefit is a testable hypothesis, measured through accepted recommendations per review hour and corrections after approval; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect permitted market data, brokerage positions, inventory records, sales history and stated constraints, then follow this sequence: 1. Generate AI investment suggestions for stocks and portfolio adjustments. 2. Construct and manage portfolios under stated rules. 3. Create portfolios from plain-language investment theses. 4. Place trades through connected brokerage accounts after approval. 5. Connect external brokerage platforms for trading and account access. 6. Tailor models and portfolios to personal preferences or restrictions. 7. Pull real-time market news for selected holdings. 8. Answer financial queries in a conversational advisor interface. 9. Run investing competitions with defined rules and scoring. 10. Produce narrative explanations of investment decisions. 11. Apply ethical or thematic exclusion filters. 12. Monitor and manage portfolios continuously in a hands-off mode. 13. Share portfolios with named viewers. 14. Track inventory levels with automatic updates. 15. Forecast future stock needs and demand. 16. Send reorder alerts before shortages occur. 17. Connect e-commerce and point-of-sale platforms for inventory data. 18. Report performance through analytics dashboards. Resolve uncertain cases with qualified reviewers, approve reviewed recommendations, reorder alerts and narrative reports linked to their evidence, and measure accepted recommendations per review hour and corrections after approval against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Trading authority, suitability judgments and final inventory commitments remain human. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve data rights, source attribution, suitability constraints and usage permissions. Named owners approve trades, reorders and publication scope. One brokerage connection and one inventory source; trading authority, suitability judgments and final inventory commitments remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One brokerage connection and one inventory source; trading authority, suitability judgments and final inventory commitments remain human. Implement one approved input format, a bounded representative case set and the first two task modules: generate AI investment suggestions; construct and manage portfolios under stated rules. Support the remaining modules with operator review. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Brokerage platforms, e-commerce and point-of-sale systems, market data feeds and cloud storage. Start with file exchange and validate destination specifications before promising direct trading or reordering. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Mandate and constraints setup, Analysis and recommendation workspace, Review and approval queue, Reporting and delivery. Use a thumbnail gallery for portfolios and stock lists, a large central analysis canvas, and a right-hand panel for sources, constraints and comments. Let users compare recommendation versions side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant holding or SKU. Make the task-specific outcome reviewed recommendations, reorder alerts and narrative reports linked to their evidence visible beside its evidence, review state and value baseline.
