What kind of AI Workflows have you built for investing that you see as successful?

Has anyone else built AI workflows for their investing process? I'm curious how you've approached it? How has it transformed your process? I started building mine a few months ago. I manage a pretty large personal portfolio driven by long time cash flows & sale value from my now exited tech company. Here's what I did: - I used Codex to write the code - I am syncing multiple tools I already pay for as a user, and I had to pay for one additional tool to pull in accurate data. - I approached it wit