Free AI diagnostic tool maps your investing philosophy

The diagnostic is structured as a 4-question survey. Question 1 assesses the user's familiarity with the 6 schools (ranging from "heard of them but not clear on the differences" to "I'm familiar with each one"). Question 2 asks the user to predict which school 8 different AIs recommended, then reveals the experimental results. Question 3 (labeled "Your profile") collects personal information about the user's investing goals and risk tolerance to build a personalized fit analysis. The fourth question is not detailed in the body.

Each of the 6 schools is presented with a founder or exemplary figure, a core philosophy, and a concrete stock example. Value investing (Warren Buffett, Benjamin Graham) emphasizes buying great businesses below intrinsic value and holding for years; examples given are Coca-Cola (KO), Apple (AAPL), and Berkshire (BRK.B). Index/passive investing (John Bogle) advocates owning the whole market cheaply through dollar-cost averaging into funds like SPY, VOO, VTI, and QQQ. Growth investing (Philip Fisher) targets rapidly growing companies at a premium, exemplified by NVIDIA before the AI boom and Amazon in the 2010s. Trend trading (Jesse Livermore) follows price momentum—buying what is going up and selling what is going down—with examples like Bitcoin cycles and NVDA's 2023 breakout. Macro hedge (George Soros, Ray Dalio) trades across asset classes based on macroeconomic cycles, using examples like gold as an inflation hedge, TLT on rate cuts, and oil on supply shocks; Soros famously shorted the British pound, and Dalio uses an All Weather strategy. Core-satellite is a hybrid of Bogle and Buffett/Fisher—80% index for stable market exposure plus 20% active positions for selected upside.

After the user completes the diagnostic, the tool generates a fit analysis showing which school aligns with their answers, then supplies a personalized prompt library. Users can select use cases, copy pre-filled prompts (which include their answers and a financial context template), and paste them into any AI. The tool notes that users can delete any lines they prefer not to share and that nothing is required; all conversation happens in the user's AI chat, and the tool does not store or see the conversation.

The tool also provides 6 calculation engines—one for each investing school—that function as decision tools: users calculate a decision, receive an AI explanation, see a visualization, and then decide. All 5 schools plus the 8 AI committee are integrated into every tool. The diagnostic is available in English and Chinese. A disclaimer states the tool is for educational purposes only, not financial advice, and that investing involves risk.

The tool addresses a real gap in investor education: most people do not have a coherent investment philosophy, mixing strategies that can work against each other. By anchoring to the 6 classical schools—each named after or exemplified by historical figures (Buffett, Bogle, Fisher, Livermore, Soros, Dalio)—the diagnostic creates a mental model that helps investors understand their own bias and constraints. The addition of 8 AI systems as a "committee" to recommend schools is a novel angle; it surfaces how different AI models (presumably with different training or prompts) might advise different strategies based on the same investor inputs.

The decision to include calculation tools and a prompt library turns diagnosis into action. Rather than leaving users with a label ("you are a growth investor"), the tool supplies concrete prompts they can immediately use with any AI, lowering the friction between self-knowledge and execution. The privacy note—clarifying that prompts are copied locally, not stored—is a practical reassurance for users concerned about sharing financial context.

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