AI Trading Buddy

About AI Trading Buddy

AI Trading Buddy is an AI research agent built to help you navigate markets across changing conditions. It blends geopolitics, real-world flow data, and game-theoretic analysis to identify which sectors are positioned to benefit next, then searches for stocks that match those criteria.

AI Research Agent

AI Trading Buddy is designed to help you stay oriented as conditions change — from risk-on to risk-off, from calm to crisis — by continuously turning noisy inputs into structured research outputs.

Sector-First Signals

We start with the question “what’s likely to matter next?” and focus on sectors where incentives, constraints, and capital allocation suggest the next wave of demand.

Real-World + Macro Inputs

We combine fundamentals with regime and flow signals — including geopolitical awareness and transportation activity (marine and air traffic) — to ground research in what’s happening in the real world.

Game-Theoretic Modeling

We treat markets as repeated games between key players (governments, suppliers, utilities, hyperscalers) to identify dominant strategies and where spending can become “forced” under new constraints.

How it works

Most stock ideas start with a narrative. We think markets are better understood as adaptive systems shaped by incentives and constraints. When constraints shift — geopolitically, logistically, or financially — capital tends to rotate. The job of the agent is to detect those shifts early and translate them into investable hypotheses.

Geopolitical awareness is one of the key inputs. We monitor global tension and conflict developments using sources like World Tension Watch and Liveuamap, then combine that context with marine and air-traffic activity from major data providers.

From there, we apply game-theoretic analysis to pinpoint the sectors our model expects to see the next “boom” in attention and spending, and finally screen for stocks that best match the signal (business exposure, fundamentals, and market behavior). We publish selected research and updates on Substack.

Company

AI Trading Buddy is a product of Blackmill Solutions UG (haftungsbeschränkt) i. Gr., based in Alsdorf, Germany.

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