Case study

Crisis Copilot

AI-assisted investment guidance for retail investors navigating financial crises.

crisiscopilot.ai →·Ongoing · Building automation

The idea

Most retail investors freeze during crises — 2008, 2020, every flash crash in between. Information is either too noisy (financial Twitter) or too generic (robo-advisors). Crisis Copilot is an AI tool that guides users through specific decisions during volatile periods: portfolio rebalancing, tax-loss harvesting, risk reassessment, debt-versus-invest tradeoffs.

Current status

v1 is live with core guidance flows. Next-phase automation is in progress — tighter integration with brokerage data, personalized scenario modeling, and event-driven nudges when market conditions shift. Reach out for updates or partnership.