Build your own Investor Brain in Claude, and invest from your rules instead of tips.
In two hands-on days, you set up an AI assistant that knows your money, your risk limit, your rules and every stock you own. It checks the numbers, warns you early and asks the right questions before you act. You stay in charge of every decision.
No investing or technical background needed · Bring a laptop · Small group, in person
You work hard for your money. Investing it still feels like guesswork.
The real cost of no system
Every decision gets made from scratch, under pressure, with whatever the group chat says that day. Mistakes repeat because nothing is written down. And the stocks you own go unwatched until something goes wrong.
Calm, clear decisions about your own money.
Most investors we speak to want the same six things. None of them need you to watch the market all day.
Confidence
Know why you own each stock, and what would make you sell it.
Early warning
Hear about results, dividend cuts and trend breaks before they hurt you.
Time back
Stay on top of your portfolio in about 15 minutes a week.
Protection
A loss limit in ringgit that you set while calm, and stick to when the market isn’t.
Independence
Check any stock yourself, with sourced numbers, without relying on gurus or groups.
Progress
A record of every decision, so you get a little better each month.
Why an AI that knows your portfolio beats tips and generic chatbots.
An Investor Brain is Claude set up with your profile, your rules, your watchlist and your holdings, saved as files on your own laptop. Every answer starts from your situation, and every check runs against rules you wrote.
| Tips and chat groups | Asking a general AI chat | Your Investor Brain | |
|---|---|---|---|
| Knows your situation | No | Starts from zero every chat | Knows your money, risk limit, goals and holdings |
| Where levels come from | Someone else’s target | Guesses, often with no source | Your own rules, with the calculation shown |
| Numbers you can trust | Screenshots and rumours | Sometimes outdated or made up | Every number sourced and dated, or flagged as missing |
| Watches what you own | No | Only when you remember to ask | Alerts after market close, only when something triggers |
| Before you buy or sell | Hype and fear | A generic opinion | A check against your rules and your holdings |
| Learns from your decisions | No | No | Journal and monthly review |
Research in minutes
Claude reads the annual report, pulls the numbers and checks them against your rules. You read one page.
Discipline when it matters
Your rules are checked every time, including on the days you feel like breaking them.
Built for how you invest
Long-term, dividend, trading, or a mix. Your rules can split your money across styles.
Yours to keep
Your files live on your laptop. Your brain keeps working, and improving, long after the workshop.
The I.N.V.E.S.T. Method: six steps from tips to rules.
Strategy before tools. You learn each step on Day 1, then build it into your Investor Brain on Day 2.
Your money, your time, your goals, and the fall in ringgit you can live with.
What you buy, at what value, and when you get out, written before you look at a price.
Check any stock against your rules, with every number sourced and dated.
Holdings alerts, a weekly brief and a one-page dashboard.
A short check against your rules and holdings before any buy or sell.
A journal of every decision and a monthly review.
A working Investor Brain on your laptop, running on Monday morning.
Your Investment Desk
My Profile, My Rules, My Watchlist, My Holdings and My Journal, in a folder Claude reads every time.
Your written rules
Your investor track, your loss limit in ringgit, and your buy and exit rules on one page.
The I.N.V.E.S.T. Skill pack
12 guided commands, from “Check stock” to “Run my monthly review”. Click options instead of writing long prompts.
Stock Rule Check
Any Bursa or US stock checked against your rules in minutes, with sources and dates.
Holdings alerts
Stop loss, take profit, downtrend, uptrend, results and dividend alerts, set from your own rules.
Investor Dashboard
Your whole portfolio on one page, in GREEN / AMBER / RED, with active alerts and your latest brief.
Before I act
A pause-and-check before any buy or sell, saved to your Decision Journal.
Weekly brief + monthly review
Scheduled or run by hand. About 15 minutes a week to stay on top.
Plus: participant workbook · prompt card · Bursa vs US cheat-sheet · glossary · 30-day plan · online setup clinic
What a normal week looks like with your Investor Brain.
Read your weekly brief
Your dashboard refreshes. Every holding is GREEN, AMBER or RED against your rules, with upcoming results and ex-dates.
One alert arrives
A holding closed below its 200-day average. The alert says “investigate”, with the numbers and where they came from.
Run “Before I act”
Claude checks the stock against your exit rules and your holdings, then asks the questions you set for yourself. You decide.
Check a tip from the group
Run “Check stock”. It passes three rules and fails two, with sources. You move on without the FOMO.
Run your monthly review
See what worked, what didn’t and which rule to adjust. Your Investor Brain gets better because you do.
From reacting to the market to running your own process.
Before
- Buy on tips and headlines
- No exit plan until it’s too late
- Hear about bad news after the price falls
- Hours of reading, little clarity
- The same mistakes, again
After
- Every stock checked against your written rules
- Exits decided before you enter
- Alerts on results, dividends and trend breaks
- About 15 minutes a week
- A journal and a monthly review that sharpen your rules
Learn it. Build it. Automate it, if you want.
Day 1 gives you the thinking. Day 2 builds it on your own portfolio, one guided step at a time. Day 3 is optional, for rule-based traders.
Think Like an Investor
Hands-on with Claude on a practice company, so you learn without risking your own numbers.
- Investing, trading or dividends: find your track
- Risk in ringgit and position size
- Read the key numbers in plain English
- Company research with Claude
- Healthy dip or falling knife
- Exits before entries
- Make Claude prove every number
Your Investor Brain
Jane demos each step, then you build it on your own desk and save before moving on.
- Open your Investment Desk
- I · Build your profile
- N · Write your rules
- V · Check and verify a stock
- E · Holdings, alerts and dashboard
- S · Before I act
- T · Journal and monthly review
- Choose your automation level
Automate Your Rules
Claude proposes, you decide. Paper money only, about a week after Day 2.
- Check any “AI made me rich” claim
- Your rules as TradingView signals and alerts
- The honest backtest, with real costs
- A proposal agent with a risk gate
- Try to break it, then a go-live gate
- Scam red flags and a 30-day paper challenge
Six rules your Investor Brain always follows.
Built for investors who want a system they can trust.
Busy professionals
Your savings are invested but you have an hour a week, at most. Let alerts and a weekly brief do the watching.
SME owners
You run your business on clear decisions. Give your personal portfolio the same discipline.
Pre-retirees and retirees
Protect what you’ve built, with dividend alerts and a loss limit written down before you invest.
Tip-weary investors
Done with groups and gurus? Understand what you own and why you own it.
This is for you if
- You hold, or plan to hold, Bursa or US stocks
- You want clear rules instead of tips
- You want early warnings on what you already own
- You are ready to build, not just listen
This is not for you if
- You want someone to tell you what to buy
- You are looking for get-rich-quick returns
- You want a bot to trade real money on autopilot
- You won’t bring a laptop to work on
Jane Chew
I spent 30 years in CRM, loyalty and analytics at OgilvyOne, OCBC Bank and Aimia, building systems that turn data into decisions. I invest the same way. My own Investor Brain in Claude holds my profile, my rules and my holdings, and sends me a brief every week. In this workshop you build yours, with your own rules.
- Founder, DigitalAI Business Club
- AI Strategy Coach and HRDC Corporate Trainer
- Trainer, Claude AI for Business Level 1–3 masterclass
- Author of Midlife to AI Mastery
- Director, E3 Startup & Digitalization Power Team
What I won’t do: give you stock tips. I’ll teach you to build the system that helps you decide.
Kalmen Chia
Kalmen leads the technical side of DigitalAI Business Club. He builds AI agent systems and connector integrations every week, and he will sit beside you while you set up your TradingView alerts, your proposal agent and your risk gate, step by step.
- Co-founder, DigitalAI Business Club
- Master Trainer, AI Solutions & Technical Lead
- Specialist in AI agents and MCP connector integration
- Co-host, Claude AI 101 for CEO webinar
From guessing to a written process.
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Two days to build a system you’ll use for years.
One emotional trade can cost more than this workshop. Your Investor Brain is built to stop that trade before it happens.
Dates to be announced · 9am–5pm · Kuala Lumpur · Small group
Learn + Build
- Your Investor Brain, built on your own portfolio
- The I.N.V.E.S.T. Skill pack (12 guided commands)
- Holdings alerts and Investor Dashboard
- Weekly brief, journal and monthly review
- Pre-work setup clinic, workbook and prompt card
- Lunch and tea, both days
Learn + Build + Automate
- Everything in Days 1–2
- Day 3: Automate Your Rules with Kalmen Chia
- TradingView signals, alerts and an honest backtest
- Proposal agent, risk gate and paper ledger
- 30-day Review Clinic (online)
Automate Your Rules only
- Day 3: Automate Your Rules
- Day 3 workbook
- 30-day Review Clinic (online)
No refunds. Can’t make it? Your seat can be transferred to a friend or colleague.
Corporate or group booking? WhatsApp Jane
Frequently asked questions
What is an Investor Brain?
It is Claude set up with your profile, your rules, your watchlist and your holdings, saved as files on your laptop. Because Claude reads those files every time, its checks, alerts and briefs are based on your situation and your rules.
Will this workshop tell me which stocks to buy?
No. This is an education workshop. You write your own rules and build your own Investor Brain. Buy, sell and alert levels come only from your rules, with the calculation shown. Claude never suggests a stock or a price, and nothing in the workshop is investment advice.
Do I need investing or technical experience?
No. Day 1 covers the basics in plain English. On Day 2, every step is a guided Claude Skill with option boxes, so you click and confirm instead of writing long prompts. Every question also has an “Explain” option and a “Not sure” option with a safe starter default.
Do I bring my own portfolio?
Yes, for Day 2. Bring the stocks you own (or a broker statement) and 3–5 stocks you watch. If you don’t own stocks yet, you build on your watchlist and add holdings later. Day 1 uses a practice company, so you never share your own numbers in class.
Which Claude plan do I need?
Claude Pro and the Claude desktop app. About 60 minutes of guided pre-work gets you set up, and there is an online setup clinic 2 days before Day 1.
Do scheduled alerts need my laptop to be on?
Yes. Scheduled briefs and alerts read your files, so your laptop needs to be on with the Claude app open. If it isn’t, you run “Run my brief” yourself on Saturday morning. It takes a few minutes.
Does it cover Bursa Malaysia and US stocks?
Yes. Your watchlist, holdings and alerts can cover both markets side by side.
Will I build an AI trading bot?
On the optional Day 3 you build a proposal agent: Claude proposes a trade from your rules, a risk gate checks it, and you approve or reject. It runs on paper money only and never places an order.
Can I join only Days 1–2?
Yes. Days 1–2 stand on their own: you leave with your Investor Brain, dashboard and alerts running. Day 3 is an optional add-on for rule-based traders.
What is your refund and transfer policy?
Fees are non-refundable. If you can’t attend, you can transfer your seat to a friend or colleague at no extra cost. WhatsApp Jane with their name and contact details before the workshop starts.
Markets will fall again. Meet the next drop with written rules.
You can keep reacting to tips and headlines. Or you can spend two days building an Investor Brain that knows your rules, watches your stocks and keeps every decision yours.
Small group, so seats are limited. Promo price for the first run only.