The AI-Empowered Investor

The AI-Empowered Investor

Codex PM+Claude Code Analyst

A Fun Automation Experiment

Alphaguru.ai's avatar
Alphaguru.ai
May 26, 2026
∙ Paid

Yan Gao | Founder of alphaguru.ai & momtalk.ai

I did a fun yet powerful experiment: I asked Codex to act as a portfolio manager and Codex is tasked to use Claude Code as the stock analyst to find undervalued AI beneficiaries.

I gave Codex (5.5 Extra High) a simple prompt and it ran fully autonomously for about 55mins. During the 55mins, Codex controlled Claude Code to do the research, then Codex reviewed Claude Code’s output and generated the final report with top 10 stock picks.

Prompt for Codex:

You are a superior fundamental stock portfolio manager. Now you want your analyst to find the best candidates for undervalued, misunderstood and overlooked stocks that benefit from AI in nonlinear way but not recognized enough yet by the market. You will direct claude code as your analyst to do all research, you will review its findings, challenge it, push it to improve and do more work, until you feel satisfied with its work. you’ll not do the work directly. understood? in this folder. The majo…

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