A purpose-built AI system that works alongside your team — seeking positive absolute returns through deep-dive research into deep value, catalyst-driven and secular growth investment opportunities.
We've built a custom AI system specifically for Pineal Capital Fund I. Think of it as a highly trained analyst that never sleeps, never forgets, and always follows your investment principles.
It doesn't replace your team — it makes your team faster. Every output follows your 5 Investment Principles and the 3 U's framework automatically.
Every AI output is governed by these principles. They're not guidelines — they're hard-coded rules the system cannot override.
Flags binary outcomes. Rejects secular decline. First cut is cheapest.
Only proceeds when odds favour us. Quantifies the unknowns discount.
Seeks 3x+ setups. Rejects symmetric risk. Shows the payout math.
No shortcuts. Cash flows and market book values. Predictable economics.
Uncorrelated returns. Tactical management. Reduce cost basis systematically.
Each skill is a purpose-built workflow. Ask the AI to do something and it automatically selects the right skill, follows the right process, and produces the right output format.
Constructs full investment theses from scratch: applies the 3 U's filter (Under Researched, Under Owned, Under Performed), analyses the business, maps catalysts, builds equity bridges, and calculates margin of safety — all in one pass.
Core ResearchMaps every catalyst for every position: M&A, management changes, capital returns, strategic pivots, earnings inflections, technical breakouts. Tracks timelines and flags value trap risk when catalysts stall.
MonitoringRuns Sum-of-the-Parts (SOTP) analysis, relative value vs peers, and equity bridge calculations. Applies the "unknowns discount" methodology to determine entry prices with built-in margin of safety.
ValuationEnforces your risk limits automatically: 40% single stock, 60% sector maximum. Tracks drawdowns against stop-losses, monitors hedge ratios, and alerts when positions need review. Three-factor position sizing: liquidity × volatility × payout.
Risk ManagementProduces Investment Committee memorandums that consolidate thesis, valuation, catalysts, risk, and compliance into a single structured document. Follows the fund's pre-investment → IC → live management process exactly.
DocumentationThree-track compliance: QIAIF fund structure (CBI/AIFMD), investment restrictions (position limits), and ESG exclusion screening (Ottawa Treaty, coal, weapons, authoritarian regimes). Blocks non-compliant investments automatically.
RegulatoryInitialises every session: loads fund context, reads prior learnings, classifies the task at hand (Research, Trading, Risk, or Compliance), and routes to the correct specialist skill. Ensures continuity between sessions.
OperationsUnlike skills (which you ask for), agents work independently in the background — monitoring, alerting, and challenging without being prompted.
Overnight market moves, portfolio position updates, catalyst calendar for the week, macro regime assessment, and priority actions for the day. Your daily intelligence summary.
Watches every active position for catalyst events: earnings releases, M&A announcements, board changes, regulatory decisions, insider transactions, technical breakouts. Alerts instantly.
Plays devil's advocate against every live thesis. Generates bear-case memos, challenges assumptions, identifies where margin of safety has eroded. Verdicts: Holds / Weakening / Broken.
From first screen to live portfolio management — the AI follows your investment process at every stage.
The AI scans a universe of European mid-caps through the 3 U's filter: Under Researched (<5 analysts), Under Owned (<30% institutional), Under Performed (>30% below highs). Only stocks passing at least two criteria advance.
The Thesis Builder skill analyses the business model, financials, management quality, and competitive position. Simultaneously, the Valuation Screener runs SOTP analysis and the Catalyst Tracker identifies value-unlocking events.
Before anything reaches IC, the Thesis Challenger agent generates a rigorous bear case. The Risk Monitor checks portfolio fit (40/60 limits), and the Compliance Checker runs ESG exclusion screening.
All research, valuation, catalysts, risk assessment, and compliance output is consolidated into a structured Investment Committee Memorandum — complete with your 8-item investment checklist and recommendation.
Post-investment, the Morning Briefing agent provides daily intelligence, the Catalyst Sentinel monitors events in real time, and the system continuously reassesses every thesis against evolving conditions.
Here's how the AI would have processed one of Pineal Capital's historical investments — demonstrating every stage of the system.
Pan-European commercial bank • Market Cap >€60bn • Net Income €9.5bn
Under Researched: underappreciated turnaround narrative. Under Owned: low conviction after 3yr underperformance. Under Performed: cheapest large-cap European bank at 0.3x P/TNAV.
The system is built on the most trusted, widely-used tools in quantitative finance — used by institutions worldwide. All open-source, all battle-tested.
| Category | Tool | GitHub Stars | What It Does |
|---|---|---|---|
| Data Science | pandas + numpy + scikit-learn | 41K+ | Data analysis, financial modelling, factor analysis |
| Portfolio | PyPortfolioOpt + CVXPY | 9.8K | Portfolio optimisation, risk parity, Black-Litterman |
| Technical Analysis | pandas-ta | 5K+ | 130+ technical indicators (RSI, MACD, Bollinger, etc.) |
| Market Data | yfinance | 14K+ | Real-time and historical market data |
| Analytics | pyfolio + plotly | 17K+ | Performance tear sheets, interactive dashboards |
| AI Engine | Claude (Anthropic) | — | Multi-agent orchestration, thesis generation, IC papers |
The entire system is organised into clear modules. Here's a plain-language map of what each folder contains and why it matters.
A 148-line instruction file that loads every time the AI starts. Contains your team details, 5 Principles, 3 U's framework, risk limits, and hard rules. This is what makes the AI think like Pineal Capital.
Four sub-modules: fundamental (financial models, SOTP, peer comparison), macro (regime detection, sector screening), technical (chart analysis, entry/exit), and catalyst (mapping, event monitoring).
Position sizing (liquidity × vol × payout), risk parameter enforcement (40/60 limits), drawdown management with stop-losses, hedge manager (tail hedges, FX, derivatives), and exposure tracking.
Five specialist AI agents that can work in parallel: Thesis Analyst, Risk Guardian, Macro Analyst, Catalyst Hunter, and Devil's Advocate. Coordinated by a central orchestrator.
Ready-to-use templates for investment theses and IC memos. Includes a worked UniCredit case study showing exactly what the system produces for a real investment situation.
Four Jupyter notebooks you can run: SOTP valuation, catalyst mapping, risk dashboard, and multi-agent orchestration. Visual, interactive demonstrations of each capability.
The system has hard-coded rules that cannot be overridden. These protect the fund, the team, and your investors.
Every data point is tagged: [VERIFIED], [UNVERIFIED], [ESTIMATED], or [PENDING RESEARCH]. The AI will never fabricate returns, Sharpe ratios, or financial figures.
Ottawa Treaty (mines/munitions), coal ≥10%, weapons >10%, authoritarian regimes, controversial weapons, child/forced labour. Absolute exclusions cannot be bypassed.
All outputs respect CBI/QIAIF/AIFMD rules. SFDR Article 6 compliance. The system flags any output approaching regulated financial advice territory.
Every output is tagged [AI-DRAFT] until a named partner signs off. The AI assists — it never makes investment decisions autonomously.