Invest with AI and with rules
AI researches, you decide, and rules protect you. You write your investment plan, build a simple portfolio, analyse funds, companies and crypto with AI as your assistant and do a 20-minute monthly review. Costs, taxes and scams explained.
- 9 modules · 67 lessons
- exercises and quizzes in every module
- Completion certificate
- Lifetime access
Education, not financial advice. Investing and trading are risky: you can lose everything you invest.
Who it is for
- You have savings and don't know where to start.
- You already invest and want a system, not hunches.
- You want to use AI without letting it decide for you.
By the end
- You'll have your personal investment plan in writing.
- You'll analyse a fund or a company with AI on one page.
- You'll have a calm monthly review routine.
Full syllabus
Your investing system: plan, portfolio, research and monthly review.
M0Welcome: how to get the most from the course10 lessons
- The method: "AI researches, you decide, rules protect you"
- A real-world example
- What you'll have by day 30
- How the course works
- Your 30-day calendar
- What this course is NOT
- Why we show you our own losing numbers
- Set up your tools (checklist)
- Your first prompt
- Exercise and review
M1The foundations no AI can skip for you6 lessons
- Compounding, and its silent enemy: fees
- Risk, volatility and drawdowns: what the pretty charts don't show
- Diversification: the closest thing to a free lunch
- Emergency fund and time horizon: order matters
- Your Investment Policy Statement (IPS), drafted with AI
- Exercise and review
M2Your AI team: several agents at once8 lessons
- Think team, not oracle
- Who's who: the big four (plus a helper)
- The three AI failures that can cost you money
- The 3-check protocol
- The base prompt: Role, Context, Task, Format, Sources, Limits
- Privacy and security: what you never give an AI
- Beware of fake "AI that invests for you"
- Exercise and review
M3Research like an analyst with AI6 lessons
- Analyzing an ETF or index fund
- Analyzing a company
- Analyzing a crypto token
- AI as devil's advocate
- The one-page research sheet
- Exercise and review
M4Build your portfolio with AI8 lessons
- 4.1 From your IPS to an asset allocation
- 4.2 Example portfolios: 1 to 3 funds, and core-satellite
- 4.3 Testing your portfolio on historical data without fooling yourself
- 4.4 Let the AI write your contributions calculator
- 4.5 Investing gradually (DCA) or all at once
- 4.6 Rebalancing with rules
- 4.7 Have the AI check your portfolio against your IPS
- Exercise and review
M5AI as your co-pilot7 lessons
- Why checking less can work out better
- The 20-minute monthly review
- The investment journal: your best teacher is you
- The 5 biases that cost the most (and AI as a coach that pushes back)
- News: separating signal from noise
- Automating summaries and alerts (without anything trading for you)
- Exercise and review
M6Crypto with AI8 lessons
- 6.1 What's different about crypto
- 6.2 How much: crypto as a small satellite inside your IPS
- 6.3 Trend-following in large caps vs altcoins (and the survivorship-bias trap)
- 6.4 Memecoins: what our data says
- 6.5 Researching a token with AI (and spotting rug-pull red flags)
- 6.6 Security: wallets, exchanges, keys and scams
- 6.7 Regulation: what protects you and what doesn't
- Exercise and review
M7From AI that gives opinions to rules that execute10 lessons
- 7.1 Why you automate rules, not opinions
- 7.2 From idea to explicit rule (with AI as your assistant)
- 7.3 Honest backtesting: the 5 traps
- 7.4 Out-of-sample: the two-halves test
- 7.5 Paper trading: rehearse with play money
- 7.6 Your first automation, no code: alerts
- 7.7 When a bot makes sense, and when it doesn't
- 7.8 Hard rules if you ever automate
- 7.9 If you want to go further: Build your trading bot
- Exercise and review
M8Scams, taxes and your 30-day plan4 lessons
- "AI trading" scams
- Tax basics (general principles)
- Your 30-day plan
- Exercise and review
FAQ
Does it tell me what to buy?
No. It is education, not advice: we teach you to research and decide with rules.
Do I need a lot of money?
No. The method works the same with small contributions.
Does it include crypto?
Yes, as a small optional part, with its risks and MiCA regulation.
How much is it and what is included?
It is included in the all-courses pack: €37 one-off, with lifetime access to the 11 courses, exercises, Dolphin Lab and certificate.
Is there a certificate?
Yes. Once you complete the lessons and pass the quizzes you download your Dolphin Academy completion certificate.
What if it's not for me?
You have a 14-day guarantee: if the course is not for you, email ayuda@dolphinia.academy and we refund 100%.