# Sentity — AI-assisted investing

> Source: https://sentity.co/
> Author: Jason (@JasonSentity)

## "Investing well is the single best path to financial freedom for working people."

— Jason, [@JasonSentity](https://x.com/JasonSentity)

I'm Jason. I started investing as a teenager with money from summer jobs. More than thirty years later I
still love researching markets and investing, and managing my family's money.

**The focus here, and everywhere I write publicly, is to share how I am using cutting-edge AI tools to
supercharge
my investing process.** The foundation is thirty years of hard lessons, combined
with this remarkable new tool we have been handed.

I write here honestly — the calls that worked and the ones that cost me, posted before I knew which was
which. I am not selling a record. When I am wrong, the note stays up. I invest as a GARP investor, heavily
influenced by Warren Buffett, Charlie Munger, Peter Lynch, Stanley Druckenmiller, Howard Marks, Brad
Gerstner, Gavin Baker, Peter Thiel and Jim Simons, among others.

## Focused on AI-assisted investing

Not handing your portfolio to a bot. No autopilot, no black box, no signal service. The question is
narrower and more useful: **where in the investing process can AI genuinely help right now**, so the
person making the decision makes a better one.

In practice: screening for candidates, reading filings, arguing the other side of a thesis before I
commit, tracking entry and exit points once I am in. The judgment stays mine. The tooling just gets the
work in front of it done faster.

## No bullshit

No paywall, no newsletter upsell, no course, no Discord, no affiliate links. There are too many people
charging for this. I am not one of them.

Everything is free to read and free to copy, including the process itself. I publish because writing it
down sharpens my thinking, and because I would like to pass some of it on.

## What is here

| Section | Contents | Machine-readable |
|---|---|---|
| Principles | 6 business principles, 15 investment principles | [principles.md](https://sentity.co/principles.md) |
| Portfolio | Current allocation, with the case for each holding | [portfolio.md](https://sentity.co/portfolio.md) |
| Notes | Dated notes, written before the outcome is known | [notes.md](https://sentity.co/notes.md) |

Every page has a Markdown twin, and an index for agents at [llms.txt](https://sentity.co/llms.txt). Read
it yourself or point an agent at it.

## The process, published

Using AI for research is becoming table stakes. Doing it with structure is not. I intend to publish the
structure itself — the order of operations, what the agents are asked to do, where they are checked, where
a human still decides — plainly enough to copy.

## Standing disclosure

I hold every position listed, as of its date of update. Nothing here is investment advice; I am an
individual sharing his own reasoning, not an adviser. Notes are dated and never edited after the fact.