Hey Jo Marie — Jay Built You Something

01 — The Problem

We both have the same three fears.

And they're completely valid. Here's what's been holding us back.

💸

Losing our money

What if we pick the wrong thing and we're worse off than when we started?

🎯

Making the wrong picks

There are thousands of stocks. How do we know which ones are actually good?

📚

Not knowing what we're doing

The finance world speaks its own language and nobody explains it in plain English.

All three fears point to the same solution: a smart, patient advisor who knows us personally — and is available whenever we need them. That's what I built.

02 — What It Is

Your personal AI financial team.

Three things that work together so we always know what's happening with our money.

💬 You talk to it on Telegram

Text it like you'd text a friend. Ask it anything — any time of day or night. It responds like a knowledgeable advisor who already knows our situation.

📊 It watches the market for us

Real-time stock prices, earnings reports, breaking news — all summarized in plain English. No more bouncing between 5 different websites.

🎯 It tracks our goals

Emergency fund, kids' college, retirement — every goal gets tracked with a timeline. It tells us if we're on pace or need to adjust.

🌐 It updates a private dashboard

A private web page just for us showing our portfolio, goal progress, and weekly summaries. Pretty charts, zero jargon.

03 — The Agent

Meet Data.

From one of your favorite movies. Always has the right gadget for the right situation. Loyal. Brilliant. Occasionally hilarious.

🤖

Data

Your Personal Financial Advisor · Always On

Smart Funny Honest On Your Side Never Sleeps

"I've upgraded significantly since the Goonies. My gadgets actually work now. And I know a lot about money."

Jo Marie! Finally. Jay's been talking about this for weeks and I was starting to think you didn't exist.

I'm Data — your personal financial advisor, market researcher, and the only one in this relationship who will tell Jay no when he gets a bad idea. I already know the answer to that last one.

Let's build some wealth. 💼

04 — The Secret

This is exactly how Goldman Sachs works.

A senior advisor at Goldman doesn't do the research themselves. They have an entire team behind them — and the client only ever talks to one person. That's exactly what we built. Except ours costs $50/month instead of millions in salaries.

🏦

Their team vs. our team

Same structure. Very different price tag.

Equity Research Analyst → Mikey — Equity Analyst

Macro Economist → Chunk — Macro Analyst

News & Intelligence → Mouth — News Scout

Document Specialist → Brand — SEC Analyst

Portfolio Risk Analyst → Andy — Goal Tracker

Senior Advisor (you talk to) → Data — Lead Advisor

Goldman Team

6 Human Analysts

$Millions/yr

Minimum $10M to access

vs

Our Team

Data + Specialists

$50/mo

Starting with $1,000

We're building infrastructure most people with $500,000 portfolios don't have access to.

05 — See It In Action

What talking to Data actually looks like.

Real examples. Real conversations. This is exactly how Data will talk to us.

🤖

Data

Always online

👤

I've been looking into 529 plans for the kids. Is that something we should do?

🤖

Yes — and I'm glad you brought this up. A 529 is one of the smartest moves you can make for Jovie, Jayce, and Inday right now.

Here's why it matters: money in a 529 grows tax-free and comes out tax-free when used for college. That's a significant advantage over a regular investment account.

Jovie is your oldest — she starts college in about 7 years. Time is your biggest asset right now. Even $100/month started today compounds significantly by then.

Want me to model out what $100, $200, and $300/month looks like for each kid by the time they hit 18?

👤

We're down $67 today. Should we sell everything?!

🤖

Put the phone down — not yet. 😄

The S&P dropped today on inflation news. It's happened 23 times in 5 years and recovered every single time.

Your $67 is a paper loss only. Selling right now makes it real and permanent. Close Fidelity and go about your day.

👨

Jay here — I want to put $500 into a meme coin 🚀

🤖

Jay. No. 😄 That's half the portfolio in something with no revenue, no technology, and no use case. I'm telling Jo Marie. How about $50 for entertainment — not wealth building?

06 — The Dashboard

Your private dashboard — always up to date.

Every conversation with Data automatically updates your private web dashboard. Open it anytime to see the full picture — portfolio, goals, 529 progress, weekly summaries.

WEALTHMIND DASHBOARD

Jay & Jo Marie

Total Portfolio

$1,127

↑ +$127 (+12.7%) since start

Active Goals

🎯 Emergency Fund 10.4%

$1,043 of $10,000 · On pace for 3.5 years

🎓 529 — Jovie 3.2%

$800 of $25,000 · 7 years to college · $200/mo recommended

🎓 529 — Jayce 2.0%

$500 of $25,000 · 9 years to college

🤖

DATA · WEEKLY INSIGHT

You're outperforming the S&P 500 by 6.5% this quarter. The 529s are new — starting Jovie's now vs. waiting 2 years saves an estimated $4,200 in lost compounding. Keep going. 💪

See the full dashboard mockup →

06 — When

You'll have it in 3 weeks.

Realistic timeline. Not a wish list.

1️⃣

Week 1 · Now

Setup & Financial Profile

We sit down together and define our goals, risk tolerance, and timeline. This is the most important step — and it's just a conversation between us.

2️⃣

Week 2

Data Goes Live on Telegram

Jay wires everything together. You get a Telegram notification and your first conversation with Data. This is when it gets real.

✓ You can start talking to Data

3️⃣

Week 3

Market Research Unlocked

Data can now look up any stock, pull earnings reports, and search market news in real time. "Should we buy Nvidia?" gets a full research-backed answer.

4️⃣

Month 2

Dashboard + Automation

The private web dashboard goes live. Monday morning summaries start automatically. Goal tracker shows our progress in real time.

✓ Full system operational

07 — What It Costs

Less than one dinner out.

Here's the full breakdown — no surprises.

Telegram Bot Free

Cloud Hosting (Railway) $10–15/mo

Claude AI (Data's brain) $5–15/mo

Perplexity Finance (market data) $5–20/mo

Total Per Month $20–50

That's a personal financial team — for the price of dinner at Moxies.

08 — Your Call

Ready to give Data the greenlight?

One last thing — Data needs a name confirmation from you. You picked it. Make it official.

Confirm the agent name

Data 🤖

The Goonies inventor. Always prepared. Gadgets actually work now.

I want a different name

Tell Jay when you see him — he'll update it before launch.

Jay gets notified the moment you tap this.

🎉

We're doing this, Jo Marie!

Jay just got notified. Data is officially greenlit.

Check your Telegram in about 2 weeks for your first message from Data. It's going to start with something funny.

We're building something really good here. 💛

View the full product brief →

Hey Jo Marie.Jay built you something.