Your Portfolio Is
Doing Fine. Your Process
Could Be Better.
Education only. Not financial advice. Not affiliated with any brokerage.
The AI Investor's Toolkit
10 prompts that will change how you analyse your next stock — in under 10 minutes.
- Instant stock analysis prompts
- Portfolio health checklist
- ETF comparison template
- Works with ChatGPT, Claude, or Gemini
Conflict-Free — zero affiliate commissions
25+ Years Self-Directed Investing
Canadian & US Market Focus
Built by an Investor — not a bank
You Don't Need Another
"What is an ETF?" Article
The Experienced Self-Director
You manage your own portfolio — $200K, $500K, maybe more. You’ve been investing for years and you don’t need hand-holding. You need better tools.
The "I Should Be More Systematic" Investor
You know you should review your allocation more regularly. You rebalance by feel. You want a repeatable process you can actually stick to.
The AI-Curious Professional
You’ve used ChatGPT for work or personal stuff. You’ve wondered “can this help me with my portfolio?” but never knew where to start. Yes — it can, and we’ll show you how.
Heads up — this probably isn't your thing if...
You’re looking for stock tips, day-trading signals, get-rich-quick promises, or someone to manage your money. DW is tools and education. What you do with them is entirely your call.
Same Portfolio.
Smarter Process.
What you're probably doing now
- Spending hours on manual research — screening stocks, comparing ETFs, building spreadsheets that go stale in weeks
- Rebalancing by feel instead of using a systematic, repeatable framework
- Reading generic financial content that's either too basic or too Wall Street
- Works with ChatGPT, Claude, or Gemini
- Thinking about doing a proper portfolio review… eventually… when you have a free weekend
What it looks like with DW tools
- AI prompts that do in 10 minutes what used to take you an entire weekend — analysis, risk checks, allocation review
- Checklists and systems that turn your quarterly review into a structured, repeatable routine
- Content built for experienced investors with real portfolios — no fluff, no jargon gatekeeping
- A portfolio review process you can actually finish on a Sunday morning with a coffee
You Don't Need Another
"What Is an ETF?" Article
The AI Investor's Toolkit
10 ready-to-use AI prompts, a portfolio health checklist, and an ETF comparison template. See what AI can do for your investing in under 10 minutes.
FREE
AI Portfolio Analyst Prompt Pack
75 expert-crafted prompts across 7 categories — from stock analysis to risk assessment to ETF comparison. Copy, paste, and get institutional-quality answers.
$47
The AI Investor's Toolkit
10 ready-to-use AI prompts, a portfolio health checklist, and an ETF comparison template. See what AI can do for your investing in under 10 minutes.
$97
The Deliberately Wealthy Mini-Course
The full system — portfolio construction, hurdle rate testing, growth targets, and rebalancing — in a self-paced format. Built for investors who already know the basics and want the complete methodology.
$197
The DW Systems Library
$29/mo
Four Steps.
Your Pace.
1
Grab the Toolkit
Download the free AI Investor’s Toolkit. Run your first AI-powered stock analysis in under 10 minutes. See what’s possible.
2
Audit Your Portfolio
Use the Prompt Pack to run a full diagnostic — allocation gaps, concentration risk, performance blind spots.
3
Build Your System
The Mini-Course walks you through building a repeatable process — hurdle rates, rebalancing triggers, review cadence.
4
Stay Sharp
The Systems Library keeps your process current — new tools, updated prompts, and quarterly deep dives.
I Built the Tools
I Wished Existed
I’ve been managing my own portfolio for over 25 years — through dot-com crashes, financial crises, and everything in between. I’m not a financial advisor, a CFA, or a YouTube personality. I’m a tech industry professional who takes his investing seriously.
A couple of years ago, I started using AI to do the analytical work I’d been doing by hand — stock screening, portfolio reviews, allocation analysis, risk checks. The results were a game-changer. What used to take me an entire weekend now takes a Sunday morning coffee.
Deliberately Wealthy is the system I actually use on my own money. Every prompt was tested on real holdings. Every framework came from a real decision I had to make. I built this because I couldn’t find it anywhere else — and I figured I’m probably not the only one.
25+
Self-Directed
18+
Tech Industry
0
Commissions
Written for Investors,
Not Finance Majors
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Start Investing More Deliberately
Get the free AI Investor’s Toolkit and see what 10 minutes of AI-powered analysis can do for your portfolio.
No spam. No financial advice. Just tools that work.