☕ Sip, Learn & Invest:
AI Trading Sessions
Learn how to use AI to generate, test, and refine real investing ideas—without needing technical or trading experience
Next Session
Join the Priority Waitlist
We’re releasing the next sessions soon. Join the waitlist to get early access, priority booking, and first choice of dates.
Small group sessions. Limited spots to keep it hands-on.
What It Is
A relaxed, 90-minute interactive session designed to teach people how to use AI tools to generate, structure, and improve investing, trading, and financial ideas.
During the session, participants will use AI live to generate an investment idea, structure it into a simple strategy, and refine it using a repeatable prompt framework.
Who It’s For
- Individuals who want a structured way to use AI to think through investing and trading ideas
- Beginners looking for a practical, hands-on introduction (no technical or finance background required)
- Teams, communities, and networks seeking engaging, high-value AI + finance sessions
Who We Are
We are investors, technologists, and data practitioners who have spent years using data and systems to inform real-world financial decisions.
In our own work, we actively use AI tools to explore, structure, and challenge investment ideas—turning unstructured ideas into clear, testable strategies.
This session is a direct extension of that approach: a practical, hands-on way to apply AI to financial decision-making, built from how we actually work.
Our experience spans organisations including BlackRock, Barclays, and Thomson Reuters.
Experience Includes
The Toolkit
Get the exact prompts we use
The "Logic Bridge" Framework
Turn raw market headlines into structured trade theses.
"Act as an Institutional Risk Analyst..."
1. Analyze [INPUT_NEWS_STORY]
2. Identify the Institutional Floor
3. Map the Asymmetric Entry Zone
4. Output a 3-step 'Stress Test' for this thesis.
Apply the Barclays Data-Validation filter to...
Institutional Guardrails Included
Strip out "Hype" and focus on "Logic"
Preview: Participants receive the full 12-page toolkit
What Participants Will Learn
- How to use AI to generate and refine real investing and trading ideas
- A simple framework to turn raw ideas into clear, structured strategies
- How to use prompts to stress-test assumptions and challenge decisions
- Where AI can go wrong—and how to use it responsibly
Outcome
Participants leave with practical, usable outputs:
- ✔A structured approach to applying AI in financial decision-making
- ✔A repeatable prompt framework they can reuse immediately
- ✔A clearer, more confident way to evaluate investing ideas
What Makes It Different
- A simple, repeatable ‘idea → structure → refine’ AI workflow
- Beginner-friendly with no prior experience required
- Hands-on and interactive—participants build their own ideas
- Delivered in a relaxed, coffee-style environment
What’s Included
- 90-minute guided, interactive session
- AI prompt cheat sheet (ready-to-use)
- Strategy-building framework (simple and reusable)
- Live demonstrations using real examples
- Hands-on exercises + group discussion
🤝 Let’s Collaborate
Want to bring this session to your community, team, or organisation?
We’re currently booking partner sessions and private workshops. Limited group sizes to keep sessions interactive.
Educational purposes only. This workshop does not provide financial advice.