Hey,
At a recent morning meeting, Mark mentioned something he'd love to see, almost as if it were a distant dream he wanted to manifest.
He wanted a custom tool that pulled insider and congressional trade data to pair with his Delta Strike trading service.
A couple hours later, I built the first version and let him start testing it right away.
The dashboard surfaces every insider buy and every congressional trade going back twenty years. Searchable. Filterable. Cross-referenced.
But I didn't stop there. I started building a backtest engine on top of it. Something that could turn all that raw data into an actual signal. As Mark and I keep refining it, he'll pull the curtain back on what we're finding. So keep an eye out.
Before we get there, you need to see the simple stuff. The wins anyone with a free Claude or ChatGPT account can grab today. So let's start there.
Hours of Work, Done in Minutes
Say you're a value investor. You like beaten-down companies trading under a P/E of 10 (a quick gauge of how cheap a stock is relative to its earnings), near their 52-week lows, with a long history of generating cash and operating margins above 20 percent (the share of revenue that's left after the costs of running the business).
When I got into investing back in 2001, finding that list meant pulling up charts one at a time and digging through Yahoo Finance for every name on my watchlist. A weekend's work, easy.
Today, you type that exact criteria into Claude and hit enter.
When I did that, here's the first name it surfaced:
“Pfizer (PFE). Trading around $27. Forward P/E around nine (the same valuation gauge, but using next year's expected earnings). Sitting six percent off its 52-week low. Operating margin north of 22 percent. Six and a half percent dividend while you wait. The company throws off more than $13 billion in operating cash a year.”
Then Claude listed the bear case: Patent cliffs on Eliquis in 2028. COVID revenue collapsed from a $50 billion peak. Forty-three billion in debt from the Seagen deal that still needs servicing. A dividend payout ratio (the share of earnings paid out as dividends) that's getting tight.
The second name was Verizon (VZ). Trailing P/E of 11. Forward P/E under 10. A 6 percent dividend. Free cash flow guidance over $21 billion for 2026. The catch: it's not actually near its 52-week low, and the company is sitting on $170 billion in debt that gets heavier every time rates tick up.
Two more came back in the same session, with the same format and the same rigor.
The whole thing took about three minutes.
Why this Matters Now
This isn't theoretical. According to a recent eToro survey, 30 percent of U.S. retail investors are already using AI tools for investment decisions, up 75 percent year-over-year. That's not a fad curve. That's adoption.
The investors using AI properly are getting hours back every week. The ones ignoring it are stuck doing 2001-era work in a 2026 market, and the gap between those two camps will only keep widening.
The good news? You don't need a custom dashboard or a backtest engine to start. You just need a free chatbot, a clear question, and the willingness to verify what comes back. Same way you'd verify a tip from a friend at the bar.
This works for any style. Swap "P/E under 10" for "revenue growth above 25 percent" and you've got a growth screen. Swap it for "yield above 4 percent with 10 years of consecutive raises" and you've got a dividend screen. Different criteria, same speed.
What's Coming Next
Over the next few weeks, I'm going to share more of these simple wins. The screens, the prompts, the workflows. You'll see where AI shines, and you'll see where it tries to lead you off a cliff.
Take care,
Charles Delvalle
Editorial Director, Option Pit