Solo Fund AI – Overview, Pricing & Verified Features

Quick Facts: Solo Fund AI

Pricing Model: Freemium
Primary Audience: Solo, self-directed investors who want a structured, journal-style process to document and review their own investment decisions before acting.
Official Website: solofund.ai
Research Verification Date: October 16, 2026

What is Solo Fund AI?

Solo Fund AI is an educational decision-log tool for solo investors that walks each investment idea through a fixed five-station process (Executive Summary → Authorization → Directive → Request → Workflow), recording assumptions, data gaps, risk constraints, and exit criteria. It explicitly does not provide investment advice, execute trades, or hold assets, and defaults to a conservative 'no further action' when information is incomplete.

Documented & Verified Features

Fixed five-station decision workflow: Executive Summary → Authorization → Directive → Request → Workflow
Structured decision log capturing assumptions, explicit 'what we don't know' data gaps, risk restrictions, and exit criteria
Conservative auto-Request default: incomplete notes/data gaps result in 'no further action recorded'
Risk presets applied on every Pro run
CSV export (Sheets/Excel/Notion/journal apps) and printable report (Print → PDF) on Pro and Fund Desk plans
Optional holdings paste with cost basis and desk-fetched marks; prompts and holdings not used to train public models
No trade execution, no custody, and no brokerage login/password requests
In-app decision history with ability to clear chat history anytime
Live runs consume credits via an n8n workflow
Sample report and replay demo available without an account

Primary Use Cases

Run an investment idea through a fixed 5-station decision-log process before acting on it
Record assumptions, data gaps, risk restrictions, and pre-committed exit (kill) criteria to reduce emotional trading decisions
Export decision history as CSV or printable PDF reports (Pro/Fund Desk) for use in spreadsheets, Notion, or trading journals
Compare the same idea under different risk presets to stress-test the decision format before upgrading

Pricing & Plans

Free Tier / Trial: 50 free credits for new accounts (8 credits per full analysis ≈ 6 complete decision-log runs); no credit card required to start
Pro: price not displayed on scraped pricing page; submitter reports plans start from $19/month (unconfirmed on site); includes risk presets plus CSV and printable history export
Fund Desk: referenced as a higher plan that unlocks history export; price not disclosed
Pay-as-you-go credit packs: available; prices not disclosed

Documented Limits & Restrictions

Each full analysis costs 8 credits; free tier capped at 50 credits (~6 full runs); CSV/printable export and risk presets require Pro or Fund Desk; paid-tier dollar amounts are not shown in the scraped site content

Editorial Transparency Note: Information on this directory page was collected and verified from Solo Fund AI’s official documentation on October 16, 2026. Features and pricing may change over time.