In this video, I’ll show you how I built an AI-powered Portfolio Management OS using Claude Code, Obsidian, and Graphify to centralize investment research, execute analysis workflows, and answer questions across my portfolio knowledge. We’ll cover: - Importance of a Second Brain - Centralizing filings, news, and holdings - Running DCF and research workflows - Analyzing filings with AI agents - Querying investment notes and PDFs 🚀 Perfect for AI builders, investors, founders, and automation engineers who want to build a more structured investment research system. Want to build AI systems like this one? 👉 Join AIN+