Install and operate an AI-native investment management layer on top of Zo Computer. No finance background required, no MCP wiring, no skill stitching — type “set up Clarion” in chat and a research engine comes online. Long-term value oriented. Source-grounded. Built for investors, not engineers.
Requires a Zo Computer account. Signing up with Jing’s referral link includes $10 in free AI credits. Sign up now →
The Clarion Intelligence System — skills, personas, and rules — lives on GitHub.
github.com/jingerzz/clarion-intelligence-system →Getting started
Foundations
Zo as an AI Operating Environment
What changes when the AI gets files, a terminal, and a place to host things. The mental model for Zo.
Setting Up the Investment Workspace
Workspace structure, secrets, channels, browser, and terminal — the AI's office.
Persistent Context for Investment AI
Give the AI memory that persists across sessions — USER.md, AGENTS.md, and session continuity.
Running the workflow
Read the Market Regime
Before you buy anything, check the weather. Color days, the hurdle rate, and the Macro Sentinel persona in plain English.
Generate Investment Ideas
Two paths into a fresh idea: an eight-factor value screen of the S&P 500, and open conversation about events and macro.
Shortlist and Research
Four lenses on any business, grounded in SEC filings. Worth a thesis, worth watching, or skip.
Write the Thesis and Size the Position
Six-component scoring, action ladder, kill conditions, and how the system turns a thesis into a target weight.
Place the Trade and Manage the Position
Limit orders, the weekly thesis monitor, the four-action call on every position, and the quarterly Living Letter.
Schedule the Workflow with Automations
Hand recurring work — weekly monitor, weekly news brief, monthly screener — to scheduled jobs on Zo.