About the Creator
Welcome to my personal journey into AI and finance
I'm the creator of this site, but you can call me SOPHIE Daddy. My day job is on Wall Street, but I believe financial knowledge shouldn't be a luxury, so I am right here with you.
My motto is simple: If it's complicated, let's break it down.
This website is my personal learning journey into the fascinating world of AI and finance. Together, we'll decode complex topics—from open-source projects and stock analysis to machine learning and app development.
Just pure, accessible knowledge.
More than anything, this website is a celebration of my newborn daughter, Sophie. As she grows up in a world powered by AI, I wanted to create something that represents the best of what technology can offer: the power to empower, educate, and connect us all.
💕 A gift of knowledge for the next generation 💕
I'm so glad you're here. Let's learn together.
Please leave me a comment in any forms, so that I know you've been here.
Want to support the site? The easiest way is to subscribe on YouTube — log in and confirm it on your profile to unlock articles going forward. A tip jar for direct financial support is on the way too — stay tuned.
Reading SOPHIE is free and open — no account needed for the home page, the article library, or the market tools. Just signing in earns your first rank and unlocks bookmarks, and each rank above that unlocks more — topic pages, comments, and premium articles. Ranks 5-8 are earned the same way but don't unlock anything yet; that's coming later.
| Tier | Rank | How to reach it | Unlocks |
|---|---|---|---|
| 1 | Intern | Default when you create a free account | Bookmarks |
| 2 | Analyst | Subscribe to the SOPHIE YouTube channel | Topic pages & study guides |
| 3 | Associate | Like 1 paired video while subscribed | Comments & forum posts |
| 4 | Senior Quant | Like 5 paired videos | Premium articles |
| 5 | Vice President | Like 25 paired videos | Coming later |
| 6 | Director | Like 100 paired videos | Coming later |
| 7 | Managing Director | Like 200 paired videos | Coming later |
| 8 | Partner | Awarded manually | Coming later |
| 9 | Head Quant | Awarded manually | Admin |
Likes and subscriptions run on the honor system — I don't verify them, and likes count once per video, not per click. Ranks only ever go up: earning one a second way never lowers a rank you already have. The single exception is un-subscribing on YouTube, which drops Analyst back to Intern and leaves anything higher untouched. Supporting with a donation will unlock ranks too — that's coming soon.
Here are some useful tools and resources I've built for the community:
| AI Tool Name | Rating | Comment |
|---|---|---|
| NotebookLM | Best AI tool ever! | |
| Gemini | Online search are fast. | |
| Gemini Deep Research | Super long but fantastic reports | |
| Gems | Handy to have a context to LLM. | |
| Deepseek | Free and handy. API is cheap. | |
| Obsidian | Too complicated... | |
| Chatwise | Local LLM client with MCP integrated. | |
| Cursor | Expensive vibe coding~~ | |
| Kiro | Cheap vibe coding~~ | |
| Ollama | Local LLM - Check out my cheat sheet! | |
| Cline | Experience not as good as cursor. | |
| Veo | I like the video made, but I do not know how to use it in finance topics. | |
| VideoScribe | Too expensive. AI is not that smart. | |
| Canvas | Knowledge -> Websites -> Knowledge | |
| Neon | Free PostgreSQL Database | |
| Vercel | Free Next.js deployment. GraphQL server is having issue. | |
| Render | Free server is a joke. 7 dollar server is OK. | |
| CapCut | I use the AI subtitle, not that good | |
| QuantConnect | Server disconnect all the time | |
| AWS Lambda | Not straightfoward enough to deploy |