Hey,
Three days ago, I told you wealth is a system.
Today, I’m giving you the first one.
It’s called the AI Wealth Engine v1.0, and it’s designed to do one thing:
Turn 10 hours of weekly financial management into 60 minutes.
No more scattered spreadsheets.
No more “I should probably check my portfolio.”
No more guessing what’s happening in the market.
Just a clean, automated system that gives you clarity every single week.
👉 [Download the AI Wealth Engine v1.0 Here](LINK)
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What’s Inside
This is a Notion-based dashboard with 3 plug-and-play automations:
1️⃣ The Market Radar
Automatically pulls in:
- AI industry news (funding rounds, breakthroughs, IPOs)
- Crypto movement (Bitcoin, Ethereum, trends)
- Macro signals (Fed updates, inflation data, global events)
You get: One consolidated view. No more doom-scrolling Bloomberg or hunting for a signal in noise.
2️⃣ The Investment Tracker
Track your portfolio across:
- Stocks & ETFs
- Crypto
- Alternative investments
- Cash positions
You get: Real-time clarity on what you own, what it’s worth, and how it’s performing.
3️⃣ The Weekly Financial Review
A 10-minute template that asks:
- What moved this week?
- What needs attention?
- What’s my next move?
You get: Consistent decision-making, no more reactive panic or FOMO.
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How to Use It (5-Minute Setup)
Step 1: Download the dashboard (link above)
Step 2: Duplicate it to your Notion workspace
Step 3: Connect the automations using Make.com (free tier works)
- I’ve included the pre-built automation blueprints
- Just import them, and you’re live
Step 4: Run your first weekly review this Sunday
That’s it. You now have a system that most people pay financial advisors $5k/year to replicate poorly.
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Why This Matters
Here’s what I’ve learned building wealth systems for the last 5 years:
Most people aren’t broke because they lack knowledge.
They’re broke because they lack systems.
Knowledge doesn’t compound. Systems do.
You might read 100 articles about investing this year.
But if you don’t have a system to:
- Track what you own
- Monitor what matters
- Review and adjust consistently
...then that knowledge becomes noise.
The AI Wealth Engine solves that.
It’s your operating system. Everything else plugs into this.
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What’s Included in Your Download
✅ Notion dashboard template (fully customizable)
✅ 3 Make.com automation blueprints (ready to import)
✅ Setup guide (step-by-step walkthrough)
✅ Video tutorial (5 minutes, shows you exactly how to deploy)
Bonus: You’ll also get my affiliate recommendations for the tools that power this system. If you sign up through those links, you support this newsletter at zero cost to you.
👉 [Grab it here before I gate this behind a paywall](LINK)
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Recommended Tools (Affiliate Links)
To get the most out of the AI Wealth Engine, here are the tools I use and recommend:
🔹 Notion AI – Powers your dashboard and adds intelligent search/analysis
🔹 Make.com – Runs your automations (free tier is perfect to start)
🔹 M1 Finance – My go-to brokerage for automated investing (clean interface, no fees)
🔹 Galaxy AI & use Perplexity Pro – Best AI research tool for tracking market trends and news
I only recommend tools I actually use. These are the backbone of my wealth stack.
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Next Week: We Go Deeper
Now that you have the foundation, next week we’re building on top of it:
Tuesday: Market commentary, what’s happening with AI regulations, Bitcoin’s next move, and the macro picture heading into Q1 2025.
Friday: “How to Automate Your First $1,000/Month in Passive Income”—a breakdown of 3 income systems you can set up this weekend.
This is just the beginning.
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Your Move
1. Download the AI Wealth Engine
2. Set it up this weekend (takes 10 minutes)
3. Run your first weekly review on Sunday
4. Reply and tell me: What surprised you most about your current financial picture?
I read every email. And your feedback shapes what I build next.
Let’s systematize this.
— Dan
Founder, The Wealth Grid
P.S.
Already set up your dashboard? Amazing! Please share this email with someone who needs to get their finances in order. They’ll thank you.
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🔗 Quick Links:
- [Download AI Wealth Engine v1.0](LINK)
- [Join our community](LINK)
- [Follow on Twitter/X](LINK)
- [Follow on LinkedIn](LINK)
Powered by: Notion AI • Make.com • M1 Finance • Galaxy AI with Perplexity