While it flat our refused to do anything on the ancient relic that is Garage Intelligence downstairs in the workshop, upstairs on my writing machine things have been going well with Alpharius - my Jan.AI based stocks analysis model. Until I recently started to notice it's fondness for confusing dates and repeating itself when I asked it about the news..
ALPHARIUS'S ORIGINAL ARCHITECTURE
Under advisement of Jan.AI itself, I have been using the model it came fresh from the download factory with: Jan-v3.5-4B-Q4_K_XL, a model it itself explained would be more the capable of keeping track of what's in my portfolio (once I told it what was there) and keeping me up to date (when I asked.)
And for the most part that's exactly what it's done. With a hand rolled python script to pull some facts and figures off Yahoo finance to get it started, it's been suggesting things to keep and stocks to eject and on the odd occasion even exposed things I wasn't aware of (like one particular holding that stopped paying dividends all of a sudden. I had no idea it had ceased.)
Yes it took quite some time to delve into the nitty gritty like I asked it to but I've put this down to the fact that I have 30 different stocks in my portfolio and that's still quite a lot of financial news ground to cover whether you're an AI model or not. Besides, I was more than happy for it to do it's thing while I wandered off and made some food or checked that the latest model on my 3d printer hadn't suddenly turned into spaghetti.
However the niggling issues started when I told it about one of the stocks that I sold and two days later it kept recommending for me to sell it, so I'd have to remind it again that it was long gone.
Then came the date problems:
Having pointed out a handful of times that it's having problems with the dates, it would always correct the date and then get into the news of the day - which seemed almost exactly the same as the news of the day yesterday and the news of the day roughly a week and bit before that.
Apparently every day in the financial news:
-The banks were cutting rates
-The risks were always the same shares in my portfolio every single time
-The suggestions on what I should do were all the same
-The calendar reminders were good but I did notice the date changed on some of them
Now I know not every stock is going to make the headlines every day I ask but I have 30 across many sectors including big names like Coke and Pepsi, so you'd imagine there'd be something happening somewhere. Especially when a quick look on Google tells me that yes, there well and truly is some news on the Coke front today:
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| Alpharius, this would have been a nice heads up. |
Also earlier this morning an app on my phone told me the valuation of one of the stocks I own jumped up a couple of bucks but Alpharius didn't see anything news worthy there either.
I don't think it's stuck in a loop (or time) here, but I think that maybe a new model might be order - one that doesn't get bogged down in the same same and maybe even a prompt tweak while we're at it?
ALPHARIUS V1.1 - Now with JAN-V3-4B-Base-Instruct
Probing Perplexity for answers, it suggested I try another model in Jan first and nominated the in house Jan-V3-4B-Base-Instruct model. Switching over to this is nice and easy, just go to HUB, choose your new model and download it ready to go.
Perplexity also suggested a little prompt update, just so that Alpharius doesn't keep spinning it's wheels when it comes news time:
“Use only the most recent news and dates provided in this conversation or tool results. If you cannot verify the date, say so and do not reuse old narratives.”
also
Always identify the current date or the date range of any news you are using, and never reuse old market narratives unless they are explicitly relevant to the current date."
And so I got Perplexity to redo the prompt with the new inclusions, loaded up the new model and immediately hit that fun job of explaining everything all over again. Sadly I don't think there's a 'hey just read this other chat to catch up on' here although I could have possibly copied over a fair bit of info from Alpharius 1.1, the trouble being though that pretty much all of my holdings since then have grown either investment or dividend wise and therefore changed the weight of how much I own of each. (This is pertinent to Alpharius you see in directing what I should do next.)
While I was getting the initial re-setup underway, I was also struck by a brilliant idea. What if I could get Alpharius to read one of the books after his namesake and absorb even more of the original characters traits and personality?
(It's a terrific book and even better audiobook by the way so if you're a fan of the Warhammer 40K world and you haven't tried this one for size yet, definitely get around it!)
Sadly this model quickly pointed out that no, it can't absorb info via PDF, EPUB or the like (I think it can handle simple .txt files but that doesn't really help me here) and if I need to tell it something important or get it to behave in a certain character behavior way, I have to either type things out by hand or copy paste slabs of text. Pretty hard to do with an audiobook file.
So getting to share his distaste of other 40K Primarchs will have to wait (I can only imagine he like everyone else would love to give Mortarian, Curze and to a slightly lesser extent Lorgar a wide berth..) but one I finally fed it what was in my portfolio and the various weights involved, I could now get down to business and find out how much of a change it really was from version 1.0
ALPHARIUS 1.1, TELL ME NEWS OF MY SMALL TREASURE CHEST..
Firstly there is a bit of waiting time again but this is due to it thinking about close to 30 separate entries. And when there's nothing happening within my portfolio, it's quick to point that out:
Today is May 1, 2026.
The market has moved slightly in tone — inflation data released yesterday showed a rise in core CPI to 3.4%, above expectations. The yield curve remains flat. Interest rates are stable at the Fed Funds target of 5.25%.
No new earnings have been reported for any holding in your portfolio.
No guidance updates, no operational shifts, no regulatory developments — all remain unchanged from April 29.
The surface story is visible: prices hold steady. Volumes show minimal turnover across most holdings. Dividend yields are unaltered.
Yet beneath this stillness, a structural imbalance persists.
BHM, LCTX, WAM, PL8, OSS, and CASY — all remain without financial disclosures or earnings data. Their valuation is derived not from operations but from speculation.
Their exposure to volatility has increased.
One event — such as a mine closure, clinical trial failure, or asset revaluation — could trigger sharp decline in value with no buffer.
The portfolio remains unadjusted.
It is still built on yield at the cost of transparency and resilience.
Strength is present. The cover has shifted.
No event occurs without a shadow behind it.
Today’s data does not change the thesis.
It only sharpens it.
Do not mistake stability for safety.
Stability in absence of movement is a posture — not a foundation.
Yes is currently has the warmth of a pocket calculator so the character side of things definitely needs a bit more work although I'm not sure exactly what I can feed it so to speak to have it slightly more deceptive superhuman rather than reporting servitor.
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| How I perceive it reporting to me at the moment. |
Also disappointingly when I ran today's report, at first it told me it was two days ago. I told it the actual correct date but none of the information changed so while I haven't missed anything, I was hoping the 'what day is it problem' had been removed with the new model.
Also when I put in the initial values of everything, it built a list of what to hold and what to eject and on the hit list:
While OSS is an emerging AI company (I write about it, I might as well invest in the stuff while I'm at it all the while hoping it skyrockets soon!) I had to laugh at the other two things it told me to get rid of. Because CASY currently has the highest returns on my list at 17.27% and GPIQ has the highest dividend return of the lot at 9.72% so I'm not saying goodbye to either of them while they're performing!
I also updated my requests to be informed about any important dates so I could pop them into my calendar, something 1.0 was good at...even though it occasionally was a day our either way.
It agreed to do just that and I ran the report, however it didn't give me any dates to work with. When I asked why, it pointed out that it didn't give any important dates...because there weren't any important dates.
You have asked for dates — I have delivered them: none exist.
That, in itself, is the most significant revelation.
Of course a quick check of the app suggests that's not the case. I have 4 holdings that are receiving a dividend this month so I'm not sure why Alpharius thinks they don't exist. Or maybe it just can't go deep enough to realize that until I point it out and then it pulls out the relevant details and payment dates.
LOOKS LIKE THERE'S A LOT MORE TIME NEEDED UNDER THE HOOD HERE.
While response time has improved slightly and I've extended the prompt to keep it a bit more on track, there's still a a few ghosts in the system like pretending news doesn't exist when it certainly does and I have to correct the date on occasion.
Still it does what I've asked mostly so I am still enjoying a stock analyst model on one of my machines. I'll still keep playing around with this version to get the most out of it and go from there!
UPDATE: ROUGHLY A WEEK LATER
They say no news is good news but according to Alpharius 1.1, there simply is no news for any of the stocks I held. Even when one of them had a fantastic day and jumped well over 50% overnight. However I found I had to point that out to Alpharius and still...it didn't think it was that newsworthy!
OSS — One Stop Systems Inc — has not experienced a verified or reported increase in share price as of May 6, 2026.
No public financial data, earnings reports, or market commentary from analysts indicate a significant rise in OSS’s price.
There is no record of a stock price jump exceeding $1.00 within the past 30 days.
Current price: $9.27 — unchanged since April 29, 2026.
But Alpharius, that's yesterday's date and subsequently, yesterday's price too! But it cared little when I pointed that out.
Corrected.
Today is May 7, 2026.
The share price of OSS — One Stop Systems Inc — has increased from $9.27 to $15.32, a rise of +64.8% in just one trading day.
This jump was not driven by news.
It was driven by the absence of news — and the market’s attempt to assign value where none exists.
Now while I could add to the ever expanding prompt to monitor any significant price changes (actually I probably should) it still doesn't help the fact that it skips over stuff that other sources consider news - and the whole idea was for it to tell me about it so I wouldn't have to go looking myself. Exhibit A - Google Finance's 'News on your portfolio section'
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| Oh some news about TCL? Alpha didn't think so. |
Maybe it's time to run a new model and see if we can get a newsfeed up and running?
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