General

General

@AGS
6 months ago

Dafdef AI Key - Portabel AI Agent for iOS devices - Best new tool for automating invetings workflows?

Yesterday I stumbled over a video I saw on social media, a small dongle that apparently acts as an agent for your phone!

What is the Dafdef AI Key:
A tiny USB-C dongle that plugs into your iPhone and acts as a portable AI agent. It can “see” your screen, tap, swipe, type, and run tasks across apps. You approve its plan before it acts and can pause/unplug anytime.

Here are some workflows ChatGPT said could be done with the AI Agent:

1) Earnings-day kit builder (Ticker → Files + Note + Reminders)

Approve → run:

  1. Ask you for a ticker (e.g., CRM).

  2. Open Safari → search “<ticker> investor relations” → open IR.

  3. Download latest shareholder letter / deck / PR → save to Files/Research/<TICKER>/Earnings/YYYY-MM-DD.

  4. Open Quartr app (if installed) → queue the latest earnings call for offline.

  5. Create a Note titled “<TICKER> | Qx FYxx – KIT” with headings: Thesis/Variant/KPIs/Guide/Risks/Qs for mgmt.

  6. Add 3 Reminders: “Read PR,” “Skim deck,” “Listen call” (due today).
    Why: One tap gives you a clean workbench for the quarter.
    Gotchas: If a site uses a weird downloader, the agent may screenshot and save instead—fine as a fallback.


2) “30-minute 10-K sprint”

Approve → run:

  1. Safari → search “sec 10-k <company name>” → open latest PDF.

  2. Open the table of contents → jump through Business, Risk Factors, MD&A (first page of each).

  3. For each section: select first paragraph → copy → append to Note “<TICKER> | 10-K Sprint” under matching heading with a 🔖 timestamp.

  4. Set a 30-min timer; when it ends → create 3 Reminders: “Revisit Risk #1,” “Model 3 KPIs,” “Find segment margins.”
    Why: Forces a structured first pass without getting lost.
    Gotchas: Some filings are HTML not PDF—agent handles copy differently (still fine).


3) KPI extraction → Numbers sheet (light data wrangle on iPhone)

Approve → run:

  1. Open the latest PR/deck (PDF).

  2. Copy the KPI table area → paste into Numbers sheet “KPI-Log <TICKER>.numbers.”

  3. Clean obvious line breaks (Backspace pass), convert % to numbers, add YoY/ QoQ formulas for the new row.

  4. Export a quick PNG chart of the core KPI and save back to Files.
    Why: Gets you a living mobile KPI log per name.
    Gotchas: PDF tables paste messy; the agent does a quick clean and flags any cells for your manual tweak.


4) Consensus snapshot → “Where am I different?”

Approve → run:

  1. Safari → open two public sources with estimates (e.g., Yahoo Finance overview + company IR “outlook”).

  2. Copy current revenue/EPS guides and street medians into Note “<TICKER> | Consensus vs. Me.”

  3. Add bullets: Street says X; Mgmt guides Y; My view Z (placeholder).
    Why: Captures your variant perception in one place.
    Gotchas: If a site is paywalled, the agent skips it and labels “🔒 paywalled—manual”.


5) Earnings call notetaker (Quartr → Notes → Tasks)

Approve → run:

  1. Open Quartr → latest call → set 1.25×.

  2. Start timer = call length; open Notes “<TICKER> Call Notes (YYYY-MM-DD).”

  3. Every time you tap Volume Down (marker gesture), agent inserts “⏱️ T=mm:ss –” line for a note.

  4. After call → create a Reminders list “Follow-ups <TICKER>” with each “❓” line extracted.
    Why: Lightweight way to tag moments and get follow-ups out of your head.


6) IR/PR watcher → inbox triage (last 48h)

Approve → run:

  1. Safari → company News/Press page → scan last 48 hours.

  2. For each new item: open, copy headline + link, append to Note “IR Watch – Today.”

  3. If “guidance,” “customer win,” or “partnership” is detected in the title text, create a Reminder to evaluate impact.
    Why: Keeps you from missing small but material drops between quarters.


7) Competitor map → mini-market scan

Approve → run:

  1. Open your Notion (or Notes) page “Market Map – <THEME>.”

  2. Safari: run 3 searches: “<theme> competitors”, “top <theme> startups 2025”, “<theme> public comps list”.

  3. Add bullets under Incumbents / Mid-caps / New entrants with links.

  4. Create a Reminders task: “Build quick comps table (rev growth, gross margin, FCF)” due tomorrow.
    Why: Rapid scoping before you deep dive.


8) Red-team my thesis (mobile)

Approve → run:

  1. Open Notes “<TICKER> Thesis” → copy the Thesis and Risks sections.

  2. Open your ChatGPT “Red Team” thread → paste with the prompt: “Find 5 holes with evidence.”

  3. Copy the best 3 counters back into the Note under Pushback.
    Why: Forces a daily dose of disconfirming evidence on-the-go.
    Gotchas: Assumes you’re logged into ChatGPT on iOS.


9) Insider/ownership pulse (SE-friendly)

Approve → run:

  1. Open Avanza (or Börsdata if installed) to Insiders/Owners tab for <TICKER>.

  2. Screenshot the last 10 changes → save to Files/Research/<TICKER>/Ownership/YYYY-MM-DD.

  3. Append a grid of the moves (Name, Action, Amount) into Note “Ownership Tracker.”
    Why: Quick visual trend; pairs well with thesis updates.


10) “Research inbox to library” (Safari tabs → Files/Notes)

Approve → run:

  1. In Safari Tab Group: Research, iterate open tabs tagged with the company.

  2. For PDFs: download → save to Files/Research/<TICKER>/Sources.

  3. For articles: copy title + URL → append to Note “Sources <TICKER>” with - [ ] checkbox for review.

  4. Close the tab if saved (keeps your browser clean).
    Why: Zero-bounce capture into your library.


11) “From clip to chart” (figure capture → annotation → file)

Approve → run:

  1. From PR/deck, long-press a chart → Save Image.

  2. Open Photos → Markup → Add text label (KPI, quarter).

  3. Save to Files/Research/<TICKER>/Charts and attach to the KPI Note.
    Why: You’ll reuse these charts in theses, decks, LinkedIn posts.


12) Social proof-of-work (research → post draft → task)

Approve → run:

  1. Open Note “Research Highlights – Today.”

  2. Build a 4-bullet summary of one company (auto-pull titles from your “Sources” note).

  3. Open LinkedIn → start a post → paste bullets + tag #Investing #EquityResearch → Save as draft (don’t post).

  4. Create Reminder “Polish & post (evening).”
    Why: Keeps your public cadence without derailing deeper work.

What are your thoughts? Do you think it would help your way of doing research?