Shanfeld Equities AI
“Res Ipsa Loquitur” — The thing speaks for itself
Born from Coastal Oak Capital — a family office built on the belief that the best investment decisions come from consensus, not conviction alone. What started as a personal trading journal evolved into an enterprise-grade AI system where 7 artificial intelligence models debate every decision before a single dollar moves.
The moat isn't the data — it's the architecture. A vertically integrated AI intelligence stack that turns publicly available information into proprietary signal through multi-model consensus and recursive learning.
The Founder
David Shanfeld
Founder & Chief Architect — Shanfeld Equities
David built this platform from scratch over 16 weeks — not by writing every line of code manually, but by architecting the system at a conceptual level and orchestrating AI to execute the vision. Every API integration, every agent configuration, every risk guardrail reflects intentional design decisions about how machines should assist human judgment in financial markets.
His investment philosophy centers on picks and shovels — owning the infrastructure that powers megatrends rather than betting on which company wins the race. Government-backed assets with bipartisan tailwinds. AI infrastructure. Power generation for data centers. Critical minerals. The thesis is simple: follow the money that's already been allocated.
Entity
Shanfeld Equities LLC
Family Office
Coastal Oak Capital
Platform
Jarvis V2
AI Agents
7 Models in Consensus
Data Sources
37+ Live APIs
Build Time
16 Weeks
Build Timeline
Foundation
Core orchestrator, first 3 AI agents, basic consensus engine, BigQuery integration
Intelligence
Trinity System, Council of Sages, Devil's Advocate, 31+ data sources connected
Execution
Strategy engine, tax-loss harvesting, options income, margin management
Enterprise
Full dashboard, guided tours, decision ledger, accuracy tracking, cloud deployment
System Architecture
37+ real-time sources: market data, news, social media, EDGAR, congressional trades, options flow, dark pool activity, Substack, Discord
Claude Opus, Sonnet, GPT-o1, Gemini, Grok, Perplexity, and Parallel — each analyzes independently, then votes. No single model bias.
Three specialized AI primes (QUANT, PSYCH, RISK) vote on opportunities with exponential confidence multipliers. RISK has veto power.
Five legendary investor frameworks (Buffett, Dalio, Marks, Thiel, Munger) validate positions. Howard Marks can veto.
Generates the strongest possible counter-thesis for every bullish case. Second-level thinking baked into every decision.
Automated margin reduction, tax-loss harvesting, options income generation, and allocation rebalancing — all based on your real portfolio.
Trinity System — Second Layer of Validation
After the 7 AI agents reach consensus, three specialized “Prime” agents run a second-level analysis. All three must agree, or the position size shrinks. RISK_PRIME has absolute veto power.
QUANT_PRIME
Quantitative Analysis
Options flow, insider trades, dark pool activity, fundamentals
PSYCH_PRIME
Market Psychology
Market sentiment, behavioral signals, fear/greed cycles
RISK_PRIME
Risk Assessment
Portfolio architecture, position sizing, VETO POWER
VETO POWER3/3
27x
Full position (5%)
2/3
8x
Half position (3%)
1/3
1x
Watch only
VETO
0x
No position
Council of Sages — Legendary Investor Frameworks
Every trade is evaluated through the lens of five of history's greatest investors. Their frameworks are encoded as AI prompts that challenge each thesis from different angles.
Investment Thesis: Picks & Shovels in the AI Revolution
Don't bet on which gold miner wins — own the shovels, the railway, and the general store. The core thesis focuses on infrastructure plays with government-backed catalysts.
Government-Backed Assets
Highest conviction — CHIPS Act, IRA, DOE funding. Bipartisan money already allocated and flowing.
Conviction: Highest
AI Infrastructure
Semiconductors, data center equipment, networking. The picks and shovels of the AI gold rush.
Conviction: High
Power & Energy
Nuclear renaissance, natural gas, grid infrastructure. AI data centers need massive, reliable power.
Conviction: High
Critical Minerals
Rare earths, lithium, uranium, copper. The TRUE NEEDS that every megatrend depends on.
Conviction: Medium-High
Technology Stack
AI Models
Backend
Frontend
Shanfeld Equities LLC — Enterprise Proprietary AI
Coastal Oak Capital — Family Office
“The moat isn't the data — it's the architecture.”