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Insights, guides, and technical deep dives on AI-powered financial intelligence for small businesses.

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Investment Tracking is Here: B:Side Assist + AI Assist

B:Side Assist now tracks your investments with holdings, cost basis, gains, dividends, and SEC EDGAR context, with AI Assist answering portfolio questions in plain English.

January 4, 2026

8 min read

Aakash Harish· Founding Engineer of B:Side Assist

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Technical Overview

AI Assist: A Technical Overview of Your AI Financial Analyst

January 3, 2026

9 min

Product Overview

B:Side Assist: AI Powered Financial Intelligence for Small Businesses

January 3, 2026

7 min

The B:Side Way Blogs

The B:Side Way

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Investment Tracking is Here: B:Side Assist + AI Assist

AI Assist: A Technical Overview of Your AI Financial Analyst

B:Side Assist: AI Powered Financial Intelligence for Small Businesses

Leaving Power on the Table

The Proximity Paradox

The Trap That Builds Itself

The Market That Can’t Be Talked Down

The Lincoln Test

All New, All the Same

Nothing in Reserve

Paleolithic Emotions, Medieval Institutions, and Godlike Technology

Investment Tracking is Here: B:Side Assist + AI Assist

AI Assist: A Technical Overview of Your AI Financial Analyst

B:Side Assist: AI Powered Financial Intelligence for Small Businesses

Leaving Power on the Table

The Proximity Paradox

The Trap That Builds Itself

The Market That Can’t Be Talked Down

The Lincoln Test

All New, All the Same

Nothing in Reserve

Paleolithic Emotions, Medieval Institutions, and Godlike Technology