Get instant market insights, strategy recommendations, and answers to trading questions using Stratify's AI assistant powered by advanced language models.
The AI assistant can: Analyze stocks, explain metrics, suggest strategies, interpret backtest results, and answer questions about trading concepts - all in natural language.
Think of the AI assistant as your always-available trading research analyst and educator:
Get detailed analysis of any stock including fundamentals, technicals, sentiment, and price action.
Example: "Analyze AAPL's current technical setup"
Learn concepts, indicators, and strategies. Ask any question about trading, technical analysis, or risk management.
Example: "Explain the Sharpe ratio in simple terms"
Understand why backtests succeeded or failed. Get suggestions for improving strategy performance.
Example: "Why did my momentum strategy underperform?"
Get recommendations for strategies based on market conditions, your goals, or specific stocks.
Example: "What strategy works best for tech stocks?"
Research sectors, compare stocks, identify trends, and get market summaries.
Example: "Compare AAPL, MSFT, and GOOGL fundamentals"
Evaluate portfolio risk, position sizing, and get suggestions for risk management.
Example: "Is my portfolio too concentrated in tech?"
Multiple ways to start a conversation:
Click AI Assistant in the left sidebar to open the full chat interface.
Click the 🤖 Ask AI button in the right panel for a quick query without leaving your current page.
Click AI icons next to stocks, backtest results, or charts to ask questions with context pre-filled.
Press Cmd/Ctrl + Shift + A from anywhere to open AI chat.
Start with a simple question:
You:
"Explain what a momentum strategy is"
AI:
A momentum strategy is a trading approach that buys assets showing strong recent price performance (upward trends) and sells those showing weak performance (downward trends). The core principle is that "winners keep winning"...
The AI assistant excels at different types of questions:
AI Response includes:
AI Response includes:
AI can access:
The AI provides: Clear explanations, examples, formulas, and practical usage tips for any trading concept.
✅ Good:
"Analyze AAPL's RSI on the daily chart for the last month"
❌ Vague:
"Tell me about AAPL"
✅ Good:
"I have $10k to invest. Suggest a conservative dividend strategy"
❌ Vague:
"Suggest a strategy"
The AI remembers conversation context. Ask clarifying questions or dive deeper: "Can you explain that differently?" or "Give me an example"
Mention specific backtests, watchlists, or portfolios: "Look at my momentum backtest from yesterday" or "Analyze stocks in my Tech Watchlist"
Always backtest AI-suggested strategies before trading. The AI provides ideas, but you must validate them with data.
Describe a strategy in plain English and the AI will help translate it into a backtest:
You:
"I want to buy when RSI goes below 30 and MACD is positive, then sell when RSI exceeds 70 or price drops 2%"
AI:
"I'll help you set up that strategy. Here's what I understand: - Entry: RSI < 30 AND MACD > 0 - Exit: RSI > 70 OR price drops 2% from entry Would you like me to create this as a custom strategy with these parameters: RSI period=14, MACD (12,26,9)?"
Ask for portfolio analysis and optimization suggestions:
Compare multiple stocks side-by-side:
"Compare AAPL, MSFT, and GOOGL on: P/E ratio, revenue growth, technical momentum, and social sentiment. Which is the best buy right now?"
The AI assistant provides educational information and analysis, not personalized financial advice. Always do your own research and consult a licensed financial advisor.
The AI uses real-time data from Stratify's database but has knowledge cutoff dates for general information. Always verify time-sensitive data.
Always backtest and paper trade AI-suggested strategies before using real money. Past performance doesn't guarantee future results.
Add your OpenAI API key in settings for enhanced capabilities. Without it, the assistant uses a limited open-source model.
Step-by-step guide to using AI for comprehensive stock analysis.
Use AI to interpret and improve your backtest results.
Configure your OpenAI key for enhanced AI capabilities.
Start chatting with the AI assistant now.
