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Platform

13 concepts in this category.

  • Analysis Allowance

    Each plan includes a set number of AI analyses per week. Free includes 3, Starter 50, and Professional unlimited. Every analysis counts as one, whether it is a quick overview or a full committee run. Allowances reset every Monday and are not sold separately, so more analyses come from moving up a plan.

  • Subscription Tiers

    Strategy Investor has different membership levels. Higher plans include more weekly analyses, access to more AI agents, live broker integration, and advanced features like the RL lab and custom strategies.

  • Deep Analysis

    Deep analysis runs four specialist agents on a stock: fundamental, technical, sentiment and risk. Their findings are combined into one investment report.

  • Alerts System

    Set up alerts to be notified when a stock hits a price target or when RSI enters oversold territory. Alerts work 24/7 so you don't have to watch the market constantly.

  • API Keys

    An API key is a credential that lets code — a script, app, or automated pipeline you build — authenticate to the platform's API instead of you signing in through a browser each time. Each key can be scoped to only the parts of the API it needs, similar to giving a contractor a keycard that opens some doors but not others.

  • Data Export

    Download your portfolio data, analysis results, and historical performance as CSV or JSON files. A CSV opens straight into a spreadsheet like Excel for a quick look; a JSON file is easier for a script written in Python or another language to parse. Either way, it's your own copy of your data to analyze however you'd like, independent of the platform.

  • Portfolio Rebalancing

    If your target is 60% stocks / 40% bonds but stocks rally and become 75%, rebalancing sells some stocks and buys bonds to restore the 60/40 split. It's automatic discipline — sell high, buy low.

  • Strategy Alignment

    When you pick an investment strategy (like value investing or momentum), the platform scores each stock on how well it fits that strategy. High alignment score = great match. Low score = doesn't fit your style.

  • Broker Integration

    Broker integration connects your brokerage account to Strategy Investor, so you can track your positions here and, where your connection supports it, place orders.

  • AI Committee

    The committee looks at a stock from several angles (fundamentals, technicals and risk) and combines those views into a single verdict.

  • Portfolio Reports

    Create professional investment reports for your portfolios — monthly statements showing holdings and trades, performance reviews with benchmark comparisons, tax summaries for filing season, and risk assessments with stress test results. Download in multiple formats.

  • Learning Center

    The Learning Center is your investment education hub. Browse 200+ concepts across categories like ratios, trading, risk management, and macro economics. Each entry has a simple explanation for beginners and a detailed one for advanced investors, with real thresholds to guide decisions.

  • Risk Limits

    Risk limits are automatic guardrails for your portfolio. Set a max position size (e.g., no single stock above 25%), max sector exposure, max drawdown, and minimum cash reserve. Hard limits block trades that would breach them. Soft limits warn you but let you proceed. Think of them as circuit breakers for your investment decisions.