Platform

13 concepts in this category.

• Credits System

  Credits are the platform's tokens for running AI analyses. Deep analysis (running all 11 AI agents) costs more credits than a quick overview. Credits reset monthly with your subscription tier or can be topped up.

• Subscription Tiers

  Strategy Investor has different membership levels. Higher tiers get more monthly credits, access to more AI agents, live broker integration, and advanced features like the RL lab and custom strategies.

• Deep Analysis

  Deep analysis runs all 11 AI agents on a stock simultaneously: fundamental, technical, sentiment, risk, macro, and more. They debate, cross-check each other's findings, and produce a comprehensive investment report.

• Alerts System

  Set up alerts to be notified when a stock hits a price target, when RSI enters oversold territory, or when sentiment shifts. 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 lets you connect your real brokerage account (like Trading212) to the platform via SnapTrade. Once connected, you can see your live positions and execute trades directly from Strategy Investor.

• AI Committee

  The AI committee runs multiple specialist AI agents that each analyze a stock from a different angle — fundamentals, technicals, sentiment, risk, macro. They debate and vote, like a real investment committee, to reach a consensus recommendation.

• 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.