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03 — AI Assistant

Ask "Q" about your own portfolio.

A chat assistant with real, live tool access to your holdings, watchlist, and quotes — grounded in your actual data before it ever answers, not a script reciting boilerplate.

A copilot that actually knows your book.

Portfolio-aware chat

Ask about your actual holdings, watchlist, and live quotes — the assistant has real tool access to fetch your current positions, technicals, and analyst consensus while it's answering, not a static snapshot baked in ahead of time.

"How's my portfolio doing against the market this week, and which position moved the most?"

Persistent history

Every conversation saves per account, so a thread from last week is still there when you come back — no re-explaining context, no starting over.

Grounded answers

Before it answers, it pulls real technicals and analyst data through the same signal engine that powers Stock Signals — informational by design, never packaged as personalized financial advice.