Stock Expert AI
Quick Start Guide

Getting Started with Stock Expert AI

Get up and running in minutes. Learn how to use our AI-powered platform to make smarter investment decisions.

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How to use Stock Expert AI

Follow these 6 steps to start making better investment decisions today

1

Create your free account

Sign up with your email to access your Stock Expert AI dashboard. No credit card required to start exploring our core features.

2

Add or upload your portfolio

Enter your holdings manually or upload a screenshot so the AI can detect your positions. We support most broker formats and manual entry.

3

Run a portfolio health check

Use the Portfolio Health Check to scan your positions for concentration, diversification gaps, and hidden risks. Get instant AI-powered diagnostics.

4

Analyze individual stocks

Open AI Stock Analysis on any ticker you care about to get a plain-English explanation of the stock, including fundamentals, risks, and opportunities.

5

Follow missions and quizzes

Complete missions and quizzes in the Training Center to understand each insight and build better investing habits. Earn XP and level up your skills.

6

Review and improve over time

Come back regularly as your portfolio and the market change, and let the AI highlight what matters right now. Stay informed with daily insights.

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FAQ

Frequently Asked Questions

Everything you need to know about Stock Expert AI

What is Stock Expert AI?

Stock Expert AI is an AI-powered investing copilot that helps everyday investors scan their portfolio, analyze stocks in plain English, and learn how to make better decisions with less effort.

Who is Stock Expert AI for?

Stock Expert AI is built for retail investors who want help understanding their portfolio and the stock market, without needing to be a professional trader or read complex research reports.

Is Stock Expert AI free to use?

You can start using Stock Expert AI for free with core features. In the future we plan to introduce optional paid plans for advanced analytics and tools.

Does Stock Expert AI give financial advice?

No. Stock Expert AI does not give personalized financial advice. It explains data, highlights risks and patterns, and helps you learn so that you can make your own decisions.

Can I upload a screenshot of my portfolio?

Yes. You can upload a simple screenshot of your holdings and Stock Expert AI will try to detect your positions, analyze risks, and give you a quick health check.

Which markets does Stock Expert AI support?

Stock Expert AI focuses on U.S. stocks first, and we plan to expand to more markets and asset classes over time as the platform grows.

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