AI capability: Financial Coach


Use the Power of AI with a Financial Market Coach.  Some of the applications include:
  • Insight on trading strategies and applications
  • Guidance on Risk Management techniques
  • Market trend analysis
  • Information access covering technical to fundamental access
  • Management guidance to minimize risk and optimize returns

Located within the Find Tab, this powerful research tool can gather and deliver market-related information while staying within the platform.
  1. Select feature from the Find Tab
  2. Type your inquiry in the “Ask me anything” box
  3. Click “Send“.  Refine by submitting additional questions, clicking “Send” after each one.
  4. To start a new Chat, click the “New Chat” button by the same name.

Each Chat result is automatically saved and accessed via the History button.   The title is auto-generated based on the topic when the Chat is created.  You can edit the title at any time.

Inquiry results that include symbols will be displayed on the right panel of the screen, allowing the ability to navigate to other areas of the platform for that symbol.

To remove any Chat, simply click the ‘x’ for that entry.