📊 Investment Analyst

StockPickerAI Help & User Guide

Quick Start Guide

Welcome to StockPickerAI! Here's how to get started with our AI-powered stock analysis platform:

  1. AI Dashboard: View real-time AI scores and recommendations
  2. Ask Questions: Use natural language to query stock data
  3. Technical Analysis: Explore detailed charts and indicators
  4. Options Strategies: Analyze options trading opportunities

Using the AI Agent

How to Ask Questions:

Our AI agent understands natural language queries. Simply type your question in plain English!

Example Questions:
Stock Analysis:
  • "Show me oversold stocks with RSI below 30"
  • "Which stocks have bullish MACD signals?"
  • "Find stocks with high volume today"
  • "What are the top AI-scored stocks?"
Technical Indicators:
  • "Explain RSI indicator"
  • "What is MACD?"
  • "How do Bollinger Bands work?"
  • "What does AI score mean?"
Market Analysis:
  • "Show me the best forex pairs today"
  • "Which cryptocurrencies are trending?"
  • "Compare AAPL vs MSFT technical indicators"
  • "What's the market sentiment today?"
Options Trading:
  • "Find good covered call opportunities"
  • "Show me high IV stocks for options"
  • "What are protective put strategies?"
  • "Explain iron condor strategy"

Technical Indicators Explained

What it is: Measures if a stock is overbought or oversold
Range: 0-100
Signals:
  • Below 30: Oversold (potential buy)
  • Above 70: Overbought (potential sell)
  • 30-70: Neutral zone

What it is: Shows momentum and trend direction
Signals:
  • MACD crosses above signal line: Bullish (buy)
  • MACD crosses below signal line: Bearish (sell)
  • Histogram shows momentum strength

What it is: Shows volatility and price levels
Components:
  • Upper Band: Resistance level
  • Middle Band: 20-day moving average
  • Lower Band: Support level
Signals:
  • Price at lower band: Potential oversold
  • Price at upper band: Potential overbought
  • Bands squeeze: Volatility breakout coming

What it is: Composite score combining multiple indicators
Range: 0.0 to 1.0 (0% to 100%)
Components:
  • RSI component (oversold/overbought)
  • MACD component (momentum)
  • Volume component (interest level)
  • Pattern component (technical patterns)
Interpretation:
  • 0.8 - 1.0: Very Strong
  • 0.6 - 0.8: Strong
  • 0.4 - 0.6: Moderate
  • 0.2 - 0.4: Weak
  • 0.0 - 0.2: Very Weak

What it is: Trading activity indicator
Signals:
  • High volume + price up: Strong bullish signal
  • High volume + price down: Strong bearish signal
  • Volume ratio > 2x: Significant interest
  • Low volume: Weak trend confirmation

Platform Features

AI Dashboard

Real-time AI-powered stock recommendations with scores, oversold alerts, and bullish signals.

Technical Analysis

Detailed charts with RSI, MACD, Bollinger Bands, and more for stocks, forex, and crypto.

Options Strategies

Analyze options opportunities with strategies like covered calls, protective puts, and more.

Financial News

Stay updated with latest market news and analysis from trusted sources.

Data Manager

Manage and update market data from Polygon.io S3 sources automatically.

Simulation

Test trading strategies with historical data before risking real capital.

Frequently Asked Questions

Our AI analyzes multiple technical indicators to provide probability-based insights. While no system can predict markets with 100% accuracy, our AI combines RSI, MACD, volume patterns, and other indicators to identify statistical probabilities. Always do your own research and consider multiple factors before making investment decisions.

Market data is automatically updated daily from Polygon.io S3 flat files. The Data Manager page shows the last update time and allows manual updates if needed. Real-time prices may have a 15-minute delay depending on your data subscription.

StockPickerAI supports:
  • US Stocks: All major exchanges (NYSE, NASDAQ, etc.)
  • Forex: Major currency pairs (EUR/USD, GBP/USD, etc.)
  • Cryptocurrency: Bitcoin, Ethereum, and other major cryptos
  • Options: US stock options data

StockPickerAI is designed for technical analysis and can be used for day trading, swing trading, or long-term investing. However, our data refresh rate and the nature of technical indicators make it more suitable for swing trading and position trading. Day traders should supplement with real-time data feeds and level 2 quotes.

The AI Score (0.0-1.0) combines multiple factors:
  • 0.8-1.0 (Very Strong): Multiple bullish signals aligned
  • 0.6-0.8 (Strong): Mostly positive indicators
  • 0.4-0.6 (Moderate): Mixed signals
  • 0.2-0.4 (Weak): Mostly negative indicators
  • 0.0-0.2 (Very Weak): Multiple bearish signals
Use AI Score as one factor among many in your decision-making process.

🌸 LILLY Memory System

LILLY has a persistent memory that learns from your usage patterns and preferences!

LILLY remembers your past queries and can recall them:

  • "Show me my recent searches" - View your query history
  • "The usual" - Repeat your last query
  • "Again" - Run the previous query again

Tracked Information:

  • Query text and timestamp
  • Symbols mentioned in queries
  • Query type (SQL, knowledge, etc.)
  • Up to 100 past queries stored

Use shortcut keywords that LILLY automatically understands:

Market Concepts:
SayLILLY Understands
"fed"Interest rates, Federal Reserve, Treasury, Bonds
"crash"Market crash, selloff, correction, bear market
"rally"Bull market, breakout, momentum, gains
"crypto"BTC, ETH, cryptocurrency, bitcoin
"tech"AAPL, GOOGL, MSFT, NVDA, technology sector
"ev"TSLA, RIVN, LCID, electric vehicles
"ai stocks"NVDA, MSFT, GOOGL, AI, artificial intelligence
Personal Shortcuts:
SayWhat Happens
"my favorites"Returns your watchlist symbols
"my watchlist"Returns your watchlist symbols
"the usual"Repeats your last query
"again"Runs the previous query again
"recent"Shows your recent query history
"what happened"Reviews past predictions
💡 Tip: You can create your own custom hooks! Use the API endpoint POST /api/lilly/hooks with {"trigger": "my keyword", "expansion": ["term1", "term2"]}

LILLY maintains multiple watchlists that persist across sessions:

Built-in Watchlists:
  • default - Your main stock watchlist
  • crypto - Cryptocurrency watchlist
  • forex - Currency pairs watchlist
  • custom:{name} - Create your own named lists
Managing Watchlists via Chat:
  • "Add AAPL to my watchlist"
  • "Show my crypto watchlist"
  • "Remove TSLA from watchlist"
API Endpoints:
GET  /api/lilly/watchlist?name=default
GET  /api/lilly/watchlist/all
POST /api/lilly/watchlist/add    {"symbol": "AAPL", "watchlist": "default"}
POST /api/lilly/watchlist/remove {"symbol": "AAPL", "watchlist": "default"}

LILLY learns from your behavior and provides personalized suggestions:

  • Frequent Symbols: "You've checked AAPL 45 times. Want to add it to your watchlist?"
  • Recent Context: "Continue analyzing TSLA?"
  • Common Queries: "Run your usual query: 'oversold stocks'?"
  • Watchlist Reminders: "Check your watchlist (5 symbols)?"

API Endpoint:

GET /api/lilly/suggestions

LILLY stores your preferences for personalized experience:

  • preferred_asset: stocks, forex, or crypto
  • risk_tolerance: conservative, moderate, or aggressive
  • favorite_symbols: Your top symbols list
  • alert_thresholds: RSI oversold/overbought levels, volume spike ratio

API Endpoints:

GET  /api/lilly/preferences
POST /api/lilly/preferences {"key": "risk_tolerance", "value": "aggressive"}

Monitor LILLY's memory usage and history:

Available Statistics:
  • Total conversations stored
  • Total insights gathered
  • Queries in history
  • Unique symbols tracked
  • Watchlist size
  • Custom hooks count
  • Memory file size (KB)

API Endpoints:

GET  /api/lilly/memory/stats      - Get memory statistics
GET  /api/lilly/history            - Get recent query history
GET  /api/lilly/frequent/symbols   - Get most queried symbols
GET  /api/lilly/frequent/queries   - Get most common queries
POST /api/lilly/history/clear      - Clear query history
GET  /api/lilly/memory/export      - Export full memory backup
POST /api/lilly/memory/reset       - Reset memory (requires {"confirm": true})

LILLY remembers the context of your current conversation:

  • Last Symbol: The symbol you were discussing
  • Last Topic: What type of analysis
  • Query Type: SQL, knowledge, etc.
Example Context-Aware Queries:

If you just asked "Analyze AAPL", then:

  • "What about its earnings?" → LILLY knows you mean AAPL
  • "Compare to GOOGL" → LILLY knows to compare AAPL vs GOOGL
  • "Show options" → LILLY shows AAPL options

API Endpoint:

GET /api/lilly/context
Memory Persistence

LILLY's memory is stored in a pickle file at /root/MEMORY/lilly_memory.pkl and persists across sessions and server restarts. Your watchlists, preferences, and history are always preserved!

Tips & Best Practices

✅ Do:
  • Use multiple indicators together
  • Consider overall market conditions
  • Set stop-loss orders
  • Diversify your portfolio
  • Keep learning about technical analysis
  • Practice with simulation first
❌ Don't:
  • Rely on a single indicator
  • Ignore fundamental analysis
  • Risk more than you can afford to lose
  • Chase volatile moves without strategy
  • Ignore risk management
  • Trade based on emotion

Need More Help?

Our AI agent @Lilly is here to help!

Ask questions using natural language anywhere on the platform.

Example: "Show me stocks with RSI below 30 and positive MACD"

Back to Dashboard