AI Stock Assistant

Intelligent Stock Analysis and Investment Decision Assistant - User Manual

Table of Contents

1. System Introduction

AI Stock Assistant is an intelligent stock analysis and investment decision assistant based on artificial intelligence technology, designed to provide investors with professional, accurate, and timely stock market analysis and investment advice.

Key Features

  • Intelligent Analysis: Deep market analysis based on advanced AI algorithms
  • Real-time Data: Access to the latest stock prices, trading volumes, and market data
  • Personalized Recommendations: Customized advice based on user preferences and risk tolerance
  • Multi-dimensional Analysis: Technical analysis, fundamental analysis, sentiment analysis, and more
  • Risk Control: Risk assessment and stop-loss recommendations
Important Notice: The analysis results provided by this system are for reference only and do not constitute investment advice. Investment involves risks, and market entry requires caution.

2. Quick Start

Account Registration

  1. Visit the system homepage and click the "Register" button
  2. Fill in basic information: username, email, password
  3. Verify your email address
  4. Complete registration and start using

First Login

  1. Use your registered email and password to log in
  2. Complete your profile and investment preference settings
  3. Select stocks or industries of interest
  4. Start exploring system features

Interface Navigation

  • Homepage: System overview and quick access
  • Stock Analysis: Detailed individual stock analysis and recommendations
  • Portfolio: Manage personal investment portfolio
  • Market News: Latest market news and trends
  • Personal Center: Account settings and membership management

3. Core Features

3.1 Intelligent Stock Analysis

The system uses advanced AI algorithms to provide comprehensive stock analysis:

  • Technical Analysis: K-line charts, moving averages, MACD, RSI, and other technical indicators
  • Fundamental Analysis: Financial statements, profitability, growth potential, and other fundamental assessments
  • Sentiment Analysis: Social media sentiment, news impact, and other market sentiment analysis
  • Risk Assessment: Volatility, correlation, maximum drawdown, and other risk indicators

3.2 Portfolio Management

Help users build and manage investment portfolios:

  • Add/remove stocks to/from portfolio
  • Real-time portfolio performance monitoring
  • Asset allocation recommendations
  • Risk diversification analysis

3.3 Market Monitoring

Real-time market dynamics monitoring:

  • Real-time stock price updates
  • Important news and announcement alerts
  • Market trend analysis
  • Abnormal volatility warnings

3.4 Personalized Recommendations

Provide personalized advice based on user preferences and investment goals:

  • Stock recommendation lists
  • Buy/sell timing suggestions
  • Investment strategy recommendations
  • Risk control advice

4. Membership System

4.1 Free Membership

  • Basic stock information viewing
  • Simple technical indicator analysis
  • Daily stock recommendations (limited to 3)
  • Basic portfolio management

4.2 Premium Membership

  • All free membership features
  • Deep AI analysis reports
  • Unlimited stock recommendations
  • Advanced technical indicators
  • Real-time market alerts
  • Portfolio optimization suggestions

4.3 Professional Membership

  • All premium membership features
  • Personalized investment strategies
  • One-on-one investment advisor services
  • Priority customer support
  • Exclusive research reports
  • API interface access
Membership Upgrade: You can upgrade your membership level at any time in the Personal Center to enjoy more professional features and services.

5. Usage Guide

5.1 Stock Search and Analysis

  1. Enter stock code or company name in the search box
  2. Select the target stock and view detailed information
  3. Browse technical analysis, fundamental analysis, and other indicators
  4. View AI recommendation ratings and investment advice
  5. Add to portfolio as needed

5.2 Portfolio Management

  1. Enter the "Portfolio" page
  2. Click the "Add Stock" button
  3. Search and select the stock to add
  4. Set holding quantity and cost price
  5. Save and view in portfolio

5.3 Setting Alerts

  1. Click "Set Alert" on the stock detail page
  2. Choose alert type (price, change percentage, etc.)
  3. Set alert conditions
  4. Select notification method (email, SMS, etc.)
  5. Save alert settings

5.4 Viewing Analysis Reports

  1. Click "View Report" on the stock detail page
  2. Select report type (technical analysis, fundamental analysis, etc.)
  3. View detailed analysis content
  4. Download or share the report

6. Frequently Asked Questions

Q: Which stock markets does the system support?

A: Currently, the system mainly supports the US stock market, including stocks from major exchanges such as NASDAQ and NYSE. We are gradually expanding support for other markets.

Q: How often is the data updated?

A: Stock price data is updated in real-time, technical indicators and fundamental data are updated daily, and AI analysis reports are updated regularly based on market conditions.

Q: How can I improve analysis accuracy?

A: We recommend:

  • Complete your personal investment preference settings
  • Regularly update your portfolio information
  • Pay attention to risk warnings provided by the system
  • Make decisions based on multiple analysis dimensions

Q: Can I export data?

A: Premium and Professional members can export analysis reports and portfolio data in PDF, Excel, and other formats.

Q: How can I contact customer service?

A: You can contact us through the following methods:

  • Email: [email protected]
  • Online customer service: Weekdays 9:00-18:00
  • Feedback system: Submit feedback in the Personal Center

7. Technical Support

7.1 System Requirements

  • Browser: Chrome 80+, Firefox 75+, Safari 13+, Edge 80+
  • Network: Stable internet connection
  • Device: Supports desktop and mobile access

7.2 Troubleshooting

If you encounter problems, try the following steps:

  1. Refresh the page or clear browser cache
  2. Check if the network connection is normal
  3. Try using a different browser
  4. Contact the technical support team

7.3 Contact Support

  • Technical Support Email: [email protected]
  • Service Hours: Weekdays 9:00-18:00
  • Response Time: Within 24 hours
Friendly Reminder: For the best user experience, we recommend regularly following system updates and providing timely feedback on any issues you encounter. We are committed to providing you with better service.

Thank you for choosing AI Stock Assistant

We look forward to achieving success together on your investment journey!

Last Updated: July 2025