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Candlestick Product Information

Candlestick AI Investing is an AI-powered investing platform designed to help regular people leverage advanced AI to manage portfolios. The service offers automatic investing, customizable AI models, and an advisory interface to guide your investment journey. It emphasizes transparency, ease of use, and access to market insights across a wide set of stocks on Nasdaq and NYSE.


Overview

  • AI-driven investing that analyzes global business and financial news to identify investment opportunities.
  • Supports customization of AI models and investment preferences.
  • Access to stock insights, news, and an interactive AI advisor for explanations and Q&A.
  • Available on iOS and Android with a quick setup and onboarding flow (about 10 minutes to set up an account and deposit funds).
  • Designed for broad accessibility with tiers starting at a low monthly price (e.g., starting at $6/month).

How It Works

  1. AI-powered analysis: The platform’s advanced model processes thousands of stocks and global news to find actionable opportunities.
  2. Customization: Users tailor their model and portfolio preferences to align with their risk tolerance and objectives.
  3. Active guidance: Candlestick Advisor provides conversational guidance, explains picks, analyzes earnings, and answers financial questions using GPT-4-based technology.
  4. Brokerage integration: Partnerships with Alpaca Securities for brokerage services facilitate trading.
  5. Monitoring: The system tracks important stock news and market events to keep users informed.

Safety, Transparency, and Compliance

  • Advisory services provided by Candlestick Advising, Inc., an SEC-registered investment advisor.
  • Clear disclosures about investment risk, performance, and the potential for loss.
  • Emphasis on responsible investing with promotional material clearly stating risks and limitations.

How to Use Candlestick

  • Download the app (iOS or Android).
  • Create an account and deposit funds.
  • Choose AI model portfolios and investment preferences.
  • Start receiving advisor insights, stock news, and AI-driven explanations.
  • Use the chat with the AI advisor to get answers and guidance.

Core Features

  • AI-driven investing with customizable AI model portfolios
  • Automatic investing to manage portfolios with user-defined preferences
  • Candlestick Advisor: GPT-4 powered conversational investment assistant
  • Real-time stock news, earnings analysis, and insights
  • Brokerage integration with Alpaca Securities for trading
  • Transparent risk disclosures and advisory regulation by SEC-registered advisor
  • Easy onboarding and low-cost entry point starting at $6/month