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Optimum Vertex AI

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Introduction

AI platform assisting investors with disciplined trading decisions.

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Optimum Vertex AI Product Information

Optimum Vertex AI — AI-Powered Trade Planning, Scheduling & Execution

Optimum Vertex AI is a beta, AI-powered platform designed to empower traders and investors with real-time insights, interactive planning, and execution analysis. It offers a single interface to organize, review, and plan trading activities across stocks, options, futures, forex, and crypto, with real-time notifications and AI-driven guidance. The solution is positioned as a Bloomberg-like alternative focused on affordability and AI-assisted decision making.

Who is it for?

  • Retail investors
  • Educators and advisors
  • Self-directed traders/investors who want AI-powered insights for better investment/trade planning and execution
  • Users who want to run AI-driven analysis in parallel with their execution platform of choice

Core Problems Addressed

  • Lack of AI-driven insights
  • Difficulty analyzing multiple strategies
  • Information overload

What it Delivers

  • An optimized, comprehensive tool for organizing, reviewing, and planning trading/investing activities
  • Real-time notifications for trade plan entries and exits
  • An interactive, single-platform interface for all trade planning needs
  • AI-powered strategy analysis with pre-execution insights
  • Plan vs. execution analysis to map out improvements
  • A real-time, AI-powered analysis suite including chart patterns, support/resistance, trends, and more
  • A cost-effective alternative to traditional institutional analytics

How it Works

  1. Access AI-powered analysis tools for trading strategies, chart analysis, and fundamental insights.
  2. Create and manage trade plans with a drag-and-drop Trade Plan Calendar.
  3. Review in-depth Plan vs. Execution analysis, including timing, fill price alignment, and improvement suggestions.
  4. Use real-time alerts and notifications to stay informed on plan entries/exits.
  5. Optionally integrate or compare results with your preferred execution platform.

Features (What’s Inside)

  • AI Strategy Analysis: Real-time AI-driven analysis of trading strategies, support/resistance levels, entry/exit ideas, chart patterns, and trends.
  • Trade Plan Calendar: Drag-and-drop calendar to organize and manage trade plans from idea to profit.
  • Plan vs Execution Analysis: Detailed feedback on timing, fill-price alignment, and actionable improvement recommendations.
  • Chart Data & Indicators: Access to comprehensive chart data and technical indicators.
  • Broker/Execution Integration: Execution order upload capability to coordinate plans with your broker.
  • Alerts & Notifications: Real-time alerts for plan milestones, entries, and exits.
  • Macroeconomic & Fundamental Analysis: AI-assisted macro insights to inform broader context.
  • Mental Preparation Tools: Resources to improve decision-making discipline and reduce bias.
  • Various Plans and Pricing Tiers: Structured options to fit different needs and budgets.

Plans & Pricing (Overview)

  • Standard: $149/mo – Core features for AI-driven strategy analysis, trade planning, and fundamental analysis.
  • Premium: $1,790/year – Core features plus advanced AI capabilities like real-time macro insights, personalized AI insights, and priority support.
  • Enterprise: Custom pricing – All features with premium support and tailored services.
  • Note: A 14-day free trial is available.

Safety & Compliance

  • Designed for professional planning and analysis; results should be validated and used in accordance with applicable trading regulations and risk tolerance.

How to Use Optimum Vertex AI

  1. Choose a plan and start the 14-day free trial.
  2. Connect or upload your trade data and set up your Trade Plan Calendar.
  3. Use AI Strategy Analysis to get insights on potential entries, exits, and risk factors.
  4. Build and organize your trade plans in the calendar.
  5. Review Plan vs Execution analyses to refine timing and execution.
  6. Enable real-time alerts to stay informed on plan milestones.

Core Benefits

  • AI-powered insights reduce analysis time and cognitive load
  • Real-time analytics and notifications help you act promptly
  • An all-in-one platform for planning, analysis, and execution alignment
  • Flexible pricing with scalable features for individuals and teams