AI Financer Settings
Beta

Configure how the AI makes automated investment decisions on your behalf.

Broker Connection Status

No Broker Connected

You can still configure settings. Connect your brokerage account later to enable automated trading.

Asset Types to Trade

Select which asset categories the AI can invest in.

Individual company shares

Digital currencies like Bitcoin, Ethereum

Diversified fund investments

Investment Strategy

Choose the AI's investment approach.

Long-Term Investor: AI focuses on sustained growth over months/years, prioritizing quality stocks and minimizing frequent trades.

Investment Themes

Select which sectors and themes the AI should focus on

Invest across all available sectors and themes

Financial Goals (from Survey)

Your selected goals from the onboarding survey.

Current Goals

No goals selected yet. Complete the survey to set your goals.

Current Configuration

Trading Mode

Long-Term Investor

Asset Types

Stocks, Crypto, Funds

Strategy

growth

Max Per Trade

$1,000

Risk Tolerance

medium

Action Preference

buy

Active Themes

No themes selected.

Settings saved! Connect your broker account later to enable automated trading.