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How to create my personalized investment Copilot with AI?
How to create my personalized investment Copilot with AI?
Bethina avatar
Written by Bethina
Updated this week

Before you start

Would you like to create your very own investment strategy with the help of AI? You can now do it within Streetbeat! This new feature offers greater flexibility and control, allowing you to invest on a strategy based on personal preferences, such as your risk profile, location, and interests.

*For the best experience with our app, it's important to have the latest version installed.

Get started

With our intuitive AI system, you can submit a text or audio within our app to request an investment strategy based on your preferences. To start, follow the simple steps below:

  1. Login to your account

  2. Select "Create your custom strategy with AI"

  3. Submit a descriptive text or audio to request your own investment strategy

Here are some examples of the queries you can make:

  • I would like an investment strategy that focuses on green energy ETFs, which invest in companies involved in renewable energy production and conservation.

  • Can you suggest a strategy for long-term growth in the tech industry, which tracks the performance of large-cap technology companies?

  • What are some high-dividend stock strategies for income investors which track the performance of high-dividend-yield companies?

  1. The AI-powered system will generate a list of potential strategies

  2. Tap on your favorite strategy within the options shown

  3. Allocate funds, and you are all set!

You will have access to investment tracking and analysis to monitor the performance of your chosen strategies over time. Plus, you can easily edit and share your strategy with friends and family, making investing a collaborative experience.

Still have questions? Contact our Streetbeat Support using our "Talk to us" button in the app.

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