YOU KNOW WHAT YOU WANT TO OWN. THE HARD PART IS EVERYTHING AFTER.

HOW IS IT DIFFERENT FROM A PRICE ALERT?

A price alert tells you a stock has hit an arbitrary number. That’s it. It doesn’t know whether that drop is a buying opportunity or a falling knife. A 10% dip during a broad sell-off is very different from a 10% pullback in a stable trend.InvestAssist is context-aware and adaptive to the behaviour of each asset. It evaluates multiple conditions together: momentum, trend direction, where the price sits within its recent range, and broader market context. A buy condition is only flagged when there are signs of stabilisation, not simply a raw price drop.It also indicates how much you might consider buying and within what range, not just that something has moved.You still make every decision. The system structures the analysis so you don’t have to interpret charts from scratch every morning.

THE COST OF WINGING IT

Studies by DALBAR and Morningstar consistently show that retail investors underperform by around 1.5% per year, not because of poor stock selection, but because of poor execution. Buying at peaks. Panic-selling during dips. Overtrading when patience would have been the better move.1.5% per year doesn’t sound like much, until you compound it over a 20-year investing horizon.

HOW DOES IT WORK?

1. You pick the assets.
Build a watchlist of stocks or ETFs you want to follow. These are companies or sectors you believe in.*2. We analyse them every morning.
Our system monitors price behaviour, momentum, and recent trading ranges, then generates a clear, actionable brief before markets open.3. You read the brief and decide in 5 minutes.
Each stock receives a signal: ‘Buy conditions met’ (with a suggested entry range and position size), ‘Sell conditions met’, or ‘No conditions met’.Most days, the answer is: do nothing. That’s the point.

This is for you if:

✅ You invest in stocks or ETFs or you've been wanting to move beyond ETFs but the complexity held you back
✅ You follow at least 4 stocks or ETFs
✅ You hold for months or years, not days
✅ You have a job, a life, and can't watch charts all morning
✅ You want structure and control, not a robo-advisor deciding for you
✅ You're tired of second-guessing your timing

Not for you if:

❌ You day-trade or flip stocks weekly
❌ You need help choosing which stocks to buy
❌ You're looking for guaranteed returns

WHAT THE PILOT INVOLVES

• You'll receive a daily brief for assets in your watchlist for 90 days. What you do with the signals is entirely up to you. You may act on them, ignore them, or just use them as a reference point. We're here to learn what's useful and what isn't.
• Daily (5 min): Read your morning brief and decide what to do.
• Weekly (2 min): Quick check-in: did any signals influence your decisions? How confident did you feel?
• Monthly (5 min): Short reflection on what's working.
At the end (optional, 20 min): Exit interview to share your experience.

WHAT YOU GET

• A daily brief for 90 days, tailored to your watchlist
• $50 gift card when you complete the study
• 1 year of premium access when you join the exit interview
• A real voice in shaping the product, your feedback directly drives what we build next

PRACTICAL DETAILS

• 90 days from your start date
• Rolling enrollment, you can start now
• US and European exchange stocks and ETFs supported
• Your data stays private, GDPR compliant, not shared, not sold