Unlocking New Capabilities: AI Integration for Investors and Traders
While the term ‘AI’ has long been thrown around by marketers of algorithms and automation tools, make no mistake—true AI has evolved well beyond being a gimmick.
Gone are the days of getting lost in dense reports, jargon-filled commentary, endless podcasts, or long videos. True AI is now capable of delivering clarity without compromise—cutting through complexity without oversimplifying.
This announcement outlines the benefits of our new AI integration. At the core of this initiative is the aim to solve a long-standing issue: while simplicity is always the goal, oversimplification often leads to poor decisions, unnecessary risk, and costly missed opportunities. Distillation—not oversimplification—is key. With the right tools and mindset, the naturally complex world of financial markets becomes meaningfully simpler and more workable.
Our new AI initiative—IUIQ, or simply “IQ”—is designed not to replace complexity with generalisation, but to help you manage and master it. It enhances efficiency, sharpens decision-making, and provides clarity without dumbing things down. In short, IQ helps you avoid putting things in the “too hard basket” by giving you tools to work smarter and faster—without sacrificing depth or rigour.
Listen to a conversational review of this article:
Personalised Support Through Intelligent Assistants
IQ currently includes two assistants:
- Fast and Responsive Assistant: For quick answers and general financial queries.
- Advanced, Tailored Function Assistant: Offers deeper, more contextual insights based on your investing style, goals, and profile.
These are just the start. Much more is on the way.
What’s Coming to IQ
- Chat Directly with Your Large Articles, Videos, Reports and more: Get distilled, actionable takeaways – directly based upon your user info, without missing the details.
- Intelligent, Human-language System Development and Refinement: Whether yours or ours, and whether rule-based, discretionary, or a hybrid method, systems can be created and tailored without having to see a single line of code.
- Shape and Refine Your Plans: Document your approach for ongoing adjustment to conditions and cirscumstances, personalisation, and fast and easy reference.
- Smarter Study Guides: Learn at your own pace, with ful AI study assistance for online course material.
- Custom Assistants Building: AI helpers that self-improve, learning your preferences, style, goals, and optimise over time.
- Personal Journalling and Documentation Creation: Generate plans, reports, and creative ideas through simple, natural conversation, for ongoing reference by yourself and your AI assistants.
- Design Your Thinking Tools: Build structured visual frameworks that ensure consistent analysis, evaluation and decision-making.
Use It Your Way
You can use IQ fully on your own, let us do the work for you, or combine both:
- Use the tools independently
- Ask us to guide or implement them for you
- Work collaboratively, combining the best of both approaches
Stay tuned as these features roll out, and let us know your interest to prioritise your access.