Product 01 / Equities
AI-assisted stock analysis
Equity watchlists with a clear daily readout: trend, volatility and the events that matter for each company you follow, summarised by the analysis engine and reviewed with a human adviser. Built for investors who want the reasoning, not just a rating.
Equity investing involves risk, including the loss of the capital you invest.
ACCESS / NEW-ACCOUNT
Open registration / Limited places
Register your interest and an adviser will build a starter equity watchlist with you on your first call.
By creating an account, you agree to our Privacy Policy and Terms of Use.
A personal adviser will contact you within 24 hours.
What the service does
AI-assisted stocks turns the daily flood of equity market information into a short, ordered readout for the companies on your watchlist. The engine tracks price behaviour, trend structure and volatility, and writes a summary of what changed and why it might matter. You read one page instead of assembling one, and every conclusion links back to the signals it came from.
The service is deliberately assistant-shaped. It surfaces, ranks and explains; it does not buy or sell for you, and it does not grade companies into tips. When a summary flags a development worth attention, the decision about what to do, including nothing, stays with you, logged as yours in the decision history the platform keeps.
How the engine reads an equity
For each company the engine maintains three layers of reading. The first is price structure: where the share sits relative to its recent ranges, whether the trend is intact, stretched or turning, and how the character of moves has changed. The second is volatility: how large the typical daily swing has become, because the same 2% move means different things in a calm and a turbulent regime. The third is events: results announcements, dividend dates, director dealings and sector news, each linked to the price reaction it produced.
These layers are combined into a written summary rather than a score, on purpose. A score hides its reasoning and invites obedience; a sentence can be disagreed with. The summary names its evidence, such as which threshold was crossed or which event it weighs, so you can accept the reading, qualify it or reject it with a reason of your own.
Who it suits
The service suits investors who hold equities for months rather than minutes and want a disciplined weekly view rather than a stream of chatter. It works well for people whose research time is limited to evenings: the dashboard holds the day's summary ready for a fifteen-minute read. It equally suits investors who already follow markets closely and want a second, tireless observer that never sleeps through a results announcement.
It suits less well those wanting day-trading signals or leverage-driven strategies; the engine's summaries are built around position holding and risk awareness, not intraday scalping. If your interest is high-frequency trading, your adviser will say plainly that this is the wrong product for it rather than stretching the tool beyond its design.
Watchlists and coverage
Coverage includes the major UK-listed companies, the main US indices and a selection of large European names, with the exact universe confirmed on your setup call. On the Basic plan you run one equity list alongside your crypto watchlist; Advanced widens to multiple lists, and Premium removes the limit and refreshes the engine's readings more frequently. Lists can be rebuilt at any time as your interests change.
Watchlists are designed around sectors as much as tickers. A list that mixes one bank, one miner, one retailer and one technology stock behaves very differently from four banks, and the platform's correlation view makes that visible. Your adviser helps you choose a starting structure that matches the diversification you actually intend.
Alerts and your working week
For each company you set alert levels: prices at which you want to be written to, volatility thresholds, and event flags such as results dates approaching. When a level is crossed, the alert arrives by email with the reasoning attached, so the message explains itself rather than demanding a reaction. Levels can be widened or tightened whenever your view changes.
In practice most users settle into a rhythm: a scan of the morning summary, attention only when an alert fires, and one longer review at the weekend when markets are closed. UK equity hours align with the platform's support hours, so a question raised during the trading day is answered during the trading day.
What it costs
The service is included in every plan's subscription: £19 per month on Basic with the £250 minimum deposit, £45 on Advanced from £1,500, and £95 on Premium from £5,000. Equity trading costs the per-position fee stated on the fees page, 0.5% on Basic, 0.4% on Advanced and 0.3% on Premium, with no deposit or withdrawal charges on any method. There is no performance fee on results.
Honest limits
The engine reads data; it does not know the future. Summaries can be wrong, especially around unexpected news, and the platform does not pretend otherwise: the reasoning trail exists precisely so you can judge the machine's record with your own eyes. Analysis is not personal investment advice, results can be negative, and the risk disclosure applies in full to every equity position you hold.
Getting started
Register through the form on this page and your adviser calls within 24 hours. The setup call covers verification, your first watchlist and alert levels, and the plan choice, from the £250 Basic minimum if equities are a new area for you. From there the getting started guide's four steps carry you to your first weekly review, with the FAQ and the products page alongside.
Worked example: a week on the watchlist
Monday morning the summary notes one bank on your list has crossed its recent range ceiling on volume, and attaches the reasoning: the range it referenced, the volume comparison, and the two previous occasions a similar configuration occurred. You read it over coffee, decide the move is already stretched, and do nothing; the log records that decision as yours. Wednesday an event flag fires: results in five days for a retailer you follow, with the engine's note on how the share behaved around its last two announcements.
Friday the volatility threshold trips on a technology name after sector news, and the summary reframes the reading: regime changed from calm to active, thresholds re-based accordingly. On Saturday's longer review with your adviser, the week's three readings are compared with your two logged decisions, and one habit becomes visible that no individual session showed. That comparison, repeated monthly, is the compounding part of the service.
Questions the equity service is asked
Can I follow shares I already hold elsewhere? Yes; a watchlist is analysis, not custody, and many users start with their existing holdings so the readings arrive on positions they already know. Does the engine cover smaller listed companies? Coverage centres on the major indices' constituents, where data is deep; smaller names can be requested and your adviser will confirm whether readings for a specific company meet the platform's data-quality bar.
What happens at results season? Event flags raise the cadence around announcements for the companies on your list, and the summaries after results connect the reported numbers to the price reaction. Is this a tip sheet? No; it is the opposite, a reasoning sheet. Tips ask to be trusted, while the engine asks to be checked, and the reasoning trail exists so you can.
Reading summaries without being rushed
Equity summaries reward a specific reading order: the state line first, which tells you whether anything changed; the volatility clause second, which tells you how much weight the change deserves; and the event note last, which usually explains the first two. Reading in that order takes under a minute per company and, more importantly, stops a dramatic headline from setting the mood before the evidence has had its say.
A habit worth forming early is to write one sentence of your own reaction under each summary that caught your attention, before looking at the price again. The decision log stores those sentences, and after a quarter you own something rare: a record of your judgement at the time, which is the raw material every improvement in this craft is made from.
The equity page and the rest of the platform
This service runs on the same account, verification and payment rails as the crypto monitoring and the AI engine described on their own pages, and one adviser covers all of them. A watchlist change, a withdrawal question or a plan upgrade is a single conversation regardless of which product it concerns, and the fee schedule is shared, so there is never a second pricing structure to learn when you add equities to a crypto watchlist or the reverse.