AI Personality tab

The AI Personality tab customizes how the AI selects and evaluates stocks for predictions and auto-trading.

Asset classes: Choose stocks only, crypto only, or both.

Risk tolerance: Conservative (stable, large-cap), Moderate (balanced), or Aggressive (high-growth, volatile).

Price range: Filter by Penny (<$5), Low ($5-$50), Mid ($50-$200), High ($200+), or Any.

Sectors: Select specific sectors to focus AI stock discovery on (Technology, Healthcare, Energy, etc.) or leave empty for all sectors. Symbols on your watchlist are always eligible regardless of this filter, and crypto is unaffected. Set per profile.

Trade style: Momentum (trend-following), Value (undervalued assets), Balanced (mix), or Contrarian (against the crowd).

Max price per share: Optional hard cap on per-share price for auto-trades. If the cap falls below the floor of your selected price range, the two settings cancel each other out - that combination cannot be saved, and if it already exists a yellow warning appears on both settings and in the notification bell until you fix it.

Prefer high volume: Prioritize liquid assets with above-average trading volume.

Avoid earnings (off by default): Skip stocks with an earnings report scheduled inside your chosen window (next 3, 7, or 14 days). Each skip appears in your activity feed with the report date. Existing positions are not affected, and crypto is not included.

Estimated Auto-Trader Activity meter:

At the bottom of the Trading and AI Personality tabs, a meter estimates how often your current settings allow the auto-trader to act. It updates live as you adjust settings, before you even save, and weighs every dial: confidence threshold, daily trade caps, Watchlist Only vs Free Range, sector selection, price range, max price per share, asset classes, risk tolerance, market bias, volume preference, day trading, and the buy-approval setting. It also names the settings limiting you the most (for example "high 85% confidence threshold" or "only 2 sectors selected"), so if the auto-trader seems quiet you can see exactly why. It reads 0% when auto-trading is off or when your settings contradict each other. It is a relative estimate only - not a promise of trade frequency or results.

Custom instructions: Free-text instructions for the AI. Example: "Focus on tech stocks with strong RSI momentum and avoid biotech."