AI Copilot

Plan Requirement: AI Copilot is available on the Standard (

19/mo) and **Professional** (

49/mo) plans. Free plan users will see an upgrade prompt when accessing the Copilot page.

VTrade Copilot is an AI-powered conversational trading assistant that combines large language model reasoning with real-time market data access. It functions as your personal research analyst, portfolio manager, and trading desk — accessible through a natural language chat interface. Copilot has access to 59 specialized tools spanning market data retrieval, fundamental analysis, technical analysis, portfolio diagnostics, stock screening, and autonomous order execution. You interact in plain language; Copilot determines which tools to invoke, retrieves the necessary data, synthesizes the results, and delivers actionable intelligence.

Copilot Chat — Active conversation showing tool execution, market analysis, and trade recommendation

Accessing Copilot

Navigate to VTrade → Copilot from the left sidebar.

New Copilot Session — Fresh conversation with mode selector and prompt suggestions

Interface Architecture

Left Panel — Conversation Management

Element	Function
+ New Chat	Initiates a fresh conversation context
Conversation History	Chronological list of all past sessions (auto-titled from first message)
Search Bar	Full-text search across all conversation history (appears with 3+ conversations)
Recent Recommendations	Quick-access cards for the most recent trade recommendations generated
Usage Quota	Circular progress indicator showing remaining monthly token allowance (Standard+ plans)
Catalysts	Shortcut to the upcoming catalysts tracker
Thesis Manager	Shortcut to investment thesis documents

Main Panel — Conversation Thread

The central area displays the conversation as an alternating message thread: Your Messages:

Displayed with your avatar and timestamp
Support markdown formatting, ticker mentions ($AAPL), and image uploads

Copilot Responses:

Tool Execution Badges — Animated indicators showing which tools are being invoked in real-time:
- “Fetching AAPL quote…” → “Analyzing financials…” → “Running correlation…”
- Each badge shows tool category icon and descriptive label
- Execution timer shows elapsed processing time
Thinking Indicator — Animated dots while synthesizing data into a response
Response Content — Structured analysis with:
- Markdown formatting (headers, tables, bold/italic, code blocks)
- Interactive ticker links (clickable symbols navigate to stock detail pages)
- Embedded mini-charts when relevant
- Recommendation cards (detailed below)
- Follow-up suggestion chips

Input Area — Message Composition

Element	Function
Text Input	Auto-expanding textarea for natural language queries
Mode Chips	Selectable analysis mode (above the input field)
Slash Command	Type `/` to access command shortcuts
Send Button	Submit message (or press Enter)
Stop Button	Abort an in-progress response (replaces Send during generation)

Capabilities Overview

Copilot understands and responds to a broad range of financial queries. Here is a structured overview of what you can ask:

Market Data & Quotes

Query Type	Example Prompts
Current price	”What’s AAPL trading at right now?”
Historical price	”What was NVDA’s price 6 months ago?”
Intraday movement	”How has TSLA moved today? Show me the range.”
Sector overview	”How is the technology sector performing today?”
Market breadth	”Is the market bullish or bearish right now? Show me breadth data.”
Macro indicators	”What’s the current US 10-year yield and how has it moved this week?”

Fundamental Analysis

Query Type	Example Prompts
Valuation	”Is MSFT overvalued? Compare its P/E to sector median.”
Revenue analysis	”Break down AAPL’s revenue by product segment.”
Earnings	”Did META beat estimates last quarter? By how much?”
Balance sheet	”What’s NVDA’s debt-to-equity ratio and how does it compare to AMD?”
Dividend analysis	”What’s JNJ’s dividend yield, payout ratio, and 10-year growth rate?”
Cash flow	”Is AMZN generating positive free cash flow? Show me the trend.”

Technical Analysis

Query Type	Example Prompts
Trend identification	”Is AAPL in an uptrend or downtrend on the daily chart?”
Indicator readings	”What are the RSI and MACD saying about TSLA right now?”
Support/resistance	”Where are the key support and resistance levels for NVDA?”
Pattern recognition	”Is there a double bottom forming on AMD?”
Moving averages	”Where is GOOGL relative to its 50-day and 200-day SMA?”
Volume analysis	”Has AAPL volume been increasing or decreasing on this rally?”

Portfolio Analysis

Query Type	Example Prompts
Risk assessment	”Am I too concentrated in tech? What’s my sector exposure?”
Performance attribution	”Which positions are dragging my portfolio down?”
Correlation analysis	”Are my holdings too correlated? Show me the correlation matrix.”
Optimization	”How can I reduce my portfolio’s volatility without sacrificing return?”
What-if scenarios	”What happens to my risk profile if I sell TSLA and buy JNJ?”
Benchmark comparison	”How does my YTD return compare to the S&P 500?”

Screening & Discovery

Query Type	Example Prompts
Value screens	”Find undervalued large-caps with P/E below 15 and positive earnings growth.”
Growth screens	”Show me small-caps with revenue growth above 30% and positive free cash flow.”
Dividend screens	”Find dividend stocks yielding above 4% with less than 60% payout ratio.”
Technical screens	”Which stocks just crossed above their 200-day moving average?”
Momentum screens	”Show me the top 10 stocks by 3-month momentum in the S&P 500.”
Event-driven	”Which stocks report earnings this week?”

Trade Execution (With Confirmation)

Query Type	Example Prompts
Market orders	”Buy 10 shares of AAPL at market.”
Limit orders	”Place a limit buy for 20 NVDA at $800.”
Stop-loss	”Set a stop-loss on my TSLA position at $175.”
Bracket orders	”Buy 50 MSFT with take-profit at $450 and stop-loss at$ 380.”
Position close	”Close my entire AMD position.”
Order cancellation	”Cancel all my open orders on AAPL.”

Trade execution through Copilot always requires explicit user confirmation before submission. Copilot will present the order details and ask “Shall I proceed?” — you must confirm before any order is placed.

Tool Categories

Copilot’s 59 tools are organized into functional categories:

Market Data Tools (14 tools)

Tool	Data Retrieved
Live Quote	Current price, bid/ask, volume, change, 52-week range
Historical Prices	OHLCV data for any time range
Key Statistics / Fundamentals	Fundamental ratios and trading stats
Analyst Ratings	Consensus rating, price targets, upgrades/downgrades
Upgrades & Downgrades	Recent analyst rating changes
Earnings Data	EPS history, estimates, surprise %, next date
Earnings Calendar	Upcoming earnings dates across the market
Earnings Surprises	Historical beat/miss record and magnitude
Dividend Info	Yield, payout ratio, ex-date, growth history
Options Chain	Full chain with Greeks and IV for all expirations
News Feed	Recent headlines for a ticker
Insider Trading	Form 4 filings — buys and sells by executives
Insider Roster	Full list of company insiders
Macro Indicators	Yields, Fed funds rate, CPI, unemployment, GDP

Research Tools (14 tools)

Tool	Data Retrieved
Financial Statements	Income, balance sheet, cash flow (quarterly/annual)
TTM Financials	Trailing twelve months financial data
SEC Filings	10-K, 10-Q, 8-K documents
Congressional Trades	Stock transactions by US legislators
ESG / Sustainability	Environmental, Social, Governance ratings
Revenue Breakdown	Segment and geographic revenue decomposition
Factor Exposure	Value, momentum, quality, size factor loadings
Forward Estimates	Analyst consensus forward estimates
Growth Estimates	Revenue and earnings growth projections
Earnings Estimates	Detailed EPS estimate breakdown
Institutional Holdings	13F filings — major fund positions
Mutual Fund Holders	Mutual fund ownership data
Volume Profile	Price-volume distribution for key levels
Core Analysis	ML-powered comprehensive stock analysis

Portfolio Tools (8 tools)

Tool	Data Retrieved
Portfolio Context	Current holdings with real-time P&L
Position History	Closed trades and their outcomes
Equity Curve	Historical portfolio value time series
Margin Status	Utilization, buying power, maintenance requirement
Activity Feed	Social feed of trades from users you follow
Correlation	Pairwise correlation between holdings
What-If Simulation	Model hypothetical portfolio changes
Rebalance Plan	Calculate trades needed to reach target allocation

Screening & Analysis Tools (7 tools)

Tool	Capability
Stock Comparison	Multi-ticker side-by-side fundamental/technical comparison
Stock Screener	Apply complex multi-criteria filters (templates or custom)
Search Assets	Search for stocks by name or keyword
Sector Performance	Sector-level performance data
Sector Rotation	Ranks all 11 GICS sectors by 1M/3M/YTD performance
Relative Strength	Relative performance vs benchmark
Risk Score	Composite risk assessment for a ticker

Intelligence Tools (7 tools)

Tool	Capability
Sentiment Analysis	Market sentiment scoring for a ticker
ML Prediction	Machine-learning-based price forecast
Technicals	RSI, MACD, moving averages, support/resistance
Option Greeks	Black-Scholes Greeks calculation
Catalyst Tracker	Upcoming events for holdings
Backtest	Simple strategy backtesting
Briefing	Personalised market briefing generation

Trading Tools (9 tools)

Tool	Capability
Place Order	Submit market/limit/stop/stop-limit/trailing-stop orders
Place Bracket Order	Entry + take-profit + stop-loss linked orders
Place OCO Order	One-cancels-other order pair
Cancel Order	Cancel pending/working orders
Close Position	Close an entire position (or partial quantity)
Short Sell Locate	Check borrow availability and difficulty tier
Create Price Rule	Conditional price-triggered orders
List Price Rules	View all active price rules
Cancel Price Rule	Remove an active price rule

You never need to know tool names or invoke them manually. Simply describe what you want in natural language and Copilot automatically determines which tools are required, executes them in the optimal sequence, and synthesizes the results into a coherent response.

Analysis Modes

Mode selection controls the analytical approach and tool selection bias. Select a mode from the chips above the input area:

Mode	Behavior	Best For
Auto	Copilot determines the optimal approach based on your query	General use — appropriate 90% of the time
Research	Prioritizes fundamental data: financial statements, filings, ownership, revenue breakdown	Deep-dive fundamental analysis, earnings research
Trading	Prioritizes technical data: price action, indicators, support/resistance, momentum	Entry/exit timing, chart analysis, day trading
Portfolio	Focuses on your holdings: risk metrics, attribution, correlation, optimization	Portfolio review, risk management, rebalancing
Earnings	Emphasizes earnings-specific data: estimates, surprises, guidance, revision history	Pre-earnings research, post-earnings analysis
Scanner	Optimized for screening: applies multi-criteria filters, returns ranked results	Idea generation, watchlist building, opportunity discovery

Mode Behavior Details: In Auto mode (recommended default), Copilot analyzes your query semantics to determine the appropriate tool set. For example:

“Is AAPL overvalued?” → triggers Research mode tools (P/E comparison, DCF model, peer analysis)
“Where should I set my stop on NVDA?” → triggers Trading mode tools (support levels, ATR-based stop calculation)
“Am I too concentrated?” → triggers Portfolio mode tools (sector exposure, correlation matrix)

Switch to a specific mode when you want to force a particular analytical depth — for example, selecting Research ensures the full financial statement pull even for simple-sounding questions.

Trade Recommendations

When Copilot’s analysis identifies a potential trade opportunity, it generates a structured Recommendation Card:

Recommendation Card Components

Field	Content
Action	BUY / SELL / HOLD — displayed as a color-coded badge (green/red/grey)
Symbol	Target instrument with exchange badge
Confidence	Low (< 40%) / Medium (40–70%) / High (> 70%) — based on signal convergence
Entry Price	Suggested entry level (current price for market, target for limit)
Target Price	Price objective / take-profit level
Stop-Loss	Suggested risk management exit level
Risk/Reward	Ratio of potential profit to potential loss (e.g., 2.5:1)
Timeframe	Expected holding period: Intraday / Swing (1–5 days) / Position (1–12 weeks) / Long-term (3+ months)
Rationale	3–5 bullet points explaining the thesis
Risk Factors	2–3 bullet points identifying what could invalidate the thesis
Portfolio Impact	How executing this trade would change your sector allocation, concentration, and beta

Interacting with Recommendations

Action	Result
Execute	Opens Trading Desk with order pre-filled (symbol, side, quantity, price)
👍 Thumbs Up	Rates recommendation as useful — improves future personalization
👎 Thumbs Down	Rates recommendation as unhelpful — adjusts future behavior
Save	Bookmarks the recommendation to the sidebar for later reference
Share	Creates a shareable post of the recommendation for your social feed

Follow-Up Suggestions

After each response, Copilot generates 3–5 contextually relevant follow-up questions displayed as clickable chips. These accelerate the research workflow by suggesting logical next steps. Example — After analyzing NVDA:

→ “Compare NVDA to AMD on key metrics” → “Show me NVDA’s options chain for next month” → “What’s the insider trading activity in the last 90 days?” → “Is this a good entry point based on technicals?” → “How would adding NVDA change my portfolio risk?”

Click any chip to send it as your next message without typing.

Slash Commands

Type / at the beginning of your message to access command shortcuts:

Command	Description	Example
`/compare`	Side-by-side comparison of 2–5 securities	`/compare MSFT GOOGL META`
`/dcf`	Discounted cash flow valuation model	`/dcf NVDA`
`/earnings`	Earnings analysis and upcoming dates	`/earnings AAPL`
`/risk`	Portfolio risk report (VaR, correlations, concentration)	`/risk`
`/screen`	Run a stock screen with natural language criteria	`/screen undervalued tech with high growth`
`/briefing`	Personalised market briefing and portfolio summary	`/briefing`
`/sector`	Sector rotation and performance analysis	`/sector`
`/watchlist`	Watchlist overview and trend analysis	`/watchlist`

Navigate the command autocomplete with ↑↓ arrow keys; press Tab or Enter to select.

Conversation Management

History & Organization

All conversations are automatically saved and accessible from the left panel
Auto-titling — Conversations are named based on your first message content
Chronological ordering — Most recent conversations appear at the top
Search — Full-text search across all historical conversations (by keyword, ticker, or topic)

Actions

Action	Method
Start new conversation	Click + New Chat in the sidebar
Find old conversation	Use the search field in the sidebar
Delete conversation	Hover over conversation title → click trash icon → confirm
Continue a conversation	Click any historical conversation to resume it

Context Windows

Each conversation maintains its own context. Copilot remembers:

All previous messages in the current conversation
Your portfolio state (positions, balance)
Preferences inferred from your interactions
Previously generated recommendations

Starting a New Chat creates a clean context — use this when switching to an unrelated topic.

Usage Quotas & Rate Limits

Your subscription plan determines Copilot access:

Plan	AI Access	Token Budget	Priority
Free	Limited (5 prompts/day)	50K tokens/month	Standard queue
Standard ($19/mo)	Unlimited prompts	1M tokens/month	Normal queue
Professional ($49/mo)	Unlimited prompts	5M tokens/month	Priority queue

AI Copilot is available on all plans. Free plan users get 5 prompts per day to explore AI-powered analysis. Upgrade to Standard or Professional for unlimited usage and higher token budgets.

Quota Indicators (Standard & Professional):

Quota Ring (sidebar) — Circular progress indicator showing % of monthly token budget consumed
Color States: Green (> 50% remaining) → Amber (10–50% remaining) → Red (< 10% remaining)
Exhausted State: Input bar disables with message: “Monthly token allowance exhausted. Resets on the 1st of next month.”

Reset Schedule: Token budgets reset on the 1st of each month at midnight UTC.

Catalysts Tracker

Access via the Catalysts link in the Copilot sidebar. The Catalysts Tracker monitors upcoming events that could materially affect your portfolio holdings:

Event Type	Data Source	Lead Time
Earnings Announcements	Company IR calendars	2–6 weeks ahead
Dividend Dates	Ex-date, record date, payment date	4–6 weeks ahead
FDA Decisions	PDUFA calendar (biotech/pharma holdings)	Known dates
Product Launches	Press releases, confirmed events	As announced
Fed Meetings (FOMC)	Federal Reserve schedule	Published annually
Macro Data Releases	BLS, Census, Fed calendar	Published schedule
Options Expiration	Monthly/weekly OpEx dates	Standard schedule
Index Rebalancing	S&P, NASDAQ rebalance dates	Quarterly

Events are sorted chronologically with the nearest events first. Each entry shows: event type badge, date, instrument affected, and potential impact assessment (High / Medium / Low).

Investment Thesis Manager

Access via the Thesis Manager link in the Copilot sidebar. The Thesis Manager provides a structured framework for documenting and tracking investment theses:

Thesis Document Structure

Section	Content
Symbol & Direction	Ticker, Long or Short, Date created
Core Thesis	2–3 sentence summary of your investment rationale
Bull Case	Optimistic scenario and supporting evidence
Bear Case	Pessimistic scenario and risk factors
Catalysts	Upcoming events that could validate or invalidate the thesis
Key Metrics to Watch	Specific numbers or indicators that confirm/deny the thesis
Entry Criteria	Price levels or conditions for entering the trade
Exit Criteria	Take-profit and stop-loss conditions
Current Status	Active / Validated / Invalidated / Expired
Updates	Timestamped notes as new information emerges

Thesis Actions

Create — Build a new thesis from scratch (or ask Copilot to generate a draft based on current data)
Update — Ask Copilot to refresh a thesis with the latest fundamentals, technicals, and news
Validate — Check whether your thesis conditions are being met
Export — Share a thesis as a formatted post to your trading group
Archive — Move completed/invalidated theses to history

VTrade

Getting Started

Guides

Resources

AI Copilot

AI Copilot

Accessing Copilot

Interface Architecture

Left Panel — Conversation Management

Main Panel — Conversation Thread

Input Area — Message Composition

Capabilities Overview

Market Data & Quotes

Fundamental Analysis

Technical Analysis

Portfolio Analysis

Screening & Discovery

Trade Execution (With Confirmation)

Tool Categories

Market Data Tools (14 tools)

Research Tools (14 tools)

Portfolio Tools (8 tools)

Screening & Analysis Tools (7 tools)

Intelligence Tools (7 tools)

Trading Tools (9 tools)

Analysis Modes

Trade Recommendations

Recommendation Card Components

Interacting with Recommendations

Follow-Up Suggestions

Slash Commands

Conversation Management

History & Organization

Actions

Context Windows

Usage Quotas & Rate Limits

Catalysts Tracker

Investment Thesis Manager

Thesis Document Structure

Thesis Actions

​AI Copilot

​Accessing Copilot

​Interface Architecture

​Left Panel — Conversation Management

​Main Panel — Conversation Thread

​Input Area — Message Composition

​Capabilities Overview

​Market Data & Quotes

​Fundamental Analysis

​Technical Analysis

​Portfolio Analysis

​Screening & Discovery

​Trade Execution (With Confirmation)

​Tool Categories

​Market Data Tools (14 tools)

​Research Tools (14 tools)

​Portfolio Tools (8 tools)

​Screening & Analysis Tools (7 tools)

​Intelligence Tools (7 tools)

​Trading Tools (9 tools)

​Analysis Modes

​Trade Recommendations

​Recommendation Card Components

​Interacting with Recommendations

​Follow-Up Suggestions

​Slash Commands

​Conversation Management

​History & Organization

​Actions

​Context Windows

​Usage Quotas & Rate Limits

​Catalysts Tracker

​Investment Thesis Manager

​Thesis Document Structure

​Thesis Actions

AI Copilot

Accessing Copilot

Interface Architecture

Left Panel — Conversation Management

Main Panel — Conversation Thread

Input Area — Message Composition

Capabilities Overview

Market Data & Quotes

Fundamental Analysis

Technical Analysis

Portfolio Analysis

Screening & Discovery

Trade Execution (With Confirmation)

Tool Categories

Market Data Tools (14 tools)

Research Tools (14 tools)

Portfolio Tools (8 tools)

Screening & Analysis Tools (7 tools)

Intelligence Tools (7 tools)

Trading Tools (9 tools)

Analysis Modes

Trade Recommendations

Recommendation Card Components

Interacting with Recommendations

Follow-Up Suggestions

Slash Commands

Conversation Management

History & Organization

Actions

Context Windows

Usage Quotas & Rate Limits

Catalysts Tracker

Investment Thesis Manager

Thesis Document Structure

Thesis Actions