What Can I Ask the AI? (Use Cases)
The AI Research Assistant can help with almost any investing question you have—from understanding a single stock to learning fundamental concepts. Here’s what works best and how to get the most out of your research.Quick Ideas to Get Started
Not sure where to begin? Try one of these:- “What should I know about NVDA?”
- “Explain P/E ratio like I’m new to investing”
- “What are the risks of investing in Tesla right now?”
- “Compare Microsoft and Google on profitability”
- “Why did the market drop today?”
Stock Research
Ask about any publicly traded stock to get data, analysis, and context. Company overviews:- “Give me an overview of Apple”
- “What does CrowdStrike do?”
- “Tell me about Costco’s business model”
- “What are Nvidia’s profit margins?”
- “How has Amazon’s revenue grown over the past 5 years?”
- “Is Tesla’s balance sheet healthy?”
- “Break down Microsoft’s income statement”
- “Is Apple expensive right now?”
- “What’s Netflix’s P/E ratio compared to Disney?”
- “How does AMD’s valuation compare to its historical average?”
- “What’s the bull case for Palantir?”
- “What are the biggest risks for Meta?”
- “Give me both sides of the argument on Coinbase”
- “What happened in Google’s last earnings report?”
- “Has there been any recent news about Boeing?”
- “What did the CEO say on the last earnings call?”
Comparing Stocks
Ask the AI to compare companies side-by-side on any metric.- “Compare Apple, Microsoft, and Google on revenue growth”
- “Which has better margins: Costco or Walmart?”
- “Compare Tesla and Ford on profitability and growth”
- “Rank the big banks by dividend yield”
- “How do AMD and Intel compare on R&D spending?”
Portfolio Questions
If you’ve connected your brokerage or entered holdings, ask about your portfolio. Performance:- “How is my portfolio doing?”
- “What’s my best performer this year?”
- “Which of my stocks has dropped the most?”
- “Am I too concentrated in any sector?”
- “What’s my portfolio’s exposure to tech?”
- “Do I have any overlapping holdings?”
- “What are the biggest risks in my portfolio?”
- “How would my portfolio do if interest rates rise?”
- “Which of my holdings are most volatile?”
💡 Tip: Portfolio questions work best when you’ve connected your brokerage for real-time data. Connect your account →
Market & Sector Research
Get context on broader market movements and trends. Market analysis:- “Why is the market up today?”
- “What’s driving the sell-off in tech stocks?”
- “How are markets reacting to the Fed decision?”
- “Give me an overview of the semiconductor industry”
- “What’s happening in the EV market?”
- “Which healthcare stocks are benefiting from aging demographics?”
- “Explain the current state of the banking sector”
- “How do interest rates affect stock prices?”
- “What happens to REITs when rates go up?”
- “How might inflation impact consumer discretionary stocks?”
Learning & Education
Use the AI as a tutor to understand investing concepts. Basic concepts:- “Explain market cap”
- “What’s the difference between stocks and bonds?”
- “How does a stock split work?”
- “What is dollar-cost averaging?”
- “Explain P/E ratio and why it matters”
- “What’s the difference between revenue and profit?”
- “How do I read a balance sheet?”
- “What does free cash flow tell me about a company?”
- “What is value investing?”
- “Explain dividend growth investing”
- “What’s the difference between growth and value stocks?”
- “How does index investing work?”
- “Explain options basics”
- “What are the risks of margin trading?”
- “How do ETFs differ from mutual funds?”
- “What should I look for in a company’s 10-K filing?”
Smart Money Tracking
Ask about what politicians and institutions are doing.- “What stocks are politicians buying?”
- “Has Nancy Pelosi made any recent trades?”
- “Which hedge funds own Apple?”
- “What did Warren Buffett buy last quarter?”
- “Show me the latest 13F filings for Tesla”
Screener-Style Questions
Instead of using filters, describe what you’re looking for.- “Find me undervalued tech stocks”
- “What are some high-dividend stocks with low payout ratios?”
- “Show me small-cap stocks with strong revenue growth”
- “Which stocks have beaten earnings estimates the last 4 quarters?”
- “Find me companies with low debt and high free cash flow”
💡 Tip: For more sophisticated screening, try the Vibe Screener where you can save and refine your searches.
What the AI Won’t Do
The AI is designed to provide research and education, not personalized advice. There are some things it won’t help with: It won’t give buy/sell recommendations:- ❌ “Should I buy Tesla?”
- ❌ “Is now a good time to sell Apple?”
- ❌ “What stocks should I buy?”
- ❌ “Is this stock right for my retirement portfolio?”
- ❌ “How should I allocate my 401k?”
- ❌ “Should I invest my savings in crypto?”
- ❌ “Where will NVDA stock be in a year?”
- ❌ “Is the market going to crash?”
- ❌ “What will Amazon’s earnings be next quarter?”
- ✓ “What factors might affect Tesla’s stock price?”
- ✓ “What do analysts think about Apple’s outlook?”
- ✓ “What are the bull and bear arguments for this stock?”
Tips for Better Questions
- Be specific - “What are Nvidia’s gross margins for the last 3 years?” gets better results than “Tell me about Nvidia’s finances.”
- Use ticker symbols - “AAPL” is more precise than “Apple” (which could mean the company or the fruit).
- Ask follow-ups - The AI remembers your conversation. After asking about a stock, you can ask “How does that compare to last year?” without repeating the ticker.
- Request comparisons - “Compare X and Y on Z” is a powerful pattern for analysis.
- Ask for explanations - If you don’t understand something in a response, ask the AI to explain further.