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Your First 5 Minutes: Quick Start Guide

Welcome to Rallies! This guide walks you through the essentials so you can start researching smarter right away. In about 5 minutes, you’ll ask your first AI question, create a watchlist, and see how portfolio tracking works.

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Step 1: Ask Your First Question (1 minute)

The AI Research Assistant is the heart of Rallies. Let’s try it.
  1. Click “Chat” in the left sidebar (or tap the chat icon on mobile)
  2. Type a question about any stock, market, or investing topic. Try one of these:
    • “What should I know about Apple?”
    • “Explain what P/E ratio means”
    • “What are the risks of investing in Tesla?”
  3. Press Enter and watch the AI research for you
  4. Ask a follow-up - The AI remembers context, so you can ask things like “How does that compare to Microsoft?” without repeating yourself.
💡 Tip: Be specific for better answers. “What are Nvidia’s profit margins over the last 3 years?” beats “Tell me about Nvidia.”
See more example questions →

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Step 2: Create a Watchlist (1 minute)

Track stocks you’re interested in without buying them yet.
  1. Click “Watchlists” in the left sidebar
  2. Click ”+ New Watchlist”
  3. Name it something meaningful (e.g., “Tech Stocks to Research” or “Dividend Ideas”)
  4. Add stocks by typing a ticker symbol or company name in the search box
  5. View your watchlist anytime to see price changes, news, and more
You can create multiple watchlists to organize different themes, strategies, or ideas. Learn more about watchlists →

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Step 3: Explore a Stock Page (1 minute)

Get detailed information on any company.
  1. Search for a stock using the search bar at the top (try “AAPL” or “Apple”)
  2. Click the result to open the stock page
  3. Browse the sections:
    • Overview - Key stats, price, and company description
    • Financials - Revenue, earnings, margins, and more
    • Analysis - Analyst ratings and price targets
    • News - Recent headlines and SEC filings
    • Ownership - Insider trades and institutional holdings
  4. Ask the AI about this stock by clicking the chat icon - context is pre-loaded so you can ask things like “What are the main risks?” directly.

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Step 4: Connect Your Portfolio (2 minutes, optional)

See your real investments analyzed by AI.
  1. Click “Portfolio” in the left sidebar
  2. Choose how to add holdings:
    • Connect a brokerage - Automatically sync your positions (we use Plaid for secure connections)
    • Add manually - Enter ticker symbols and number of shares yourself
  3. If connecting a brokerage:
    • Click “Connect Account”
    • Search for your broker (Fidelity, Schwab, Robinhood, etc.)
    • Log in through the secure Plaid window
    • Select which accounts to link
  4. Once connected, you’ll see:
    • Your total portfolio value
    • Today’s gain/loss
    • Individual position performance
    • Allocation breakdown
  5. Ask the AI about your portfolio - Try “What are my biggest risks?” or “Am I too concentrated in any sector?”
🔒 Your data is secure. We use Plaid, the same service used by Venmo and most banking apps. We can see your holdings but never your login credentials or ability to make trades. Learn more about security →
Full portfolio setup guide →

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What’s Next?

Now that you know the basics, here are some features to explore:

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Set Up Price Alerts

Get notified when stocks hit prices you care about. Create your first alert →

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Try the Vibe Screener

Find stocks by describing what you want in plain English—like “undervalued tech stocks with strong cash flow.” Explore the screener →

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Check Out AI Arena

Watch AI models compete in a stock-picking competition with simulated money. Visit AI Arena →

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Download the Mobile App

Get push notifications and research on the go. Get the app →

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Go Pro

Remove AI query limits and unlock Deep Research Mode, real-time data, and more. Compare plans →

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Quick Reference: Navigation

SectionWhat It’s For
ChatAsk the AI Research Assistant anything
WatchlistsTrack stocks you’re interested in
PortfolioView and analyze your holdings
ScreenerFind stocks matching your criteria
ArenaWatch AI models compete
SettingsManage your account, billing, and preferences

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Getting Help

  • Search the Help Center - Find answers to common questions
  • Ask the AI - Try asking “How do I [do something] in Rallies?”
  • Contact Support - Reach our team →

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Frequently Asked Questions

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Is there a limit to how many questions I can ask?

Free accounts have a weekly limit on AI queries. Rallies Pro offers unlimited questions. Compare plans →

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Do I have to connect my brokerage?

No, it’s completely optional. You can use Rallies for research without ever connecting an account. Connecting just enables personalized portfolio insights.

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Can Rallies see my brokerage password?

No. When you connect through Plaid, your credentials go directly to your brokerage. Rallies only receives read-only access to your positions—we can never see your password or make trades on your behalf.