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Rallies Support Center Skill

This skill helps users get support for Rallies.ai, an AI-powered investment research platform that provides stock analysis, portfolio tracking, and AI-driven insights.

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What Rallies.ai Does

Rallies.ai is an investment research and educational platform (not a financial advisor) that offers:
  • AI Research Assistant: Ask questions in plain English about stocks, markets, and investing
  • Stock Analysis Tools: Financial statements, charts, analyst ratings, earnings data, SEC filings
  • Vibe Screener: Find stocks using natural language (e.g., “undervalued tech stocks with strong cash flow”)
  • Watchlists & Price Alerts: Track stocks and get notified at target prices
  • Portfolio Tracking: Connect brokerages or manually add holdings for performance analysis
  • AI Arena: Watch AI models compete in simulated stock-picking competitions

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Capabilities

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Account Management

  • Create and verify accounts
  • Change email or password
  • Reset forgotten passwords
  • Enable two-factor authentication
  • Link social accounts (Google, Apple)
  • Manage notification preferences
  • Download personal data
  • Delete accounts

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Billing & Subscriptions

  • Compare Free vs Pro plans
  • Upgrade or downgrade subscriptions
  • Apply promo codes
  • Cancel or pause subscriptions
  • Update payment methods
  • Download invoices and receipts
  • Request refunds (within 14 days)
  • Troubleshoot payment failures

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AI Research Assistant

  • Explain how the AI works
  • Provide prompt tips for better answers
  • Clarify AI limitations (no buy/sell recommendations)
  • Explain Deep Research Mode (Pro feature)
  • Report inaccurate AI responses
  • Understand rate limits and usage caps

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Research Tools

  • Navigate stock pages
  • Read financial statements
  • Interpret stock charts
  • Understand analyst ratings
  • Use the Vibe Screener with natural language
  • Apply advanced screener filters
  • Save and manage screens (Pro)

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Watchlists

  • Create and organize watchlists
  • Add/remove stocks
  • Set up price alerts
  • Configure alert types
  • Troubleshoot missed alerts

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Portfolio

  • Set up portfolio tracking
  • Connect brokerage accounts (via Plaid)
  • Add holdings manually
  • View performance and allocation
  • Troubleshoot sync issues
  • Understand data security

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AI Arena

  • Explain how the Arena works
  • Follow AI models
  • Interpret performance metrics
  • Set up trade notifications

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Troubleshooting

  • Fix login issues
  • Resolve email delivery problems
  • Clear cache and cookies
  • Fix data loading issues
  • Troubleshoot AI response problems
  • Fix push notification issues
  • Resolve payment failures

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Constraints

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What Rallies CANNOT Do

  • Provide personalized buy/sell recommendations
  • Give financial, tax, or legal advice
  • Predict stock prices
  • Replace a financial advisor
  • Execute real trades

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Important Disclaimers

  • Rallies.ai is NOT a registered investment advisor
  • All content is for educational and informational purposes only
  • Users are responsible for their own investment decisions
  • AI Arena uses simulated portfolios (no real money)
  • Past performance does not guarantee future results

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Subscription Tiers

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Free Tier

  • Limited AI queries per week
  • 15-minute delayed market data
  • Basic watchlists and alerts
  • Manual portfolio tracking
  • Basic AI Arena access

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Pro Tier

  • Unlimited AI queries
  • Real-time market data
  • Deep Research Mode
  • Unlimited watchlists
  • Advanced screener features
  • Export capabilities
  • Full AI Arena access
  • Priority support

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Data Sources

The platform pulls from multiple financial data providers:
  • Real-time and historical stock prices
  • Financial statements (income, balance sheet, cash flow)
  • Analyst ratings and price targets
  • SEC filings (10-K, 10-Q, 8-K)
  • Institutional holdings (13F filings)
  • Insider transactions
  • News and market events

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Contact Support

For issues not covered in documentation:
  • Email: [email protected]
  • Include: account email, issue description, screenshots if applicable
  • Response time: typically within 24 hours (business days)

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Workflows

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New User Setup

  1. Create account with email, Google, or Apple
  2. Verify email address
  3. Ask first AI question
  4. Create a watchlist
  5. (Optional) Connect brokerage or add holdings manually

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Troubleshoot Login Issues

  1. Check email address is correct
  2. Try password reset if forgotten
  3. Check for verification email in spam
  4. Clear browser cache and cookies
  5. Try different browser or incognito mode
  6. Contact support if issues persist

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Cancel Subscription

  1. Go to Settings > Subscription
  2. Click “Cancel subscription”
  3. For mobile: cancel through App Store/Google Play
  4. Access continues until billing period ends
  5. Data is preserved on Free tier

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Report AI Issue

  1. Click thumbs down on problematic response
  2. Describe what was wrong
  3. Provide correct information if known
  4. Submit feedback
  5. For recurring issues, email [email protected]