Getting Started with BullishAI
New to BullishAI? This comprehensive guide will walk you through setting up your account, adding your first positions, and using our AI-powered features.
Creating Your Account
Start by signing up for a free BullishAI account. Click "Get Started" on the homepage and provide your email address. You'll receive a verification email to activate your account.
Once verified, you can access the dashboard where you'll manage your portfolio, set up alerts, and explore AI-powered insights.
Adding Your First Positions
Navigate to the Dashboard and click "Add Position" to start building your portfolio. Enter the stock symbol, number of shares, and average purchase price.
You can add multiple positions for the same stock if you've purchased shares at different prices. BullishAI automatically calculates your cost basis and tracks your portfolio value in real-time.
Understanding the Dashboard
The dashboard provides a comprehensive view of your portfolio. The Portfolio Summary shows your total portfolio value, cost basis, returns, and number of holdings.
The Portfolio Chart displays your portfolio value over time, helping you visualize performance. The Holdings section lists all your positions with real-time prices and gains/losses.
Using AI-Powered Features
BullishAI's AI chat feature provides intelligent explanations of market movements and portfolio performance. Ask questions about your holdings, market trends, or investment strategies.
The AI Insights section offers automated analysis of your portfolio, including risk assessment, diversification recommendations, and performance explanations.
Setting Up Alerts
Create price alerts to stay informed about important market movements. Go to the Alerts section and set up notifications for price targets, percentage changes, or other conditions.
Configure your notification preferences to receive alerts via email or in-app notifications. Alerts help you stay on top of your investments without constant monitoring.