User Guide
Everything you need to know to get the most out of Astor. Learn how to leverage our AI chat, set up powerful monitoring strategies, and understand your reports.
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Chat
Your AI-powered investment research assistant
The Astor chat is your personal AI investment analyst. It understands context, has access to your portfolio data, and can analyze documents you share. Think of it as having a research analyst available 24/7 to help you make informed investment decisions.
Context Awareness
The chat understands where you are in the app and adapts its responses accordingly. When you're viewing a specific stock or your portfolio, the AI already knows what you're looking at.
- Ask questions about the stock you're currently viewing
- Get insights about your portfolio without re-explaining your holdings
- Reference previous conversations for continuity
Portfolio Access
Once you connect your brokerage accounts, the chat has secure read-only access to your portfolio data. This enables personalized analysis and recommendations.
- Ask "How is my portfolio performing?" for instant analysis
- Get sector allocation breakdowns and diversification insights
- Receive alerts about concentration risks or opportunities
Attachment Analysis
Upload documents, screenshots, or files for the AI to analyze. This is perfect for getting quick insights on earnings reports, financial statements, or news articles.
- Upload earnings reports for instant summary and analysis
- Share screenshots of charts for technical analysis
- Paste news articles to get AI-powered summaries and implications
Research Tools
The chat has access to a suite of research tools that can fetch real-time data, analyze trends, and provide comprehensive market intelligence.
- Real-time stock prices, fundamentals, and financial metrics
- SEC filings, insider trading data, and institutional holdings
- News aggregation and sentiment analysis across sources
Tips for Better Results
Strategies
Automated AI analysts that monitor the market for you
Strategies are your personal AI analysts that work around the clock. Configure them once, and they'll continuously monitor stocks, analyze market conditions, and deliver insights on your schedule. Each strategy can be customized with specific stocks, research tools, and a unique investment thesis.
Setting Up a Strategy
Choose Your Stocks
Select the stocks or ETFs you want your strategy to monitor. You can track individual companies, sectors, or your entire portfolio.
Select Research Tools
Pick which data sources the AI should use: news, SEC filings, technical indicators, social sentiment, earnings data, and more.
Define Your Thesis
Tell the AI what you're looking for. Are you bullish on AI? Concerned about interest rates? The thesis guides the analysis focus.
Set Your Schedule
Choose how often you want reports: daily before market open, weekly summaries, or custom schedules that fit your investment style.
Strategy Builder
The Strategy Builder page provides an intuitive interface to create and customize your AI analysts. Start from scratch or use one of our pre-built templates.
- Pre-built templates for common strategies (earnings watch, sector analysis, etc.)
- AI-assisted thesis generation based on your goals
- Easy stock search with autocomplete and portfolio import
Scheduling Options
Configure when and how often your strategies run. Different schedules work better for different investment styles.
- Daily reports delivered before market open (6 AM ET)
- Weekly summaries for longer-term investors
- Custom schedules available on Pro and Max plans
Available Research Tools
Strategies can access a variety of data sources including company news, SEC filings, earnings data, technical indicators, social sentiment, analyst estimates, and more. Select the tools most relevant to your investment thesis when building your strategy.
Reports
Understanding and configuring your AI-generated reports
Reports are the output of your strategies. Each report contains a comprehensive analysis based on the stocks, tools, and thesis you configured. Reports are delivered to your inbox and available in the app for easy reference.
Anatomy of a Report
Executive Summary
Every report starts with a concise summary of the key findings and actionable insights. This gives you the most important information at a glance, perfect for busy mornings.
Market Analysis
Detailed analysis of each stock in your strategy, including price movements, news impact, and how current events relate to your investment thesis.
Thesis Evaluation
The AI evaluates whether recent developments support or challenge your investment thesis, helping you stay objective and avoid confirmation bias.
Recommendations & Risks
Each report concludes with potential action items and risk factors to watch. These are suggestions for further research, not investment advice.
Email Delivery
Reports are automatically delivered to your email based on your strategy schedule. Configure your preferences in account settings.
- Choose between full reports or summary digests
- Customize delivery frequency per strategy
In-App Access
All your reports are stored in the app for easy reference. Use the Strategies page to view historical reports and track how your thesis has evolved.
- Search and filter reports by date, stock, or strategy
- Continue the conversation in chat for deeper analysis
Common Questions
Ready to get started?
Join thousands of investors using Astor to stay informed and make better investment decisions.