Agents61

Guide · How to use

How to use an AI investing bot in five steps

Most people open an AI investing bot and ask “what should I buy?” Wrong first question. Start with how you invest, then dig logic, then prove the rule on paper.

How to use an AI investing bot in five steps — Step 1 — Mandate

how to use an AI investing bot

Step 1 — Mandate

Write max % per name, cash floor, horizon, forbidden list. Parse & save. Without this, the bot is just chat.

Start with Mandate on the desk
How to use an AI investing bot in five steps — Step 2 — Ask masters

how to use an AI investing bot

Step 2 — Ask masters

Isolated seats dig logic on a ticker or theme. Read splits. Force a kill-condition before you fantasize size.

Start with Mandate on the desk
How to use an AI investing bot in five steps — Step 3 — News (optional)

how to use an AI investing bot

Step 3 — News (optional)

Hunt opportunities in headlines with plain-language takes — not a panic ticket. Then Scan Always-on for Mandate breaches.

Start with Mandate on the desk
How to use an AI investing bot in five steps — Step 4 — Build → Paper → Proof

how to use an AI investing bot

Step 4 — Build → Paper → Proof

Draft rules. Follow on $100k paper. Open Proof checklist. Only then decide at your broker. Full loop on /ai-investing-bot.

Start with Mandate on the desk

Questions

How long is the first sitting?

Twenty to forty minutes if you already know the name. Mandate first if you have never written rules.

Do I need all 61 seats?

No. Analyst 16 is the working set. Unlock more when you need breadth.

Related

Start with Mandate on the desk

Register and write how you invest before you chase a tip.

Create account

Research simulation. Isolated briefs never say you should buy. No order routing.