InvestGPT Help Documentation
Welcome to InvestGPT
InvestGPT is an AI-powered investment platform that provides a comprehensive toolkit for modern investors. This guide will help you navigate all the features and maximize your investment potential with Kavout’s AI tools.
Table of Contents
- Getting Started
- Core Features
- Pro Features
- Investment Strategies
- Technical Analysis Tools
- Insider & Smart Money Tracking
Getting Started
InvestGPT simplifies investment decision-making by allowing you to ask questions in natural language and receive instant, AI-driven insights. Whether you’re a beginner or experienced investor, the platform adapts to your needs.
How to Use InvestGPT
- Ask Any Investment Question: Simply type your question in natural language
- Get Instant Insights: Receive clear, actionable answers without complex jargon
- Explore Recommendations: Follow up with more specific queries based on the insights
Example Questions to Get Started:
Market Insights
- How will economic trends impact sector growth in 2025?
- What are the biggest market risks today?
- Which sectors are outperforming right now?
- Which undervalued stocks have strong growth potential?
- What’s next for the semiconductor industry?
- What’s the best way to hedge against market volatility?
Screening for Stocks
- Top technical rating stocks
- Top stock rank stocks
- S&P 500 Stocks with Kai score > 7 and stock rank > 70
- Find large-cap stocks with P/E ratio < 20 and Kai Score > 7
- Consumer staples stocks with net profit margin > 5% and price > $20
- Screen for large-cap stocks with P/E ratio < 25, P/B ratio < 3
- Small-cap stocks with Kai Score > 8
Side-by-Side Analysis
- Compare Chevron’s and ExxonMobil’s EV/EBITDA ratios
- Compare Microsoft’s and Adobe’s ROA
- Compare the last 3 days returns of SPY, QQQ, IWM
- What are the quick ratios of JPMorgan and Bank of America?
- What are the PEG ratios for AMZN and BABA?
- How has Visa’s operating margin compared to Mastercard?
Analyst Sentiment
- What are the latest analyst recommendations for AMZN?
- What is the analyst price target for MSFT stock?
- What are analyst ratings for Google?
- What is the market sentiment towards the healthcare sector?
- What is the sentiment for AAPL stock?
- How do analyst sentiment and price targets vary across different sectors?
Big Market Swings
- Top gainers for finance stocks YTD
- Top losers in S&P 500 for the past 30 days
- Find me large cap energy stocks that gains the most in the past 20 days
- Which penny stocks lost the most in the past 20 days?
- Which cryptos gains the most in the past 15 days
- Which ETF gains the most in the past 7 days?
Core Features
1. Smart Query of Financial Data
Access comprehensive data on 8,000+ US stocks & ETFs, including:
- 10 years of historical data
- 20 quarters of financial information
- 200+ financial metrics
2. Stock & ETF Analysis
Premium Stock Analysis
- Stock ranking and scoring
- Technical analysis scores
- Sentiment analysis
- Analyst recommendations and price targets
- Peer comparisons
Technical Ratings
Get instant technical sentiment with:
- Bullish/bearish sentiment summary
- One-click detailed analysis
- Comprehensive indicator breakdowns
- Real-time updates
3. AI-Powered Stock Scoring Systems
InvestGPT provides three powerful scoring systems to evaluate stocks:
Stock Analysis Rank (0-100 Score)
Stocks are evaluated across four critical dimensions:
- Quality: Financial strength and stability
- Value: Price relative to fundamentals
- Growth: Future earnings potential
- Momentum: Recent price performance
Kai Score (K Score) - AI Stock Ranking (1-9 Scale)
Kai Score is a proprietary AI-driven ranking system that predicts stocks with strong potential for future outperformance. The higher the score (9 being highest), the stronger the stock’s potential.
Learn more about creating custom AI stock picks: Kai Score Is Here: Create AI Stock Picks Your Way
What Kai Score Evaluates:
- ✅ Fundamental data — Valuation, financial strength, and earnings trends
- ✅ Technical indicators — Price action, momentum, and trend strength
- ✅ Alternative data — Market sentiment, institutional interest, and more
Example Kai Score Queries:
- “Kai Score for Meta”
- “Kai Score, Stock Rank for MSFT, AAPL, AMZN, META”
- “Large-cap stocks with P/E ratio < 20 and Kai Score > 7”
- “Small-cap stocks with Kai Score > 8”
Technical Ratings (0-100 Score)
AI-driven analysis of bullish or bearish strength using technical indicators, categorized as:
- Strong Buy
- Buy
- Neutral
- Sell
- Strong Sell
Intraday Kai Score (Real-Time Trading Insights)
Available in Market Movers and Watchlist Trading Signals, Intraday Kai Score provides:
- Real-time stock rankings updated every 30 minutes
- 30-minute and 1-hour timeframe analysis
- Live trading signals for stocks, ETFs, and cryptos
- Smart Signals including RSI Divergence, OBV Divergence, CCI, and Stoch RSI indicators
For a detailed guide on AI-powered stock ranking, read: How to Pick Winning Stocks with AI: Rank U.S. Stocks by Quality, Value, Growth, and Momentum
Example queries:
- “Show me the stock analysis rank for GOOGL”
- “Find S&P 500 stocks with quality score > 80”
- “Top technical rating stocks”
4. Advanced Charting
Interactive charts featuring:
- 30+ technical indicators
- Natural language chart commands
- Customizable timeframes
- Pattern recognition overlays
5. Market Insights & Trends
Stay informed with:
- Expert market analysis
- Sector performance reviews
- ETF insights
- Emerging market topics
Pro Features
Upgrade to InvestGPT Pro to unlock premium capabilities:
1. AI-Driven Stock Recommendations
- Access to 12+ AI-enhanced strategies
- Get personalized stock picks based on your investment style
- Consensus-based recommendations from multiple AI models
- Custom AI Stock Picks using natural language queries with Kai Score
2. Real-Time Trading Insights
- Intraday Kai Score: Real-time rankings updated every 30 minutes
- Market Movers: Identify stocks making significant price moves
- Watchlist Trading Signals: Track custom portfolios with live AI signals
- Smart Signals: RSI Divergence, OBV Divergence, CCI, and Stoch RSI indicators
3. Social Media Trend Integration
Track what’s trending across major social platforms to identify emerging opportunities and gauge retail investor sentiment:
Social Media Trending Stocks
Social media has emerged as a major hub for financial discussions, with platforms like Reddit, Twitter, 4chan, and Stocktwits attracting a diverse community of retail investors and traders. By analyzing conversations across these platforms, we can identify the stocks generating the most buzz, providing insights into emerging market trends and sentiment around each stock.
WallStreetBets Trending Stocks
WallStreetBets is a popular Reddit community where traders and investors share insights and ideas about stocks and options. By analyzing the discussions within this subreddit, we can track the most talked-about companies and assess the sentiment driving retail investor interest.
Key Benefits:
- Early momentum detection
- Retail investor sentiment analysis
- Identification of meme stocks and trending tickers
- Real-time tracking of social media buzz
Example Queries:
- “What stocks are trending on WallStreetBets?”
- “Show me social media trending stocks”
- “Which stocks have the most buzz on Reddit?”
- “Find trending stocks on Twitter and Stocktwits”
4. Congress Trades Tracking
Monitor trades by US Congress members with features including:
- Stock transactions over $1,000
- Buy and sell activity by lawmakers
- Top holdings by party (Democrats vs Republicans)
- Integration with technical ratings
- Historical outperformance insights
Learn more: Track Congress Trades & Gain New Insights with Pro
Example Queries:
- “Show me recent Congress stock purchases”
- “Which stocks are Democrats buying?”
- “Find stocks bought by multiple Congress members”
- “Congress trades with high technical ratings”
5. Insider & SuperInvestor Insights
Track smart money movements with comprehensive insider and institutional investor data:
Latest Insider Transactions
The Latest Insider Transactions feature provides real-time updates on insider buying and selling activities, showing key details like insider roles, transaction dates, prices, and ratings. It includes Technical Ratings and Stock Ranks to help users gauge market signals from insider actions.
SuperInvestor Portfolio
The SuperInvestor Portfolio feature displays the portfolio statistics of top investors, showing the most owned, top bought, and top sold stocks by superinvestors. It highlights key information such as the number of gurus owning the stock, price, market cap, and provides Technical Ratings and Stock Ranks to help users understand market sentiment and identify popular holdings.
Key Features:
- Real-time corporate insider trades
- CEO/CFO buy and sell signals
- Top holdings of legendary investors
- Combined analysis with technical ratings and stock ranks
Example Queries:
- “Show me latest insider buying activity”
- “Which stocks are superinvestors buying?”
- “Find stocks with insider buying and high technical ratings”
- “Top stocks owned by multiple gurus”
Investment Strategies
1. 52-Week High Momentum Strategy
This strategy identifies stocks near their 52-week highs, signaling strong momentum. Academic research has shown this strategy can deliver significant abnormal returns with less reversal than traditional momentum strategies.
For a complete guide including academic backing and implementation details, see: Mastering the 52-Week High Momentum Strategy: A Practical Guide for Investors
Implementation Steps:
- Screen for stocks within 10% of 52-week high
- Confirm with volume (look for increased trading volume)
- Entry strategies:
- Breakout Trading: Buy when price crosses 52-week high
- Trend-Following: Wait for pullback after breakout
Best Practices:
- Combine with fundamental filters (Piotroski FSCORE > 7)
- Check if stock trades above 50-day and 200-day moving averages
- Use trailing stop-loss for risk management
2. Moving Average Deviation (MAD) Strategy
Identify stocks trading significantly above or below key moving averages:
- 20-day, 50-day, 100-day, and 200-day moving averages
- 52-week highs and lows
For advanced MAD strategies and Pro-only insights, see: Identifying Key Price Levels with Moving Average Deviation: A Smarter Way to Spot Trading Opportunities
Pro Tip: Combine MAD signals with:
- Sector classification
- Market capitalization filters
- P/E ratio constraints
- Kavout’s proprietary Stock Rank and Technical Ratings
3. AI Factor-Based Stock Selection
Rank stocks using five key factors:
| Factor | What It Measures | Example Metrics |
|---|---|---|
| Quality | Financial strength | ROE, Debt/Equity ratio |
| Momentum | Recent price trends | 6-month returns, Moving averages |
| Value | Price vs fundamentals | P/E ratio, Price/Book |
| Growth | Future potential | Revenue growth, Earnings forecasts |
| Sentiment | Market mood | News sentiment, Social media scores |
Technical Analysis Tools
AI Pattern Recognition
InvestGPT uses advanced AI technology to automatically scan the market and identify stocks exhibiting popular and profitable patterns. This eliminates the need for manual chart analysis, saving valuable time while providing data-driven insights.
Learn more about our pattern recognition features: Introducing New Beta Features: Discover Stock Ideas with Chart and Candlestick Patterns
Chart Patterns
Chart patterns are graphical representations of price movements that help traders analyze market trends and identify potential buying or selling opportunities.
Popular Chart Patterns Available:
-
Head and Shoulders: Three peaks with the middle peak (head) being highest and two shoulders roughly equal. Indicates potential trend reversal from bullish to bearish.
-
Inverse Head and Shoulders: The opposite pattern with middle trough lowest. Indicates potential reversal from bearish to bullish.
-
Cup and Handle: Resembles a cup with handle on right side. Starts with downtrend, followed by gradual recovery (cup) and slight drift (handle) before breakout.
-
Double Top and Double Bottom: Price reaches same level twice at high (Double Top) or low (Double Bottom), then reverses direction.
-
Flag Patterns: Sharp price move (flagpole) followed by consolidation (flag) and breakout in direction of initial trend.
-
Round Bottom: Long-term reversal pattern forming “U” shape, indicating gradual shift from bearish to bullish trend.
Example queries:
- “Find stocks with Double Bottom pattern”
- “Show me Cup and Handle stocks”
- “Find stocks with bear flag”
- “Stocks with Bullish Engulfing pattern”
- “Show me Morning Star candlestick patterns”
Candlestick Patterns
Candlestick patterns provide insights into market sentiment and potential trend reversals or continuations.
Bullish Reversal Patterns:
- Hammer: Long lower wick with small body, indicating potential reversal after downtrend
- Bullish Engulfing: Second candle completely engulfs first candle’s body
- Morning Star: Three-candle pattern indicating potential bullish reversal
Bearish Reversal Patterns:
- Shooting Star: Long upper wick with small body after uptrend
- Hanging Man: Similar to Hammer but appears after uptrend
- Bearish Engulfing: Larger bearish candle engulfs previous bullish candle
- Dark Cloud Cover: Bearish candle closes below midpoint of previous bullish candle
- Evening Star: Three-candle pattern indicating potential bearish reversal
Continuation Patterns:
- Doji: Very small body indicating market indecision
- Spinning Top: Small body with longer wicks, also indicating indecision
- Marubozu: No wicks, suggesting strong buying or selling pressure
Indecision Patterns:
- Harami: Small candle contained within previous candle’s body
- Tweezers: Matching highs (Tweezer Tops) or lows (Tweezer Bottoms)
Insider & Smart Money Tracking
Track Three Types of Smart Money:
Discover comprehensive smart money insights with our Pro features. Learn more: Discover What the Smart Money is Buying: Unlock Insider, Congress, and Guru Signals
-
Corporate Insiders
- CEO/CFO buy and sell signals
- Director transactions
- 10b5-1 plan indicators
- Track real-time insider activity at Latest Insider Transactions
-
Congress Members
- Trades by senators and representatives
- Party-specific analysis
- Committee member positions
-
SuperInvestors/Gurus
- Warren Buffett-style value investors
- Hedge fund managers
- Activist investors
- View top holdings at SuperInvestor Portfolio
How to Use Smart Money Signals:
- Filter by transaction size and date
- Combine multiple signals (e.g., “CEO buys + Guru holdings”)
- Look for clusters of insider buying
- Validate with technical and fundamental analysis
Sample Use Cases
For Value Investors
“Find large-cap stocks with P/E < 15, P/B < 2, and dividend yield > 3%”
“Value stocks with Kai Score > 7 and P/E < 20”
For Growth Investors
“Show growth stocks with revenue growth > 20% and positive earnings momentum”
“High growth tech stocks with Kai Score > 8”
For Technical Traders
“Find stocks breaking above 52-week highs with RSI < 70 and increasing volume”
“Stocks with Technical Rating > 80 and Kai Score > 7”
For Income Investors
“Screen for REITs with dividend yield > 5% and stable payout ratios”
“Dividend stocks with Kai Score > 6 and yield > 3%“
Support & Additional Help
- YouTube Channel: Video tutorials at @kavout
- If you have any questions or need support, reach out at contact@kavout.co
Conclusion
InvestGPT combines the power of AI with comprehensive financial data to help you make smarter investment decisions. Whether you’re screening for stocks, tracking insider trades, or analyzing technical patterns, InvestGPT provides the tools you need to succeed.
Ready to get started? Subscribe to Pro and unlock the full potential of AI-powered investing!