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

1. Getting Started
2. Core Features
3. Pro Features
4. Investment Strategies
5. Technical Analysis Tools
6. 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

1. Ask Any Investment Question: Simply type your question in natural language
2. Get Instant Insights: Receive clear, actionable answers without complex jargon
3. Explore Recommendations: Follow up with more specific queries based on the insights

Tip: Switch to Research mode for complex questions that need deeper analysis — it takes longer but is more thorough.

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. Everything below can be asked directly in the InvestGPT dialog — just type your question in plain English.

1. AI-Driven Stock Recommendations

• Access to 13 AI-enhanced strategies across Value, Quality, Momentum, and balanced multi-factor models
• Get personalized stock picks based on your investment style
• Consensus-based recommendations from multiple AI strategies
• Custom AI Stock Picks using natural language queries with Kai Score

Explore the dedicated tool: AI Stock Picker · See the AI Stock Picker guide

Example Queries:

• "Greenblatt Magic Formula stocks"
• "Stocks with a high Piotroski F-Score"
• "Top quantitative momentum stocks"
• "Quality value stocks with strong fundamentals"
• "Which stocks are picked by the most AI strategies?"
• "Today's top AI stock picks"

2. Market Movers & Real-Time Trading Insights

Track what's moving right now across four asset classes — stocks, ETFs, crypto, and forex — with intraday data updated every 30 minutes.

• Intraday Kai Score: Real-time rankings updated every 30 minutes
• Top Gainers / Top Losers: Biggest price moves today or on the previous trading day
• 52-Week Highs / Lows: Breakout candidates and deep-value turnaround plays
• Watchlist Trading Signals: Live AI signals for the symbols in your watchlist
• Global markets: US, Canada, UK, Australia, Europe, and Asia

Explore the dedicated tool: Market Movers · See the Market Movers guide

Example Queries:

• "What are the top stock gainers today?"
• "Show me yesterday's biggest losers in the S&P 500"
• "Which stocks are hitting 52-week highs?"
• "Which stocks are at 52-week lows?"
• "Top crypto gainers in the last 24 hours"
• "Which ETFs made new highs today?"
• "Show me the top gaining tech stocks"

3. Smart Technical Signals

Ask InvestGPT to scan thousands of symbols for technical setups. The signal engine covers 72 signals across four categories — Trend, Momentum, Volatility, and Volume — on 30-minute, 1-hour, 4-hour, daily, and weekly timeframes.

Explore the dedicated tool: Smart Signals · See the Smart Signals guide

Example Queries:

• "Find stocks with a golden cross"
• "Which stocks have RSI bullish divergence?"
• "Show stocks with a daily MACD bullish cross"
• "Stocks bouncing off the lower Bollinger Band"
• "Crypto with oversold RSI"
• "Stocks with rising OBV and price above VWAP"
• "Which stocks had a death cross recently?"

4. Social Media Trend Tracking

Track what's trending across major social platforms to identify emerging opportunities and gauge retail investor sentiment. By analyzing conversations on Reddit, Twitter, 4chan, and Stocktwits — including the WallStreetBets community — InvestGPT identifies the stocks generating the most buzz.

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"

5. Market Calendars

Stay ahead of market-moving events with three calendars: the economic calendar (macro indicators, central bank meetings), the earnings calendar (company report dates), and the dividends calendar (ex-dividend and payment dates).

Explore the dedicated tool: Market Calendars · See the Market Calendar guide

Example Queries:

• "Which companies report earnings this week?"
• "When does NVDA report earnings?"
• "Show me tomorrow's economic events"
• "Any Fed speakers on the calendar today?"
• "Which stocks go ex-dividend this week?"
• "Show me high-dividend stocks with upcoming ex-dates"

6. 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"

7. Insider & Guru Insights

Track smart money movements with comprehensive insider and institutional investor data:

Insider Trades

Real-time updates on corporate insider buying and selling — CEOs, CFOs, directors, and 10% owners — including transaction dates, prices, values, and cluster buying by multiple insiders.

Explore: Insider Trades

Guru Holdings

See what billionaire investors and top funds are holding and trading: most-owned stocks, top buys, and top sells, with the number of gurus holding each name.

Explore: Guru Holdings · For per-guru portfolios and performance rankings, see Guru Portfolios

See the Smart Money guide and Guru Portfolios guide for full walkthroughs.

Example Queries:

• "Show me latest insider buying activity"
• "What are CEOs buying right now?"
• "Find stocks with multiple insider buys"
• "Which stocks are gurus buying?"
• "Show stocks owned by the most gurus"
• "Insider buying with high technical ratings"
• "Top stocks sold by insiders recently"

8. File Upload & Portfolio Analysis

Upload documents, images, or portfolio files directly in the InvestGPT dialog and ask AI questions about them.

• Files (PDF, Word, Excel, CSV, PPT, TXT; up to 20 MB): earnings reports, research notes, data tables
• Images (JPG, PNG, WebP, GIF; up to 10 MB): chart screenshots, candlestick photos
• Portfolio files (CSV, Excel, PDF; up to 1 MB): holdings lists and portfolio diagnosis

Click the + button by the input box or drag & drop files. File upload is a Pro feature.

Example Queries:

• "Summarize the key takeaways from this earnings report"
• "What does this chart pattern suggest?"
• "Analyze my portfolio and identify concentration risk"
• "How would you rebalance these holdings?"

For systematic portfolio building, diagnosis, and optimization, see the Portfolio Toolbox and My Portfolios.

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:

1. Screen for stocks within 10% of 52-week high
2. Confirm with volume (look for increased trading volume)
3. 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:

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:

1. 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.

2. Inverse Head and Shoulders: The opposite pattern with middle trough lowest. Indicates potential reversal from bearish to bullish.

3. 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.

4. Double Top and Double Bottom: Price reaches same level twice at high (Double Top) or low (Double Bottom), then reverses direction.

5. Flag Patterns: Sharp price move (flagpole) followed by consolidation (flag) and breakout in direction of initial trend.

6. 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 Four 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

1. Analysts

   • Wall Street investment bank rating changes and price targets
   • Track at Analyst Insights

2. Corporate Insiders

   • CEO/CFO buy and sell signals
   • Director transactions and cluster buying
   • Track real-time activity at Insider Trades

3. Congress Members

   • Trades by senators and representatives
   • Party-specific analysis
   • Track at Congress Trades

4. Gurus / SuperInvestors

   • Billionaire investors and top fund managers
   • Most-owned, top-bought, and top-sold stocks
   • View holdings at Guru Holdings or explore full per-guru portfolios at Guru Portfolios

A single signal can be noisy — the strongest ideas come from multi-source convergence, when analysts, insiders, Congress, and gurus are bullish on the same stock at the same time.

For the complete walkthrough including dashboard strategies and filters, see the Smart Money guide and Guru Portfolios guide.

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.

Screenshots in this article: Actual product UI as of August 2026. For feedback or questions, reach out to our team anytime.

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