Learn how StockLift's AI Investment Advisor works

Start with an interactive tool

Two tools run entirely in your browser. The AI Trade Checker checklist turns a ticker, side, and size into the questions worth answering before you act. The retirement calculator compounds figures you type so you can see what a savings rate implies over time.

Neither tool sees your accounts, and neither one is advice. They are here so you can practice a process without signing up for anything. The personalized version — the same questions asked of your real holdings, with a recommendation at the end — lives in the app, in Advice Mode.

Then read the product pages

Four pages describe what the app actually does: the AI Investment Advisor that analyzes your portfolio and, in Advice Mode, recommends buys and sells and places the orders you approve; the portfolio tracker that brings linked accounts into one view; AI Strategies that assemble a diversified basket from a questionnaire; and the financial-advisor page that explains how StockLift replaces the traditional advisor and its AUM fee with a fiduciary relationship priced as a subscription.

Use the guides for the decisions themselves

The guides are process pages rather than product tours. Each one covers a decision that comes up repeatedly and can be handled with a repeatable method instead of a hunch.

• How to analyze a stock before buying, as a five-step checklist
• What risk and diversification actually require beyond a long ticker list
• How to rebalance using a calendar or drift bands you set in advance
• How to look through ETF and mutual fund holdings to find real overlap
• How to plan around the accounts and contribution rate you already have

How these pages are written

Every page carries a last-reviewed date, and the educational pages link the regulator-published references behind their claims — mostly SEC Investor.gov and FINRA material. Where a page shows numbers, it explains the arithmetic that produced them.

None of it is personalized advice, and none of it predicts returns. Where a decision depends on your goals, your job, or a date you cannot move, the honest recommendation is an advisor that knows those facts rather than a web page — which is what Advice Mode in the StockLift app is for.

What StockLift is

StockLift is an AI Investment Advisor. It operates as a registered investment adviser, analyzes every brokerage account you link as one portfolio and, in Advice Mode, gives personalized buy and sell recommendations under a fiduciary duty and places the orders you approve — the job a traditional financial advisor charged a percentage of your assets to do, delivered for a flat monthly subscription.

These pages focus on how to think about a decision because that is what makes a recommendation worth approving. The personalized decision itself happens in the app, with your real holdings in view. All investing involves the risk of loss, including loss of principal.