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Product Guide

Your Investment Assistant, Wherever You Chat

GoAI Product Team

Ask questions, run research, manage your watchlist, set alerts, and automate follow-up research through the GoAI app, web platform, and supported chat channels.

Investment platforms can do a lot, but using them often means navigating between dashboards, menus, settings, and separate workflows for each task.

GoAI makes the process conversational. Ask a question, run a Deep Dive, update your watchlist, set an alert, or create recurring research simply by telling GoAI what you need.

Available through the GoAI app, web platform, and supported chat integrations, GoAI gives you more ways to work with your investment assistant.

One Conversation, Multiple Investment Tasks

GoAI can help you move from research to action in the same conversation.

You can use it to:

  • Explain what moved a stock or market
  • Run a Quick Query or Deep Dive
  • Manage your watchlist
  • Set target-price alerts
  • Check technical signals
  • Create or adjust recurring research
  • Revisit earlier analysis

Instead of configuring each feature separately, describe the result you want:

Add CRCL to my watchlist.
Alert me when CRCL falls below $60.
Run a Deep Dive on Nvidia’s valuation.
Give me a weekly report on Circle’s USDC circulation and the latest developments around CPN and Arc.

A question can also develop into a longer research process.

1

Start with a question

Why did CRCL fall today?

2

Develop the research

Does this change the long-term investment case?

3

Turn it into ongoing monitoring

Track USDC circulation and Circle’s commercial progress every week.

Use a Quick Query when you need an immediate overview. Start a Deep Dive when the question requires more evidence, context, and source-backed analysis. From there, the research can become a watchlist update, price alert, or recurring task.

Available Through GoAI and Supported Chat Channels

The GoAI app and web platform provide the complete product experience, including personalized feeds, watchlists, research management, alerts, and access to previous work.

GoAI is also available through supported chat integrations, currently including Telegram and Discord. These integrations let you ask questions, run research, manage investment tasks, and receive supported results directly through chat.

Use the app or web platform for the complete research workspace, or access GoAI through a supported chat channel when you want to ask a question or give an instruction without switching back to the platform.

From quick questions to Deep Dive research, alerts, and recurring analysis, GoAI is your investment assistant wherever you chat.

How to Connect GoAI to Discord

There are three ways to connect your Discord account.

GoAI investment assistant connected to Discord with an authorization screen and market conversation
  1. 1.Connect Through GoAI Settings

    • • Sign in to GoAI.
    • • Open Settings.
    • • Select Social Media Apps.
    • • Find Discord and select Connect.
    • • Follow the authorization instructions.
  2. 2.Connect Through GoAI Assistant

    • • Open the GoAI Assistant page.
    • • Find the Your investment assistant, wherever you chat section.
    • • Select the Discord icon.
    • • Follow the prompts to complete the connection.
  3. 3.Connect Through the GoAI Discord Server

    If you have already joined the GoAI Discord Server:

    • • Open the general-discussion channel.
    • • Enter: /start
    • • Follow the instructions provided by GoAI Bot.

Review and Authorize the Connection

Discord will display the account permissions requested by GoAI Bot.

Confirm that you are signed in to the Discord account you want to connect, review the listed permissions, and select Authorize.

Once the connection is complete, open Discord, find GoAI Bot, and send your first direct message.

Your investment assistant, wherever you chat.

Open GoAI or connect a supported chat channel to get started.

Open GoAI

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