Frequently Ask Questions

Deep dive into InvestAssist. You have questions. We (hope to) have answers!

About InvestAssist

1) What is InvestAssist?InvestAssist is a daily analytical brief for long-term investors.Each morning before markets open, it analyses the assets on your watchlist using predefined quantitative models. Instead of simple price alerts, the system evaluates pullbacks, momentum shifts, stabilisation patterns, and extended moves — then classifies the current condition of each asset.You receive a concise summary of what the model detects: accumulation conditions, extended conditions, or neutral states where no meaningful signal is present.It takes about two minutes to read. You make all decisions. InvestAssist provides structured analysis so you don’t have to manually interpret charts every day.2) Who is this for?Investors who already know what they want to own and want a more systematic way to analyse those assets over time.This includes people who:
• Invest in individual stocks or ETFs
• Hold positions for months or years
• Have limited time to monitor markets
• Prefer to stay in control rather than delegate decisions or go completely passive
• Interested in owning individual stocks but find daily analysis operationally demanding.
InvestAssist does not select assets for you. It applies consistent analytical criteria to assets you choose to follow.3) Do you tell me which stocks to buy?No.You define your watchlist. InvestAssist does not recommend specific financial instruments or provide personal investment advice.The system analyses each asset using predefined rules and reports when certain model conditions are met — for example, when price has declined into historically lower ranges with signs of stabilisation, or when price has extended significantly.The output is informational and based on observable market data. It does not consider your personal financial circumstances, objectives, or risk tolerance.You remain fully responsible for all investment decisions.4) How much time does this take?About 5 minutes a day to read your brief and decide whether to act. That's it. No charts to interpret, no indicators to configure, no price-checking throughout the day. Most days, the brief tells you to do nothing — and that's the point.

What it is not

5) Will this help me beat the market?InvestAssist is not designed to predict market direction or guarantee outperformance.Its purpose is to provide consistent, rules-based analysis of price behaviour. Many investors struggle not with asset selection, but with maintaining structured execution over time.The brief supports disciplined decision-making by presenting analytical context clearly and consistently. Investment outcomes will depend on broader market conditions and individual decisions.6) Is this market timing?No. Market timing typically involves forecasting future price movements.InvestAssist does not make forecasts. It analyses what has already occurred in the market using predefined quantitative criteria. When certain measurable conditions are met, they are flagged in the brief. When no meaningful analytical threshold is met, the brief indicates neutrality.It is structured analysis of observable price behaviour — not prediction.7) How is this different from a robo-advisor?A robo-advisor manages money on your behalf and may execute trades automatically.InvestAssist does not manage assets, execute transactions, handle funds, or provide personalised portfolio management.You choose the assets. The system analyses market data and reports model states. You decide whether and how to act.It sits between raw price alerts and fully delegated portfolio management — offering structured analysis while keeping control entirely with you.8) How is this different from a simple price alert?A price alert is usually one-dimensional. For example: “Notify me if the stock drops 10%.”That threshold is static and doesn’t adapt to the asset or market environment. A 10% drop during a broad market sell-off is very different from a 10% pullback in a stable trend. In some cases, you might simply be buying into a continuing downtrend.InvestAssist is context-aware and adaptive. It evaluates multiple price conditions together instead of relying on a single static threshold.It evaluates:
• Short- and medium-term momentum
• Trend direction
• Where price sits within its recent range
• Recent volatility
• Broader market context
A buy-type condition is only flagged when there are signs of stabilization, not just a raw price drop.Thresholds are dynamic and relative to each asset’s historical behavior. What qualifies as a meaningful pullback for one asset may be normal noise for another.In addition, the system goes beyond telling you when buy conditions are met, it also:
• Suggests position sizing (for example, scale-in vs full allocation)
• Give an estimated entry range for limit orders based on recent volatility
The goal is not just to notify you, but to structure execution — combining pullback, stabilization, market context, sizing, and entry range into a daily framework.You still make all decisions. The tool organizes the conditions so you don’t have to interpret charts from scratch every morning.

Practical information

8) What data do you collect?Your name, email, and the watchlist tickers you want tracked. If you join the pilot, we also collect survey responses about your experience — what's useful, what's confusing, what you'd change.We don't collect your portfolio balances, brokerage access, or personal financial details. Your data is handled under GDPR, stored securely, not shared with third parties, and not sold. You can request access to or deletion of your data at any time.

Disclaimer

This is not investment advice. All signals are generated by predefined quantitative models and are for informational and educational purposes only. InvestAssist does not take into account your individual financial situation, objectives, or risk tolerance. No personal recommendation is being made within the meaning of Article 4(1)(4) of MiFID II. The operator of InvestAssist may hold positions in financial instruments mentioned in signals. InvestAssist does not engage in market making, underwriting, or paid promotion of financial instruments. If you pariticipate in the pilot, we'll collect data about signal usage, survey responses, and trading patterns for research. Your personal information stays private.© 2026 T. Kummetha · [email protected] · Amsterdam, NLContact: [email protected] · Amsterdam, NL