Deep dive into InvestAssist. You have questions. We (hope to) have answers!
1) What is InvestAssist?InvestAssist is a product concept we're developing—a daily discipline tool for long-term stock investors.
The vision: Every morning, you'd receive a brief analyzing your watchlist—suggesting when to consider buying, when to consider selling, and (most importantly) when to do nothing.Think of it as automated discipline for investors who want to be engaged—but not obsessed.
Would take 5 minutes a day. No charts. No jargon. Just clear guidance.Status: Concept in development. We're currently validating this approach through behavioral research.2) Who would InvestAssist be for?This concept is being developed for investors who:• Invest in individual stocks (not just index funds)
• Hold for months or years (not day-trading)
• Have a busy life (full-time job, family, hobbies)
• Know what they want to own (come with a watchlist)
• Want to avoid emotional execution (panic-selling, FOMO-buying, overtrading)If you want control over your investments—but not the overwhelm—this concept is designed with you in mind.3) What would you get each day?
The vision for the daily brief:
• Market Context: What happened yesterday and what is the sentiment this morning.• Buy Opportunities: Stocks that have pulled back and may be worth accumulating. Suggested entry points and sizing• Sell Signals: Stocks that have run significantly and momentum is fading. Suggested trim levels• No Action: When your stocks are trading normally and patience is the best move. Most days, the message is: "No action. Stay patient."4) What principles would it follow?We would help you execute five proven principles consistently:1. Buy pullbacks, not peaks
When stocks you want to own pull back and stabilize—that's opportunity, not disaster.2. Let winners run, but manage risk
After significant run-ups, when momentum exhausts, consider trimming exposure.3. Scale your positions
Small dips = small buys. Big corrections = bigger buys. Crashes = conviction buys.4. Patience beats activity
Most days, the best move is no move. We would help you stay disciplined through the noise.5. You stay in control
These would be signals, not orders. You would decide what to do.We would not predict tops and bottoms. We would help you execute with structure—buying when it's uncomfortable,
holding when it's boring, trimming when it's euphoric.
5) How much time would this take?
The vision: 5 minutes per day to read your brief and decide whether to act. That's it.No hours analyzing charts. No constant price-checking. No decision fatigue. No guessing.The tool would handle the time-consuming part (monitoring your watchlist, identifying opportunities). You'd just decide whether to act on them.6) Would you tell me what stocks to buy?No. The concept assumes you already know what you want to own—whether it's tech stocks, healthcare, dividend growers, or a mix.InvestAssist would help you execute better on the stocks YOU choose:• Better entry points (avoid buying at peaks)
• Better exit timing (take profits when appropriate)
• Better patience (permission to do nothing most days)You'd bring the conviction. We'd bring the timing framework.7) Would InvestAssist help me beat the market?That's not the goal.
Here's the reality: Most investors don't underperform because they pick bad stocks. They underperform because of poor execution.
Research shows retail investors underperform the market by ~1.5% per year due to:Panic-selling during crashes
FOMO-buying at peaks
Overtrading when patience would be betterThis concept aims to close that execution gap by helping investors:• Avoid buying into overheated peaks
• Spot better entry zones when stocks pull back
• Take profits when momentum gets stretched
• Act with structure—not emotionThe goal isn't to beat the market with magic signals. It's to help investors stop beating themselves.
We're testing whether this framework actually achieves this through current research.8) Would this be market timing?No—the concept isn't about predicting tops and bottoms.
It's about reacting to what's already happened:
• When a stock has pulled back → might be worth buying
When a stock has run up significantly → might be worth trimming
• When nothing compelling is happening → do nothingIt's risk management based on observable behavior, not fortune-telling.9) Would InvestAssist use algorithms or AI?The concept involves systematic logic—but not the way "algo-trading" works.
What's the difference?Algorithmic Trading:
• Trades hundreds of times per day
• Profits from tiny price movements
• Optimizes for speed and volume
• Often a black boxInvestAssist Concept:
• Would signal once per day (or less)
• Would follow proven investing principles
• Would optimize for patience and discipline
• Transparent logic with explanationsOur "algorithm" would really be systematic logic:
• Apply the same investing framework consistently
• No emotions, no forgetting, no second-guessing
• AI would only help with summarizing news and market sentimentYou'd make all decisions. We'd just provide structured guidance.10) How would this differ from robo-advisors?Robo-advisors:
• Full autopilot (they manage your money)
• You're completely passive
• Zero controlInvestAssist Concept:
• You'd stay in control (we'd provide guidance)
• You'd be engaged but not obsessed
• Would work with individual stocks
• High control, low overwhelmWe'd be the middle ground.11) How would this differ from day-trading tools?Day-trading tools:
• Designed for constant activity
• Overwhelming charts and indicators
• Optimize for more tradesInvestAssist Concept:
• Designed for patient investors
• Simple daily briefs
• Optimizes for LESS activity (most days = do nothing)The concept: we're not trying to make you trade more. We're aiming to help you trade smarter—which usually means less.
12) What are you doing right now?Current Phase: Behavioral researchWe're conducting a paper trading research study (March-May 2026) to test whether this "patience-focused" framework actually helps investors maintain discipline.What we're testing:
• Do users find value in the framework?
• Does it reduce emotional decision-making?
• Is the daily brief format effective?
• Does the "do nothing" emphasis resonate?13) How can I get involved?
Current Opportunity: Participate in our research.We're conducting a 3-month paper trading research study (Feb-May 2026) to validate this concept.
We're looking for 30 retail investors to participate and help shape the product.What participants do:
• Receive experimental signals for their watchlist
• Execute simulated trades in paper trading accounts
• Provide feedback through a survey once a month, and an optional 15-min exit interviewImportant:
• This is research, not a product launch
• Paper trading (simulated money) only
• No real investment decisions14) What's the research basis for this approach?
We're not inventing new investing theory. We're applying what's been validated for decades:• Behavioral finance research on investor mistakes (DALBAR, Morningstar)
• Studies documenting the "behavior gap"
• Contrarian investing principles (buy fear, sell greed)
• Technical analysis of momentum and mean reversionThe principles work. The problem has always been execution.
That's what makes this interesting: These principles are proven, but retail investors struggle to apply them consistently under pressure.
What we're testing:
Can a systematic daily framework help real investors actually follow these principles?
Specifically:Do users actually follow the signals?
Does it reduce stress during market volatility?
Do they make fewer emotional mistakes?
Does "permission to do nothing" help maintain discipline?We're conducting behavioral research with paper trading to find out.
15) Would my data be safe?
For the research study, we collect:
Basic Information:
• Name
• Email address
• Age range and gender (for demographic analysis)Investment Background:
• Years of investing experience
• Employment status (full-time professional, part-time, etc.)
• Investment style and goalsStudy Data:
• Watchlist (the stocks you want to track)
• Feedback on signals and user experience
• Paper trading activity (simulated trades only)What we DON'T collect:
• Real portfolio balances or positions
• Brokerage account access
• Personal financial informationData Protection:
• GDPR compliant handling
• Data used solely for research purposes
• Not shared with third parties
• Not sold or used for marketing
Stored securelyYour Rights:
• You can request your data at any time
• You can request deletion of your data
• You can withdraw from the study anytime16) What markets and assets would you support?
Initial Concept Focus:
• Individual stocks on US and European exchangesPotential Future Expansion:
• ETFs (US and European)
• Additional exchanges (Asia-Pacific, emerging markets)
17) Is this investment advice?
No. We're not registered advisors and don't provide investment advice. This is a concept in development. Current research uses paper trading only. Before any commercial launch, we'd need proper regulatory authorization. Always consult licensed advisors for personalized advice.18) What are the risks?
All investing involves risk of loss. Our concept relies on technical analysis, which can give false signals. The framework has limitations—no system is perfect. Current research signals are experimental only and should NOT be used for real trading. We guarantee nothing. You're solely responsible for your investment decisions.19) What should I know about the research study?
Key points:
✅ Paper trading (simulated money) only
✅ Signals are experimental and unvalidated
✅ This is research, not an investment service
✅ Voluntary participation, no compensation
✅ You can withdraw anytime
Do NOT:
❌ Use signals for real trading
❌ Make real investment decisions based on study
❌ Treat this as investment advice
We collect:
Email, watchlist tickers, and feedback only. GDPR compliant.
Duration: 3 months (Feb-May 2026)