AI Trade Checker

Thinking about a buy or sell? Use this educational checklist to frame portfolio impact, diversification, sector concentration, risk, and process — then run the full AI Trade Checker in the app, where analysis uses your linked holdings.

Educational preview

Try the AI Trade Checker checklist

Enter a ticker, side, and quantity. You will get a structured pre-trade checklist — not live analysis and not personalized advice.

Educational preview only. The in-app AI Trade Checker uses your linked portfolio. This website does not place orders or call StockLift’s analysis API.

What the in-app checker actually does

In StockLift, AI Trade Checker sits in the buy and sell flow after you choose a symbol and size the order. It analyzes how the trade could affect diversification, risk, and sector exposure, then you still review every order before it is placed.

This website cannot see your accounts. The preview below is a structured prompt list so you know what to look at — not a live model output and not personalized advice.

When to use it

Use the checker when you already have an idea — a ticker, a side, and a size — and want a second look before you commit. It is not a stock screener and it does not place trades.

  • You are adding to a name that already dominates the book
  • You are selling a position that also lives inside funds you hold
  • You want a written pass on risk and timing before review

How it fits the rest of StockLift

Trade Checker is one tool next to aggregated portfolio views, AI reports, Advice Mode (when enabled), and AI Strategies. Standard users still get educational analysis — not personalized buy and sell recommendations — until Advice Mode is on.

Frequently asked questions

Is this the same analysis I get in the app?

No. The web widget is an educational checklist. The in-app AI Trade Checker calls StockLift’s analysis against your linked portfolio and is subject to your subscription quota.

Does Trade Checker place the order?

No. You review every order before it is placed through your linked brokerage. The checker is a decision aid, not an execution button.

Can I use it without linking an account?

You can use this preview without an account. The full in-app checker is most useful after you connect a brokerage or open an account so the analysis can see what you already hold.

Is this personalized investment advice?

No. Personalized AI buy and sell ideas require Advice Mode after a questionnaire and disclosures. This page is educational.

Information on this page is educational and is not personalized investment advice. StockLift provides portfolio tracking, analysis tools, and access to licensed advisors. Review every order before it is placed.

Run the full AI Trade Checker in the app