HeyTheo
AI stock research, alerts and backtests

HeyTheo is an AI-powered stock research and signals platform for self-directed investors and swing traders in US markets. It surfaces rule-based signals where the trigger is always visible, lets you backtest any strategy against historical data before you act, and answers questions about any US-listed stock through an AI chat called Theo. HeyTheo is a research and education tool — not a broker and not a financial adviser. It helps you decide; you trade in your own account.

No. HeyTheo is a research and signals tool, not a financial adviser or a stock broker, and it never issues a buy, sell, or hold call. It shows you the rule behind each signal, the data, and the reasoning — the bull case, the bear case, and the risk — so you can reach your own view. Every decision and every trade is yours, made through your own broker. For guidance specific to your situation, consider consulting a licensed financial professional.

Every HeyTheo signal shows the exact rule that triggered it, and you can backtest that rule against years of history before you rely on it. A black-box picker hands you a score and asks you to trust it; HeyTheo shows the mechanism and lets you test it first. Nothing is hidden, and nothing is presented as a guaranteed outcome. Backtested results are hypothetical and have inherent limitations, but you can see exactly how a rule behaved in the past before deciding whether it's worth watching.

A basket is a group of stocks you want Theo to watch together. You can build one from filters — sector, market cap, valuation, technicals — or start from a preset like the Dow 30, SPY, or QQQ. You can also describe what you want in a sentence and let Theo assemble it. Once a basket exists, you can run strategies and signals across all of its stocks at once and backtest them as a group, instead of checking names one at a time.

HeyTheo includes rule-based strategies such as Golden Cross, RSI Oversold Bounce, Pullback, Mean Reversion, and 52-week Breakout, and it draws on common technical indicators like MACD and Bollinger Bands. You can also define custom rules of your own. Every strategy shows its exact trigger conditions up front — there is no hidden logic — and each one can be backtested against a benchmark before you use it. A strategy describes how a rule behaves; it is not advice to buy or sell.

Backtesting runs a strategy against historical data and a benchmark so you can see how its rules would have behaved in the past before you act on them. It is how you judge a method instead of taking it on faith. The results are hypothetical: they reflect a rule applied to past data, do not account for all real-world costs, and cannot guarantee future performance. Treat a backtest as a way to understand a strategy's behavior and limitations — not as a promise of what will happen next.

Theo is an AI research chat. Ask it about any US-listed stock, sector, or market event, and it reads filings, news, and the technicals, then answers in plain English with sources attached — the raw numbers are one tap away. It can explain why a stock moved, walk you through a company's recent earnings, or summarize what a signal means. Theo interprets and educates; it attributes third-party views such as Wall Street ratings as those third parties' opinions, and never gives a buy or sell call of its own.

HeyTheo watches the market for you and notifies you when something needs your attention. For a stock you are considering, Theo alerts you when it reaches a rule-based entry zone. For a stock you own, it tracks a protection level beneath the position that rises as the stock climbs, and tells you the moment that number changes — so you never have to keep checking. Alerts report what happened; acting on them is always your call.

HeyTheo answers stock questions in a chat like ChatGPT, but with three differences that matter for money decisions: every signal is rule-based and shows its trigger, every strategy is backtestable against history, and every claim is tied to a source you can check. A general chatbot can produce a fluent summary you have to trust; HeyTheo is built so you can verify it — see the rule, test it, and trace the data — instead of taking a generated answer on faith.