What your AI can do

Reads

Everything you are watching, everything that has fired, and your Inbox.

Changes

Create an alert, edit one, pause or resume it, delete it.

Try asking

• “Which of my alerts fired this week?”
• “Set me an alert for when AAPL drops below 180.”
• “Pause everything I have on TSLA.”

Reads

What is in each basket, and which strategies are attached to it.

Changes

Create a basket, rename it, add or remove symbols, change what defines it, attach or detach a strategy, turn idea generation on or off, delete it.

Try asking

• “What is in my Movers basket?”
• “Make me a basket of my five largest holdings.”
• “Attach Trend & Momentum to my tech basket.”

Reads

What you own and what you are only watching, with your protection settings.

Changes

Add a symbol, change whether you own it, remove it.

Try asking

• “What am I watching that I do not own?”
• “Mark MSFT as owned.”
• “Clear the symbols I have not looked at.”

Reads

Your open positions and your closed history, with entry, exit and why it closed.

Changes

Favourite an idea or unfavourite it, archive one or bring it back.

Try asking

• “How are my open ideas doing?”
• “What happened to my NVDA idea?”
• “Show me my last ten closed trades and which were winners.”

Reads

Your playbooks, their rules and their trade setups.

Changes

Create a strategy, edit its rules, rename it, delete it.

Try asking

• “What rules does my RSI playbook use?”
• “Which of my strategies has the best record?”
• “Copy my pullback strategy and make the stop tighter.”

Market data. A connected app works with your rows — your alerts, your baskets, your ideas. It does not get HeyTheo's price history, fundamentals, screener or analyst data as a feed. Those stay inside the product, where Theo uses them to answer you.