AI investing research
An AI research assistant for your portfolio
Ask about any stock in plain English. Statrex AI pulls fundamentals, price history, news, earnings, insider trades and congressional trading together, explains what it found, and suggests ideas you can test with paper money first.
What it does
Research in one chat
Fundamentals, price history, news, earnings, insider trades and congressional trading, gathered and summarized in one conversation, with the sources it used.
Your Schwab account, in the chat
Connect your Schwab account to see your positions and history next to the research. Statrex AI places an order only when you approve it.
You approve every trade
Statrex AI can propose an order, but nothing is placed until you review the exact order and confirm it with two-step verification. Every proposal is checked first against limits on order size, position size and cash.
Use it from Claude and ChatGPT
Add Statrex AI as a connector in Claude or ChatGPT and ask the same research questions from there.
How it works
- 1
Ask
Ask a question about a stock, a sector or your own portfolio.
- 2
Research
Statrex AI looks up the data it needs and explains what it found, and why.
- 3
Test the idea
Follow an idea with paper money and watch how it does before you use real money.
Statrex AI is a research tool, not investment advice. AI answers can be wrong; check anything important. Paper-trading results are simulated. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. Statrex AI is not affiliated with or endorsed by Charles Schwab & Co., Inc., Anthropic or OpenAI.