Your AI Home Screen: See What Matters, Ask Anything
Your Longbridge home screen works two ways. Tap the cards (we call them widgets) to catch up on market news, check your portfolio and watchlist, and discover investment ideas and opportunities you can act on. Ask a question in plain words using the Ask me anything bar at the bottom, and Longbridge AI will explain it or help you dig deeper.
You can add, remove and rearrange cards at any time, so the screen can grow with you.
Ready to invest?
To add money, tap this icon in the top-right corner, then tap Transfers.
To place a trade, search for a stock or tap one in Markets or your Watchlist.
In Short: Tap to browse, type to ask. Longbridge AI helps you go from market news to a trade plan you have reviewed yourself, and you always make the final call.
1. Set your investor profile
Take a quick quiz to find your investor portrait, such as Maverick, Keeper, Protector or Pioneer. It describes how you like to invest. Your risk profile is separate. It comes from the questions you answered when you opened your account and decides which strategies and signals you can unlock. Together, they help Longbridge AI show you what matters most to you.
2. Explore your home screen
AI widgets
These widgets form your investing loop, bringing every step of investing into one place, from spotting news to reviewing results: Catalyst → Signal → Trade Plan → Profit & Loss. Your Strategies are the lens that turns Catalyst news into Signals and Trade Plans made for you. Each step leads naturally to the next, but you’re free to start wherever you like. If you’re not sure where to begin, here’s an easy way to draft your first trade plan:
- See what’s happening · Catalysts: news and events about the stocks in your watchlist and holdings.
- Choose your style · Strategies: pick a ready-made strategy that fits you, like Quality Value, or describe your own in plain words. Those matching your risk profile unlock automatically, others with a tap on Confirm and unlock.
- Spot an opportunity · Signals: when the news matches your strategy, it shows up here as a signal. Tap Analyze with AI to learn more, or Draft trade plan to take the next step.
- Make a plan · Trade Plan: created from a Signal, your draft shows when to buy, when to sell and how much to invest. If you want to go ahead, confirm it in the chat. Nothing is placed until you do.
After you trade, Profit & Loss shows how your trades performed. Longbridge AI remembers your decisions and results, so each round of your investing loop is more tailored to you.
Classic widgets
Need the everyday essentials? A range of classic widgets, such as Markets, Watchlist and Portfolio, keeps quotes, holdings and trading one tap away. Browse the full selection in the widget manager.
Make it yours
Scroll to the bottom of the home screen and tap Widgets to add or remove cards.
Prefer the Classic layout?
Tap the grid icon in the top-right corner to switch back to the classic page at any time.
3. Ask Longbridge AI anything
Have a question along the way? Type or speak it in the Ask me anything bar at the bottom of the screen. Longbridge AI chats with you in plain words and understands what you are looking at, so you can ask about a stock, a news or a term at any time.
Longbridge AI provides market information and analysis to support your research. Signals, strategies and trade plans are for information only and are not personalized investment advice. Investing involves risk, including possible loss of principal, and all investment decisions are yours to make.