AI stock briefings for Taiwan stocks Your morning briefingon the stocks you own

No. This is an AI research and analysis tool. It helps you collect and organize public third-party data — quotes, news, institutional flows, market chatter — and uses AI to summarize and analyze it for reference. Everything it produces is for reference only. It is not investment advice and it does not recommend specific trades; the decision is always yours. We are not a licensed securities investment advisory firm.

News sites and finance portals show everyone the same content, and it is up to you to find what matters and match it against what you hold. Stock Helper gives each subscriber their own AI that only looks at your holdings and watchlist: every trading-day morning it sends a briefing to Telegram, one line per holding with the previous close, the move, your P/L on your own cost basis and an RSI read. If you have a question, just ask, and it remembers your cost basis and stop-loss levels. Every number carries a source, and anything it cannot find is labeled "not found". What it gives you is organized information and points of reference, not stock tips; whether to buy or sell is always your call.

AI output can contain errors or omissions. We designed hard guardrails against hallucination — every figure must carry a source, and anything it cannot find is labeled "not found" — but please verify before you act on anything. Every reply carries a risk notice.

Prices, institutional buying and selling, monthly revenue and ex-dividend dates come first from official sources: the Taiwan Stock Exchange, the Taipei Exchange and the Market Observation Post System. Those are combined with finance sites such as Yahoo Finance, Anue (cnyes) and MoneyDJ, and with media such as the Economic Daily News and the Commercial Times. Every fact is sourced on the spot, anything it cannot find is labeled "not found", and inferences start with "my read is" so they stay separate from facts. The briefing goes out before the open, so Taiwan stock figures are always the previous close, and pre-open indicative prices are never used.

No. The AI model behind Stock Helper is supplied and operated by us, and its cost is included in your monthly fee. Subscribe and it works.

Your holdings list is stored only in your own AI workspace and your account settings, and is used only to produce your personalized analysis. It is never shared with other customers or given to third parties.

Ask the way you normally talk — "How is UMC trending lately?" works fine. If an answer loses you, say "in plain English" or "no chart", and keep going: "where are support and resistance", "where should the stop-loss go", "are institutions buying or selling". The "How to ask" section above has five habits and example questions you can copy straight into Telegram.

Yes. Just tell it "in plain English" and it turns RSI, moving averages and the like into "is it expensive right now, is there buying strength behind it", then tells you roughly where support, resistance and a reasonable stop-loss sit. Knowing a few basic terms such as moving average, stop-loss and institutional investors is enough; you do not need to be a professional trader, and over time you will start to see what each number in the briefing means.

You enter your holdings (ticker, shares, average cost) and a watchlist in the dashboard. Every trading day, at the time you choose (8:30 a.m. by default), it sends a briefing to Telegram, in this order: overnight US markets and Taiwan index futures night session, the Taiwan index, each holding's previous close and move, your P/L and RSI read, whether watchlist names have reached the price you noted, news on holdings that moved, market sentiment, and finally today's points of reference (hold, trim, wait, or don't chase, with key price levels) and risk notes. Outside the briefing it does not message you on its own; whenever you want to check a stock, ask it on Telegram.

Yes. Go to the dashboard any time to edit your holdings, watchlist, focus areas and daily delivery time, then hit "Save and apply" — it takes effect immediately.

Both plans are billed monthly with no contract, and you can cancel renewal anytime. Both include the morning briefing, holdings and watchlist monitoring and your own Telegram bot. What differs is how many analyses you get a day and which model does the work. Basic (NT$999/mo) gives you 5 AI analyses a day on the latest model, which suits people who read the briefing and ask about a stock or two. Advanced (NT$2,999/mo) comes with the Advanced analysis allowance and runs on the most advanced frontier model for the most precise analysis, which suits bigger portfolios and people who like to keep asking about a stock until it is clear. If you are not sure, start with Basic and upgrade to Advanced from the dashboard when it stops being enough.

Each time you message it on Telegram and it answers counts as one analysis. The morning briefing is sent on its own initiative and does not count. The count resets every day at midnight Taiwan time; once the day's analyses are used up, you wait until the next day. If Basic keeps running short, you can upgrade to Advanced from the dashboard.

One click in the dashboard. Billing and service stop at the end of the current period, with no extra charges.

Taiwan stocks listed on both TWSE and TPEx are supported, and ETFs can go on your lists or be asked about directly. For US markets you can ask about indexes, macro and sectors — for example, "What does a rise in Treasury yields affect?" — but holdings tracking focuses on Taiwan stocks.

Up to 10 holdings, plus up to 10 more on a watchlist for stocks you have not bought yet. Stocks you ask about in chat are also tracked in your briefing even if they are not on a list. If you hold more than 10, put the largest positions and the ones that most need a stop-loss watch on the holdings list.

No and no. It does not connect to brokers, place orders, manage money or touch your funds. You enter tickers, share counts and average cost in the dashboard yourself; after a trade, just send it a message on Telegram saying what was filled, and your holdings list updates within about 10 minutes.

Yes, and requesting a free trial needs no credit card. The trial sends a general market briefing at 08:30 every trading day, without personal holdings tracking; personalized briefings with P&L on your own cost basis and P&L tracking come with a paid subscription.

Yes. At checkout, choose "Company invoice" under E-invoice and enter your company name and Taiwan Tax ID to receive a triplicate company invoice; individuals can choose "Personal receipt".

If a briefing does not arrive, check in order: whether today is a trading day, your Telegram connection status in the dashboard, the daily briefing switch, and whether you blocked the bot — the Stock Helper FAQ in the Support Center walks through each one. For anything else, ask Roamer, the chat assistant in the bottom-right corner, or email [email protected] or message our LINE official account @818kotud; we reply within 24 hours on business days.