Last week you asked about a stock and were told "hold." This week you ask again, and the answer is "trim." Both answers sounded convincing, but nobody told you what happened in between. Which one should you believe?
Another situation is even more common. When you bought, you promised yourself "I'll cut it if it drops below 95" (illustrative). Three weeks later it actually hits 93, and you start thinking "let's wait and see." Investors fear two things most: analysis that contradicts itself, and forgetting their own plan. Stock Helper writes down every analysis, your cost basis, and the stop-loss prices you've mentioned, reviews its notes before the next analysis, and checks its own calls on the next trading day.
30-second overview
| Item | Details |
|---|---|
| Investment notes | Each analysis logs the price, conclusion, key levels, and the cost or position you mentioned |
| Consistency | Before analyzing a stock again, it reads the last 7 days of notes; if the conclusion changes, it always explains why |
| Trade records | Tell it on Telegram about a filled trade, and your holdings list updates automatically within about 10 minutes |
| Stop-loss prices | Stop-loss prices and levels you've mentioned become top-priority intraday alert triggers |
| Checking its calls | After the close on the next trading day, it checks support, resistance, and direction against the TWSE close |
| Your homework | Keep your own trading journal and review it once a month |
What does it record after each analysis?
After each analysis, it records these things in that day's investment notes:
- The ticker and the price at the time
- The conclusion, such as hold, trim, wait, or don't chase
- Key levels: support, resistance, stop-loss
- The cost or position you mentioned in the conversation
These notes serve a practical purpose: the next time you ask about the same stock, it doesn't start from zero. It knows the price last time, what it concluded, and where the key levels were. Also, any stock you've asked about in a conversation is tracked in the morning briefing even if it isn't on your holdings list or watchlist, marked "You asked about this earlier." A stock you mentioned in passing doesn't get forgotten once the conversation ends.
When the conclusion changes, it always says why
Before analyzing the same stock again, it reads the last 7 days of notes. If this conclusion differs from the last one, it always says so. It won't pretend it never said otherwise. An illustrative exchange:
You: Can you take a look at Stock A? Should I keep holding?
Stock Helper: On 9/10 I suggested holding. This time I'm changing that to trim, because the stock broke below its monthly moving average and institutional investors have been net sellers for three straight days (illustrative). Here's the full analysis…
That one sentence helps your wallet in three ways:
- You know why it changed, so you can judge whether the reason holds up. "Broke below the monthly moving average" and "institutional net selling for three straight days" are verifiable facts, and they come with sources. You can check them yourself instead of simply choosing to believe or not.
- You can tell whether the situation changed or just the story did. A reversal with no explanation makes the analysis look like it's just turning with the price. When the reason is spelled out, you can tell whether the change has any basis.
- It connects to last time's invalidation condition. The risk section of every full analysis spells out "under what conditions this judgment no longer holds." If last time's condition was "breaks below the monthly moving average," and that has now happened, switching to trim is following the conditions agreed on in advance, not a spur-of-the-moment call.
Once a trade is filled, just say so on Telegram
The cost and share count on your holdings list determine whether the P&L in your daily morning briefing is right. You don't need to go back to the dashboard after every trade. Just tell it on Telegram:
| What you say on Telegram | What it does |
|---|---|
| "Added one lot of UMC at 131" (illustrative) | Records a filled buy; your holdings list updates automatically within about 10 minutes |
| "Sold one lot of Wistron at 186" (illustrative) | Records a filled sell; your holdings list updates automatically within about 10 minutes |
| "I want to buy Wistron," "Thinking about adding more" | Treated as a question, not a trade |
| "Just added more UMC" (no price or lot count) | Asks you first: "How many lots, and at what price?" |
This approach is deliberately cautious: it would rather ask one more question than record "want to buy" as "bought." Once the cost is recorded wrong, the P&L, the unrealized loss, and the stop-loss alerts all go wrong with it.
Keep in mind that it doesn't connect to your broker and can't see your brokerage account. If you trade in your broker's app and don't tell it, your holdings list won't change on its own.
The stop-loss price you mention becomes an intraday alert
For many people, a stop-loss plan lives only in their head, and when the price actually gets there, they start finding excuses. Stock Helper records the stop-loss prices and levels you've told it in its notes and turns them into intraday alert triggers that take priority over the standard drop-based conditions.
During the trading day, it checks at 10:00, 11:00, 12:00, and 13:00 Taipei time and alerts you if any condition is met:
- The price reaches a stop-loss or level you mentioned (highest priority)
- The stock is down 5% or more on the day
- The price breaks below the previous session's low and the stock is down 3% or more on the day
If nothing triggers, it sends nothing. When something does, the alert lists the current price, the drop, the trigger reason, the data source and time, your cost and current unrealized loss %, and then, framed as "In my view," whether you've reached the stop-loss plan you set. It won't hit "sell" for you, but at the moment you're most tempted to go soft, it puts your original plan right in front of you.
The loss math is worth repeating: lose 20% and you need a 25% gain to break even; lose 50% and you need 100%. Sticking to your stop-loss protects the distance you can still recover. For details on the trigger rules and how repeat alerts are suppressed, see Stop-loss discipline: intraday alerts before losses grow.
Checking its calls: how it grades what it said
If an analysis only gives advice and never looks back, it's hard to know whether it's worth listening to. Every time Stock Helper does a full stock analysis, it records the price at the time, support, resistance, stop-loss, and the conclusion category. After the close on the next trading day, it automatically checks against the TWSE closing price:
| What's checked | How it's graded |
|---|---|
| Support | Did the stated support hold? |
| Resistance | Did the stock break through the stated resistance? |
| Direction | A bullish call counts as right if the close is above the price at the time of analysis; a bearish call, the reverse |
| Wait | Not scored |
The purpose is to make analysis quality measurable and improvable. For you, the point is that every price level it gives will be tested, not said and forgotten. You can use the same method to test your own judgment.
Keep your own trading journal and review it monthly
It remembers what it said, but only you know why you hit "buy" at that moment. A trading journal is a habit well worth building. It doesn't need to be long; for each trade, these columns are enough:
| Column | Example (illustrative) |
|---|---|
| Date and action | 9/12, bought 1 lot of Stock A |
| Price | Filled at 118 |
| Reason | Back above the monthly moving average; monthly revenue up year over year (Source: MOPS) |
| Plan | Stop-loss at 110, take-profit watch at 130; stop-loss price already given to Stock Helper on Telegram |
| State of mind | Following the plan, or a spur-of-the-moment call after a group-chat tip |
Once a month, set aside an evening to look at your journal alongside its records: scroll back through your Telegram conversations, compare the conclusions and key levels it gave at the time with what you actually did, and ask yourself four questions:
- Which trades this month followed the plan, and which were impulsive?
- How did the impulsive ones turn out? Did most of them happen while chasing or panicking?
- Did you honor the stop-loss prices you set? What happened the times you didn't?
- When it changed its conclusion, did you adjust too? Looking back, whose judgment came closer?
Check your holdings list while you're at it: do the cost and share counts updated from your trade records match your broker statement? If not, fix them in the dashboard now so next month's P&L comes out right.
The point of a review isn't to beat yourself up; it's to find your patterns. Many people discover after a review that their biggest losses often came not from reading the direction wrong, but from not following their own plan. Once you know that, you know where to hit the brakes next month.
FAQ
Q: Where do I set my stop-loss price?
Just tell it on Telegram, for example "I'll cut Stock A if it breaks below 95" (illustrative). It records that level in its notes, and it becomes a top-priority intraday alert trigger.
Q: If I trade in my broker's app, will it know automatically?
No. Stock Helper doesn't connect to brokers, doesn't need your brokerage login, and never places orders for you. After a trade is filled, tell it the price and number of lots on Telegram, and your holdings list updates automatically within about 10 minutes. You can also edit your holdings list in the dashboard yourself, then click "Save and apply."
Q: How far back does it compare conclusions?
Before analyzing the same stock, it reads the last 7 days of investment notes. If a conclusion it gave within those 7 days differs from this one, it will always explain what it suggested on which day and why it's changing now.
Q: Do you publish an accuracy rate for these checks?
No. We don't publish or claim any accuracy or hit-rate figures. Checking its calls is meant to make analysis quality measurable and improvable, not to serve as advertising.
Q: Does the free trial include these features?
The free trial is a shared version used by multiple trial members and doesn't include personal holdings tracking. Personalized morning briefings, P&L tracking based on your cost, and intraday stop-loss alerts all require a paid subscription. During the trial you can still ask questions on Telegram, and the analysis quality is the same as the paid version. To try it first, request a free trial.
Further reading
- Stop-loss discipline: intraday alerts before losses grow
- Setup guide: enter your cost basis, watch reasons, and preferences
- Every claim has a source: how Stock Helper avoids bad information
- Watching it yourself vs Stock Helper: the habits that cost retail investors most
- Don't chase: turn gut feel into price levels with RSI zones and support and resistance
Stock Helper is not an investment advisory service. AI analysis is for reference only and does not constitute investment advice. Investing involves risk; please make your own decisions.
