# SimianX AI User Manual Every help article in chapter order on one page. Use the button to save it as a PDF. Web page: https://www.simianx.ai/help ## Getting started Create an account, sign in, and find your way around. ### Create an account Sign up with Google, Microsoft, Discord or an email address and a password. - All plans. A new account starts on the Free plan. - Free. An account keeps your sessions, your simulated positions and your points in one place. You can create one in two ways: with an existing Google, Microsoft or Discord account, or with an email address and a password. #### Steps 1. Select **Sign Up** in the top bar, or open [the sign-up page](https://www.simianx.ai/signup). 2. To use an existing account, select **Google signup**, **Microsoft signup** or **Discord signup**. The provider asks you to confirm, then sends you back to SimianX AI. Skip the remaining steps. 3. To use an email address, fill in **Email address** and **Set Password**. The password needs at least 8 characters, with letters and numbers. 4. If a friend gave you an invite code, type it in **Invite Code**. The field is optional. When you arrive from an invite link, the code is already filled in. 5. Tick the box that says you agree to the **Terms of Service** and the **Privacy Policy**. The button stays disabled until you tick it. 6. Optional: the box **Send me updates about new features and market insights** is ticked when the page opens. Clear it if you do not want product news by email. 7. Select **Create Account**. ![The sign-up page. At the top are three buttons for Google, Microsoft and Discord. Below them is the email form with the fields Email address, Set Password and Invite Code, two checkboxes and the Create Account button.](https://fw.simianx.ai/help/en/start-signup-form.light.94f7ce54cf.webp) *The sign-up page* #### What happens next - **Email sign-up:** SimianX AI sends a verification email and opens the page where you confirm your address. See [Verify your email and accept the terms](https://www.simianx.ai/help/getting-started/verify-email-and-terms.md). - **Google, Microsoft or Discord sign-up:** your address is already confirmed by the provider. You see the terms page once, then the first-run setup. - After that, a short setup asks for your name, language and the market you follow. See [First-run setup](https://www.simianx.ai/help/getting-started/onboarding.md). #### Good to know - Some pages open a sign-up prompt when you try an action that needs an account. Select **Create Account** there to reach the same sign-up page. After you sign up, SimianX AI returns you to the page you were on. - One email address belongs to one account. If the address is already registered, [sign in](https://www.simianx.ai/help/getting-started/sign-in.md) instead, or [reset your password](https://www.simianx.ai/help/getting-started/reset-password.md). - The invite gift is added after the invited person verifies their email. See [Invite friends](https://www.simianx.ai/help/points-and-plans/invite-friends.md). - You cannot change the email address of an account yourself later. Choose an address you will keep. Web page: https://www.simianx.ai/help/getting-started/create-account ### Verify your email and accept the terms Confirm your email address with the code or the link we send, and accept the user agreement. - All plans. - Free. Before you can use a new account, SimianX AI checks two things in this order: that your email address is yours, and that you accepted the terms. You see only the pages that still apply to you. #### Verify your email After an email sign-up, the verification page opens and an email is sent to your address. The email contains a 6-digit code and a link. Use either one. 1. Open the email from SimianX AI. Check the spam folder if it is not in the inbox. 2. To use the code: type it in **Verification code** and select **Verify with Code**. 3. To use the link: select the link in the email. A page confirms the verification. Select **Start Analysis** to continue on that device. 4. If you opened the link on another device, for example your phone, go back to the first device and select **I have verified my email**. ![The verification page. It shows the address the email was sent to, a field for the verification code with the Verify with Code button, a Resend Verification Email button and an I have verified my email button. Next to the address is the Use Different Email Address link.](https://fw.simianx.ai/help/en/start-verify-email.light.4e63b09d47.webp) *The email verification page* If no email arrives, select **Resend Verification Email**. You can ask for a new email once every 60 seconds; the button shows the countdown. The code and the link are valid for 24 hours. If you typed the wrong address, select the **Use Different Email Address** link next to the address. This signs you out and opens the sign-up page again. #### Accept the terms If you signed up with an email address, you already accepted the terms on the sign-up form, and this page does not appear. If you signed up with Google, Microsoft or Discord, the user agreement page opens once. 1. Read the **Terms of Service** and the **Privacy Policy**. Both links open in a new browser tab. 2. Tick the first box to agree. 3. The second box, **I would like to receive product updates, new feature announcements, and market insights**, is optional and is ticked by default. Clear it if you do not want these emails. 4. Select **Agree and Continue**. ![The user agreement page with two checkboxes, one for the Terms of Service and Privacy Policy and one optional box for product updates, and the Agree and Continue button.](https://fw.simianx.ai/help/en/start-sign-agreement.light.2511d5823b.webp) *The user agreement page* #### Good to know - Until both steps are done, every page sends you back to the step that is missing. - You can change the choice about product emails later. See [Email notifications and unsubscribing](https://www.simianx.ai/help/account/email-notifications.md). - If the link in the email says it is invalid or expired, sign in and ask for a new email on the verification page. - Still no email after several tries? Write to support@simianx.ai from the address you signed up with. Web page: https://www.simianx.ai/help/getting-started/verify-email-and-terms ### First-run setup Eight short steps after sign-up set your name, language, security, market and where you start. - All plans. - The setup is free. A daily digest that you create in step 5 uses points each time it runs. The first time you enter SimianX AI with a verified account, a setup opens. It takes about a minute. The list on the left shows the eight steps and where you are. **Back** at the top returns to the previous step. #### Steps 1. ****Say hello**.** Type the name SimianX AI should use for you and select **Continue**. 2. ****Pick a language**.** Select one of the 16 languages. The page reloads in that language and stays on this step. Then select **Continue**. The site, your reports and your emails use this language. 3. ****Protect your account**.** Optional. Select **Add** to create a passkey, or **Set up** to turn on 2-step verification with an authenticator app. To skip, select **I'll do this later**. Both can be set later; see [Account security](https://www.simianx.ai/help/account/security.md). 4. ****Pick your arena**.** Select **Crypto** or **Stocks**. This only decides which examples and start pages you see. You can always use both markets. 5. ****Daily briefing**.** Optional. Pick up to 10 symbols and a delivery time, then select **Start my daily digest**. To skip, select **Skip for now** below the form. 6. ****Live rooms**.** A short demonstration of a live session. Select **Got it** to go on, or **Open a live room** to finish the setup and open a live session now. 7. ****Deep analysis**.** A short demonstration of a deep analysis. Select **Got it**, or **Start an analysis** to finish and start one now. 8. ****Begin**.** Choose where to go: a deep analysis, a live session, or **Look around first**. If you came from another page, **Back to where you were** is also offered. Selecting a card ends the setup. ![Step 3 of the setup, Protect your account. Two cards are shown, Passkey with an Add button and 2-step verification with a Set up button. Below them is the I'll do this later button. The step list is on the left.](https://fw.simianx.ai/help/en/start-onboarding-secure.light.d031956b2c.webp) *Step 3: protect your account* ![The last step, Where would you like to start. Three cards are listed: Run a deep analysis, Open a live room, and Look around first.](https://fw.simianx.ai/help/en/start-onboarding-launch.light.c252725dc8.webp) *Step 8: choose where to start* > **Uses points** > Step 5 creates a real Auto Digest. It runs every day and each run uses points. You can pause or delete it at any time on the **Auto Digest** page. See [Create a digest](https://www.simianx.ai/help/auto-digest/create.md). > **Simulated, no real money** > The demonstrations in steps 6 and 7 are sample data. Positions in SimianX AI are always simulated. SimianX AI never places real orders. #### Good to know - The setup remembers your step while the browser tab stays open. If you close the tab before the last step, the setup starts again the next time you sign in. - The setup appears once per account. After you select a card in step 8, it does not come back. - Change your name or language later under **My Account**. See [Edit your profile and language](https://www.simianx.ai/help/account/profile-and-language.md). Web page: https://www.simianx.ai/help/getting-started/onboarding ### Sign in Sign in with Google, Microsoft, Discord, your password or a passkey, and pass the second step if it is on. - All plans. - Free. You sign in on [the sign-in page](https://www.simianx.ai/signin). Use the same method you used when you created the account. If 2-step verification is on, a second page asks you to confirm that it is you. #### Steps 1. Select **Sign In** in the top bar. 2. Choose one way to sign in: - Select **Google login**, **Microsoft login** or **Discord login** and confirm with the provider. - Or type your **Email address** and **Password**, then select **Sign In**. - Or select **Sign in with a passkey** and confirm with your fingerprint, face or screen lock. This button appears only when your browser supports passkeys and works only after you created a passkey. 3. If 2-step verification is on for your account, the **2-Step Verification** page opens. Complete the second step (see below). 4. You return to the page you came from. ![The sign-in page. At the top are the Google, Microsoft and Discord buttons. Below are the Email address and Password fields, the Remember me checkbox, the Forgot password link, the Sign In button and the Sign in with a passkey button.](https://fw.simianx.ai/help/en/start-signin-form.light.5484c92295.webp) *The sign-in page* #### The second step The page opens on the strongest method you have set up. The methods are: | Method | What you do | | --- | --- | | **Authenticator app** | Type the 6-digit code that your authenticator app shows. The page continues as soon as the sixth digit is typed. | | **Passkey** | Select **Use passkey** and confirm on your device. | | **Email code** | Select **Send code**, then type the 6-digit code from the email. | | **Backup code** | Type one of your backup codes and select **Verify**. Each code works once. | To use a different method, pick it from the list under **Try another way**. Only the methods you have set up are listed. ![The 2-Step Verification page asking for the 6-digit code from the authenticator app. Under the code field is the Verify button, and under Try another way are the options Passkey, Email code and Backup code.](https://fw.simianx.ai/help/en/start-signin-mfa.light.c3f1ba394c.webp) *The second step of sign-in* #### Good to know - If the second step takes too long, the page says the sign-in has expired. Select **Back to sign in** and start again. - Forgot the password? Select **Forgot password?**. See [Reset or change your password](https://www.simianx.ai/help/getting-started/reset-password.md). - If you lost your authenticator app and have no backup codes, write to support@simianx.ai from the address of the account. - To sign out, open the account menu and select **Log Out**. To sign out another device, see [Account security](https://www.simianx.ai/help/account/security.md). - When you are signed out on a page that needs an account, SimianX AI shows a short notice and asks you to sign in again. Web page: https://www.simianx.ai/help/getting-started/sign-in ### Reset or change your password Get a reset link by email, whether you forgot the password or only want a new one. - All plans. - Free. SimianX AI never asks for your old password to set a new one. In both cases, forgotten or not, it sends a link to the email address of your account, and you choose the new password on the page behind that link. #### If you forgot your password 1. On the sign-in page, select **Forgot password?**. This opens [the reset page](https://www.simianx.ai/forgot-password). 2. Type the email address of your account and select **Send Reset Link**. 3. The page confirms that the email was sent. If you typed the wrong address, select **Send to Different Email**. 4. Open the email and select the reset link. Check the spam folder if you do not see it. 5. Type the new password in **New Password** and again in **Confirm New Password**. The page shows the password strength and whether the two fields match. 6. Select **Reset Password**. You are signed in. If 2-step verification is on, the second step is asked first. ![The Set New Password page with the New Password and Confirm New Password fields, a strength indicator, the list of password requirements and the Reset Password button.](https://fw.simianx.ai/help/en/start-reset-password-form.light.44aae078ee.webp) *Choose the new password* #### If you are signed in and want a new password 1. Open the account menu and select **My Account**. 2. Open the **Security** tab. 3. In the **Password** row, select **Change**. 4. A dialog titled **Change your password?** opens. Select **Send link**. 5. Open the email and continue from step 4 of the list above. ![The Security tab of My Account with a small dialog on top. The dialog asks Change your password, says that a reset link will be sent to the account's email address, and has the buttons Cancel and Send link.](https://fw.simianx.ai/help/en/account-password-confirm.light.3e1f6ef018.webp) *Confirm to receive the reset link* #### Good to know > **Note** > The reset link is valid for 15 minutes and works once. If the page says **Invalid Reset Link**, select **Request New Reset Link**. - The new password needs at least 8 characters. The page also checks for an uppercase letter and a number. - After a reset, every device that was signed in to your account is signed out. Sign in again with the new password. - No email after a few minutes? Write to support@simianx.ai. Web page: https://www.simianx.ai/help/getting-started/reset-password ### Find your way around Where the navigation, your sessions, the account menu, the theme, the language switch and the Help Center are. - All plans. - Free. The home page and the market pages share a top bar and a side navigation. The analysis pages, **Stock Analysis** and **Crypto Analysis**, have a session sidebar instead. #### Top bar and side navigation - **Logo:** returns to the home page. - **Side navigation:** on a computer it is the column on the left; the button next to the logo collapses it. On a phone, the menu button opens it as a drawer. It lists **Stock Analysis**, **Crypto Analysis**, **Sector Watch**, **Market Pulse**, **Autopilots**, **Auto Digest**, **Crypto AI Model Leaderboard**, **Pricing**, **Stories**, **Help Center**, **FAQ**, **About** and **Contact**. - **Right side:** **Sign In** and **Sign Up** when you are signed out; your picture when you are signed in. Select the picture to open the account menu. #### The account menu The menu contains **My Account**, **My Plan**, **Reward Center**, **Autopilots**, **Auto Digest**, **Help Center**, **Theme** and **Log Out**. On the analysis pages you open the same menu from your name at the bottom of the session sidebar. ![The account menu open under the profile picture in the top bar. It lists My Account, My Plan, Reward Center, Autopilots, Auto Digest, Help Center, a Theme row with three icons for light, dark and system, and Log Out.](https://fw.simianx.ai/help/en/start-user-menu.light.f1da2fbc04.webp) *The account menu* #### Session sidebar and history On the analysis pages the left sidebar holds your work. 1. **Start New Session** opens a new session. 2. Below it, your sessions are grouped under **Today**, **Yesterday** and **Earlier**. A badge shows **Live** or **Deep**. Select a row to reopen that session. 3. To rename a session, select the "⋯" button on its row, then **Rename**. Type the name and select **Save**. 4. To delete a session, select "⋯", then **Delete**, and confirm. ![The session sidebar. At the top is the Start New Session button, then a short Market Pulse feed, then the session list grouped by Today, Yesterday and Earlier with Live and Deep badges. One row has its menu open with Rename and Delete. The account row is at the bottom.](https://fw.simianx.ai/help/en/start-session-sidebar.light.cb59ba81f1.webp) *The session sidebar with a row menu open* > **Cannot be undone** > A deleted session is removed from your history and cannot be restored. If the session has a running Autopilot, a second dialog, **Autopilot is running**, appears: **Stop & Delete** stops the Autopilot first and then deletes the session. #### Theme and language - **Theme:** in the account menu, the **Theme** row has three choices: **Light**, **Dark** and **System**. **System** follows your device. Signed-out visitors use the theme button at the bottom of the side navigation. - **Language, signed in:** **My Account**, **Profile** tab, **Language** row. See [Edit your profile and language](https://www.simianx.ai/help/account/profile-and-language.md). - **Language, on any page:** scroll to the bottom of any page with the footer and use the **Language** list. It works whether you are signed in or not. ![The bottom line of the page footer. It shows the copyright, the support email address and, on the right, the Language drop-down list with the current language. The theme button is next to it.](https://fw.simianx.ai/help/en/start-footer-language.light.97c7f5a3d7.webp) *The language list in the footer* #### Where the Help Center is **Help Center** is in the side navigation, in the account menu and in the footer. Web page: https://www.simianx.ai/help/getting-started/interface-tour ## Live analysis A team of AI analysts follows one stock or coin in real time. ### Start a crypto live analysis Pick a trading pair and a team of four AI analysts starts to watch it in real time. - All plans, and guests without an account. Free accounts can open the free pairs. - Each analyst run uses points. The amount depends on the models you chose. A live analysis is one page for one trading pair: a real-time chart on the left and the reports of four AI analysts on the right. There is no Start button. The session starts when you pick a pair. #### Steps 1. Open **Crypto Analysis** in the side navigation. The page shows two cards: **Crypto** and **US Stock**. 2. On the **Crypto** card, make sure the switch at the top is on **Live Room**. 3. Click the field **Enter Crypto Pair** and type a coin, for example BTC. A list of matching pairs opens. 4. Click a pair in the list, for example Bitcoin BTC-USDT. The session starts at once. If you typed the pair yourself, click the arrow button (**Confirm pair**) instead. 5. Wait while the loading screen connects. The address changes to `/l/` followed by the session ID, and the live page opens. ![The pair field of the Crypto card with "BTC" typed in and the list of matching pairs open. Each row names the coin, the pair, the exchange and the market, for example "Bitcoin BTC-USDT · Binance · Spot". The last two rows, BNB and XRP, show a lock.](https://fw.simianx.ai/help/en/live-start-crypto-search.light.09f104a39e.webp) *Picking a pair starts the session* #### What you see The first time you open a live session, a welcome screen asks you to set up your AI team. See [Configure your AI team](https://www.simianx.ai/help/live-analysis/configure-ai-team.md). After that, new sessions start with your saved setup. The four analysts are Fundamental, Indicator, Intelligence and Decision. They start to work as soon as the page is connected. Their reports appear on the right. See [Read the analysts' reports](https://www.simianx.ai/help/live-analysis/read-agent-reports.md). ![The live page for BTC/USDT. On the left a candle chart with the timeframe buttons above it and the AI CoPilot bar below it. On the right the Live tab with four analyst tabs and a decision card.](https://fw.simianx.ai/help/en/live-board-crypto.light.55f8a797c3.webp) *A crypto live session* > **Uses points** > Every analyst run uses points for as long as the session is open. The cost depends on the models and intervals you chose. See [Points and rates](https://www.simianx.ai/points). > **Simulated, no real money** > AI CoPilot is on by default. It opens and closes simulated positions only. SimianX never places real orders. #### Stop or come back - To leave, click the X button (**Close**) at the top right and confirm. The page returns to the start page. - To open the session again, click it in the left sidebar. Live sessions carry the mark **Live**. - To start another pair, click **Start New Session** in the sidebar. #### Good to know - A pair with a lock is not in the free list. On a free account, a click on it opens the **Pair Locked** dialog with the upgrade options. Paid plans open every pair their plan includes. - Guests can try one session. See [Points, banners and connection](https://www.simianx.ai/help/live-analysis/points-and-connection.md). - The analysts stop when you close the page. To keep them running, [deploy an Autopilot from the session](https://www.simianx.ai/help/live-analysis/deploy-autopilot-from-session.md). Web page: https://www.simianx.ai/help/live-analysis/start-crypto-live ### Start a US stock live analysis Switch the US Stock card to Live Room, pick a ticker, and four AI analysts follow the stock in real time. - All plans, and guests without an account. Free accounts can open the free stocks. - Each analyst run uses points. The amount depends on the models you chose. A stock live analysis works like a crypto one: a live chart and four AI analysts on one page. The only extra step is at the start. The **US Stock** card opens on **Deep Analysis**, so you must switch it to **Live Room** first. #### Steps 1. Open **Stock Analysis** in the side navigation. 2. On the **US Stock** card, click **Live Room** in the switch at the top of the card. The subtitle of the card changes to "**Multi-Agent Live Command Room**". 3. Click the field **Enter Stock Symbol** and type a ticker or a company name, for example NVDA. 4. Click the stock in the list. The session starts at once. There is no Start button. 5. Wait while the loading screen connects. The live page opens at `/l/` followed by the session ID. ![The US Stock card with the switch set to Live Room. The subtitle reads "Multi-Agent Live Command Room" and the field "Enter Stock Symbol" is empty and ready for a ticker.](https://fw.simianx.ai/help/en/live-start-stock-variant.light.a586130a7d.webp) *Switch to Live Room before you pick a ticker* #### What you see The page has the same parts as a crypto session, with three differences: - A market pill next to the timeframe buttons shows the session of the US market, for example **Market Open**. See [US market hours in a live session](https://www.simianx.ai/help/live-analysis/stock-market-hours.md). - The timeframes are 1H, 1D, 1W and 1mo. - When you are signed in, the Decision analyst runs on a fixed New York schedule instead of an interval. On 1H: "**Decides after each hourly candle closes, 10:30 AM to 3:30 PM New York time, on trading days**". On longer timeframes: "**Decides once each trading day at 9:35 AM New York time**". ![The live page for NVDA on the 1H timeframe. The header shows the timeframe buttons 1H, 1D, 1W and 1mo and a green "Market Open" pill. On this wide screen the pill also shows the time to the close. The chart is on the left and the analyst reports are on the right.](https://fw.simianx.ai/help/en/live-board-stock.light.1eb12263d4.webp) *A stock live session during market hours* > **Uses points** > Every analyst run uses points for as long as the session is open. The cost depends on the models and intervals you chose. See [Points and rates](https://www.simianx.ai/points). > **Simulated, no real money** > Positions in a live session are simulated. SimianX never places real orders with a broker. #### Good to know - If you leave the switch on **Deep Analysis**, the same field starts a deep analysis: a one-time report by a larger committee. See [Start a deep analysis](https://www.simianx.ai/help/deep-analysis/start-deep-analysis.md). - A stock with a lock is not in the free list. On a free account, a click on it opens the **Stock Locked** dialog. Paid plans, from Starter, open all US stocks. - When the market is closed, two of the four analysts pause. The session stays open. Web page: https://www.simianx.ai/help/live-analysis/start-stock-live ### Configure your AI team On your first live session you choose a model and an interval for each of the four analysts, then take a short tour. - All plans. Free accounts and guests run every analyst on the free model. - The models and intervals you choose here decide how many points a session uses. The first time you open a live session, SimianX asks you to set up the team before the analysts start. You cannot skip this step: the window has no close button until you start the session. #### Steps 1. On the welcome screen, read the four analyst roles and click **Configure Your AI Team**. 2. The window **Agent Configuration** opens. At the top, pick a preset: **Conservative**, **Balanced** or **Aggressive**. A preset sets the four intervals for the current timeframe. Conservative runs less often and costs less. Aggressive runs more often and costs more. 3. In the table, each row is one analyst. In the column **Model**, click the model to choose another one. 4. In the column **Interval**, click the value to choose how often that analyst runs. Pick a preset value, or type your own and click **Apply**. When you change an interval by hand, the preset changes to **Custom**. 5. Click **Start Session**. The analysts start. ![The Agent Configuration window for a crypto session. Four preset buttons at the top with Balanced selected, a table with one row per analyst showing its model and interval, three checkboxes below the table, and the Start Session button.](https://fw.simianx.ai/help/en/live-agent-config-crypto.light.5c1a33177e.webp) *The first setup of the AI team* #### Crypto-only options | Option | What it does | | --- | --- | | **Each candle** / **Fixed interval** | On the Decision row. With **Each candle**, Decision runs once after each candle of your timeframe closes. With **Fixed interval**, it runs on the interval you set. | | **React to breaking news right away** | When several outlets report the same major story, Intelligence and Decision run at once, without waiting. | | **Timing gate** | While the AI has no position, Decision only runs on candles that a timing model rates high enough. Skipped candles use no points. It works on 1m, 5m and 15m. | | **Chase protection** | Stops new entries after the market has moved very far in a short time. Open positions are not affected. | For a US stock, these options do not exist. When you are signed in, the Decision row shows its fixed market schedule instead of an interval. #### The tour After you start the session, a tour points at each part of the page: the analyst reports, the timeframe buttons, the chart, the position bar, the live feed and the History tab. Click **Next** to move on and **Finish** on the last step. ![The welcome screen of the live room. A title, four tiles that name the Fundamental, Indicator, Intelligence and Decision agents, and the button "Configure Your AI Team".](https://fw.simianx.ai/help/en/live-welcome.light.80d022c5fe.webp) *The welcome screen on your first session* > **Uses points** > A shorter interval means more runs and more points. A larger model costs more per run. See [Points and rates](https://www.simianx.ai/points). #### Good to know - On a free account, the model column is locked and a notice with an upgrade link appears above the table. You can still change intervals. - Your setup is saved to your account. New sessions use it. To change it, see [Change models and intervals](https://www.simianx.ai/help/live-analysis/change-models-and-intervals.md). Web page: https://www.simianx.ai/help/live-analysis/configure-ai-team ### Change models and intervals Change the model or the interval of any analyst while the session runs. - All plans. Choosing models needs a paid plan. - The change itself is free. The new models and intervals change how many points the session uses. You can change the team at any time. The session does not restart. The analysts use the new setup from their next run. #### Steps 1. In a live session, click **Agents** at the top right. When the header has little room, the button shows only a settings icon. 2. The window **Update Configuration** opens with your current setup. 3. Change what you need: - pick another preset (**Conservative**, **Balanced**, **Aggressive**); - click a model in the column **Model**; - click a value in the column **Interval**; - for crypto, change **Each candle** / **Fixed interval**, **React to breaking news right away**, **Timing gate** or **Chase protection**. 4. Click **Update**. To leave without a change, click **Cancel**. ![The Update Configuration window. The preset row shows Custom as selected, the table lists the four analysts with their models and intervals, and the buttons Cancel and Update are at the bottom.](https://fw.simianx.ai/help/en/live-agent-config-edit.light.227485815a.webp) *Editing the team in a running session* #### When an Autopilot runs on this session If you deployed an Autopilot from this session, the same button opens the window with the title **Edit Autopilot Configuration**. When you click **Update**, the timeframe, the models and the intervals are saved to the live session and sent to the Autopilot. The Autopilot uses them after you leave. Notification channels are not in this window. To change them, click **Autopilot** in the position bar, then **Configure**, and open the notifications tab. See [Change an Autopilot's configuration and notifications](https://www.simianx.ai/help/autopilots/edit.md). ![The same window with the title "Edit Autopilot Configuration" and a subtitle that says models and timeframe apply to the live session and its Autopilot.](https://fw.simianx.ai/help/en/live-agent-config-autopilot.light.037ecf0543.webp) *With an Autopilot running, the change also goes to the Autopilot* > **Uses points** > Shorter intervals and larger models use more points per hour. The points that each report used are listed in the History tab. See [Points and rates](https://www.simianx.ai/points). #### Good to know - The presets depend on the timeframe. The same preset gives longer intervals on a longer timeframe. - For crypto, each timeframe starts on its **Balanced** intervals. To use other intervals, change them here after you switch the timeframe. See [Pick a timeframe](https://www.simianx.ai/help/live-analysis/timeframes.md). - On a free account, the model column is locked. Intervals and the crypto options can still be changed. - The window needs a live connection. If the page is reconnecting, wait until the status pill at the top right is green (**Connected**). Web page: https://www.simianx.ai/help/live-analysis/change-models-and-intervals ### Pick a timeframe The timeframe sets the candles on the chart and the horizon the analysts work on. - All plans. Guests are held on one timeframe. - Free. A new timeframe changes how often the analysts run, and so the points used. The timeframe is more than a chart setting. The analysts read the market on the timeframe you select, and the Decision analyst makes its calls for that horizon. #### Steps 1. In a live session, find the row of timeframe buttons at the top, next to the name of the pair. On a phone or in a narrow window it is one button that opens a list. 2. Hold the pointer over a button to see what it is for, for example 15m for intraday trades. 3. Click the timeframe you want. The chart loads the new candles and the analysts continue on the new timeframe. ![The header of a crypto live session. The timeframe buttons 1m, 5m, 15m, 1H, 4H and 1D are in a row with 15m selected, and a small hint under the 15m button explains the intraday style.](https://fw.simianx.ai/help/en/live-timeframe-pills.light.79d604366f.webp) *Timeframe buttons with the hint open* #### Available timeframes | Market | Timeframes | | --- | --- | | Crypto | 1m, 5m, 15m, 1H, 4H, 1D | | US stocks | 1H, 1D, 1W, 1mo | #### When the AI holds a position If AI CoPilot has an open position or a waiting order, a click on another timeframe opens the dialog **Change Timeframe?**. It shows the current and the new timeframe and the position. - **Change Timeframe** closes the AI position, or cancels the order, and switches. The AI starts again on the new timeframe. - **Cancel** keeps the timeframe and the position. ![The dialog "Change Timeframe?" with the warning "AI Position will be Closed". It shows the current timeframe 15m, the new timeframe 1H, the open long position with its entry and profit, and the buttons Cancel and Change Timeframe.](https://fw.simianx.ai/help/en/live-timeframe-confirm.light.57822a5da7.webp) *The confirmation when the AI has a position* > **Cannot be undone** > Changing the timeframe closes the open AI position at the current price. This cannot be undone. The position is simulated: no real order exists. #### Crypto: intervals return to Balanced In a crypto session, when you are signed in and the analysts are running, a change of timeframe sets the intervals of all four analysts to the **Balanced** preset of the new timeframe. Your models stay the same. If you want other intervals, [set them again](https://www.simianx.ai/help/live-analysis/change-models-and-intervals.md). #### Good to know - Guests are held on one timeframe: 15m for crypto, 1H for stocks. The other buttons are locked and their hint reads **Login required**. Sign in to use all timeframes. - For stocks, the Decision analyst follows a fixed market schedule that depends on the timeframe. See [Start a US stock live analysis](https://www.simianx.ai/help/live-analysis/start-stock-live.md). Web page: https://www.simianx.ai/help/live-analysis/timeframes ### Read the chart What the layers of the live chart show and how to switch each one on or off. - All plans. - Free. The chart itself uses no points. The chart on the left of a live session shows live candles. A row of switches under the chart adds or removes layers. A lit switch is on. Click a switch to change it. #### The switches under the chart | Switch | What it shows | | --- | --- | | MA (three coloured dots) | Three moving averages of the price: 7, 25 and 99 candles. | | **Indicators** | A panel with the technical indicators the Indicator analyst uses, such as RSI and MACD. | | **Trade Flow** | Buy and sell pressure from recent trades. A higher buy share means more buying. It appears when trade data is available. | | **Coppock · CMF** | Stocks only, off at the start. Two slower readings: the Coppock Curve and Chaikin Money Flow. | | **AI Signals** | Markers on the candles where an analyst finished a report. It appears after the first report. | | **AI Lines** | Price lines of the AI position: average price, stop loss, take profit, and the price of a waiting order. It appears in AI CoPilot mode. | On a phone the switches use short names and the row scrolls sideways. ![The chart of BTC/USDT on 15m with three moving-average lines, round analyst markers at the top of the chart, and horizontal lines for the AI average price, stop loss and take profit. Under the chart is the row of switches: MA, Indicators, Trade Flow, AI Signals and AI Lines. The Indicators and Trade Flow panels are open at the bottom left.](https://fw.simianx.ai/help/en/live-chart-layers.light.26086bb1f0.webp) *Chart layers and their switches* #### Markers on the chart 1. Hold the pointer over a marker (tap it on a phone). A small card opens with the analyst and its main result: for Decision, the action, the confidence, and entry, stop loss and take profit. 2. Click **View Detail** in the card. The panel on the right opens the **History** tab, scrolls to that report and opens it. ![A marker card on the chart for a Decision report. It shows the word LONG, the entry, stop loss and take profit prices, the confidence, and the link "View Detail".](https://fw.simianx.ai/help/en/live-chart-marker-card.light.b36ad4a902.webp) *The card of one marker* #### Move in time Drag the chart to the left to see older candles. Older candles load as you go back. On a phone, swipe. #### Open the pair on the exchange (crypto) In a crypto session, the name of the exchange is shown next to the pair at the top left. Click it. A dialog asks for confirmation and then opens the trading page of that exact pair on the exchange in a new tab. > **Note** > The exchange page is an external site. SimianX gives analysis only. It does not trade for you there, and nothing you do in SimianX places an order on the exchange. #### Good to know - The AI lines belong to the simulated AI position. They are not orders on any exchange. - If you drag the border between the chart and the right panel, you change the width of both. - Switch positions are not saved: after a reload, the layers return to their default state. Web page: https://www.simianx.ai/help/live-analysis/read-the-chart ### Read the analysts' reports Follow the four analysts in the Live tab, run one again when you need it, and review every past report in History. - All plans. - Reading is free. Each analyst run, and each re-analysis, uses points. The panel on the right of a live session has two tabs: **Live** and **History**. On a phone, tap the row **AI team** under the chart to open the panel. #### The Live tab The upper section is **Live AI Agents Analyses**. It has one tab per analyst: - ****Decision****: the call (for example long, short, hold or no trade), confidence, risk, and entry, stop loss and take profit. - ****Fundamental****: the longer-term picture. On-chain and market structure for crypto, company data and filings for stocks. - ****Intelligence****: news and sentiment. - ****Indicator****: technical indicators, trend, support and resistance. 1. Click an analyst tab to see its latest report. A tab with a moving ring is writing now. A tab is not clickable until that analyst has a report. 2. Click **Read in full** to open the full report in a window. ![The Live tab of the right panel. Four analyst tabs at the top with Decision selected. Below, a decision card with the word LONG, a confidence figure, a risk chip, the entry, stop loss and take profit prices, the reasoning, and the buttons "Read in full" and "Re-analysis".](https://fw.simianx.ai/help/en/live-reports-live-tab.light.8203fa8884.webp) *The Live tab with the Decision report open* #### Run an analyst again 1. On a report, click **Re-analysis** at the top of the card. In a narrow panel the button is a refresh icon. 2. The dialog **Regenerate Analysis** explains that the interval timer of that analyst starts again from now. Click **Regenerate**. You can tick the box in the dialog so that it is not shown again for that analyst. After that, one click starts the re-analysis. > **Uses points** > A re-analysis is one extra run and uses points. The dialog does not show the amount. After the run finishes, the points it used appear with the report in the **History** tab. #### Live feed signals The lower section, **Real-time Live Feed Signals**, lists the raw inputs as they arrive: news items with sentiment and impact, Polymarket prediction markets with their probability, and a card each time the timeframe or the settings change. Click the title of a section to fold it. #### Countdown to the next analysis On a wide screen, a strip at the top right shows the icon of each analyst with the time until its next run. The analyst that is next is lit. Hold the pointer over one to read what its countdown means. #### The History tab 1. Click **History**. Every finished report is listed, newest first. 2. Use the filter row to show **All** or one analyst. 3. Click a row to open it. It shows the result, the data sources that the analyst read, and two figures: **Tokens** and **Points Used**. 4. Click **Load more** at the bottom for older reports. ![The History tab. A filter row with All and the four analysts, a list of finished reports with their time, and one Indicator report opened: its trend, its data sources, and a line with Tokens and Points Used.](https://fw.simianx.ai/help/en/live-reports-history.light.453a7f9d23.webp) *A report in History with the points it used* #### Good to know - Candles skipped by the timing gate or by chase protection appear in History as their own rows and use no points. - The interval of each analyst is set in [Change models and intervals](https://www.simianx.ai/help/live-analysis/change-models-and-intervals.md). Web page: https://www.simianx.ai/help/live-analysis/read-agent-reports ### Act on a decision In manual mode, use the buttons on a Decision card to record a position, close it, or apply the suggested stop loss and take profit. - All plans. - Free. The buttons use no points. Each report of the Decision analyst is a card in the **Live** tab. In manual mode the card carries action buttons. They change your manual position in SimianX. They never send an order to an exchange or a broker. #### Before you start The buttons work in manual mode only. If the bar under the chart reads AI CoPilot, the card shows a single button that reads **AI CoPilot Executing**. Clicking it only shows a notice. Click **Manual** on the bar first. See [Let AI CoPilot trade a simulated position](https://www.simianx.ai/help/live-analysis/ai-copilot-paper-trading.md) for what that switch does. #### Steps 1. Open the **Decision** tab in the **Live** tab and read the card: the action word, confidence, risk, entry, stop loss and take profit. 2. Use the button that the call offers: | Call | Button | What happens | | --- | --- | --- | | Long, and you have no position | **Open LONG Position** | Opens the manual position window with the side, entry, stop loss and take profit filled in. Check the quantity and confirm. | | Short, and you have no position | **Open SHORT Position** | The same, for a short. | | Close | **Close Position** | Closes your whole manual position at the current price, at once. | | New stop loss | **Apply Suggested Stop Loss** | Sets the stop loss of your manual position to the suggested price, at once. | | New take profit | **Apply Suggested Take Profit** | Sets the take profit to the suggested price, at once. | A hold, wait or no-trade call has no button. ![A Decision card in manual mode. The word LONG in green, confidence and risk on the right, a price ladder with entry, stop loss and take profit, the reasoning text, and the green button "Open LONG Position" at the bottom.](https://fw.simianx.ai/help/en/live-decision-manual.light.929e732937.webp) *A long call with its action button* > **Cannot be undone** > **Close Position** and the two apply buttons act at once, without a confirmation. The position is simulated, but a closed position cannot be opened again at the old price. > **Simulated, no real money** > Positions here are records inside SimianX. No real order is placed. A decision is an analysis, not investment advice. #### Skipped cards (crypto) Sometimes the Decision tab shows a card with the word **Skipped** instead of a call. The Decision analyst did not run on that candle, and no points were used. - **Timing gate**: the timing model scored the candle below its threshold. The card shows the score, the threshold and the last candles as passed or skipped. - ****Chase protection****: the card reads **No new entries for now**. The price has moved too far in a short time for a new entry. Click **View the last decision** on the card to see the last real decision again. Both guards are switched on or off in [Change models and intervals](https://www.simianx.ai/help/live-analysis/change-models-and-intervals.md). ![A skipped card in the Decision tab. The word "Skipped", the time the 15m candle closed, the gate score next to its threshold, a row of small marks for the last candles, and the link "View the last decision".](https://fw.simianx.ai/help/en/live-decision-skipped.light.1d9dc775ce.webp) *A candle skipped by the timing gate* #### Good to know - If you click close or apply without a manual position, a notice tells you to open a position first. - Click anywhere on the card, outside its buttons, to open the full report. Web page: https://www.simianx.ai/help/live-analysis/act-on-decisions ### Let AI CoPilot trade a simulated position In AI CoPilot mode the Decision analyst opens, adjusts and closes a simulated position, and you follow every step. - All plans. - The mode itself is free. The analyst runs behind it use points as usual. AI CoPilot is paper trading done by the AI. Following the Decision analyst, it opens a position, moves the stop loss and take profit, adds, reduces and closes. A new session starts in this mode. > **Simulated, no real money** > AI CoPilot trades with simulated capital inside SimianX. It never places a real order and never touches an exchange or broker account. #### The deck under the chart The bar under the chart shows the state of the AI: - **AI CoPilot STANDBY**: no position. The Decision analyst is looking for an entry. - **AI CoPilot PENDING**: a limit or stop order is waiting to be filled. The deck shows its price, the distance to the market and when it expires. - **AI CoPilot ACTIVE**: a position is open. The deck shows the side, the unrealized profit or loss, a price ladder with entry, current price, stop loss and take profit, and the quantity. Next to the state you see **Win Rate** (after the first closed trade) and **Capital**. ![The AI CoPilot deck in the active state. A green chip "AI CoPilot ACTIVE", the win rate and capital, a long position with its unrealized profit, a ladder from stop loss to take profit, and on the right the flight log with three entries. Buttons for sound, animations, History, Autopilot and Manual are at the top right.](https://fw.simianx.ai/help/en/live-copilot-deck-active.light.607bb56b3f.webp) *The deck with an open simulated position* #### Flight log and animations While a position or an order exists, the **Flight Log** on the right of the deck lists each operation of the AI: opened, stop loss moved, added, reduced, closed. Hold the pointer over an entry to read its prices and the reason. On a phone, tap the bar to open the full list. When the AI acts, a short animation plays over the chart. Click it to skip. Two icon buttons on the deck switch the sounds and the animations on or off. Past results of a simulated position do not predict future results. #### History and win rate 1. Click **History** on the deck. The window **AI CoPilot Position History** opens. 2. The top shows the statistics of this session, such as win rate, total return and maximum drawdown. Below is the list of positions. 3. Click a position to open its **Operation Logs**: every operation with time, price and reason. Positions that were force closed (for example by a change of timeframe) are not counted in the win and loss statistics. ![The window "AI CoPilot Position History". A row of statistics with win rate, total return and max drawdown, and a list of closed positions with side, entry, exit, profit or loss and duration.](https://fw.simianx.ai/help/en/live-copilot-history.light.29ed4d1331.webp) *Statistics and the list of AI positions* #### Switch to manual 1. Click **Manual** on the deck. 2. If the AI has a position or a waiting order, the dialog **Switch to Manual Control?** shows it. Click **Switch to Manual** to continue. > **Cannot be undone** > Switching to manual closes the open AI position at the current price, or cancels the waiting order. This cannot be undone. To go back, click **AI CoPilot** on the manual bar. There is no confirmation in this direction. ![The dialog "Switch to Manual Control?" with the warning "AI Position will be Closed", the current AI position with its entry, current price and unrealized profit, and the buttons Cancel and Switch to Manual.](https://fw.simianx.ai/help/en/live-switch-manual-confirm.light.4b1315a056.webp) *The confirmation before the AI position is closed* #### Good to know - While an Autopilot runs on the session, the **Manual** button is hidden. - The stop loss and take profit of an AI position do close the position when the price reaches them. This differs from [manual positions](https://www.simianx.ai/help/live-analysis/manual-positions.md), where they only alert. Web page: https://www.simianx.ai/help/live-analysis/ai-copilot-paper-trading ### Record your own position Tell the analysts about a position you hold, so that their decisions take it into account. - All plans. - Free. Recording or changing a position uses no points. A manual position is a note of a position: side, quantity, entry price, and an optional stop loss and take profit. After you record one, the Decision analyst gives suggestions for it, for example to close it or to move the stop loss. > **Simulated, no real money** > A manual position is a record inside SimianX. Nothing is bought or sold. If you hold a real position somewhere else, you manage it there yourself. #### Before you start The manual bar is shown in manual mode. If the bar under the chart reads AI CoPilot, click **Manual** first. If the AI holds a position, that switch closes it. See [Let AI CoPilot trade a simulated position](https://www.simianx.ai/help/live-analysis/ai-copilot-paper-trading.md). #### Open a position 1. On the bar **Manual Position** under the chart, click **Long** or **Short**. 2. In the window, check **Direction** and enter **Quantity**. 3. **Entry Price** follows the market price. To use your own price, type it. Click **MKT** to return to the market price. 4. Optional: enter **Stop Loss** and **Take Profit**. The window shows the risk, the reward and their ratio. 5. Click **Open Long** or **Open Short**. ![The Manual Position window for BTC/USDT. Direction is set to Long, quantity is 0.5, the entry price uses the market price, stop loss and take profit are filled in, a line shows the risk to reward ratio, and the button reads "Open Long".](https://fw.simianx.ai/help/en/live-manual-open-modal.light.b289b007a8.webp) *Recording a long position* #### Edit, add, reduce Click **Edit** on the bar. The window **Edit Position** has three tabs: | Tab | Use it to | Confirm with | | --- | --- | --- | | **Edit** | Correct quantity, entry price, stop loss or take profit. | **Save Changes** | | **Add** | Add a quantity at a price. The window shows the new quantity and the new average entry. | **Add to Position** | | **Reduce** | Close part of the position. Quick buttons fill in a share of the quantity. | **Reduce Position** | If you reduce by the full quantity, the window warns: "**This will close the entire position**". ![The manual position bar with an open long position: the unrealized profit in large figures, a price ladder from stop loss to take profit, cells for entry, mark price, quantity, stop loss and take profit, and the buttons Edit and Close.](https://fw.simianx.ai/help/en/live-manual-position-bar.light.08d9f213be.webp) *The bar with a recorded position* #### Close Click **Close** on the bar. > **Cannot be undone** > **Close** closes the whole position at the current price, at once, without a confirmation. #### Stop loss and take profit only alert > **Note** > For a manual position, the stop loss and the take profit never close the position by themselves. When the price reaches one of them, a window opens: **Stop Loss Alert** or **Take Profit Alert**. The alert shows the trigger price, the current price and the unrealized profit or loss. You choose: - **Keep Open**: the position stays open. - **Close Position**: the position is closed at the current price. ![The window "Stop Loss Alert" with the line "Price target reached", the trigger price, the current price, the unrealized loss, and the buttons Keep Open and Close Position.](https://fw.simianx.ai/help/en/live-manual-alert.light.99896cfd0a.webp) *The alert when the price reaches your stop loss* #### Good to know - The alert appears only while the session is open in your browser. - The buttons on a Decision card can fill in or change your manual position. See [Act on a decision](https://www.simianx.ai/help/live-analysis/act-on-decisions.md). Web page: https://www.simianx.ai/help/live-analysis/manual-positions ### Keep it running after you leave Deploy an Autopilot from a live session so that the analysis continues and you get notified when you are away. - Starter, Plus and Pro. The number of Autopilots that can run at the same time depends on the plan. - The Autopilot uses points for every analyst run while you are away. A live session works while the page is open. An Autopilot continues the same session in the background after you leave, with the same pair, and sends updates to the channels you choose. When you come back, the live page takes control again. #### Before you start You need a signed-in account on a paid plan and a connected live session. #### Steps 1. In the live session, click **Autopilot** on the bar under the chart. On a narrow screen the button shows only an icon. 2. The window **Deploy New Autopilot** shows the pair and the timeframe, and who is in control: "**While you are here**: **Live is in control**" and "**After you leave**: **Autopilot takes over**". Click **Deploy Autopilot**. 3. Check the configuration. It is filled in from the session: timeframe, models, intervals and, for crypto, the decision options. Change it if you want, then click **Next**. 4. Choose the notification channels and the events that send a notification. At least one channel is required. Click **Deploy Autopilot**. ![The window "Deploy New Autopilot" opened from a live session. Two cells show the pair BTC/USDT and the timeframe 15m. Two lines read "While you are here: Live is in control" and "After you leave: Autopilot takes over". The button "Deploy Autopilot" is at the bottom.](https://fw.simianx.ai/help/en/live-autopilot-overview.light.d4380eb4da.webp) *The Autopilot window before deployment* #### What you see The **Autopilot** button turns green. The Autopilot stands by while you are on the page and takes over after you leave. The Autopilot also appears on the **Autopilots** page, where you can read its logs. See [How an Autopilot and its live session work together](https://www.simianx.ai/help/autopilots/autopilot-and-live-session.md). When you open the session again, the window **Autopilot Stand By** appears. Close it with **Got It**. ![The window "Autopilot Stand By" with a green status line "Autopilot is watching in the background", the pair and timeframe, and the buttons Configure, Stop and Got It.](https://fw.simianx.ai/help/en/live-autopilot-standby.light.c1d057657b.webp) *The window when an Autopilot is deployed* > **Uses points** > While you are away, every analyst run of the Autopilot uses points, at the same rates as in the live session. Candles skipped by the timing gate or by chase protection use none. The Autopilot stops working when your points run out. See [Points and rates](https://www.simianx.ai/points). > **Simulated, no real money** > The Autopilot opens and closes simulated positions only. SimianX never places real orders. #### Change or stop 1. Click **Autopilot** again. 2. Click **Configure** to change the configuration or the notifications. Or click **Stop**. 3. In the dialog **Stop Autopilot**, click **Stop** to confirm. The other button, **Got It**, cancels. > **Note** > Stopping an Autopilot does not close its simulated position. The live session stays open and you continue from the page. #### Good to know - While an Autopilot runs, the **Manual** button on the AI CoPilot deck is hidden. - With an Autopilot running, a change in **Agents** is also sent to the Autopilot. - If you delete the session in the sidebar while its Autopilot runs, the Autopilot is stopped first. Web page: https://www.simianx.ai/help/live-analysis/deploy-autopilot-from-session ### Share a live session Create a link that lets other people watch your live session while you are on the page. - All plans. You must be signed in. - Free. Viewers do not use your points. A share link opens a watch-only window on your session. Viewers see what you see as it happens. The window is open only while you have the session open. #### Steps 1. In your live session, click **Share** at the top right. On a narrow screen the button shows only an icon. Guests do not have this button. 2. SimianX creates the link, copies it to your clipboard and opens the window **Share this live session**. If the window shows **Create share link** instead, click it. 3. The window now shows the link, a QR code and the number of people watching. Click **Copy link**, or use one of the buttons under **Share to**: copy a ready text, X, **Telegram**, **WhatsApp** or **Email**. 4. To send the link by email from SimianX, click **Email**, type up to 5 addresses and click **Send**. Your own email address must be verified. 5. Click **Done**. The session continues as before. ![The window "Share this live session" after the link was created. A QR code on the left, the status "Live for viewers", the number of people watching, the share link with a "Copy link" button, a row of channel buttons, and the buttons "Close share" and "Done" at the bottom.](https://fw.simianx.ai/help/en/live-share-dialog.light.4282a0a6b2.webp) *The share window with an active link* #### What viewers see - The chart, the analysts' reports, the live feed, and the AI position with its flight log, updated in real time. - A strip at the top with your name and the word **Live**. - No controls. Viewers cannot change the timeframe, the team or a position, and they cannot run anything. - Report summaries are open to everyone. To read a report in full, a viewer who is not signed in is asked to sign up ("**Sign up to read the full analysis**"). When you are not on the page, viewers see "**Not live right now**" and the window opens again when you come back. If very many people watch at the same time, a new viewer can see "**The window is full**". ![A shared live session as a viewer sees it. The same chart and reports as the owner's page, with a strip at the top that shows the owner's name, a red "Live" mark and the number of viewers. There are no buttons for settings or positions. The button "Explore free" is at the right of the strip.](https://fw.simianx.ai/help/en/live-share-viewer.light.7e6be8cf46.webp) *The watch-only page for viewers* While people watch, the **Share** button in your session shows their number. #### Close the share 1. Click **Share** again. 2. Click **Close share**. 3. In the dialog **Close this share?**, click **Close share**. > **Cannot be undone** > After you close a share, the link stops working for everyone. You can create a new link later, but it has a new address. The old link does not work again. #### Good to know - The link shows the session only. Viewers cannot see your account, your balance of points or your other sessions. - All positions in a live session are simulated, and viewers see them as such. - The share window of a live session has no setting to hide amounts today. Viewers see the same figures you see. - A viewer who signs up through your link can count as your invited friend. See [Invite friends](https://www.simianx.ai/help/points-and-plans/invite-friends.md). Web page: https://www.simianx.ai/help/live-analysis/share-live-session ### US market hours in a live session What the market pill means, and which analysts pause when the US market is closed. - All plans. - Paused analysts use no points. The analysts that keep running use points as usual. A stock live session follows the US trading day. A pill next to the timeframe buttons shows the current market session. In a wide window it also shows a countdown to the next session. Crypto sessions have no pill: the crypto market does not close. #### The market pill | Pill | Meaning | | --- | --- | | **Pre-Market** | **Pre-market trading (4:00 AM – 9:30 AM ET)** | | **Market Open** | **Regular trading hours (9:30 AM – 4:00 PM ET)** | | **After-Hours** | **After-hours trading (4:00 PM – 8:00 PM ET)** | | **Market Closed** | Nights and weekends. No new candles. | | **Holiday** | **U.S. market holiday — closed for the day.** | ET is New York time. The countdown in the pill names the next change, for example "**Opens in**" or "**Closes in**". Hold the pointer over the pill to read the hours of the session. While the market is closed, the tip names the paused analysts instead. The pill changes colour shortly before a session changes. ![The header of an NVDA live session at night. Next to the timeframe buttons a grey pill reads "Market Closed" with the countdown "Pre-market in 5h 12m".](https://fw.simianx.ai/help/en/live-market-pill-closed.light.7781173135.webp) *The market pill while the market is closed* #### Which analysts pause When the pill reads **Market Closed** or **Holiday**: - **Indicator** and **Decision** pause. There are no new candles to read and no simulated order can be filled. - **Fundamental** and **Intelligence** keep running on their intervals. News and filings also arrive outside market hours. In the **Live** tab, the two paused analysts carry the mark **Agent Paused**: - If the analyst has an earlier report, the report stays on screen under a note that it is the last one before the close. - If the session is new and the analyst has no report yet, its tab shows an explanation instead: "**Decision Agent is paused**" or "**Indicator Agent is paused**". The paused analysts start again by themselves at the next pre-market. On a wide screen, the strip **AI committee** at the top right shows when they resume instead of a countdown. ![The Live tab of an NVDA session while the market is closed. The Decision tab is selected and shows the mark "Agent Paused", the title "Decision Agent is paused", a text that the agent resumes when pre-market opens, and a line that Fundamental and Intelligence keep running.](https://fw.simianx.ai/help/en/live-market-paused-agent.light.f4d7fabb43.webp) *A paused analyst in a new session* #### When the Decision analyst runs During market hours, a signed-in session runs the Decision analyst on a fixed New York schedule, not on an interval: - On the 1H timeframe: "**Decides after each hourly candle closes, 10:30 AM to 3:30 PM New York time, on trading days**". - On 1D, 1W and 1mo: "**Decides once each trading day at 9:35 AM New York time**". You see the same sentence on the Decision row when you open **Agents**. > **Uses points** > Paused analysts do not run and use no points. Fundamental and Intelligence continue to use points while the session is open, also at night and on weekends. Close the session if you do not want that. #### Good to know - You do not need to do anything when the market opens. Leave the page open, or [deploy an Autopilot](https://www.simianx.ai/help/live-analysis/deploy-autopilot-from-session.md) and come back later. - Simulated positions of AI CoPilot stay as they are while the market is closed. Web page: https://www.simianx.ai/help/live-analysis/stock-market-hours ### Points, banners and connection What the banners in a live session mean, and what to do when points run out or the connection is lost. - All plans, and guests without an account. - A live session uses points for every analyst run. A live session needs points for the analysts and a live connection for the data. When one is missing, the page shows a banner or a card. #### Points banners A banner appears under the header when your points are low or used up. The analysts stop. The chart continues. | Banner | Meaning | | --- | --- | | **Points Running Low**, or a title with your remaining points | Your balance is too low for the next analyst run. | | A title that says the AI stopped managing your position | Your points ran out while AI CoPilot held a position. | The banner has two buttons: 1. **Recharge** opens the plans. Buy a plan or upgrade. 2. **Continue** starts the analysts again. Use it after your balance is refilled. If the balance is still too low, the banner comes back. ![A banner under the header of a live session with a coin icon, the title "Points Running Low", the text "Recharge to continue analysis", and the buttons Continue and Recharge.](https://fw.simianx.ai/help/en/live-points-banner.light.f70bd4e4e7.webp) *The banner when points run low* > **Simulated, no real money** > If AI CoPilot holds a position when your points run out, the position is not closed. Its stop loss and take profit stay in place. The AI stops adjusting it until you refill and click **Continue**. To use fewer points, choose longer intervals in [Change models and intervals](https://www.simianx.ai/help/live-analysis/change-models-and-intervals.md). Rates are on [Points and rates](https://www.simianx.ai/points). Your balance and usage history are in **My Plan**, in the user menu. See [See your points balance and usage history](https://www.simianx.ai/help/points-and-plans/balance-and-usage.md). #### Guests Without an account you can try a live session, with limits: - One session at a time. A second one shows "**You already have an active session. Register for unlimited access.**". - The trial is short. When it ends, the banner **Complete Registration** appears. Click **Register Now** to create a free account and continue. #### Connection lost The pill at the top right shows the connection, for example **Connected**. A short drop repairs itself: the page shows **Reconnecting...** and continues. When the page cannot repair it, the card **Connection Lost** opens with an error code, a reason and three buttons: **Reconnect**, **Close Session** and **Go Back**. | Reason on the card | What to do | | --- | --- | | The session is open in another tab or window | Click **Reconnect** to continue here. The other tab pauses. | | Connection limit reached | Close your other live sessions, then reconnect. | | Time limit exceeded | Start a new session, or click **Upgrade your plan** on the card. | | The network blocks the live connection | Try another network, for example the hotspot of your phone. Office networks and VPNs can cause this. | ![The card "Connection Lost" with an error code, a sentence that the session is open in another tab or window, and the buttons Reconnect, Close Session and Go Back.](https://fw.simianx.ai/help/en/live-connection-lost.light.c45c66c4d4.webp) *The card when the connection cannot be repaired* #### Good to know - When you close the page, the analysts stop and use no more points. An open AI position keeps its stop loss and take profit. A crypto position that reaches neither is closed at the market price after five candles of its timeframe, for example after 75 minutes on 15m. To keep the analysis running, [deploy an Autopilot](https://www.simianx.ai/help/live-analysis/deploy-autopilot-from-session.md). - If the card does not go away, write to support@simianx.ai with the error code. Web page: https://www.simianx.ai/help/live-analysis/points-and-connection ## Deep analysis An eight-agent committee researches one symbol and writes a decision and a PDF report. ### Start a deep analysis Pick one stock or one coin, choose how long you plan to hold it, and the committee starts work. - All plans. Free accounts can analyze the symbols on the free list. Guests can run one analysis. - Uses points while it runs. The amount depends on the models you chose. A deep analysis is one full study of one symbol. Eight AI agents research it, argue the case for and against, and end with a rating, a trading plan and a PDF report. #### Before you start - You need points in your balance. With no points left, the analysis does not start and a window offers ways to get more. - On a free account, a lock icon marks the symbols your plan does not include. Choosing a locked symbol opens the upgrade window. Paid plans can analyze every stock and coin that SimianX supports. - Without an account you can run one analysis, on any symbol. For a second one you are asked to sign in or sign up. #### Steps 1. Open the [start page](https://www.simianx.ai/c). It shows two cards: **US Stock** and **Crypto**. 2. On the card you want, select **Deep Analysis** in the switch under the title. The stock card normally opens in this mode. The crypto card opens in **Live Room**, so switch it. 3. Click the field **Enter Stock Symbol** (on the crypto card: **Enter Coin Symbol**) and type a symbol, for example NVDA or BTC. 4. Click the symbol in the list of suggestions. Choosing the symbol starts the analysis. When the symbol you typed is recognized, the arrow at the right end of the field starts it too. ![The US Stock card in Deep Analysis mode. NVDA is typed in the symbol field and the suggestion list is open above it; some rows carry a lock icon.](https://fw.simianx.ai/help/en/deep-start-card.light.e3f3f754b1.webp) *The start card with the suggestion list open* 5. The first time, a full-screen page asks **How long do you plan to hold?** Choose one of the three cards: - **Short-term**: **Days to 2 weeks** - **Swing**: **2 to 8 weeks** - **Long-term**: **6 to 12 months or more** Clicking a card starts the analysis at once. ![The full-screen welcome page for NVDA. Four numbered steps explain how the committee works; below them are the "remember my choice" checkbox and three holding-period cards.](https://fw.simianx.ai/help/en/deep-welcome-horizon.light.f17ec3a163.webp) *Choose the holding period* > **Uses points** > The analysis starts using points the moment you choose the holding period. The cost depends on the models you chose. See [Points and rates](https://www.simianx.ai/points). #### Remember my choice To skip the question next time, tick **Remember my choice and don't ask again** before you click a card. Later analyses then start as soon as you pick a symbol. A remembered choice appears under the symbol field as a small bar that begins with **Holding period**. Click **Change** on that bar to choose another period. Stocks and coins each keep their own holding period. #### Good to know - The holding period changes what the committee reads and what kind of plan it writes. A short-term plan is a trade with entry, stop and target. A long-term plan is a zone to build a position in. - If you close the welcome page without choosing, nothing starts and no points are used. - Coins pegged to another asset, and wrapped coins, show **Not analyzed** in the list and cannot be chosen. - Links on stock pages, coin pages and stories can start a deep analysis for you. They follow the same steps from step 5. Web page: https://www.simianx.ai/help/deep-analysis/start-deep-analysis ### Choose the AI models Set which AI model each of the eight agents runs on, once, for every later analysis. - Paid plans. Free accounts and guests run every agent on the free model. - Changing models is free. A stronger model makes each analysis use more points. Every agent of the committee runs on an AI model. You choose the models before you start. The choice is saved and used for every deep analysis until you change it. #### Steps 1. Open the [start page](https://www.simianx.ai/c) and put the card in **Deep Analysis** mode. 2. Under the symbol field, find the bar labeled **Models**. It shows the model in use, or the number of models when the agents use different ones. 3. Click **Change** on that bar. The window **Analysis models** opens. ![The start card in Deep Analysis mode. Under the symbol field are two bars: the Models bar with a Change button, and the Holding period bar showing Swing with its own Change button.](https://fw.simianx.ai/help/en/deep-start-bars.light.515984fed1.webp) *The Models bar under the symbol field* 4. Choose a mode: - **One model for all**: one picker. The model you choose is given to all eight agents. - **Per agent**: one picker for each agent, labeled with the agent's name. Use it to give a stronger model to some agents and a lighter one to others. 5. Click a picker and choose a model from the list. 6. Click **Save**. To leave without changing anything, click **Cancel**. ![The Analysis models window in Per agent mode. Eight pickers are arranged in two columns, one for each agent, with Cancel and Save buttons at the bottom.](https://fw.simianx.ai/help/en/deep-models-drawer-per-agent.light.4b13b8d894.webp) *One model for each agent* #### Free plan On a free account, and for guests, the window shows a lock notice. Every agent runs on the free model, the pickers cannot be changed and **Save** is disabled. Click **Upgrade** in the notice to see the plans. ![The Analysis models window on a free account. A notice with a lock icon and an Upgrade link sits above the picker, and the Save button is greyed out.](https://fw.simianx.ai/help/en/deep-models-drawer-free-locked.light.fd83fd9f81.webp) *On the free plan the models are fixed* #### Points > **Uses points** > The models decide what an analysis costs. A stronger model uses more points for the same work. The rate of each model is listed on [Points and rates](https://www.simianx.ai/points). #### Good to know - The models are fixed when an analysis starts. Changing them afterwards affects only later analyses. - Follow-up questions in an analysis are answered with the models that analysis was run on. If your paid plan has ended by then, the free model answers instead. - After a finished analysis, each agent's report shows the model that wrote it. Web page: https://www.simianx.ai/help/deep-analysis/choose-models ### Follow the run Watch the committee work stage by stage, and go back to any stage that has finished. - All plans. - Points are used as each step runs. After you start, the analysis page opens. It plays the work one stage at a time. You do not need to do anything: the page moves on by itself and ends on the results. #### What you see The header shows the symbol, the status (**Queued**, then **Analyzing**) and the holding period. Under it is a line with five stages. The current stage is highlighted. 1. ****Research****: the screen **Research desk** shows four panels, one for each analyst. Each analyst pulls live data and writes a report. When a panel is finished, it shows the analyst's stance: **Bullish**, **Neutral** or **Bearish**. Click a panel to read the full report. 2. ****Bull vs Bear****: two researchers write the strongest case for buying and the strongest case against. 3. ****Committee****: the chair lists the main disagreements as questions. The members argue each question in turn, and the chair names the strongest argument or leaves the question open. At the end, under **Closing positions**, every member states a final stance, and you see who changed their view. 4. ****Decision****: the risk manager writes the **Committee decision**: a rating and a plan. 5. ****Report****: the screen **Building the PDF report** ticks off the parts of the PDF. When it says **Report ready**, the **Download PDF** button appears. ![The Research stage of an NVDA analysis. The header shows the status and a five-stage line with Research highlighted; below, four analyst panels each show a stance and a short summary.](https://fw.simianx.ai/help/en/deep-run-research.light.bc1d1e9a99.webp) *Stage 1: four analysts at work* ![One debate question in the Committee stage. The question is at the top, the members' statements follow in order, and a line at the end names the strongest argument.](https://fw.simianx.ai/help/en/deep-run-topic.light.a4d006b4f3.webp) *Stage 3: the committee argues one question* After the report is ready, a short countdown runs and the page switches to the results. Click **Back to the results** to switch at once. ![The Report stage when the PDF is ready. A sheet with the symbol and rating is on the left; on the right, six parts are ticked, with the Download PDF button and a countdown under them.](https://fw.simianx.ai/help/en/deep-run-report-ready.light.ed61947d72.webp) *Stage 5: the report is ready* #### Replay a finished stage 1. Click a stage in the line under the header. Stages that have not started cannot be clicked. 2. The stage opens again, and a bar marked **Replay** appears above it. 3. Click **Back to live** to return to the running stage. On a finished analysis the button reads **Back to the result**. Replaying does not run anything again and uses no points. #### Good to know > **Note** > Closing the page does not stop the analysis. It keeps running on our servers and keeps using points. To stop it, use **Stop** in the header. See [Stop, resume and retry](https://www.simianx.ai/help/deep-analysis/pause-resume-retry.md). - To come back later, open the analysis from the session history in the sidebar, where it carries the label **Deep**. - The number of debate questions differs from one analysis to the next, so the run time differs too. Web page: https://www.simianx.ai/help/deep-analysis/follow-the-run ### Stop, resume and retry Stop a running analysis, continue one that stopped, and find how many points it used. - All plans. - Finished steps are not charged again. The steps that remain use points when you resume. An analysis runs in steps. It can stop in three ways: you stop it, your points run out, or a step fails. In every case the finished steps are saved, and you can continue from where it stopped. #### Stop a running analysis 1. On the analysis page, click **Stop** in the header. 2. The button shows **Pausing the committee…** while it waits. The analysis does not stop in the middle of a step: it stops when the current stage ends. This can take a moment. 3. The status changes to **Stopped** and the notice **You stopped this analysis** appears. > **Uses points** > Stopping does not give back the points already used. The steps that ran before the stop are charged. #### When points run out If your balance reaches zero during a run, the analysis pauses at the end of the current stage. The status reads **Paused — out of points** and the notice **Paused — you're out of points** appears, with the number of steps left. If you are on the page at that moment, a window with ways to get more points also opens. ![The analysis page for NVDA paused for points. A notice says the run is paused and how many steps are left, with a Get points button and a Resume button.](https://fw.simianx.ai/help/en/deep-paused-points.light.7b77ed34bf.webp) *Paused because the points ran out* 1. Click **Get points** to open the pricing page, or wait until your points are renewed. 2. Come back to the analysis and click **Resume**. #### Resume A stopped, paused or interrupted analysis shows **Resume** in the header and in the notice. Click either one. The analysis continues with the steps that did not finish. Steps that were finished are kept and are not run again. Before it continues, SimianX checks again that you have points and that your plan includes the symbol. #### When something fails - ****This analysis was interrupted****: the status reads **Interrupted**. Click **Resume** to run the remaining steps again. - ****This analysis couldn't be loaded.****: the page could not load the analysis. Click **Retry**. - **A follow-up answer failed**: click **Retry** under that question. If the same step fails again, write to support@simianx.ai. #### Where to see the points used > **Note** > The analysis page does not show how many points the run used. The figure is in your usage history. 1. Open the user menu and choose **My Plan**. 2. Click **View History**. 3. In **Usage History**, find the rows marked **Deep analysis**. #### Good to know - Closing the page is not a stop. The analysis keeps running and keeps using points. - You can stop only while the status is **Queued** or **Analyzing**. Web page: https://www.simianx.ai/help/deep-analysis/pause-resume-retry ### Read the decision and the results Understand the rating, how the committee split, the trading plan, and where to read every report behind it. - All plans. - Reading the results is free. When the status reads **Complete**, the page shows the results: the decision card and a price chart, then the committee board, the debates and the news. #### The decision card The card **Committee decision** starts with one sentence that states the conclusion. Under it: - **Rating**: **Buy**, **Hold** or **Sell**. - ****Where the committee stands****: how many members ended **Bullish**, **Neutral** and **Bearish** after the debate. Six members take a stance: the four analysts and the two researchers. - ****Reward/risk****: the distance from entry to target divided by the distance from entry to stop. The entry is the least favourable price of the entry zone. A value of 1.8, as in the picture, means the plan aims to gain 1.8 times what it risks. - ****Horizon****: the holding period the plan is written for. - ****Why****: the main reasons for the rating. - ****What would prove this wrong****: the events or price levels that would make the decision invalid. Read this list before you act. ![The Committee decision card for NVDA with a Buy rating. It shows the committee split, the reward/risk figure, the horizon, two lists of reasons and risks, and the price ladder at the bottom.](https://fw.simianx.ai/help/en/deep-decision-card.light.b4e425f010.webp) *The decision card* If the rating differs from the majority of the members, a highlighted line says so: **This decision goes against most of the committee. The reasons below say why.** #### The price ladder Under the two lists, one horizontal scale places the plan's prices: - **Stop** (red): the price where the plan is wrong and the trade ends. - The shaded entry zone: the price range where the plan enters. - **Target** (green): the first price target. - **Now**: the last price when the analysis ran. A **Hold** decision may have no ladder, because a hold is not a trade. Click **Read the full decision** at the bottom of the card to open the complete text of the decision. > **Note** > **A research view and a trading plan, not a prediction of the price.** SimianX does not place orders, and this is not investment advice. #### The rest of the results - ****Committee board****: six tiles, one for each analyst and researcher, with stance and conviction. Click a tile to read that member's full report, key points, risks and the data used. - ****Debates****: each question the committee argued, and whose argument was strongest. Click a row to read the exchange. - ****News the analysts read****: the articles the analysts read. - ****Price****: candles with the plan's levels, plus **52W high** and **52W low**. - For coins, **Coin history** lists the main events of the coin. ![The Committee board of a finished NVDA analysis. Six tiles each show a member's name, stance and conviction; under the board are the Debates list and the news list.](https://fw.simianx.ai/help/en/deep-result-board.light.66c9941e32.webp) *The committee board, debates and news* Click **Fold the analysis** to fold the results into one bar, and **Show the analysis** to open them again. Web page: https://www.simianx.ai/help/deep-analysis/read-the-decision ### Size the trade or record a holding Turn the most you accept to lose into a number of shares or coins, or tell the committee you already hold the symbol. - All plans. The analysis must be complete and have a plan with entry, stop and target. - Entering your figures is free. Asking the risk manager about your position is a follow-up question and uses points. The decision card can show the plan in your own numbers. Both tools below are plain arithmetic on the plan's prices. They appear only on your own finished analysis. > **Simulated, no real money** > These figures are for your own planning. SimianX does not place orders and does not open a position when you fill them in. #### Size the trade 1. On the decision card, find **Your size** next to **Reward/risk**. 2. Type an amount in US dollars in the field **Max loss on this trade**. This is the most you accept to lose if the price reaches the stop. 3. Press Enter, or click outside the field. The field becomes a number: how many shares or coins to trade so that a stop costs you about that amount. A sentence under the price ladder gives the detail: how many units, up to which price, the total value, the loss at the stop and the gain at the first target. ![The decision card for NVDA with Your size filled in. Beside Reward/risk it shows a number of shares and the amount risked, and a sentence under the price ladder gives the purchase value, the loss at the stop and the gain at the target.](https://fw.simianx.ai/help/en/deep-size-filled.light.ba088c3b7f.webp) *The plan sized to your risk* - For stocks the result is a whole number of shares. For coins it can be a fraction. - If the stop is too far away for your amount, the card says: **At this risk the plan's stop is too wide for even one share.** - To change the amount, click the number. To clear it, click the number, delete the amount and press Enter. > **Note** > The risk amount is saved on your account, not only on this analysis. Your next deep analyses are sized with the same amount from the start, until you change or clear it. #### Record that you already hold it 1. Under the price ladder, click the link that begins "I already hold" followed by the symbol. The same link is offered above the question box before your first question. 2. Type your **Average cost**. 3. Optionally type the **Quantity (optional)**. 4. Click **Save**. The card now shows your holding, your gain or loss at the last price, and how far the plan's stop is from your cost. ![The decision card for NVDA with a saved holding. A highlighted block states the quantity and average cost, the gain so far and the distance from the stop, with the link Ask the risk manager about my position.](https://fw.simianx.ai/help/en/deep-holding-saved.light.e0d267ca69.webp) *A recorded holding* The card reminds you: **The rating is written for someone who does not own it yet.** For advice that fits a holder, click **Ask the risk manager about my position**. This sends a question with your cost and quantity to the **Risk Management Officer**. > **Uses points** > **Ask the risk manager about my position** sends a follow-up question. It uses points like any other question. #### Remove your figures Click the X (**Remove**) on the holding block to delete the cost and quantity from this analysis. The holding is saved on this analysis only; the risk amount stays on your account until you clear it. #### Good to know - While the committee is answering a question, these fields are locked. Wait for the answer to finish. Web page: https://www.simianx.ai/help/deep-analysis/position-size ### Ask the committee follow-up questions Ask any member about the analysis, add images, edit a question, and see when an answer changes the decision. - All plans with an account. Guests are asked to sign up first. - Each question uses points. The amount depends on the models the analysis runs on. Under the results is the section **Ask the committee**. The question box stays at the bottom of the page. It opens when the analysis has results and is not running. #### Ask a question 1. Click the question box and type your question. 2. To choose who answers, type @ or click **Mention an analyst**, then pick a member from the list. You can pick up to three. Without a mention, SimianX picks the member that fits the question. 3. Press Enter or click the arrow button (**Send**). Shift+Enter adds a new line. ![The question box at the bottom of a finished NVDA analysis. The member list is open above the box after typing @, and one member is already added as a chip beside the image button.](https://fw.simianx.ai/help/en/deep-chat-composer-mention.light.2c81888032.webp) *Type @ to choose who answers* Before your first question, suggested questions appear above the box. Click one to send it. Above each answer you see which member answers and, when given, why that member was chosen. > **Uses points** > Every question uses points, including a suggested question, an edited question and **Ask again**. With no points left, the question is not sent and a window offers ways to get more. #### Add images Click the image button (**Add an image**), paste a screenshot into the box, or drag an image onto it. You can attach up to 4 images to one question, for example a chart of your own. Click the X on a thumbnail to remove it. #### Edit a question or ask again Under each of your questions are two small buttons. They are hidden while an answer is running. - **Edit question**: the question returns to the box, marked **Editing your question**. Change it and send. Click **Cancel** to leave it as it was. - **Ask again**: sends the same question again for a new answer. Both create a new version of the question. A counter such as 2/2 appears with two arrows (**Previous version** and **Next version**) to move between versions. > **Note** > The conversation continues from the version on screen. Questions you asked after an older version are hidden while a newer version is shown. They are not deleted: switch back to the older version to see them. #### When an answer changes the decision A follow-up can make a member change stance, or make the risk manager revise the decision. When that happens: - Under the answer, a line starting with **Decision updated:** states what changed. - The decision card gains the chip **Revised** and shows the reason. If the rating changed, the old rating is struck through. - The PDF is built again. You see **Updating the PDF report…**, then **PDF report updated.**. Click **Open** to open the new file. ![An answer in the conversation that revised the decision. Under the risk manager's answer is a Decision updated line, then the line PDF report updated with an Open link.](https://fw.simianx.ai/help/en/deep-chat-revised-answer.light.ef9f3bdf1a.webp) *A revised decision and the rebuilt PDF* #### Good to know - In a long conversation, click **Show earlier messages** at the top to load older questions. - If an answer fails, click **Retry** under it. Web page: https://www.simianx.ai/help/deep-analysis/follow-up-questions ### Download the PDF report Get the finished analysis as a PDF file to keep or to send. - All plans. On free accounts and for guests the PDF carries a watermark. - Downloading the PDF is free. Every completed deep analysis has a PDF report. Its parts are: **Cover**, **Decision and plan**, **Financial snapshot**, **Committee debate**, **Analyst reports**, and **Sources and news**. #### Steps There are three places to get the file. Each opens the PDF in a new browser tab, where you can save or print it. 1. **In the header.** When the status reads **Complete**, click **PDF report** at the top right. On a phone the button shows only the download icon. ![The header of a completed NVDA analysis. On the right are two buttons, Share and PDF report, above the five-stage line.](https://fw.simianx.ai/help/en/deep-header-complete.light.f11707d619.webp) *The PDF report button in the header* 2. **At the end of the run.** In the last stage, when the screen says **Report ready**, click **Download PDF**. Clicking it also stops the countdown, so the page stays on this screen until you click **Back to the results**. ![The Report stage when the PDF is ready. A sheet with the symbol and rating is on the left; on the right, six parts are ticked, with the Download PDF button and a countdown under them.](https://fw.simianx.ai/help/en/deep-run-report-ready.light.ed61947d72.webp) *Download PDF at the end of the run* 3. **After a revised decision.** When a follow-up question changes the decision, the report is built again. Under that answer, click **Open** next to **PDF report updated.**. #### Watermark - Paid plans get the report without a watermark. - Free accounts and guests get the same report with a watermark across the pages. The version is chosen when you click, from your plan at that moment. After you upgrade, click **PDF report** again to get the file without the watermark. #### The PDF of a shared analysis On a page that someone shared with you, the button is **Download PDF report**, under the title. - If you are not signed in, a window asks you to sign up or sign in first. After that you return to the shared page and can click again. - If you are signed in, the PDF opens in a new tab. The watermark rule above applies to your own plan, not to the plan of the person who shared. #### Good to know - If the screen says **The report could not be built now. Use the PDF button to create it.**, click **PDF report** in the header. The file is then built on request. - If nothing opens, your browser may have blocked the new tab. Allow pop-ups for SimianX and click again. - The header button always gives the latest report, including changes from follow-up questions. - The report of an analysis run on an account carries a QR code. It opens a read-only page of the analysis, so anyone who gets the PDF can read that page. To switch the link off, use **Close share**: see [Share a deep analysis, or open a shared one](https://www.simianx.ai/help/deep-analysis/share-deep-analysis.md). Web page: https://www.simianx.ai/help/deep-analysis/pdf-report ### Share a deep analysis, or open a shared one Send a read-only copy of a finished analysis by link, and continue an analysis that someone shared with you. - Sharing needs an account and a completed analysis. Anyone with the link can read. - Sharing and reading are free. Questions in your own copy of a shared analysis use your points. A share is a snapshot: a read-only copy of your analysis as it is at that moment, with the results and the conversation. Readers need no account. #### Share your analysis 1. Open a completed analysis while signed in. Click **Share** at the top right of the header. 2. The link is created and copied to your clipboard at once. A message says **Share link copied**, and the share window opens. 3. Send the link in any of these ways: - **Copy link**, or the open icon (**Open**) to see the page as readers see it. - **Save QR** to save the QR code as an image. - Under **Share to**: **Copy text** (a ready message with the link), **Share…** (your device's share menu, where available), X, **Telegram**, **WhatsApp**, or **Email**. 4. For **Email**, type up to 5 addresses and click **Send**. Your own email address must be verified, and there is a daily limit; the window shows how many you have left today. ![The share window for an NVDA analysis. It shows the QR code, the snapshot time, the link with a Copy link button, a row of channels, the Update share button, and Close share and Done at the bottom.](https://fw.simianx.ai/help/en/deep-share-dialog.light.a2c22dea26.webp) *The share window* #### Update or close the share - ****Update share****: readers keep seeing the snapshot, even if you ask more questions. When the window says **This analysis has moved on since the snapshot.**, click **Update share** to replace the snapshot with the current state. The link stays the same. - ****Close share****: click it, then confirm in the window **Close this share?**. > **Cannot be undone** > After **Close share** the link stops working for everyone and cannot be restored. You can create a new link later, but it is a different link. Copies that readers already made stay in their accounts. Updating a share also replaces the old snapshot for good. #### Open an analysis shared with you Open the link. The page shows who shared it, the decision time, the holding period, and the full results. Everything can be opened and read; nothing can be changed. ![A shared NVDA analysis as a reader sees it. The top shows who shared it, the symbol, the decision time and the Download PDF report button; the results follow, and the button to keep asking the committee floats at the bottom.](https://fw.simianx.ai/help/en/deep-share-reader.light.54394880fd.webp) *A shared analysis, read-only* To ask your own questions: 1. Click **Keep asking the committee** at the bottom. If you are not signed in, the button reads **Sign up to keep asking the committee** and takes you to sign-up first. 2. SimianX makes your own copy and opens it. A banner on top reads: **Your copy of a shared analysis. Follow-ups run on your points.** 3. Ask in the question box as in any analysis. > **Uses points** > The copy is yours. Reading it is free, but every question you ask in it uses your points, not the points of the person who shared. If the analysis ran on a model that your plan does not include, the banner names the model your questions use instead, with a **See plans** link. On a free account, questions in the copy also need the symbol to be one that your plan can analyze. #### Good to know - **This share was closed**: the owner closed the link. **Nothing here**: the link is wrong or no longer exists. **Almost there**: the analysis is still running; try again in a few minutes. - A share shows your account name and avatar to readers. - The PDF report carries the share link as a QR code, also before you click **Share**. Until then, the link opens the results without the conversation. - The PDF on a shared page needs sign-in: see [Download the PDF report](https://www.simianx.ai/help/deep-analysis/pdf-report.md). Web page: https://www.simianx.ai/help/deep-analysis/share-deep-analysis ## Autopilots Keep the AI team working on a symbol after you leave the page. ### Deploy an Autopilot Set up an Autopilot in three steps so the AI team keeps analyzing one market and sends you alerts while you are away. - Starter, Plus and Pro. Each plan sets how many Autopilots can run at the same time. Free accounts cannot run one. - Every analyst run uses points. The amount depends on the models you chose. An Autopilot runs the four analysts of a live analysis in the background on one crypto pair or one US stock. It keeps working after you close the page and sends each result to the channels you choose. > **Simulated, no real money** > The Decision analyst opens, adjusts and closes simulated positions inside SimianX. SimianX never places real orders. #### Before you start Open **Autopilots** and press **Deploy New Autopilot**. SimianX checks your plan first: - If your plan does not include Autopilots, a window titled **Autopilot Limit Reached** opens instead of the wizard. It says: **Autopilot is included from the Starter plan. Upgrade to start one.** - If all the Autopilots your plan allows are already running, the same window tells you your limit and how many are running. Stop one, or change your plan. The limit counts running Autopilots only: 2 on Starter, 3 on Plus, 10 on Pro. [Pricing](https://www.simianx.ai/pricing) shows the current limits. #### Steps 1. In step 01, **Trading Pair**, choose **Crypto Live Analysis** or **Stock Live Analysis**. 2. Type a symbol in the search box, for example BTC or NVDA, and select a result. The pair or ticker, its exchange and its name appear under the box. 3. Press **Next**. ![The Deploy New Autopilot wizard on step 01. Crypto Live Analysis is selected, and under the search box three cells show the pair BTC-USDT, its exchange and the name Bitcoin.](https://fw.simianx.ai/help/en/ap-deploy-step-pair.light.20916bdecb.webp) *Step 01: choose the market and the symbol* 4. In step 02, **Configuration**, choose the **Timeframe**. Crypto offers 1m, 5m, 15m, 1h, 4h and 1d. Stocks offer 1h, 1d, 1w and 1mo. 5. Under **Cadence**, choose **Conservative**, **Balanced** or **Aggressive**. This sets how often each analyst runs. More runs use more points. 6. In the **AI committee** table, choose a model for each analyst and, if you want, change the value under **Runs every**. 7. For crypto, choose when the Decision analyst runs: **Each candle** or **Fixed interval**. You can also tick **React to breaking news right away**, **Timing gate** and **Chase protection**. For stocks, the Decision analyst runs on a fixed New York schedule that the table shows. 8. Press **Next**. ![Step 02 of the wizard: the timeframe row with 15m selected, the cadence presets with Balanced selected, and the AI committee table with one row per analyst showing its model and how often it runs.](https://fw.simianx.ai/help/en/ap-deploy-step-config.light.52d8955725.webp) *Step 02: timeframe, cadence and models* 9. In step 03, **Notifications**, select the channels: **Email**, **Discord**, **Telegram** or **Slack**. Email goes to your account address. Discord and Slack need a webhook URL. Telegram needs a **Bot Token** and a **Chat ID**. 10. For each channel, tick the **Trigger Events** you want, grouped as **Analysis** and **Position**. **Select All** ticks all of them. 11. Press **Deploy Autopilot**. ![Step 03 of the wizard: five channel tiles with Email selected and Custom Webhook marked Coming Soon, the read-only email address, and the trigger events grouped under Analysis and Position with every box ticked.](https://fw.simianx.ai/help/en/ap-deploy-step-notifications.light.836cfe4108.webp) *Step 03: channels and trigger events* #### What you see The wizard closes without a message and the new Autopilot appears in the list with the status **Live**. #### Points > **Uses points** > Each analyst run uses points from your balance. A faster cadence and stronger models use more. See [Points and rates](https://www.simianx.ai/points). #### Good to know - Step 03 starts with the channels you used last time for the same market. The first time it starts with Email and every event. - You need at least one channel, and every channel needs at least one event. - **Custom Webhook** is shown as **Coming Soon** and cannot be selected. - If deliveries to a channel keep failing, SimianX turns that channel off and does not tell you. See [Change an Autopilot's configuration and notifications](https://www.simianx.ai/help/autopilots/edit.md). Web page: https://www.simianx.ai/help/autopilots/deploy ### Read the Autopilots list See which Autopilots are running or stopped, how much they have analyzed, their win rate and when they last ran. - Starter, Plus and Pro. - Free. Viewing the list uses no points. The **Autopilots** page lists every Autopilot on your account. It refreshes by itself every 30 seconds. #### Steps 1. Open **Autopilots** from the top navigation or from your user menu. 2. Read the four numbers at the top, then the rows below them. 3. Press **Sync** on the right if you want to refresh now. The text next to the button shows when the list was last updated. ![The Autopilots page. Four numbers at the top read Total 3, Running 2, Stopped 1 and Analyses 1,284. Below, two running rows for BTC / USDT and NVDA show the Live status, and one row for ETH / USDT sits under the Sleeping Autopilots divider with the Stopped status.](https://fw.simianx.ai/help/en/ap-fleet.light.93e3be0bd4.webp) *The Autopilots list with running and stopped rows* #### What you see The numbers at the top: | Number | Meaning | | --- | --- | | **Total** | All Autopilots in the list | | **Running** | Autopilots that are working now. Only these count against your plan limit | | **Stopped** | Autopilots that are not running | | **Analyses** | Analyst runs completed by all Autopilots together | Each row: - The symbol, the market (**Crypto** or **Stock**) and the exchange. - The status: **Live**, **Stopped**, **Paused** or **Error**. - **Analyses**: analyst runs completed by this Autopilot. - **Win Rate**: the share of its closed simulated positions that ended with a profit. It is green at 50% or more and red below. Two dashes mean there is no figure yet. - **Last Run**: how long ago the last analysis finished. Running Autopilots come first. Stopped ones follow under **Sleeping Autopilots**. The buttons at the end of a row: - **Open session** opens the live session of this Autopilot. - **View Logs** opens its log. Pressing anywhere else on the row does the same. - **Configure** opens its configuration. - **Stop** on a running row. **Restart** and **Delete** on a stopped row. #### Good to know > **Simulated, no real money** > The win rate is calculated from simulated positions. SimianX never places real orders, and a past win rate does not predict future results. - An empty list shows **No Active Autopilots** and a **Deploy New Autopilot** button. - An Autopilot stops by itself when your points run out. It then appears as **Stopped** and you receive an email. See [Read an Autopilot's log](https://www.simianx.ai/help/autopilots/logs.md). Web page: https://www.simianx.ai/help/autopilots/fleet-list ### Read an Autopilot's log Open the log of an Autopilot to see every analysis, position change, notification, skipped candle and stop, in time order. - Starter, Plus and Pro. - Free. Reading the log uses no points. The log is the record of what an Autopilot did and why. Use it to check that it is working, to see why it did not trade, or to find out why it stopped. #### Steps 1. Open **Autopilots**. 2. Press the row of the Autopilot, or press **View Logs** at the end of the row. 3. The **Autopilot Logs** panel opens at the bottom of the page. The newest line is at the bottom. 4. Scroll up to load older lines. When there are no more, the panel shows **No more logs**. 5. Drag the top edge of the panel to change its height. Press **Collapse** to fold it and **Close** to close it. ![The Autopilot Logs panel docked at the bottom of the Autopilots page for BTC-USDT. Lines show the time, an event type such as Analysis Done, Notified, Skipped and Insufficient Points, a message such as Position Opened - Email sent, and small detail chips such as Duration and 4H range.](https://fw.simianx.ai/help/en/ap-logs-drawer.light.94b3765788.webp) *The log panel with analysis, notification, skipped and points lines* #### What you see The panel has four columns: **Time**, **Event Type**, **Message** and **Details**. While the panel is open, new lines arrive every 5 seconds. | Event type | What it means | | --- | --- | | **Started** / **Stopped** | The Autopilot started or stopped. A stop you made reads **User stopped autopilot** | | **Analysis Started** / **Analysis Done** | An analyst began or finished a run. The details show how long it took | | **Notified** | A notification went out. The message names the event and the channel, for example "**Decision Analysis** - **Email sent**" or "**Position Opened** - **Email sent**". Changes of the simulated position appear in the log only as these lines, and only for the position events you ticked | | A line whose message ends with "**Email notification failed**", or the same for another channel | A delivery failed. The details show the reason under **Error** | | **Config Updated** | You saved a change. The details list the new models, intervals and timeframe | | **Paused** / **Resumed** | You opened the live session, so the Autopilot waited, or you left and it continued | | **Skipped** | The Decision analyst did not run on this candle | | **Insufficient Points** | Your points ran out | #### Points > **Uses points** > **Insufficient Points** with the message **Insufficient points to continue analysis** means your balance reached zero. The Autopilot stops, you receive an email, and it does not start again by itself. Add points or wait for your next allowance, then restart it. A **Skipped** line is not an error. It appears on crypto Autopilots when **Chase protection** or **Timing gate** is on and held back a new entry on that candle. No model ran, so the skipped candle used no points. For **Chase protection**, the details show a **4H range** chip: how far the price moved and the limit. #### Good to know - An Autopilot that is still running shows a green dot next to its symbol in the panel title. - Positions in the log are simulated. SimianX never places real orders. - If the log shows **No logs yet**, the Autopilot has not done anything yet. Web page: https://www.simianx.ai/help/autopilots/logs ### Change an Autopilot's configuration and notifications Change the timeframe, cadence, models, crypto options, channels or trigger events of an existing Autopilot. - Starter, Plus and Pro. - Saving is free. A faster cadence or stronger models use more points on later runs. You can change an Autopilot at any time, running or stopped. You cannot change its symbol: for another symbol, deploy a new Autopilot. #### Steps 1. Open **Autopilots**. 2. Press **Configure** (the gear) at the end of the row. 3. The **Edit Configuration** window opens with two tabs: **Configuration** and **Notifications**. The symbol and exchange are shown under the title. To change how it analyzes: 4. Stay on **Configuration**. Change the **Timeframe**, the **Cadence** preset, the model of each analyst, or the value under **Runs every**. For crypto you can also change when the Decision analyst runs and the three options below the table. 5. Press **Save Changes**. ![The Edit Configuration window for BTC-USDT on the Configuration tab: the timeframe row, the cadence presets, and the AI committee table with a model and a run interval for each of the four analysts. Cancel and Save Changes are at the bottom.](https://fw.simianx.ai/help/en/ap-edit-config.light.9c088d18d5.webp) *The Configuration tab* To change where alerts go: 6. Open the **Notifications** tab. 7. Select a channel tile to add it and fill in its fields. To remove a channel, select its tile and press the X in its header (**Remove notification channel**). 8. Tick or clear the **Trigger Events** of each channel. 9. Press **Save Changes**. ![The Edit Configuration window on the Notifications tab: Email and Telegram tiles are selected, the Telegram block shows the Bot Token and Chat ID fields, and below them the trigger events with only the three Position events ticked.](https://fw.simianx.ai/help/en/ap-edit-notifications.light.35ae001d8f.webp) *The Notifications tab* #### What you see The window closes and the list refreshes. The log of the Autopilot gets a **Config Updated** line with the new values. A running Autopilot uses the new settings from its next run. #### Good to know > **Note** > Each tab saves only itself. If you change both tabs, press **Save Changes** on the first tab, open the window again, and then save the second. Changes on the tab you did not save are lost when the window closes. > **Note** > When deliveries to a channel keep failing (five in a row, or eight of the last ten), SimianX turns that channel off for this Autopilot. You get no message, and the window still shows the channel as selected. The only sign is in the log: lines for that channel stop. Restarting the Autopilot does not turn it back on. To turn it back on, remove the channel on the **Notifications** tab and save, then open the window again, add the channel and save. - At least one channel must remain, and every channel needs at least one event. Otherwise the button stays disabled. - When you change the timeframe with a cadence preset selected, the intervals follow the preset for the new timeframe. Intervals you set by hand are kept. - **Cancel** or the Esc key closes the window without saving. - You can open the same window from inside the live session. There it is titled **Edit Autopilot Configuration**, and the saved models and timeframe also apply to the live session at once. See [How an Autopilot and its live session work together](https://www.simianx.ai/help/autopilots/autopilot-and-live-session.md). #### Points > **Uses points** > Editing uses no points. The new cadence and models decide what later runs use. See [Points and rates](https://www.simianx.ai/points). Web page: https://www.simianx.ai/help/autopilots/edit ### Stop, restart or delete an Autopilot Stop an Autopilot so it uses no more points, start it again later, or remove it from your list. - Starter, Plus and Pro. - Free. A stopped Autopilot uses no points. Each row in the Autopilots list has its own buttons. A running row has **Stop**. A stopped row has **Restart** and **Delete**. #### Stop 1. Open **Autopilots**. 2. On a running row, press **Stop** (the square). 3. In the **Stop Autopilot** window, press **Confirm**. ![A small confirmation window titled Stop Autopilot over the Autopilots list. It asks if you are sure you want to stop this autopilot and has a Cancel button and an amber Confirm button.](https://fw.simianx.ai/help/en/ap-stop-confirm.light.6c2f551521.webp) *Confirm before an Autopilot stops* The row moves under **Sleeping Autopilots** with the status **Stopped**. It runs no more analyses, sends no more notifications and uses no more points. It no longer counts against your plan limit. > **Simulated, no real money** > Stopping does not close the simulated position of the Autopilot. If a position is open, it stays open and keeps its stop loss and take profit. After the stop, the AI manages it only while you have that live session open. While the session is closed, SimianX only checks the stop loss and take profit. A crypto position that nobody watches for five candles of its timeframe is then closed at the market price. To close it yourself, press **Open session** and press **Manual** there: this closes the AI position at the current price. See [Let AI CoPilot trade a simulated position](https://www.simianx.ai/help/live-analysis/ai-copilot-paper-trading.md). #### Restart 1. On a stopped row, press **Restart** (the triangle). 2. In the **Restart Autopilot** window, press **Confirm**. The Autopilot runs again on the same symbol and the same live session, with the configuration and notifications it had. If your plan limit is already reached, a window titled **Autopilot Limit Reached** opens and the Autopilot stays stopped. Stop another one first, or change your plan. > **Uses points** > A restarted Autopilot uses points again on every analyst run. If it stopped because your points ran out, make sure you have points before you restart it. #### Delete Only a stopped Autopilot can be deleted. Stop it first. 1. On a stopped row, press **Delete** (the bin). 2. In the **Delete Autopilot** window, press **Confirm**. ![A confirmation window titled Delete Autopilot with a red Confirm button. The text says the action cannot be undone.](https://fw.simianx.ai/help/en/ap-delete-confirm.light.9fd3f147f2.webp) *Deleting asks for confirmation* > **Cannot be undone** > Deleting removes the Autopilot from your list. This cannot be undone and there is no way to restore it. To run the same symbol again, deploy a new Autopilot. #### Good to know - **Cancel** in any of the three windows closes it and changes nothing. - You can also stop an Autopilot from inside its live session: press the Autopilot button there, then **Stop**. - When your points run out, the Autopilot stops by itself and you receive an email. Restart it yourself when you have points again. Web page: https://www.simianx.ai/help/autopilots/stop-restart-delete ### How an Autopilot and its live session work together Understand who runs the analysis while you watch the live session and who runs it after you leave. - Starter, Plus and Pro. - Analyst runs use points in both cases, in the live session and in the Autopilot. Every Autopilot belongs to one live session. They share the same symbol, the same analysis history and the same simulated position. Only one of them runs the analysts at a time. #### Who is in control | Where you are | Who runs the analysts | | --- | --- | | **While you are here**: the live session is open in your browser | **Live is in control**. The Autopilot waits | | **After you leave**: you closed the page or went to another one | **Autopilot takes over**. It continues from the latest analysis and sends notifications to your channels | The change does not happen at the same second you leave. The Autopilot first makes sure you did not only reload the page, and then continues. #### Steps 1. Open **Autopilots** and press **Open session** at the end of a row. The live session of that Autopilot opens. 2. If the Autopilot is running, a window titled **Autopilot Stand By** opens. It shows the symbol, the timeframe and the two lines of the table above. 3. Press **Got It** to continue to the session. The same window also has **Configure** and **Stop**. 4. Watch as usual. When you are done, close the page. You do not need to press anything: the Autopilot takes over. ![The Autopilot Stand By window inside a live session for BTC-USDT on 15m. A status line reads Autopilot is watching in the background. Two rows read While you are here, Live is in control, and After you leave, Autopilot takes over. A green note says that models, timeframe and notifications can be changed together in Configuration. The buttons are Configure, Stop and Got It.](https://fw.simianx.ai/help/en/ap-session-standby-modal.light.94da2018be.webp) *The window that explains who is in control* #### What you see in the log Each change of control is written in the log of the Autopilot: - **Paused**: **User is watching this live crypto analysis session, autopilot will wait and standby**. - **Resumed**: **User left the session, autopilot resumed**. A **Paused** line here is normal. It does not mean a problem and you do not need to do anything. #### Good to know > **Simulated, no real money** > The live session and the Autopilot work on the same simulated position. A position the Autopilot opened is visible in the live session. SimianX never places real orders. > **Uses points** > While you watch, the live session uses points for its analyst runs. After you leave, the Autopilot does. See [Points and rates](https://www.simianx.ai/points). - Settings are shared. **Configure** in the window opens the configuration of the Autopilot. The models and timeframe you save there apply to the Autopilot and to the live session at once. The window says: **Models, timeframe and notifications can be changed together in Configuration.** - Stopping the Autopilot does not close the live session or its simulated position. The session then runs only while you have it open. - You can also create an Autopilot from inside a live session. See [Keep it running after you leave](https://www.simianx.ai/help/live-analysis/deploy-autopilot-from-session.md). Web page: https://www.simianx.ai/help/autopilots/autopilot-and-live-session ## Auto Digest A scheduled briefing on the symbols you follow, sent to you. ### Create a digest Schedule a daily AI report on up to 10 symbols, delivered at the time and to the channel you choose. - All plans. Free accounts can have 1 digest and choose from the free symbol list. Paid plans allow more digests and all symbols. - Each symbol in each daily digest uses points. Your first digest is free. A digest is one report per day. For each symbol you choose, four AI analysts (technical, news, fundamentals and a final decision) do their work, and SimianX sends you one merged report. #### Steps 1. Open **Auto Digest** and press **Create digest**. The **New digest** page opens. 2. Under **Symbols**, add symbols in one of two ways: - Under **Popular picks**, press a category such as **Blue chips** or **Big tech**. All its symbols are added at once. Press another category to replace them. Symbols you added by hand stay. - Type in the search box, for example BTC or NVDA, and select a result. 3. Check the counter under the search box. A digest holds up to 10 symbols, crypto and stocks together. To remove a symbol, press the X on its chip. ![The New digest page, Symbols section. The Popular picks rows show category buttons for cryptocurrency and US stocks, the search box is below them, the counter reads 3 / 10 symbols, and three chips show BTC-USDT, ETH-USDT and NVDA.](https://fw.simianx.ai/help/en/digest-form-symbols.light.84c1d785cd.webp) *Choose the symbols of the digest* 4. Under **Schedule**, set the **Delivery time** (in steps of 5 minutes) and the **Time zone**. The time zone starts as the one your browser reports, marked **Detected**. A line below confirms the daily time. 5. Under **Delivery channel**, choose one channel: **Email**, **Discord** or **Telegram**. - **Email** goes to your account email. - **Discord** needs the **Discord webhook URL**. - **Telegram** needs the **Telegram bot token** and the **Telegram chat ID**. The hint under each field says where to get it. 6. Under **AI models**, you can change the model for **Technical**, **News**, **Fundamentals**, **Decision** and **Daily Summary**. Defaults are already selected. On the free plan the models are fixed. 7. Under **Digest language**, press **Change** if the report should be written in another language than the site. 8. Press **Create digest** at the bottom. ![The lower part of the New digest page: the Schedule section with delivery time 09:00 AM and a time zone, the Delivery channel section with Email selected, the AI models section with five rows, the Digest language section, and the Cancel and Create digest buttons.](https://fw.simianx.ai/help/en/digest-form-delivery.light.77922340ec.webp) *Time, channel, models and language* #### What you see You return to the digest list and the new digest is there with the status **Active**. The first digest on your account is sent right away, as a welcome report. After that, each digest arrives once a day at the time you set. If something is missing, a red message appears next to the button, for example **Add at least one symbol first** or **Enter your Discord webhook URL**. #### Points > **Uses points** > Every symbol in every daily digest uses points. The amount depends on the models you chose. Points are taken only after the digest is delivered. The welcome report is free. See [Points and rates](https://www.simianx.ai/points). If you have no points when the day's analysis starts, that day's digest is not sent. If your points run out part-way, the report covers the symbols already analysed and names the ones that were left out. #### Good to know - A digest has one channel. To receive the same symbols on two channels, create two digests. - When your plan's digest limit is reached, **Create digest** is disabled and **Upgrade to add more** appears next to it. Limits are 1 on Free, 2 on Starter, 3 on Plus and 10 on Pro. [Pricing](https://www.simianx.ai/pricing) shows the current limits. - On a free account, choosing a symbol outside the free list opens an upgrade window instead of adding it. The free list is the symbols in the **Popular picks** categories. - A digest is analysis, not investment advice. Web page: https://www.simianx.ai/help/auto-digest/create ### Read the digest list See all your digests, when each one is delivered, what it covers, and its latest report. - All plans. - Free. Viewing the list uses no points. The **Auto Digest** page shows one card for each digest and a short summary of your plan usage. #### Steps 1. Open **Auto Digest** from the top navigation or from your user menu. 2. Read the four numbers at the top. 3. Read each card, or press a card to open its history. ![The Auto Digest page. Four numbers read Digests 2 / 3, Active 1, Paused 1 and Symbols 5. Below is a plan line, then two cards: one delivered daily at 09:00 AM with the Active status, symbol marks, the Email channel and the latest report date, and one with the Paused status.](https://fw.simianx.ai/help/en/digest-list.light.d2130be361.webp) *The digest list with an active and a paused digest* #### What you see The numbers at the top: | Number | Meaning | | --- | --- | | **Digests** | How many digests you have, and after the slash how many your plan allows | | **Active** | Digests that are sent every day | | **Paused** | Digests that are not being sent | | **Symbols** | Different symbols covered by all digests together | Under the numbers, a line shows your plan name and how many digests you have used. Each card: - **Daily delivery**: the delivery time and its time zone. - The status: **Active** or **Paused**. A paused card also says why. - **Symbols**: the marks of the symbols in the digest. - **Delivery channel**: **Email**, **Discord** or **Telegram**. - **Latest report**: the date of the latest report and three small counts: how many symbols were called bullish (green), bearish (red) and neutral (grey). A new digest shows **Not sent yet**. - Below, the summary of the latest report and the link **Read the full report**. The buttons at the end of a card: - **History** opens the past reports. Pressing anywhere else on the card does the same. - **Edit** opens the digest form. - **Pause** or **Resume** stops or starts the daily delivery. - **Delete** removes the digest. #### Good to know - With no digests, the page shows **No digests yet** and a **Create digest** button. - When you have as many digests as your plan allows, **Create digest** is disabled and **Upgrade to add more** appears next to it. Paused digests count toward the limit too. Delete one, or see [Pricing](https://www.simianx.ai/pricing). - The link **Read the full report** opens the same page as the link in your email. See [Read a digest](https://www.simianx.ai/help/auto-digest/read-a-digest.md). Web page: https://www.simianx.ai/help/auto-digest/list ### Pause, resume or delete a digest Stop a digest for a while, start it again, or remove it for good. - All plans. - Free. A paused digest uses no points. Each card on the **Auto Digest** page has its own buttons. Pausing keeps the digest and its settings. Deleting removes it. #### Pause 1. Open **Auto Digest**. 2. On the card, press **Pause** (the two bars). There is no confirmation. The status changes to **Paused** and the card shows: **Paused by you. Resume whenever you're ready.** No report is created or sent while it is paused, and no points are used. #### Resume 1. On a paused card, press **Resume** (the triangle). The status changes to **Active** and the digest is sent again at its daily time. #### When a digest pauses itself An email digest pauses automatically when 7 reports in a row were not opened and you have not used SimianX in the last 14 days. On the Starter, Plus and Pro plans a digest never pauses itself. This avoids spending your points on reports nobody reads. You receive one notice when it happens, and the card shows: **Paused automatically because recent digests went unopened. Resume to start again.** ![A digest card with the Paused status. Under the row of figures a note reads that it was paused automatically because recent digests went unopened, and that Resume starts it again. The buttons at the end of the card include Resume.](https://fw.simianx.ai/help/en/digest-card-paused-auto.light.2104f0c4c8.webp) *A digest that paused itself* To start it again, press **Resume**. Nothing is lost: symbols, time, channel and history are unchanged. > **Note** > "Opened" is measured by your email program loading the images of the message. If your email program blocks images, a digest you did read can be counted as unopened. Opening the report with the link in the email, or using SimianX regularly, prevents the automatic pause. #### Delete 1. On the card, press **Delete** (the bin). 2. A window titled **Delete this digest?** opens. Press **Delete** to confirm, or **Cancel** to keep the digest. ![A confirmation window titled Delete this digest? The text says its daily report stops and this cannot be undone. The buttons are Cancel and a red Delete.](https://fw.simianx.ai/help/en/digest-delete-confirm.light.44644a33d6.webp) *Deleting asks for confirmation* > **Cannot be undone** > **Its daily report stops, and this can't be undone.** The digest, its settings and its history are removed, and the links to its old reports stop working. If you only want a break, pause it instead. #### Good to know - A paused digest still counts toward the number of digests your plan allows. Only deleting frees a place. - A digest email has no unsubscribe link. The link at the bottom of the email opens the **Auto Digest** page, where you pause or delete the digest. The one-click unsubscribe page is only for invitations and analyses that other users send you. See [Email notifications and unsubscribing](https://www.simianx.ai/help/account/email-notifications.md). - If you have no points when the day's analysis starts, that day's digest is not sent. The digest stays **Active** and continues when you have points again. Web page: https://www.simianx.ai/help/auto-digest/pause-resume-delete ### Edit a digest Change the symbols, delivery time, time zone, channel, models or language of an existing digest. - All plans. Free accounts choose from the free symbol list and cannot change models. - Saving is free. More symbols or stronger models use more points on later digests. Editing uses the same form as creating a digest. Everything can be changed, and the digest keeps its history. #### Steps 1. Open **Auto Digest**. 2. On the card of the digest, press **Edit** (the pencil). The **Edit digest** page opens with the current settings filled in. 3. Change what you need: - **Symbols**: press the X on a chip to remove a symbol, or add one from **Popular picks** or the search box. The limit is 10 symbols, crypto and stocks together. - **Schedule**: set a new **Delivery time** or **Time zone**. - **Delivery channel**: choose **Email**, **Discord** or **Telegram** and fill in the fields of that channel. - **AI models**: choose another model for any of the five rows. - **Digest language**: press **Change** to choose the language the report is written in. 4. Press **Save digest** at the bottom of the page. ![The Edit digest page with the current settings filled in: chips for BTC-USDT, ETH-USDT and NVDA, delivery time 09:00 AM, the Email channel selected, and the Cancel and Save digest buttons at the bottom.](https://fw.simianx.ai/help/en/digest-form-edit.light.82ecebc899.webp) *The edit form with the current settings* #### What you see You return to the digest list, and the card shows the new time, symbols and channel. The next report uses the new settings. Reports that were already sent do not change. If something is missing, a red message appears next to the button, for example **Add at least one symbol first** or **Enter your Telegram bot token and chat ID**, and nothing is saved until you fix it. #### Stop or undo Press **Cancel** at the bottom, or **Back** at the top, to leave without saving. There is no undo after saving: open the form again and set the old values. #### Points > **Uses points** > Each symbol in each daily digest uses points, and the amount depends on the models you chose. Adding symbols or choosing stronger models raises the daily cost. See [Points and rates](https://www.simianx.ai/points). #### Good to know - The email address of the **Email** channel is always your account email. To change that address, write to support@simianx.ai. - If you open the edit page of a digest that no longer exists, the page shows **Digest not found** and a **Back to digests** button. - The digest language is separate from the site language. Changing one does not change the other. - Editing does not pause a digest, and it does not resume one that you paused. Use the buttons on the card for that. See [Pause, resume or delete a digest](https://www.simianx.ai/help/auto-digest/pause-resume-delete.md). Web page: https://www.simianx.ai/help/auto-digest/edit ### View past digests Open the history of a digest to find and read the reports it has sent. - All plans. - Free. Reading past reports uses no points. The history lists the reports a digest has sent, with the newest first. It shows the 60 most recent reports. #### Steps 1. Open **Auto Digest**. 2. Press the card of the digest, or press **History** (the clock) at the end of the card. 3. The **History** page opens. Press any row to read that report in full. 4. In a report, press **Back to history** at the top to return to the list of reports. On the history page, press **Back** to return to your digests. ![The History page of a digest. Each row shows a small dot, the date and time the report was sent, the marks of its symbols, a one-paragraph summary, and on the right three counts in green, red and grey with an arrow.](https://fw.simianx.ai/help/en/digest-history.light.ad41ab4581.webp) *Past reports, newest first* #### What you see Each row is one report: - A dot before the date. Green means **Opened**. Grey means **Not opened**. Hold the pointer over the dot to see the word. - The date and the time the report was sent. - The symbols that the report covered. - The summary of that day, as written in the report. - Three counts on the right: how many symbols were called bullish (green), bearish (red) and neutral (grey). A digest that has not sent anything yet shows this text instead of rows: **No reports have been sent yet. Once your digest runs, each daily report will appear here.** #### Good to know > **Note** > The dot matters for email digests. When 7 email reports in a row stay unopened and you have not used SimianX recently, the digest pauses itself. See [Pause, resume or delete a digest](https://www.simianx.ai/help/auto-digest/pause-resume-delete.md). - The history shows what was sent at that time. Editing the digest later does not change old reports. - A report in the history is the same page as the link in the email or message you received. See [Read a digest](https://www.simianx.ai/help/auto-digest/read-a-digest.md). - Deleting a digest also removes its history from your account. - You must be signed in to open the history. The report page itself opens from its link without signing in, so share that link only with people who may read it. Web page: https://www.simianx.ai/help/auto-digest/history ### Read a digest Understand one report - the overview, the accuracy line, and for each symbol the price, the expected range, the view of each analyst and the news. - All plans. - Free. Reading a report uses no points. A report opens from the link in your email, Discord or Telegram message, from **Read the full report** on a digest card, or from the history. The page has an overview at the top and one card per symbol. #### Steps 1. Open the report. The date it was sent is at the top. 2. Read the **Overview** block. 3. Under **Switch symbol**, press a symbol to show its card. A digest with one symbol has no such row. 4. In the card, press **Details** next to an analyst to read the full text. Press **Hide** to close it. ![The Overview block of a report: a headline, the line 3 symbols with green, red and grey counts, a summary paragraph, the At a glance table with one row each for BTC-USDT, ETH-USDT and NVDA showing today's call, the move since the last digest and the last call, and below it the line with the share of right calls in the last 30 days. The same line also says how often the expected range held.](https://fw.simianx.ai/help/en/digest-report-overview.light.0e8c19de01.webp) *The overview of one report* #### Read the overview - The headline and the summary describe the day across all your symbols. - The counts show how many symbols were called bullish (green), bearish (red) and neutral (grey). - **At a glance** is a table with one row per symbol: **Today** (the direction and its confidence), **Since last digest** (the price change in percent) and **Last call** (the direction of the previous report). - The accuracy line tells you how many earlier calls of this digest were right, as a number and a percentage. It appears after at least 5 calls have been scored. The rule is printed below it: **Each bull or bear call is judged by the price at the next digest; wait calls are not scored.** The same line can also show how often the price stayed inside the expected range. #### Read a symbol card ![The card for BTC-USDT. The header shows the symbol, a Bull call with its confidence, and four cells: Latest price, Analysis basis, Expected range with a call-off level, and Last call with the change since then. Below are four analyst rows, Technical, News, Fundamentals and Decision, each with a direction and a Details button, and the Top news list. In the picture, the Technical row is open and shows key levels, risks and signals.](https://fw.simianx.ai/help/en/digest-report-symbol.light.606cfc4a96.webp) *One symbol in the report* - The call next to the symbol name is the final direction and its confidence. **Wait** means the decision was not to take a side. - **Latest price**: the price when the report was made, with its time. - **Analysis basis · 1D**: the daily price that all analysts used. - **Expected range**: the low and high between which the decision expects the price to stay, where the current price sits in it, and the price at which the call no longer holds. - **Last call**: the direction of the previous report, the price then and now, the change in percent, and whether the price stayed **in range**. - **Agent breakdown**: **Technical**, **News**, **Fundamentals** and **Decision**, each with its own direction, confidence and a short text. The full text can include **Key levels**, **Risks** and **Signals**. - **Top news (24h)**: the headlines used for this symbol. The dot shows if the news is positive, negative or neutral for the symbol. A headline with an arrow opens the source in a new tab. #### Good to know > **Note** > A digest is AI analysis for information. It is not investment advice, and past accuracy does not predict future results. A digest never opens a position, simulated or real. - **Manage digests** at the top right opens your digest list. - If the page shows **Digest not available**, the link is no longer valid. Open the report from the history instead. - An analyst that could not run for a symbol is shown as skipped, with the reason. Web page: https://www.simianx.ai/help/auto-digest/read-a-digest ## Market tools Market Pulse, Sector Watch, stock pages, the leaderboard, stories and calculators. ### Watch the market with Market Pulse See sharp price moves, volume spikes, indicator signals and scored news for crypto and US stocks as they happen, and send any event to an AI analysis. - All plans. Visitors without an account get a short preview. - Free. An analysis that you start from an event uses points. **Market Pulse** is a live board. The top half is a market map with **Trending Crypto** and **Trending US Stocks**. The bottom half is the **Latest events** list, with the newest event first. #### Steps 1. Open **Market Pulse** from the navigation. The word **Live** next to the title means the feed is connected. 2. Choose a market in the toolbar: **All markets**, **Crypto** or **US Stocks**. The map and the list both follow this choice. 3. Click **Important only** to keep only the events marked **Major** or **Extreme**. Click it again to see everything. 4. Click the speaker button to turn the alert sound on or off. The sound plays for **Major** and **Extreme** events. Your choice is remembered in this browser. ![The Market Pulse toolbar and event list. The toolbar has the market tabs, the Important only button, the speaker button and the Create a filter button. Each row of the list shows a logo, the event text, the price, the age of the event and a star. Major and Extreme events also carry a severity label. News rows have no price.](https://fw.simianx.ai/help/en/tools-pulse-board.light.a2cce5460b.webp) *The toolbar and the event list* 5. Click a row in the list to open it. Click it again to close it. ![One event row opened. Under the title there is a small price chart, the AI Insight text, a list of related news links and the buttons AI Live Analysis, AI Deep Dive and View details.](https://fw.simianx.ai/help/en/tools-pulse-event-expanded.light.5ba37451fd.webp) *An opened event* #### What you see in an opened event - A small price chart for price events, or the summary for a news event. - **AI Insight**: a short explanation written by the AI. A grey bar means it is still being written. - **Related news**: links to the articles behind the move. They open in a new tab. - **AI Live Analysis**: opens a live analysis of this symbol in a new tab. - **AI Deep Dive**: opens a deep analysis of this symbol in a new tab. - **View details**: opens the stock page. It appears for US stocks that have a page. - **Read source**: opens the original article. It appears for news events. Market-wide news has no symbol, so it has no analysis buttons. > **Uses points** > Watching the board is free. **AI Live Analysis** and **AI Deep Dive** start an analysis, and the analysis uses points. The amount depends on the models you chose. See [Points and rates](https://www.simianx.ai/points). #### Good to know - While the pointer is over the list, the list stops moving so that you can read. A button with the number of new events appears above the list. Click it, or move the pointer away, to continue. - The star at the end of a row adds the symbol to a saved filter. See [Save Pulse filters and get desktop notifications](https://www.simianx.ai/help/market-tools/pulse-filters.md). - When a saved filter is active, it replaces **Important only**. - Without an account you can watch for 20 seconds. Then the board is blurred and a sign-up dialog appears. Click **Create Account** to continue. The preview does not start again when you reload the page within 24 hours. - The AI text is information, not investment advice. Web page: https://www.simianx.ai/help/market-tools/market-pulse ### Save Pulse filters and get desktop notifications Make Market Pulse show only the symbols and event types you care about, and let your browser notify you when one of them matches. - Paid plans. The number of saved filters depends on your plan. - Free. A saved filter is a named view of **Market Pulse**. It can cover the whole market or a list of symbols, and it can send desktop notifications. #### Before you start You need to be signed in on a paid plan. On a free account, **Create a filter** opens a dialog with the list **Saved filters per plan**. This list shows how many filters **Starter**, **Plus** and **Pro** include today. **See plans** opens the plan list. ![The saved filters dialog for an account without a paid plan. It lists three benefits, shows a row with the number of saved filters for Starter, Plus and Pro, and has the buttons Not now and See plans.](https://fw.simianx.ai/help/en/tools-pulse-filter-upsell.light.2a5746f2d0.webp) *The dialog shown when your plan has no free filter slot* #### Steps 1. Open **Market Pulse** and click **Create a filter** in the toolbar. If you already have a filter, click the plus button after your filter chips. 2. Type a **Name**. 3. Choose the **Scope**: **Whole market**, or **Pick symbols**. With **Pick symbols**, search for coins and stocks in the **Symbols** box and add them. 4. Choose the **Market** and the **Minimum severity**. 5. Under **Event types**, tick the events you want. You can tick a whole group or single types. At least one type must stay ticked. 6. To be notified, tick **Desktop notifications**. Your browser asks for permission the first time: allow it. Then choose the lowest severity under **Notify from**. 7. Click **Save**. ![The New filter form. From top to bottom: the name field, the scope switch, the symbol search with two picked symbols, the market and minimum severity switches, the event type checkboxes in groups, and the desktop notifications checkbox with the Notify from switch. Cancel and Save are at the bottom.](https://fw.simianx.ai/help/en/tools-pulse-filter-editor.light.cb8ccfb1dc.webp) *The filter form* #### Use a filter - Click a filter chip to turn it on. The board and the list now show only what the filter matches. Click the chip again to turn it off. - Click the small arrow on the active chip to open its menu. **History** lists every past event that matched this filter. **Edit** opens the form again. - The star at the end of an event row adds that symbol to the active filter, or removes it. If no filter is active, the first filter is used. ![The Pulse toolbar with two saved filter chips. The first chip is active and its menu is open with the entries History and Edit.](https://fw.simianx.ai/help/en/tools-pulse-filter-menu.light.203d888903.webp) *The menu of the active filter* #### Delete a filter Open **Edit**, click **Delete**, then confirm. > **Cannot be undone** > A deleted filter stops watching for you and cannot be restored. You can create a new one with the same settings. #### Good to know - Desktop notifications appear only while a **Market Pulse** tab is open in your browser. The tab can be in the background. - To avoid a flood, the same filter, symbol and event type notifies at most once in 90 seconds, and at most 6 notifications appear per minute. - If the form says that notifications are blocked, allow them for simianx.ai in your browser settings. - An active filter replaces **Important only**. The market tabs still apply. - When all filters of your plan are used, the plus button opens the plan dialog. On the highest plan the plus button is hidden. Web page: https://www.simianx.ai/help/market-tools/pulse-filters ### Read the Sector Watch catalyst calendar See the dated events that can move the stocks of a sector, filter them by type, and add them to your own calendar app. - All plans. Visitors see the first page of each list. Visitors, free accounts and trial accounts see new events 30 minutes late. - Free. **Sector Watch** collects scheduled catalysts and new events of a sector from primary sources, for example regulator records and company filings. Each sector has its own calendar page. #### Steps 1. Open **Sector Watch** from the navigation. 2. On the sector card, click **Open calendar**. 3. Read the four numbers at the top: **Upcoming in 90 days**, **Decided this year**, **Events this week** and **Stocks tracked**. 4. Scroll to **Catalyst calendar**. Use the row of buttons above the list to show **All types** or one type, for example **FDA decision (PDUFA)**. 5. Click the title of a row to open the page of that drug or company. 6. At the end of the list, click the button that loads more rows. The list shows 30 rows at a time. ![The catalyst calendar of a sector. Above the list there is a row of type buttons with All types selected. Rows are grouped by month. Each row shows the date, the company with its ticker, the title of the catalyst, a chip for the type, the source link and a Remind me button. One row has the Inferred chip and the note Month only.](https://fw.simianx.ai/help/en/tools-sector-calendar.light.c1323e09a6.webp) *The catalyst calendar with the type filter* #### Read a calendar row - The date block shows the day when the date is confirmed. A `~` means that only the month or the quarter is known. - A note under the title tells you when a date was moved and what it was before. - The first chip shows the type. A date that is linked to a primary record has no second chip. Other dates carry **Inferred** or **Unsourced**. - The source link opens the original record in a new tab. - **Remind me** sets reminders for this date. See [Follow a stock, a drug or a date](https://www.simianx.ai/help/market-tools/sector-follow.md). #### Recent events Below the calendar, **Recent first-hand events** lists new events, newest first. The buttons above it keep all events, only material events and above, or only **Decision-grade** events. ![The recent events list of a sector. At the top are three level buttons. A note under them says that the free stream is delayed 30 minutes and has an Upgrade for instant button. A legend explains the four severity colours. Each event row shows the time with a severity dot, the company, the event text, a type chip, a source link and a follow button.](https://fw.simianx.ai/help/en/tools-sector-events.light.b987138c99.webp) *Recent events with the level filter* > **Note** > Visitors, free accounts and trial accounts see this list 30 minutes late. **Upgrade for instant** opens the plan dialog, or the sign-in dialog when you are not signed in. Starter, Plus and Pro see events as soon as they are filed. #### Add the calendar to your calendar app Near the top of the sector page, click **Add to calendar (.ics)**. Your browser downloads or opens an .ics file with the sector's dated catalysts. Open it with Apple Calendar, Google Calendar or Outlook. This is free and needs no account. #### Good to know - Without an account, the lists stop after the first page and a sign-in button appears. - **Browse all companies and drugs** at the bottom opens the list of every company and drug in the sector. - A drug or company page has the buttons **Run 8-agent AI analysis** and **Stock overview**, and a button that starts a live analysis. Starting an analysis uses points. - Always check a date against the linked source before you rely on it. Nothing on these pages is investment advice. Web page: https://www.simianx.ai/help/market-tools/sector-calendar ### Follow a stock, a drug or a date Get alerts and reminders for single items in Sector Watch without setting up alerts for a whole sector. - Starter, Plus and Pro. Free and trial accounts see the plan dialog when they click a follow button. - Free. In **Sector Watch** you can follow three kinds of items: one dated catalyst, one company, or one drug. One click follows. The next click unfollows. #### Steps 1. Open **Sector Watch** and open a sector with **Open calendar**. 2. Choose what to follow: - A date: in **Catalyst calendar**, click **Remind me** on the row. The button changes to **Reminder set**. - A drug or a company from an event: in **Recent first-hand events**, click **Follow drug** or **Follow stock** on the row. - A company: open its page and click **Follow stock** at the top. - A drug: open its page and click **Follow drug** at the top. 3. The button changes to **Following**. You are done. ![A calendar row with its Remind me button. A small card next to the button explains what you receive: reminders before the date and an instant alert when the date moves or the outcome arrives.](https://fw.simianx.ai/help/en/tools-sector-follow-row.light.220b4c3f2d.webp) *The follow button and its explanation card* If you are not signed in, the sign-in dialog opens. If your account is on the free plan or on a trial, the plan dialog opens. #### What you receive - A followed company or drug: an instant alert for every event about it, except minor events, and reminders before each of its confirmed dates. - A followed date with a confirmed day: reminders before the day, and an instant alert when the date moves or the outcome arrives. - A followed date that is known only to the month or quarter: a message when the exact day is set, then reminders before it. Move the pointer over a follow button to read this for the item. On a phone, tap the question mark next to the button. Reminders are sent 7 days before, 1 day before and on the day, unless you changed this. You change the lead times, the send time and the channels on the alerts page. See [Set up sector alerts](https://www.simianx.ai/help/market-tools/sector-alerts.md). #### Stop following - Click the button again. **Following** and **Reminder set** both work as an off switch. - Or open the alerts page of the sector. The first tab has the list **What you follow**. Click **Unfollow** on a row. ![The What you follow list on the alerts page. A search field for adding a stock is at the top. Under it are three rows, a stock, a drug and a dated catalyst, each with an Unfollow button.](https://fw.simianx.ai/help/en/tools-sector-follows-list.light.bb7e565de8.webp) *Everything you follow, in one list* #### Good to know - When you follow a drug or a company, its dates are covered already. Such a calendar row shows **Reminder set** and names the item it comes from. Click the button to open a card with a button that unfollows that item. - On the alerts page you can also add a company with the search field above the list. - Followed items alert you even when your sector alerts are set to a higher level. Web page: https://www.simianx.ai/help/market-tools/sector-follow ### Set up sector alerts Choose what to watch in a sector, which messages you want, and where SimianX sends them. - All signed-in accounts. Free and trial accounts get the Monday digest and decision-grade alerts by email. Starter, Plus and Pro get every option. - Free. Alerts are set per sector. The first time, the page guides you through three steps. Later, the same steps are tabs. #### Steps 1. Open **Sector Watch** and click **Set up alerts** on the sector card. The same button is at the top of the sector page. Sign in if the page asks you to. 2. Step 1, **Scope**: choose **Every stock in this sector** or **Only what I follow**. The list **What you follow** on the right shows the items you follow. Click **Next**. 3. Step 2, **Notifications**: the table has one row per message. Turn on the switch of each message you want: - **Instant alert**: one message per event, as soon as it is filed. - **Daily bundle**: events below your instant level, in one message a day. - **Before a dated catalyst**: reminders for catalysts with a confirmed date. - **Monday digest**: one message every Monday with the week ahead, last week's material events and moved dates. 4. Click **Edit** on a row to change it. For the instant alert you choose the level, from decision-grade only to everything, and you can limit the event types. For reminders you tick **7 days before**, **1 day before** and **On the day**. Each row can also have its own channels. Click **Done**, then **Next**. ![Step 2 of the alert setup. A table lists Instant alert, Daily bundle, Before a dated catalyst and Monday digest, each with a switch, when it is sent, what it contains and where it goes. The Instant alert row is open and shows four level options.](https://fw.simianx.ai/help/en/tools-sector-alerts-notifications.light.ba3f63cece.webp) *Step 2: choose the messages* 5. Step 3, **Channels & time**: tick the default channels. Email is ticked at the start. To add Discord, Telegram or Slack, click **Add a channel**, paste the webhook URL or the bot token and chat ID, and click **Send test & save**. SimianX sends one test message and saves the channel. Then set the send time and time zone for the daily bundle, the reminders and the Monday digest. 6. Click **Turn on alerts**. ![Step 3 of the alert setup. On the left, the channel list with the email address alex@example.com ticked and an open Add a channel form with the Discord, Telegram and Slack tabs and the Send test and save button. On the right, the send time and time zone.](https://fw.simianx.ai/help/en/tools-sector-alerts-channels.light.f2aa67c1d2.webp) *Step 3: channels and send time* A welcome message goes to every channel you picked. #### Free and paid accounts - Free and trial accounts can turn on the **Monday digest** and the **Instant alert** at the decision-grade level, by email. - A lower instant level, reminders, and Discord, Telegram or Slack channels need Starter, Plus or Pro. If a free or trial account saves one of these, the plan dialog opens and nothing is saved. - You can save up to 5 channels. #### Change or stop - Open the same page again. Change any tab and click **Save all changes**. A switch that you flip has no effect until you save. - Click **Turn off alerts** at the top right to stop every message of this sector. #### Good to know - All four switches are off at the start, unless you followed an item before: the first follow turns on the instant alert and the reminders. If you finish without turning a switch on, you receive nothing. - Items that you follow are always included, also with **Every stock in this sector**. - Dates known only to the month or quarter get no reminder. The decision itself still arrives as an instant alert. - Every email has an unsubscribe link at the bottom. Web page: https://www.simianx.ai/help/market-tools/sector-alerts ### Find a stock and start an analysis from its page Search the US stock list, open a stock page, and start a live or deep analysis of that stock with one click. - All plans can read the pages. Free accounts can analyse the stocks on the free list. Paid plans can analyse every supported US stock. - Reading is free. An analysis that you start uses points. Every covered US stock has a page with its price, key numbers, the latest AI analysis, recent news and related stocks. The page is also a starting point for your own analysis. #### Steps 1. Open [the US stock list](https://www.simianx.ai/stocks/us). 2. Type a ticker or a company name in the search field at the top, for example NVDA. The list narrows while you type. With an empty field you see **Most Watched** first, then **All Covered Tickers**. Both are ordered by market value, largest first. 3. Click the card of the stock. Its page opens. ![The US stock list. A search field is at the top. Under it, the Most Watched section shows stock cards in a grid, ordered by market value with AAPL first. The All Covered Tickers section follows. Each card has the logo, the ticker, the company name and the market value.](https://fw.simianx.ai/help/en/tools-stocks-index.light.2b97320d6f.webp) *The stock list with the search field* 4. Under the price, choose how to analyse the stock: - **Launch Multi-Agent Real-Time Command Center** opens a live session for this stock and starts it. - **Launch 8-Agent Deep Analysis** opens a deep analysis of this stock and starts it. ![The top of the NVDA stock page. It shows the company name and ticker, the current price with the change of the day, and two buttons: one launches the live multi-agent session and one launches the 8-agent deep analysis.](https://fw.simianx.ai/help/en/tools-stock-page-hero.light.d6b2842422.webp) *The two start buttons on a stock page* > **Uses points** > Both buttons start an analysis at once, and the analysis uses points. The amount depends on the models you chose. See [Points and rates](https://www.simianx.ai/points). #### What you see on a stock page - **AI Multi-Horizon Analysis**: the direction for the short, middle and long term from the most recent analysis on SimianX. If nobody has analysed the stock yet, this block has the button **Run first analysis**, which starts a live session. - **Detailed AI Fundamental Analysis**: the full text of the most recent fundamental report. - Key numbers, a company description, recent analyses, news and related stocks. - At the bottom, the live button again. #### The search bar at the bottom of the screen On the stock pages a small bar named **Analyze stocks live** floats at the bottom. Click it, type a ticker, and choose a result. A live session for that stock opens and starts. #### Good to know - On a free account, a stock outside the free list shows a lock in the search results. Choosing it opens the dialog **Stock Locked**. A paid plan removes this limit. - The analysis on the page was run earlier and can be old. Start your own analysis for a current view. - Positions that the AI opens in a live session are simulated. SimianX never places real orders. Nothing on these pages is investment advice. Web page: https://www.simianx.ai/help/market-tools/stock-pages ### Compare AI models on the crypto leaderboard See how each AI model has traded crypto on SimianX, change the period and the side, sort the table, and open the page of one model. - All plans. No account needed. - Free. The **Crypto AI Model Leaderboard** ranks each AI model by the closed trades it made in crypto live analysis on SimianX. These trades are simulated positions: no real orders are placed. #### Steps 1. Open **Crypto AI Model Leaderboard** from the navigation, or click **See the rankings** at the top of the page. 2. Set the view with the three groups of buttons above the table: - **Period**: **30d**, **1y** or **All Time**. - **Timeframe**: **All**, or one chart timeframe from 1m to 1d. - **Side**: **All Sides**, **Long** or **Short**. 3. Sort the table by clicking a column heading: **Trades**, **Win Rate**, **Avg R** or **Avg Duration**. Click the active heading again to reverse the order. On a phone, the **Sort by** buttons above the list do the same. 4. Click a row to open the page of that model. ![The leaderboard table. Above it are the Period, Timeframe and Side button groups. An arrow in the Avg R column heading shows that the table is sorted by this column. Each row shows the rank, the name of an AI model, its number of trades, its win rate, its average R and its average trade duration. A folded line at the bottom holds the models that are not ranked yet.](https://fw.simianx.ai/help/en/tools-leaderboard-board.light.b640102734.webp) *The filters and the ranking table* #### Read the table - **Win Rate**: the share of closed trades that ended in profit. - **Avg R**: the average result per trade, measured in units of the risk taken at entry. 1R is the amount the trade would lose at its stop loss. - **Avg Duration**: how long a trade stayed open on average. - A model needs at least 20 closed trades in the current view to get a rank. Models with fewer trades are in a folded list below the ranked ones, without a rank. Click the list to open it. - **Retired** marks a model that is no longer offered for new analysis. Its past trades still count. Read the win rate and the average R together. A high win rate with a low R can mean many small wins and a few large losses. #### The page of one model The model page shows the rank by win rate and by R, the average win and loss, the last 6 months, the results by timeframe and by side, the most traded coins, and the latest trades. **Start Crypto Live Analysis** opens crypto live analysis, where you can choose this model for your own analysts. At the bottom of the page, **Back to Leaderboard** returns to the table. ![The page of one AI model. The top shows the model name, its rank by win rate and its rank by R, and the Start Crypto Live Analysis button. Below are tiles for win rate, average R, total trades, cumulative R, profit factor and average duration, a bar chart of the last 6 months, and the average win, average loss, best trade and worst trade.](https://fw.simianx.ai/help/en/tools-leaderboard-model.light.bdf5707630.webp) *The page of one model* #### Good to know - The view is stored in the page address. Copy the address to share the same period, timeframe and side. - The cards under **High-Interest Markets** open coin pages. See [Start an analysis from a coin page](https://www.simianx.ai/help/market-tools/coin-pages.md). - Past results of a model do not predict its future results. The leaderboard is information, not investment advice. Web page: https://www.simianx.ai/help/market-tools/crypto-leaderboard ### Start an analysis from a coin page Open the page of a coin, pick the exact trading pair, and start a live or deep analysis of it. - All plans can read the pages. Free accounts can analyse the free pairs. Paid plans can analyse everything their plan includes. - Reading is free. An analysis that you start uses points. Each coin on the leaderboard has its own page. It lists the markets where the coin trades, shows the latest AI analysis of the selected pair, and ranks the AI models on this coin. #### Steps 1. Open **Crypto AI Model Leaderboard** and scroll to **High-Interest Markets**. Click the card of a coin, for example BTC. 2. In the **Quick Start** box, look at the selected pair. It shows the pair name, for example BTC/USDT, the exchange, and the type: **Spot** or **Perpetual Swap**. 3. To use another market, click one of the pair buttons under the box. Each button shows the exchange and the type. 4. Start the analysis: - **Start Real-Time Analysis** opens a live session for the selected pair and starts it. - **Deep Analysis** opens a deep analysis of the coin and starts it. ![The Quick Start box on the BTC coin page. It shows the selected pair BTC/USDT with its exchange and the label Perpetual Swap, the buttons Start Real-Time Analysis and Deep Analysis, and under the box a row of pair buttons for other exchanges.](https://fw.simianx.ai/help/en/tools-coin-quick-start.light.ee6bd8a596.webp) *Pick a pair, then start* > **Uses points** > Both buttons start an analysis at once, and the analysis uses points. The amount depends on the models you chose. See [Points and rates](https://www.simianx.ai/points). #### What else is on the page - The latest **Fundamental Analysis** and **News Analysis** for the selected pair, each with the time it was written. A note appears when the analysis is old. - **Related News**: recent articles about the coin. - **Tradable Markets**: every supported spot and perpetual market by exchange. Each row has its own **Start Real-Time Analysis** button. - The model ranking for this coin, with the same period, timeframe and side buttons as the main leaderboard. - **Back to Leaderboard** at the top returns to the leaderboard. #### Good to know - On a phone, a button that starts the live analysis of the coin stays at the bottom of the screen. - The analysis on the page was written earlier. Start your own analysis for a current view. - Positions that the AI opens in a live session are simulated. SimianX never places real orders. Nothing on these pages is investment advice. Web page: https://www.simianx.ai/help/market-tools/coin-pages ### Read, listen to and reuse stories Browse the stories, listen to an article, share it, cite it, and download its tables as CSV files. - All plans. No account needed. - Free. **Stories** are articles written by SimianX: reference tables on market history, market analysis, tutorials and product news. #### Find a story 1. Open **Stories** from the navigation. 2. Use the row of category buttons at the top. **All** shows every story. A category button, for example **Education**, shows only that category. 3. Click a card to open the story. #### Listen If a story has an audio version, a player labelled **Listen to article** is above the text. When you start it, the label gives way to the elapsed time and the speed buttons. 1. Click the round play button. Click it again to pause. 2. Choose the speed next to the elapsed time: 0.5×, 1×, 1.5× or 2×. ![The top of a story page. On the left is the audio player after it was started: a round play button, the elapsed time and the speed buttons 0.5×, 1×, 1.5× and 2×. On the right is the Share button.](https://fw.simianx.ai/help/en/tools-story-player-share.light.2f99788a9d.webp) *The audio player and the Share button* #### Share Click **Share** above the text. If your browser has a share menu, as on most phones, that menu opens. Otherwise the link is copied and the message **Link copied to clipboard!** appears. #### Cite and download data Reference stories, which are built around data tables, have two more tools. - Under each table, **Download CSV** saves that table as a CSV file. You can open it in a spreadsheet. - At the end of the story, the block **Cite this page** holds a ready citation. Click **Copy citation** to copy it. **Download the main table (CSV)** saves the main table of the story. ![The end of a reference story. A data table has a Download CSV button under it. Below is the Cite this page block: one citation line with a Copy citation button, a short note that citing with a link is free, and the link Download the main table (CSV).](https://fw.simianx.ai/help/en/tools-story-cite.light.519e5b5659.webp) *The citation block and the CSV link* You may cite a story freely when you link to its page. #### Start an analysis from a story - A bar named **Analyze stocks live** or **Analyze crypto live** floats at the bottom of the story. Type a symbol and choose a result to open a live session for it. - In stories about one stock or coin, a card inside the text has a button that analyses that symbol. - After a few seconds of reading, a window may offer **Live analysis** or **Deep analysis** for the symbol of the story. Click **Maybe later** to close it. It is shown once per visit, and after you close it, it does not return for 3 days. > **Uses points** > Reading, listening and downloading are free. An analysis that you start from a story uses points. See [Points and rates](https://www.simianx.ai/points). #### Good to know - Not every story has audio, a citation block or CSV buttons. - Stories are information, not investment advice. Web page: https://www.simianx.ai/help/market-tools/stories ### Use the return calculators Calculate what an investment in the S&P 500, the Nasdaq, the Dow Jones or Bitcoin would be worth today, year by year. - All plans. No account needed. - Free. The return calculators work on year-end closing prices. There is one calculator per market: **S&P 500**, **Nasdaq**, **Dow Jones** and **Bitcoin**. #### Steps 1. Open [the calculators](https://www.simianx.ai/tools). The link **Return calculators** in the footer of the site leads to the same page. 2. On the card of a market, click **Open the calculator**. 3. Choose the **Start year**. The money is invested at the start of this year. 4. Choose the **End year**. The last entry in the list is the latest available date of the current year. 5. Type the **Initial investment** in US dollars. 6. If you want to add money every year, type the **Yearly contribution**. This field is optional. 7. On the S&P 500 calculator, choose **Price only** or **With dividends** under **Returns**. **With dividends** reinvests dividends. The result updates as soon as you change a field. There is no button to press. ![The S&P 500 return calculator. The form has the start year, the end year, the initial investment and the optional yearly contribution, and the switch between Price only and With dividends. Under the form are the ending value, five more result tiles and a chart of the portfolio value over time with a Log scale checkbox.](https://fw.simianx.ai/help/en/tools-calculator-sp500.light.2f3268594b.webp) *The form, the result tiles and the chart* #### Read the result - **Ending value**: the value at the end of the period. - **Total invested**: the initial amount plus all yearly contributions. - **Total return**: the gain or loss as a percentage of the amount invested. - **Per year (CAGR)**: the compound yearly rate of the index over these years. Yearly contributions change the ending value, not this rate. - **Best year** and **Worst year**: the strongest and the weakest year in the period. - **Growth over time**: the portfolio value against the amount invested. Tick **Log scale** to compare early and late years more easily. - **Year by year**: the return, the year-end close and your portfolio value for each year. #### Good to know - The first start year differs per market, because each data series starts in a different year. The dividend data of the S&P 500 starts later than its price data. When you choose **With dividends**, the start year moves forward if needed. - The Nasdaq, Dow Jones and Bitcoin calculators use the price only, so they have no dividend switch. - If both amounts are empty or zero, the calculator asks you to enter an amount. - The result shows what the index itself did. It leaves out fees, taxes and the tracking error of funds. - Below the calculator you find a table of examples, the method, the data sources and a link to the story with every year in one table. - Past performance does not predict future returns. The calculators are information, not investment advice. Web page: https://www.simianx.ai/help/market-tools/return-calculators ### Connect your own AI agent Let your AI agent use SimianX analysis, news and market tools through a skill or an MCP server, with a key that you approve and control. - All plans. Request limits, the number of keys and the news delay depend on your plan. - Agent calls use the points of your plan, at the same rates as the website. Your AI agent can ask SimianX for a deep analysis, a live read of a chart, scored news and market events. The agent never gets your website login. It gets an API key of its own, which you approve in the browser. #### Steps 1. Open [the agent page](https://www.simianx.ai/agents), or click **Agent use** in the footer. 2. At the top of the page, click **Copy** next to the install sentence. 3. Paste the sentence into your AI agent. The agent installs the SimianX skill or connects over MCP. 4. The agent shows you a sign-in link that ends with `/link/` and a short code. Open it in your browser. Some agents instead ask for a 6-digit code that SimianX sends to your email. 5. If you are not signed in on SimianX, sign in first. You return to the approval page automatically. 6. Check the request: the agent, the code, where it comes from, and the time left. 7. Set the key: - **Name**: a name that you will recognise later. - **What this key may do**: untick what the agent may not do. - **Daily budget (points)**, **Monthly budget (points)** and **Largest single call (points)**: optional limits in points. - **Expires**: when the key stops working. 8. Click **Approve and create the key**. To refuse, click **Decline**. 9. Go back to your agent. If it does not continue on its own, tell it that you approved. ![The agent approval page. It shows which agent asks for an API key, the code, where the request comes from and a countdown. Below are the key name, checkboxes for what the key may do, three optional point budgets, the expiry choice, and the buttons Approve and create the key and Decline.](https://fw.simianx.ai/help/en/tools-agents-link-approval.light.a76ddace93.webp) *Approve the key for your agent* > **Uses points** > Every analysis that your agent runs uses the points of your plan. A budget on the key limits what one agent can spend. See [Points and rates](https://www.simianx.ai/points). #### Connect over MCP 1. On the agent page, scroll to **Connect over MCP**. 2. Under **Server URL**, click **Copy** and add this address as a remote MCP server in your agent. 3. Apps that can sign in themselves send you to the same approval page. For other apps, create a key under **My Account** → **API keys** and give it to the app as the environment variable `SIMIANX_API_KEY`. ![The install box at the top of the agent page. It holds the install sentence, which asks the agent to install the SimianX skill and sign you in, with a Copy button on its right.](https://fw.simianx.ai/help/en/tools-agents-install-prompt.light.6911107b64.webp) *The install sentence and its Copy button* #### Stop or undo Open **My Account** → **API keys**. **Edit** changes a key. **Revoke** stops it at once. See [API keys](https://www.simianx.ai/help/account/api-keys.md). > **Cannot be undone** > A revoked key cannot be restored. Autopilots that the agent started keep running under your account until you stop them. #### Good to know - A sign-in link works once and expires after 24 hours. If the page says that the link is no longer valid, ask your agent for a new one. - When your plan has no free key left, the approval page asks you to choose a key to replace. - The table **Limits by plan** on the agent page shows the request limits, the number of keys and the news delay of each plan. - Positions that an agent opens through SimianX are simulated. SimianX never places real orders. The answers are information, not investment advice. Web page: https://www.simianx.ai/help/market-tools/connect-ai-agent ## Points and plans Plans, billing, how points are charged, and rewards. ### Compare plans and start the $1 trial See what each plan includes, then subscribe or start a 3-day trial for $1. - Free, Starter, Plus and Pro. The $1 trial is for the Starter plan, once per account. Only a signed-in Free account that has not used it sees the offer. - Every plan includes a points allowance. Looking at the plans is free. SimianX AI has four plans: **Free**, **Starter**, **Plus** and **Pro**. The plans differ in how many points you get, how many Autopilots and Auto Digests you can run, and which stocks, coins and models are open to you. The Free plan cannot run Autopilots. #### Compare the plans 1. Open [Pricing](https://www.simianx.ai/pricing). You do not need to sign in to read it. 2. Read the four plan cards. Each card shows the price per month, the points allowance, the number of Autopilots and Auto Digests, and a list of what is included. 3. Under the cards, the link **Model rates & cost calculator** opens [Points and rates](https://www.simianx.ai/points), where you can estimate how far the points go. ![The Pricing page as a signed-in Free account sees it, with four plan cards side by side. Free shows $0 a month. Starter shows the trial price of $1 for 3 days, then $7 a month. Plus shows $17 a month and Pro shows $170 a month. Each card has a points line, a list of limits and one button. The Starter button reads "Start $1 Trial".](https://fw.simianx.ai/help/en/plans-pricing-cards.light.68f0953e57.webp) *The plan cards on the Pricing page* What changes between the plans: | | Free | Starter, Plus, Pro | | --- | --- | --- | | Points | A small allowance that resets every day | A larger allowance for each billing period | | Stocks and coins | A short free list | All US stocks and all supported coins | | Models | The free model | Every model | | Daily draw | Free prize pool | The prize pool of your plan | Today the Free plan costs $0 and has 20 points a day. Starter costs $7 a month with 700 points, Plus $17 a month with 2,000 points and Pro $170 a month with 22,000 points. Autopilots that can run at the same time: 2 on Starter, 3 on Plus and 10 on Pro. Auto Digests: 1 on Free, 2 on Starter, 3 on Plus and 10 on Pro. The Pricing page always shows the current prices, points and limits, in US dollars. #### Start the $1 trial The trial is for the **Starter** plan. It costs $1, lasts 3 days and comes with its own trial points (100 at the time of writing; the checkout summary shows the exact number). The **Starter** card shows the trial price and the button **Start $1 Trial** only when you are signed in to a Free account that has never had a trial. 1. Sign in and open [Pricing](https://www.simianx.ai/pricing). 2. Press **Start $1 Trial** on the **Starter** card. 3. Check the **Billing Summary**. It shows what is **Due today** and the date and amount of the **Next billing**. 4. Enter your card details in the payment form, or use an express checkout button if your device shows one. 5. Press **Subscribe**. > **Note** > When the 3 days end, the trial becomes a paid subscription at the plan's monthly price, and it renews every month. To avoid that charge, cancel the trial before it ends. See [Cancel or resume a subscription or trial](https://www.simianx.ai/help/points-and-plans/cancel-and-resume.md). #### Subscribe without a trial Press the button on the card of the plan you want and follow the same checkout steps. You are charged at once, and the plan and its points start today. To add a promotion code, press **Add coupon code** in the checkout. A reward coupon from the Reward Center can be chosen in the same place. #### Good to know - The trial is available once per account. If the card does not show **Start $1 Trial**, you are not signed in, your account is not on the Free plan, or it has already used the trial. - The payment form belongs to our payment provider. SimianX does not store your card number. Web page: https://www.simianx.ai/help/points-and-plans/plans-and-trial ### Upgrade, downgrade or switch plan Move to another plan from My Plan or the Pricing page, and know when the change and the charge happen. - Starter, Plus and Pro subscribers, and accounts on a trial. - An upgrade starts a new set of points today. Remaining points of the old plan are not carried over. You can change plan at any time. An upgrade takes effect at once. A downgrade takes effect when the current billing period ends. Every change shows a confirmation with the exact amounts before anything is charged. #### Steps 1. Open the account menu and choose **My Plan**. 2. Press **Manage**, then **Change plan**. The plan list opens. You can also go to [Pricing](https://www.simianx.ai/pricing) directly. 3. Press the button on the card of the plan you want. A more expensive plan shows **Upgrade**. A cheaper plan shows **Downgrade** with the line **Switches when this billing period ends**. During a trial the button is **Switch Plan**. 4. Read the confirmation. It lists the new plan's price, what **You pay now** is, the **New points**, when the change **Takes effect**, and the **Next billing date**. 5. Confirm with the button at the bottom. When the change is charged now, the amount is on the button and is charged to your default payment method. ![The plan change confirmation for an upgrade to Pro. A table lists the new plan price, a deduction for unused points, the amount to pay now, the new points, "Takes effect: Now" and the next billing date. A note under the table says that the remaining 1,360 points will be forfeited.](https://fw.simianx.ai/help/en/plans-change-dialog-upgrade.light.2be6914a1e.webp) *The confirmation before an upgrade* #### What each change does - **Upgrade.** The new plan starts today and a new billing period begins. A deduction is taken from the first charge: the amount you paid for the current period, multiplied by the share of plan points you have not used. You get the full points of the new plan. - **Downgrade.** Nothing is charged now. Your current plan and its points keep working until the period ends. On that date the plan switches and you pay the new price. - **Switch during a trial.** The trial ends now and the plan you picked starts today, charged in full. - **Paid plan to Free.** This is a cancellation, not a plan change. See [Cancel or resume a subscription or trial](https://www.simianx.ai/help/points-and-plans/cancel-and-resume.md). > **Uses points** > When an upgrade or a switch from a trial takes effect, the points you had left on the old plan are forfeited. They are not added to the new plan. Reward points are not affected. #### Stop or undo A scheduled downgrade can be cancelled until the day it happens. **My Plan** shows a row with the new plan and its date. Press **Keep current plan** and confirm. Your current plan then renews as usual. On the Pricing page the card of the scheduled plan shows **Scheduled**. ![The My Plan window with a row under the plan header that says the plan switches to Starter on a date, and a "Keep current plan" button on the right of that row.](https://fw.simianx.ai/help/en/plans-myplan-scheduled.light.af499f8f36.webp) *A scheduled downgrade in My Plan* > **Cannot be undone** > An upgrade cannot be undone from the app after it is paid. #### Good to know - If the payment fails, nothing changes. Check your payment method and try again. - A downgrade is not available while your subscription is set to end. Restore the subscription first. - If your plan points are used up before the period ends, **Manage** shows **Renew & Reset Usage**. It starts a new billing period today with a new set of points, at the full plan price. During a trial the same place shows **End Trial & Reset Usage**. Web page: https://www.simianx.ai/help/points-and-plans/change-plan ### Cancel or resume a subscription or trial Stop the next charge from My Plan, and restore the subscription if you change your mind before it ends. - Starter, Plus and Pro subscribers, and accounts on a trial. - Free. Your plan and its points keep working until the end date. You cancel in the app; you do not need to write to us. Cancelling stops the next charge. It does not end your plan on the same day: the plan stays active until the end of the period you have paid for. #### Cancel a subscription 1. Open the account menu and choose **My Plan**. 2. Press **Manage** at the top right of the plan header. 3. Choose **Cancel Subscription**. 4. Under **Please tell us why you're cancelling:** pick a reason from the list. If you pick **Other**, type a short reason. The confirm button stays disabled until a reason is given. 5. Press **Cancel Subscription**. To leave without cancelling, press **Keep Subscription**. ![The plan header of My Plan with the Manage menu open. The menu lists Upgrade to Pro, Change plan, Payment methods, Receipts and, in red at the bottom, Cancel Subscription.](https://fw.simianx.ai/help/en/plans-manage-menu.light.f53f9d872c.webp) *The Manage menu in My Plan* ![The Cancel Subscription dialog with a reason list, a "Keep Subscription" button on the left and a red "Cancel Subscription" button on the right.](https://fw.simianx.ai/help/en/plans-cancel-confirm.light.b7a2aa51af.webp) *Choose a reason, then confirm* #### Cancel a trial The steps are the same, but the menu item is **Cancel Trial** and the button to leave is **Keep Trial**. The trial stays usable until its end date. When it ends, the monthly price is not charged. #### What you see after cancelling - The status in the plan header changes to **Cancelled**. - The date tile is now named **Ends At**. Until that date you keep the plan and its remaining points. - After that date your account is on the Free plan, with the Free plan's daily points and limits. Plan points you did not use are not kept. Reward points keep their own expiry dates. #### Resume Until the end date you can take the cancellation back. 1. Open **My Plan** and press **Manage**. 2. Choose **Restore Subscription** (or **Restore Trial** for a trial). 3. Confirm. Automatic renewal is on again, and the next charge happens on the usual date. A restored trial becomes a paid subscription when the trial period ends. After the end date there is nothing to restore. Subscribe again on [Pricing](https://www.simianx.ai/pricing). #### Good to know - The **Manage** button is not shown on the Free plan, because there is nothing to cancel. - Cancelling does not return money for the current period. For refund requests see [Ask for a refund](https://www.simianx.ai/help/points-and-plans/refunds.md). - While a subscription is set to end, you cannot schedule a downgrade. Restore it first. Cancelling also removes a downgrade that was already scheduled. Web page: https://www.simianx.ai/help/points-and-plans/cancel-and-resume ### Payment methods and receipts Add a card, choose which one is charged, remove an old one, and open the receipt of any past charge. - Starter, Plus and Pro subscribers, and accounts on a trial. Free accounts have no payment section. - Free. Your payment methods and receipts are in **My Plan**, under the **Manage** button. The button is shown only when the account has a subscription or a trial. A Free account does not have it. #### Add or change the payment method 1. Open the account menu and choose **My Plan**. 2. Press **Manage**, then **Payment methods**. 3. The list shows your saved methods. The one that is charged for the subscription has the mark **Default**. 4. To add one, press **Add payment method**. A secure form from our payment provider opens inside the window. Enter the card number, the expiry date, the security code and any other field the form asks for. 5. Press **Save and make default**. The new method becomes the default and is used for your next charge. ![The Payment methods window with two saved cards. The first card has a "Default" mark. The second card has the buttons "Make default" and "Remove". An "Add payment method" button is at the bottom.](https://fw.simianx.ai/help/en/plans-payment-methods.light.c6b8b17993.webp) *Saved payment methods* To use another saved method instead, press **Make default** on its row. #### Remove a payment method 1. Press **Remove** on the row of the method. 2. Confirm in the dialog **Remove this payment method?**. > **Cannot be undone** > A removed method is deleted from your account. To use the same card again you must add it again. The default method cannot be removed. Add another method and make it the default first. #### Open a receipt 1. In **My Plan**, press **Manage**, then **Receipts**. 2. The list shows your most recent charges (up to 24), newest first, with the date, the billing period and the amount. 3. Press the **Receipt** icon on a row to open the receipt in a new tab. Press the **Invoice** icon to download the invoice as a PDF file. ![The Receipts window with three rows. Each row shows a charge date, an amount in US dollars and two small icon buttons for the receipt and the invoice. The two subscription rows also show their billing period.](https://fw.simianx.ai/help/en/plans-receipts.light.be5a5d7a9e.webp) *Past charges in Receipts* A charge that was not paid has the mark **Unpaid** and a **Pay** button. Press it to pay that charge on the payment provider's page. #### Good to know - All charges are in US dollars. - SimianX does not store your card number. The payment provider keeps it and shows us only the card brand, the last four digits and the expiry date. - If a renewal payment fails, add a working method and make it the default, then pay the open charge from **Receipts**. - The receipt shows the payment date and amount. Keep it at hand when you write to support about a charge. Web page: https://www.simianx.ai/help/points-and-plans/payment-and-receipts ### See your points balance and usage history Check how many points you have left, when they reset, and what used them. - All plans. - Free. Your points balance is in **My Plan**. The same window opens a history that lists every use of points, day by day. #### See the balance 1. Open the account menu. It is at the bottom of the sidebar on the analysis pages and in the top bar on the home page. 2. Choose **My Plan**. 3. Find the card **Usage Statistics**. ![The Usage Statistics card in My Plan. A large number shows the total points remaining. Under it a bar is split into used points, plan points and reward points, and three tiles show Plan points, Reward points and Total available.](https://fw.simianx.ai/help/en/plans-usage-card.light.5703f24da1.webp) *The Usage Statistics card* #### Read the card - ****Total available**** is everything you can spend now: plan points plus reward points. - ****Plan points**** is what is left of your plan's allowance for this billing period. On the Free plan this tile is named **Daily points**. - ****Reward points**** is what is left of the points you received from the daily draw, invitations and other rewards. - The line under the title says when the plan points reset: every day on the Free plan, once per subscription cycle on a paid plan. - The bar shows used points first, then the points still available. A line under the bar shows the points used and the share of the plan allowance that is gone. - If some reward points expire within 24 hours, a countdown shows how many are used first. To load the newest numbers, press the refresh icon at the top of the window (**Refresh subscription data**). #### See what used your points 1. On the same card, press **View History**. 2. The **Usage History** window lists your usage by day, newest first. Each day has a total. 3. Under each day, one row per activity shows the kind of usage (for example **Live crypto session**, **Deep analysis**, **Autopilot** or **Daily digest**), a line of details such as the models used, and three numbers: **Calls**, **Tokens** and **Points**. 4. Press a row that belongs to a session to open that session. 5. Scroll down to load older days. ![The Usage History window. Rows are grouped under day headings. Each row names a kind of usage such as "Live crypto session", then the number of calls, the tokens and the points used.](https://fw.simianx.ai/help/en/plans-usage-history.light.5d4d640c53.webp) *Usage History, grouped by day* Points that were returned to you appear as a row of the kind **Refund**, with a positive number. #### Good to know - Days in the history follow the time zone of your device. The window names the time zone under its title. - A deep analysis does not show its cost on the analysis page. Look it up here after the run. - Besides My Plan, a live session shows a banner with your remaining points when the balance is not enough to continue, and a window appears. - When the balance is not enough, analysis stops and you are offered **Recharge Points**. See [Compare plans and start the $1 trial](https://www.simianx.ai/help/points-and-plans/plans-and-trial.md) and [Reward Center: daily draw, coupons and reward history](https://www.simianx.ai/help/points-and-plans/reward-center.md) for ways to get more points. Web page: https://www.simianx.ai/help/points-and-plans/balance-and-usage ### How points are charged Understand what uses points, how the amount is calculated, which points are spent first and when points expire. - All plans. - Only AI work uses points. Browsing is free. Points pay for the work of the AI models. Each time an analyst, a committee member or the assistant runs, the model reads and writes text. That text is measured in tokens, and the tokens are converted to points at the fixed rate of the model you chose. #### What uses points - **Uses points:** each analyst run in a live session (a re-analysis is one more run), a deep analysis and its follow-up questions, each Autopilot analysis, each Auto Digest that is delivered, and messages to the AI assistant. - **Free:** charts, candles, indicator data, leaderboards and stories. There is no fee per run, no minimum charge and no rounding up. #### The formula ****points = input tokens ÷ 1M × input rate + output tokens ÷ 1M × output rate**** The two rates belong to the model, not to the feature. A stronger model has higher rates, so the same analysis costs more with it. The page [Points and rates](https://www.simianx.ai/points) lists the rates of every model and has a calculator for the estimated cost of your own workload. ![The Points and rates page. A formula block shows how tokens become points, with a worked example. Below it the points calculator has three fields (analysis type, model and number of runs), an estimated total in points and the number of runs each plan allows.](https://fw.simianx.ai/help/en/plans-points-page-rates.light.5c50550a29.webp) *The formula and the calculator on the Points page* > **Uses points** > The cost of a run is not fixed in advance. It depends on the models you chose and on how much the models read and write in that run. The exact points of each run are in the usage history. See [See your points balance and usage history](https://www.simianx.ai/help/points-and-plans/balance-and-usage.md). #### The order points are spent in You can hold plan points (daily points on the Free plan) and reward points at the same time. The rule is: what expires first is used first. 1. Reward points that expire before your plan points reset. 2. Plan points, or daily points on the Free plan. 3. Reward points that expire later, and reward points without an expiry date. #### Reset and expiry - **Free plan.** Daily points reset every day at 00:00 UTC. Points you did not use are not added to the next day. - **Paid plans.** Plan points reset when a new billing period starts. Points you did not use do not roll over to the next period. - **Reward points.** Each reward has its own expiry. The Reward Center history shows the date for every reward, or that it has no expiry. - **Plan changes.** After an upgrade, the points left on the old plan are forfeited. After a downgrade or a cancellation, the plan points stay until the billing period ends. Reward points are not affected. #### When points run out - A live session stops its analysts and shows a window with **Recharge Points**. - A deep analysis pauses at the next stage. You can resume it when you have points again. - Autopilots and Auto Digests stop automatically. At most the call that is already running is completed. > **Simulated, no real money** > If the AI was managing a simulated position when the points ran out, the position stays open with its stop loss and take profit, but the AI no longer adjusts it. All positions in SimianX are simulated; no real order exists. Web page: https://www.simianx.ai/help/points-and-plans/how-points-are-charged ### Reward Center: daily draw, coupons and reward history Draw once a day for points and other prizes, earn one-time rewards, use discount coupons and see everything you received. - All plans. Each plan has its own prize pool. - Free. Rewards add points; they never cost points. The **Reward Center** collects every way to get extra points, extra draws, temporary access and discount coupons. #### Open the Reward Center 1. Open the account menu. 2. Choose **Reward Center**. You can also press **Get Rewards** on the usage card in **My Plan**. ![The Reward Center window. At the top a Daily draw panel shows the top prize, the draws remaining and a countdown to the reset, with a "Draw now" button. Below it are the ways to earn rewards, the coupons and a link to the reward history.](https://fw.simianx.ai/help/en/plans-reward-center.light.12dbad44db.webp) *The Reward Center* #### Make the daily draw 1. In the **Daily draw** panel, press **Draw now**. The wheel opens. 2. Press **Draw now** on the wheel. It starts to turn. 3. Press **Stop** to slow it down, or wait until it stops. 4. A card shows what you received. Points you win are added to your reward points. ![The daily draw window. A wheel is divided into prize sectors, the name of the prize pool is at the top, and a "Draw now" button starts the wheel.](https://fw.simianx.ai/help/en/plans-daily-draw.light.5f27005f58.webp) *The daily draw wheel* To see every prize and its probability before you draw, press **View prizes and probabilities**. Rules of the draw: - Every account has one free draw a day. The draw resets at 00:00 UTC. A draw you did not use is not kept for the next day. - Extra draws come from inviting friends and from your first payment of a day. They have an expiry date. - The panel shows **Draws remaining** (the free draw plus your extra draws) and the time until the reset. When no draw is left, the button says **Come back tomorrow**. - Prizes and probabilities can change at any time. #### Other ways to earn Under **Ways to earn rewards**: - ****Connect Discord for a one-time reward**.** Press **Connect** and link your Discord account. Once per account. - ****Share on X and qualify for a one-time reward**.** Press **Share**, post about SimianX with a link to simianx.ai, then paste the address of your post so that it can be verified. The window lists the requirements. Once per account. - ****Invite friends**.** See [Invite friends](https://www.simianx.ai/help/points-and-plans/invite-friends.md). #### Use a coupon Coupons you won or received are under **My coupons**, each with its plan, its discount and the date it must be used by. - Every available coupon has the button **Use coupon**. For a coupon for a new subscription, the button opens the checkout for that plan with the coupon applied. An account that already has a subscription or a trial sees **For a new subscription only** instead of the button. - For a coupon for a renewal, the same button opens the dialog **Bind to next renewal**. It shows the **Regular price**, the **Next payment** and the **Payment date**. Press **Confirm**. To take it off again before the bill, press **Remove binding**. > **Note** > A coupon discounts only the next full monthly bill. Trial fees and plan changes are excluded, and two coupons cannot be combined. #### Reward history Press **Reward history** at the bottom of the Reward Center. The list shows every reward with its source (for example **Daily draw** or **Referral reward**), how much of it is left, and its expiry date or **No expiry**. #### Good to know - Reward points that expire soon are spent before your plan points. See [How points are charged](https://www.simianx.ai/help/points-and-plans/how-points-are-charged.md). - Some prizes open all stocks, all coins or all models for a limited time. They appear under **Active rewards** with their end time. Models still use points at their normal rates. Web page: https://www.simianx.ai/help/points-and-plans/reward-center ### Invite friends Share your invite link. Your friend gets a welcome gift on sign-up, and you get a reward after their first payment. - All plans. You must be signed in to get your link. - Free. Rewards add points and extra draws. Every account has a personal invite link. A new user who signs up through it gets a welcome gift. When that friend pays for a plan for the first time, you get an extra draw and points. #### Steps 1. Open [Invite friends](https://www.simianx.ai/invite). You can also open the Reward Center and press **Invite page** on the invite card. 2. If you are not signed in, press **Sign in to get your link** and sign in. 3. Press **Copy link** next to your invite link. Send the link to your friend in any chat. 4. Or press **Copy message** to copy a ready text that contains the link, or use **Share on X**, **Telegram** or **WhatsApp**. ![The Invite friends page. At the top is your invite link with a "Copy link" button. Under it are the buttons "Copy message", "Share on X", "Telegram" and "WhatsApp". Below them two panels show what you get when a friend first pays and what your friend gets on sign-up.](https://fw.simianx.ai/help/en/plans-invite-page.light.9a4b7414d8.webp) *Your invite link and the share buttons* #### Invite by email 1. In the section **Invite by email**, type one email address. 2. Press **Send invite**. SimianX sends one invitation in your name. You can send up to 3 email invitations a day, one address at a time. An address that is already registered, was invited recently or has unsubscribed is not emailed again. Each invitation email has a link that lets the receiver stop all further invite emails with one click. #### Invite card The section **Invite card** shows an image with a QR code that opens your invite page. Press **Download image** and share the image. On a phone, press and hold the image to save it. #### What your friend does Your friend opens the link, sees your name and the gift, and signs up. The link works for new accounts only. The gift (points, an extra draw and a first-month discount coupon) arrives after the friend verifies the email address. #### Follow your invitations The page shows three counters: **Signed up**, **Pending** and **Rewarded**. The table **Invite history** lists each friend with the date, the plan and one status: - **Signed up**: the friend has an account and has not paid yet. - **Paid, reward pending**: the friend paid. Your reward arrives on the date shown. - **Rewarded**: the reward is in your account. - **Not eligible**: no reward, with the reason, for example **Same payment card** or **Payment refunded**. The section **Milestones** shows bonus draws for reaching a number of paying friends. #### Good to know - The current amounts (points per plan, the discount, the waiting time and the monthly limit) are written on the Invite page, at the top and under **Rules**. They can change. - Your reward arrives some days after the friend's first full payment. A refund or a payment dispute in that time cancels it. If the payment is refunded later, the unused part of your reward is taken back. - Paying with your own card or inviting yourself does not count. - Received rewards appear in the Reward Center history and in your points balance. Web page: https://www.simianx.ai/help/points-and-plans/invite-friends ### Ask for a refund Sales are final under the Terms of Service. If the service failed on our side, write to support and include the details below. - Starter, Plus and Pro subscribers, and accounts on a trial. Under the [Terms of Service](https://www.simianx.ai/legal/terms), all sales are final and payments are not refunded. The Terms name one case in which a refund can be requested: a material service failure or a breach of a service commitment on our side. Such a request goes to our support team by email. The app has no button for it. Cancelling a subscription stops future charges, but it does not return a payment that was already made. #### Before you write 1. If you do not want to be charged again, cancel first. See [Cancel or resume a subscription or trial](https://www.simianx.ai/help/points-and-plans/cancel-and-resume.md). You keep the plan until the period ends. 2. Find the charge. Open the account menu, choose **My Plan**, press **Manage**, then **Receipts**. Note the date and the amount of the payment. ![The Receipts window with three rows. Each row shows a charge date, an amount in US dollars and two small icon buttons for the receipt and the invoice. The two subscription rows also show their billing period.](https://fw.simianx.ai/help/en/plans-receipts.light.be5a5d7a9e.webp) *Find the payment date and amount in Receipts* #### Send the request Write to **support@simianx.ai** and include: - The email address of your SimianX account. If you write from another address, say so. - The date of the payment and the amount. - The reason for the request, in a few sentences. If something did not work, say what you did and what happened, and add a screenshot if you can. Do not send your full card number or your password. We never need them. #### What happens next The support team reads the request and answers by email. Each request is decided under the refund section of the [Terms of Service](https://www.simianx.ai/legal/terms). Under the Terms, dissatisfaction, a change of mind or a misunderstanding of a documented feature is not a reason for a refund. This article cannot promise a result. #### Good to know - A charge you do not recognise: check **Receipts** first. A trial becomes a paid subscription after 3 days unless it is cancelled, and a subscription renews every month. - A failed analysis: points used by a run that failed on our side may already have been returned. Look for a row of the kind **Refund** in the usage history. See [See your points balance and usage history](https://www.simianx.ai/help/points-and-plans/balance-and-usage.md). - To close the whole account, see [Delete your account](https://www.simianx.ai/help/account/delete-account.md). Web page: https://www.simianx.ai/help/points-and-plans/refunds ## Account Profile, notifications, security, API keys and deleting your account. ### Edit your profile and language Change your picture, your display name and the language of the site, reports and emails. - All plans. - Free. Your profile is the first tab of **My Account**. It holds your picture, your display name, your email address and your language. #### Open your profile 1. Select your picture in the top bar. On the analysis pages, select your name at the bottom of the session sidebar. 2. Select **My Account**. The window opens on the **Profile** tab. ![The My Account window on the Profile tab. On the left is the profile picture. On the right are the Display Name field, the Email field shown greyed out, the Language row with a Change button, and the Save Changes button.](https://fw.simianx.ai/help/en/account-profile-tab.light.1b1c46b3ac.webp) *The Profile tab* #### Change your picture or name 1. To change the picture, select it and choose an image file: JPG, PNG, GIF or WebP, 5 MB at most. 2. The **Crop Image** window opens. Drag the image to position it, use **Zoom** to resize it, then select **Apply**. 3. To change your name, type it in **Display Name**. 4. Select **Save Changes**. The button is active only when something has changed. Nothing is saved until you select it. #### Change the language 1. In the **Language** row, select **Change**. 2. Select a language in the list. There are 16. 3. The page reloads in that language and the profile opens again. There is nothing to save. ![The Language dialog on top of the Profile tab. It shows a grid of language tiles, each with the language name written in that language. The current language is marked.](https://fw.simianx.ai/help/en/account-language-picker.light.cd2fa380ce.webp) *Choose a language* The language applies to the site and to what SimianX AI writes for you from then on, such as reports and emails. Text that was already written, for example a finished analysis, stays in the language it was written in. #### Your email address > **Note** > The **Email** field cannot be edited. To change the address of your account, write to support@simianx.ai from the current address and tell us the new one. We change it for you. #### Good to know - An image larger than 5 MB or a file that is not an image is ignored: the picture does not change. - You can also change the language with the **Language** list in the page footer, whether you are signed in or not. - An Auto Digest has its own language setting. Changing the site language does not change digests that already exist. See [Edit a digest](https://www.simianx.ai/help/auto-digest/edit.md). Web page: https://www.simianx.ai/help/account/profile-and-language ### Email notifications and unsubscribing Turn product emails on or off, stop emails sent by other users, and see where each other kind of email is managed. - All plans. - Free. SimianX AI sends several kinds of email. Each kind is switched off in its own place. This page lists them all. #### Product news: the Notifications tab 1. Open the account menu and select **My Account**. 2. Open the **Notifications** tab. 3. Under **Email Notifications**, use the **Newsletter & Updates** switch. On: you receive news, product updates and announcements. Off: you do not. The switch saves at once; there is no save button. It is the same choice as the optional checkbox you saw when you signed up. ![The My Account window on the Notifications tab. The first section, Email Notifications, has the Newsletter and Updates switch turned on. The second section, Trading Sound Effects, has the Position Sound Alerts switch.](https://fw.simianx.ai/help/en/account-notifications-tab.light.f3323d8d74.webp) *The Notifications tab* The same tab has a second switch, **Position Sound Alerts**. It is not about email: it turns the sounds that play when a simulated position is opened, changed or closed on or off. This setting is stored in the browser you are using. #### Emails sent by other users: the unsubscribe link Other users can send you an invitation to SimianX AI, or share an analysis with you by email. These emails have an unsubscribe link at the bottom. 1. Select the link at the bottom of the email. It opens a page whose address starts with `/i/u/`. 2. The page unsubscribes you immediately and shows **You're unsubscribed**. You do not need to sign in or to have an account. After this, SimianX AI no longer sends invitations or shared analyses from other users to that address. The link does not change the emails of your own account, such as digests or alerts. #### Other emails and where to stop them | Email | Where to stop it | | --- | --- | | Auto Digest | Pause or delete the digest on the **Auto Digest** page. Each digest email links to that page. See [Pause, resume or delete a digest](https://www.simianx.ai/help/auto-digest/pause-resume-delete.md). | | Sector Watch alerts | Change or turn off the alerts on the sector's alert page. See [Set up sector alerts](https://www.simianx.ai/help/market-tools/sector-alerts.md). | | Account and security emails | Verification emails, password reset links, and sign-in codes cannot be turned off. They are sent only when you or your account need them. | #### Good to know - If the unsubscribe page says **This link is invalid or has expired.**, use the link in a more recent email, or write to support@simianx.ai. - To stop every email at once, turn off the switch above, pause your digests and alerts, or write to support@simianx.ai and we do it for you. Web page: https://www.simianx.ai/help/account/email-notifications ### Account security Turn on 2-step verification, add passkeys, check your signed-in devices and review recent security activity. - All plans. - Free. The **Security** tab of **My Account** has five rows: **2-Step Verification**, **Passkeys**, **Password**, **Your devices** and **Recent security activity**. Select a row to open it. ![The My Account window on the Security tab. Five rows are listed with their current state: 2-Step Verification marked Off, Passkeys with none yet, Password, Your devices with the number of signed-in devices, and Recent security activity.](https://fw.simianx.ai/help/en/account-security-overview.light.494b297c01.webp) *The Security tab* Before a sensitive change, a dialog titled **Confirm it's you** may ask for your password, a code or your passkey. #### Turn on 2-step verification With 2-step verification, signing in with a password also needs a second proof. 1. Select the **2-Step Verification** row. 2. For an authenticator app: next to **Authenticator app**, select **Set up**. Scan the QR code with your app, or copy the **Setup key**. Select **Next**, type the 6-digit code from the app and select **Turn on**. 3. For codes by email: next to **Email codes**, select **Turn on**. 4. If you have no unused backup codes, the **Save your backup codes** window shows 10 new backup codes. Select **Copy all** or **Download**, store them safely, then select **I've saved them**. ![The 2-Step Verification dialog. The Authenticator app row has a Turn off button because it is on. The Email codes row has a Turn on button. The Backup codes row shows how many codes are left and a Get new codes button.](https://fw.simianx.ai/help/en/account-two-step-dialog.light.4e3bfe13fe.webp) *The 2-Step Verification dialog* > **Note** > Backup codes are shown once. Each code works one time. **Get new codes** creates a new set, and the old codes stop working at once. To turn a method off, select **Turn off** in its row and confirm. When you turn off the last method, 2-step verification is off. #### Add a passkey A passkey lets you sign in with your fingerprint, face or screen lock instead of a password. 1. Select the **Passkeys** row, then **Create a passkey**. 2. Follow the prompt of your browser or device. 3. The passkey appears in the list. Use **Rename** to name it, or **Remove** to delete it. When 2-step verification is on, your passkeys also work as the second step. #### Check your devices 1. Select the **Your devices** row. Each device shows its type, browser, location, sign-in method and last activity. The one you are using is marked **This device**. 2. To sign out one device, select **Sign out** on its row and confirm. 3. To sign out everything except the current device, select **Sign out of all other devices** at the bottom of the dialog and confirm. ![The Your devices dialog. The first row is marked This device. Two other rows show a phone and a computer with browser, location and last active time, each with a Sign out button. At the bottom is Sign out of all other devices.](https://fw.simianx.ai/help/en/account-devices-dialog.light.ecc1682c66.webp) *Your devices* #### Good to know - **Recent security activity** lists sign-ins, failed attempts and security changes. If you see a sign-in you do not recognise, sign out that device and [change your password](https://www.simianx.ai/help/getting-started/reset-password.md). - If you lose all your second-step methods and backup codes, write to support@simianx.ai from the address of the account. Web page: https://www.simianx.ai/help/account/security ### API keys Create a key so your own AI agent or script can use SimianX AI, copy it once, limit what it may spend, and revoke it. - All plans. The number of keys depends on your plan. - Creating a key is free. Everything a key runs uses the points of your account. An API key lets an AI agent or a script use SimianX AI for your account without your password. This page covers the keys themselves. #### Create a key 1. Open the account menu, select **My Account** and open the **API keys** tab. 2. Select **Create key**. The **New API key** form opens. 3. Type a **Name** that tells you where the key is used. 4. Under **What this key may do**, choose what the key may do: read market data and news, run analyses, manage Autopilots, manage keys. The first three are selected by default. Without the permission to run analyses, a key can read data but cannot start an analysis. 5. Optional: set **Daily budget (points)**, **Monthly budget (points)** or **Largest single call (points)**. An empty field means no limit. 6. Optional: fill in **Agent**, **IP allowlist** (one address per line) and **Expires**. 7. Select **Create key**. ![The New API key form with the Name field, the permission choices, three optional budget fields in points, the Agent field, the IP allowlist box, the Expires list and the Create key button.](https://fw.simianx.ai/help/en/account-api-key-form.light.6627a4d024.webp) *The New API key form* #### Copy the key The **Your new key** window shows the full key. Select **Copy** and store the key in your agent or in a password manager, then select **Done**. > **Cannot be undone** > The full key is shown only this one time. SimianX AI stores only a hash and cannot show it again. If you lose the key, revoke it and create a new one. ![The Your new key window. It has four lines, each with a Copy button: the full key, the line that sets it as an environment variable for an agent, a sentence that tells an agent to set itself up, and a command to test the key. The Done button is at the bottom.](https://fw.simianx.ai/help/en/account-api-key-token.light.9f946eccdc.webp) *The key is shown once* #### Read the list Each key shows its name, its first characters, the points spent today and this month, its budget and when it was last used. - **Usage**: requests and points of the last 7 days, by endpoint. - **Edit**: change the name, permissions, budgets, agent and IP allowlist. Changes apply to the next request. - **Revoke**: stop the key. #### Revoke a key 1. Select **Revoke** on the key's row. 2. In the **Revoke this key?** dialog, select **Revoke**. > **Cannot be undone** > Requests with a revoked key stop working at once, and the key cannot be restored. Autopilots that the key started keep running under your account. Stop them on the **Autopilots** page if you want. #### Points > **Uses points** > A key spends the points of your account, at the same rates as the website. Set a budget on each key so that one agent cannot spend more than you allow. See [Points and rates](https://www.simianx.ai/points). #### Good to know - The tab shows how many keys you have and how many your plan allows. At the limit, **Create key** is disabled: revoke a key or [change your plan](https://www.simianx.ai/help/points-and-plans/change-plan.md). - An agent can also ask for a key by itself: it gives you a link, and you approve or decline. See [Connect your own AI agent](https://www.simianx.ai/help/market-tools/connect-ai-agent.md). - A key cannot sign in to the website and cannot change your subscription or payment details. Web page: https://www.simianx.ai/help/account/api-keys ### Connect Discord Link your Discord account to your SimianX AI account and see your roles in the SimianX server. - All plans. - Free. The first connection gives a one-time reward in the Reward Center. Connecting Discord links your Discord user to your SimianX AI account. SimianX AI then knows your membership and roles in the SimianX Discord server, and the **Reward Center** can give its one-time reward for connecting. #### Steps 1. Open the account menu and select **My Account**. 2. Open the **Connections** tab. The Discord card is at the top and shows **Not connected**. 3. Select **Connect Discord**. Discord opens in a new browser tab. 4. Sign in to Discord if asked, and authorise SimianX AI. 5. Go back to the SimianX AI tab. If the card has not changed, select **Check**. ![The My Account window on the Connections tab. The Discord card at the top says Not connected and has a Check button and a Connect Discord button.](https://fw.simianx.ai/help/en/account-connections-tab.light.524e14058b.webp) *The Connections tab before connecting* #### What you see after connecting - The card shows **Connected as** followed by your Discord user name. - Under **Roles**, it lists your roles in the SimianX Discord server, for example Member, Plus or Pro. - **Refresh** reads your roles from Discord again. Use it after you join the server. ![The Discord card after connecting. It says Connected as with a Discord user name, has a Refresh button, and under Roles shows two coloured role labels, Member and Plus.](https://fw.simianx.ai/help/en/account-discord-connected.light.743196aac6.webp) *The Discord card after connecting* #### The reward Connecting Discord is one of the ways to earn in the **Reward Center**: **Connect Discord for a one-time reward**. It is given once per account. See [Reward Center: daily draw, coupons and reward history](https://www.simianx.ai/help/points-and-plans/reward-center.md) for how rewards are given and when they expire. #### Good to know - If your browser blocks pop-up windows, allow them for SimianX AI and select **Connect Discord** again. - The same tab shows Google and Microsoft with **Connected** when you have signed in with them. These two are shown for information; they are linked when you sign in with that provider. - There is no button to disconnect Discord. To unlink it, write to support@simianx.ai. Web page: https://www.simianx.ai/help/account/connect-discord ### Delete your account Ask for your account to be deleted, and cancel the request within 3 days if you change your mind. - All plans. - Free. You can delete your account yourself. The deletion is not immediate: the account enters a 3-day grace period. During these 3 days you can cancel the request and keep everything. After them, the account and its data are deleted permanently. #### Before you start - If you have a paid plan, cancel the subscription first. See [Cancel or resume a subscription or trial](https://www.simianx.ai/help/points-and-plans/cancel-and-resume.md). If you are not sure whether a charge is still planned, write to support@simianx.ai before you delete. - Remaining points, rewards and coupons are lost with the account. #### Steps 1. Open the account menu and select **My Account**. 2. Open the **Danger Zone** tab. 3. Select **Delete Account**. A confirmation window opens and lists what will happen. 4. Type `DELETE` in capital letters in the field marked **Type DELETE to confirm**. 5. Select **Delete My Account**. The button is disabled until the word is typed exactly. ![The Delete Account confirmation window. It shows a warning about the 3-day grace period, a field where the word DELETE is typed, four lines describing the grace period, and the buttons Cancel and Delete My Account.](https://fw.simianx.ai/help/en/account-delete-confirm.light.d78051ab40.webp) *Type DELETE to confirm* A message confirms the request. The **Danger Zone** tab now shows **Account deletion scheduled** and the date of the deletion. > **Cannot be undone** > After the 3 days, the account is deleted permanently: profile, sessions, analyses, simulated positions, Autopilots, digests, API keys and points. Nobody can restore it, including our support team. #### Stop or undo During the grace period: 1. Sign in and open **My Account**, **Danger Zone** tab. 2. Select **Cancel Deletion**. 3. In the window that opens, select **Restore Account**. The request is removed and the account continues as before. ![The Danger Zone tab during the grace period. A red box says Account deletion scheduled and shows the date on which the account will be deleted. Below it is the Cancel Deletion button.](https://fw.simianx.ai/help/en/account-danger-pending.light.4d0aeb59bd.webp) *A scheduled deletion and the Cancel Deletion button* #### Good to know - The deletion date shown is 3 days after your request. Accounts past that date are removed by a daily process, so the actual removal can happen some hours after the date begins. - You can keep using the account during the grace period. Using it does not cancel the request; only **Cancel Deletion** does. - If you only want fewer emails, you do not need to delete the account. See [Email notifications and unsubscribing](https://www.simianx.ai/help/account/email-notifications.md). - To use SimianX AI again after the deletion, create a new account. Nothing from the old account is carried over. Web page: https://www.simianx.ai/help/account/delete-account ## Support questions Short answers to the questions support receives most. ### Do plan points roll over to the next month? No. Plan points reset at the start of each billing period, and unused points are not carried over. No. Plan points belong to one billing period. - **Paid plans.** When a new billing period starts, you get the full allowance of your plan again. Points left from the period before are not added to it. - **Free plan.** Daily points reset every day at 00:00 UTC. Unused daily points are not added to the next day. - **Reward points** are separate. Points from the daily draw, invitations and other rewards have their own expiry date, which can be earlier or later than your plan reset. The Reward Center history shows the date for each reward. Because of this, reward points that expire soon are spent first, then plan points, then reward points that expire later. To see when your plan points reset, open the account menu, choose **My Plan** and look at the line under **Usage Statistics**, and at the date under **Next Billing**. ![The Usage Statistics card in My Plan. A large number shows the total points remaining. Under it a bar is split into used points, plan points and reward points, and three tiles show Plan points, Reward points and Total available.](https://fw.simianx.ai/help/en/plans-usage-card.light.5703f24da1.webp) *Plan points and reward points are counted separately* More detail: [How points are charged](https://www.simianx.ai/help/points-and-plans/how-points-are-charged.md). Web page: https://www.simianx.ai/help/faq/points-rollover ### Why does the number of points used differ from day to day? The price per token is fixed, but the amount of AI work is different every day. The rate of each model is fixed: a set number of points per one million tokens read and written. What changes from day to day is how many tokens are used. Four things decide that: - **The models you chose.** A stronger model has a higher rate. If you change the model of one analyst, the daily use changes, even when everything else stays the same. - **How often the analysts run.** A shorter interval or a shorter timeframe means more runs per day. Each re-analysis you start is one more run. - **How long the reports are.** On a busy market day there is more news and data to read, and the models write longer reports. More text means more tokens. - **How long things run.** A live session that is open longer uses more. Each Autopilot and each Auto Digest adds its own use. The calendar also has an effect. A stock session uses less while the US market is closed, because two of its analysts pause. The usage history counts a day in your own time zone, but the daily points of the Free plan start again at 00:00 UTC, so the two days do not always match. To see the exact numbers, open the account menu, choose **My Plan** and press **View History**. The history shows, for every day and every session, the number of calls, the tokens and the points. To lower the daily use, choose lighter models, use longer intervals, or stop Autopilots you do not need. See [Points and rates](https://www.simianx.ai/points) for the rate of every model. Web page: https://www.simianx.ai/help/faq/daily-points-vary ### Does SimianX place real orders? No. Every position in SimianX is simulated. No. SimianX never places an order with a broker or an exchange, and it never holds money for trading. > **Simulated, no real money** > Every position you see in SimianX is simulated (paper trading). This is true for positions the AI opens in a live session, positions an Autopilot opens, and positions you open by hand. Profit and loss are calculated from market prices, but no real trade exists. What this means in practice: - You do not connect a brokerage or exchange account to open positions, and SimianX does not ask for one. - A stop loss or take profit of an AI position closes the simulated position only. On a position you recorded by hand, it only opens an alert and never closes the position by itself. In both cases it does not protect a real position that you hold somewhere else. - Stopping an Autopilot does not close its open simulated position. The position keeps its stop loss and take profit. - If you want to act on an analysis with real money, you place the order yourself, in your own account, at your own risk. Developers can read SimianX analysis and signals through the API and connect them to their own systems. Any real order is then sent and managed by that system in the developer's own account, not by SimianX. SimianX provides analysis, not investment advice. Web page: https://www.simianx.ai/help/faq/real-orders ### Why does the stock analysis pause when the US market is closed? With the market closed there are no new candles to analyse, so two of the four analysts wait until it reopens. A stock live session follows the hours of the US market. A pill next to the timeframe buttons shows the current phase: **Pre-Market**, **Market Open**, **After-Hours**, **Market Closed** or **Holiday**. When the market is closed or on a market holiday: - The Indicator analyst and the Decision analyst are paused. Their panels show **Agent Paused**. There are no new candles to read, and no simulated order could be filled at a fair price. - The Fundamental analyst and the Intelligence analyst keep running, because company data and news continue overnight. - The paused analysts start again by themselves when pre-market trading opens. You do not need to do anything. Paused analysts do not run, so they use no points during that time. The two analysts that keep running still use points for each run. A stock Autopilot follows the same rule: its Indicator analyst and its Decision analyst wait until pre-market trading opens. Crypto markets never close, so a crypto live session has no pause of this kind. More detail: [US market hours in a live session](https://www.simianx.ai/help/live-analysis/stock-market-hours.md). Web page: https://www.simianx.ai/help/faq/market-closed-pause ### Which stocks and coins can a free account analyse? A short free list of large US stocks and major coins, plus one symbol of your own. A Free account can analyse: - **The free list.** In live analysis: the stocks AAPL, MSFT, GOOGL, AMZN, TSLA, NVDA, META, NFLX and AMD, the index funds QQQ, SPY and DIA, and the coins BTC, ETH, SOL, XRP, DOGE, BNB, ADA, AVAX, DOT, LINK and UNI. In deep analysis the list is shorter: the same stocks and QQQ, and the coins BTC, ETH, SOL, XRP, DOGE and BNB. The list can change. The search list always shows the current one. - **One symbol of your own.** If you started your first analysis as a guest before you signed up, that symbol stays open on your account, with no end date, in live analysis and in deep analysis. - **Symbols opened by a reward.** Some prizes in the Reward Center open all supported stocks or all supported coins for a limited time. In the search list, a symbol you cannot open has a lock. If you choose it, a window explains that the symbol needs a paid plan and offers **View Pricing Plans**. Paid plans (**Starter**, **Plus** and **Pro**) can analyse all US stocks and all coins that SimianX supports. Two more limits of the Free plan: analysts use the free model only, and the points allowance is small and resets every day. See [Compare plans and start the $1 trial](https://www.simianx.ai/help/points-and-plans/plans-and-trial.md). Browsing is not limited: stock pages, coin pages, Market Pulse and stories are open to every account. Web page: https://www.simianx.ai/help/faq/free-plan-coverage ### Does an analysis keep running after I close the page? A deep analysis does. A live session does only when an Autopilot is deployed for it. - All plans. An Autopilot needs Starter, Plus or Pro. - Everything that keeps running keeps using points. It depends on the product. **Deep analysis: yes.** The committee works on our servers, not in your browser. You can close the page, and the run continues to the end. Open the session again from the session list to see the result. **Live session: only with an Autopilot.** A live session is made for watching. While the page is open, the analysts run on their intervals. When you leave, they stop, unless you deployed an Autopilot for that session. - With an Autopilot, the handover is automatic. While you are on the session page, the live session is in control and the Autopilot stands by. Some time after you leave, the Autopilot continues the analysis and sends its updates to the notification channels you chose. - Without an Autopilot, nothing runs after you leave, and no points are used. **Auto Digest: yes.** A digest is made and sent on its schedule. No page needs to be open. > **Uses points** > Everything that keeps running also keeps using points: the rest of a deep analysis and every Autopilot analysis. To stop the use, stop the Autopilot. > **Simulated, no real money** > A simulated position of the AI is not closed when you leave. With an Autopilot, the AI continues to manage it. Without an Autopilot, nobody adjusts it, but its stop loss and take profit keep working on our servers. A crypto position that reaches neither is closed at the market price after five candles of its timeframe, for example after 75 minutes on 15m. A stock position waits for its stop loss or take profit. All positions are simulated; no real order exists. See [How an Autopilot and its live session work together](https://www.simianx.ai/help/autopilots/autopilot-and-live-session.md). Web page: https://www.simianx.ai/help/faq/closing-the-page ### How do I contact support? Write to support@simianx.ai, or ask in our Discord server. There are two ways to reach us. - **Email: support@simianx.ai.** Use it for anything about your account, payments, refunds, a change of email address, or a problem you cannot solve. We usually answer within 2 business days. - **Discord: https://discord.gg/wWQ9Qg9s9A.** Use it for quick questions and to talk with the team and other users. Do not post private account or payment details there. To get a useful answer in the first reply, include: - The email address of your SimianX account. - What you were doing, step by step, and what happened instead of what you expected. - The symbol and the product, for example "NVDA, deep analysis" or "BTC/USDT, live session", and the date and time with your time zone. - A screenshot of the page or of the error message. - For payment questions: the date and the amount of the charge. You find them in **My Plan**, under **Manage**, then **Receipts**. Never send your password, a sign-in code or your full card number. We do not ask for them. Many things do not need support: you can cancel a subscription, change a payment method, download receipts and delete your account yourself. The [Contact](https://www.simianx.ai/contact) page also has the address for legal and privacy requests, legal@simianx.ai, and our channels on X and YouTube. Web page: https://www.simianx.ai/help/faq/contact-support ### How do I cancel my subscription? In My Plan, under Manage. It takes effect at the end of the period you paid for. - Starter, Plus and Pro subscribers, and accounts on a trial. You cancel in the app, in four steps: 1. Open the account menu and choose **My Plan**. 2. Press **Manage**. 3. Choose **Cancel Subscription**. On a trial the item is **Cancel Trial**. 4. Pick a reason and confirm. After that, no further charge is made. Your plan and its points stay usable until the date shown under **Ends At**. Then the account moves to the Free plan. If you change your mind before that date, open **Manage** again and choose **Restore Subscription**. On a trial the item is **Restore Trial**. Cancelling does not refund the current period. The [Terms of Service](https://www.simianx.ai/legal/terms) say that all sales are final, so this article cannot promise a refund. To ask about a payment, see [Ask for a refund](https://www.simianx.ai/help/points-and-plans/refunds.md). The full guide with screenshots: [Cancel or resume a subscription or trial](https://www.simianx.ai/help/points-and-plans/cancel-and-resume.md). Web page: https://www.simianx.ai/help/faq/cancel-subscription