Talk directly with Claude, Gemini, or ChatGPT about your positions, watchlist, market conditions, and recent analyses using the portfolio context already inside HeliusOne.
The AI Chatbot gives you a conversational way to interrogate your trading data. Ask Claude, Gemini, or ChatGPT why a position moved, how current news changes the risk profile, what to watch before adding to a holding, or how different models interpret the same setup. It is built for exploration and explanation, not automated financial advice.
What this feature does for you
Ask questions about your live positions, cost basis, unrealized P&L, exposure, watchlist, and recent analyses without rebuilding context by hand.
Choose Claude for deep reasoning, Gemini for a second perspective, ChatGPT for a third, or compare their responses when you want to pressure-test an idea.
Discuss broad market conditions, sector moves, symbol-specific headlines, and how those inputs may affect the positions you already hold.
Continue the same thread with follow-up questions. The chatbot keeps the conversation context so you can refine assumptions and drill into risks.
Turn dense portfolio and market data into plain-language explanations, scenario checks, and questions to review before placing any trade.
Your financial context stays scoped to your account. The chatbot receives only the data needed for the question you ask and follows the same privacy model as the rest of HeliusOne.
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