Candlestick

Candlestick AI processes news from thousands of business and financial publications. By extracting insights from significant articles, the model conducts deep research on stocks likely to be impacted to form an actionable investment thesis.

Investors are charged a monthly management fee of $6 and an annual AUM fee of 1.25%.

Candlestick uses Plaid to securely link your bank account using your standard login credentials. Once connected, you can deposit or withdraw funds via ACH transfer at any time. Please note that withdrawals will trigger an automatic liquidation of a portion of your equity holdings.

Brokerage services are provided by Alpaca Securities LLC, a member of SIPC. Your holdings are insured up to $500,000, which includes up to $250,000 in cash.

You can set your preferences and select from various portfolios based on risk tolerance. Once selected, Candlestick AI portfolios operate automatically, handling all buying and selling in the background.

Candlestick is designed for beginner investors who want to make informed financial decisions without dedicating hours to manual stock research.

While your Candlestick account is active, monthly statements are available within the app under the Account tab. You will receive an email notification whenever new documents are ready.