AI Advisor

The AI Advisor (app.formion.ai → AI Advisor) is Formion’s decision-support hub. It has six surfaces under one tab — Quick Advisor, AI Chat, Trade Vision, Track Record, Research and Strategy Agent — plus a link to your FORA Neurons (always-on watchers):
Quick Advisor — “What can I trade?”
Section titled “Quick Advisor — “What can I trade?””Pick three things — Style (e.g. scalp / swing / position), Risk (low / medium / high) and Asset class — and the AI returns a ranked list of tradeable ideas from a live market snapshot, each with a direction and a short rationale. Every run is saved to a History list so you can reload a past result without spending a fresh AI call.
AI Chat
Section titled “AI Chat”Free-form chat with the AI: ask anything, attach a chart or file (PDF, DOCX, XLS, TXT or images), pick the model, and toggle extended thinking for harder questions. By default the chat runs through the FORA agent with live market tools; switch FORA off for a plain model chat. Compare runs one prompt on 2–4 models side by side (premium models need a paid plan).
Track Record
Section titled “Track Record”A live scoreboard of Quick Advisor ideas measured against what actually happened — per-idea P&L, best/worst excursion, exit reason and win-rate by model — so you can judge the advisor by its results, not its confidence.
Trade Vision
Section titled “Trade Vision”Turn a chart screenshot or a sentence into a structured read (bias, entry zone, stop, take-profits, key levels). Full details on the Trade Vision page.
Research
Section titled “Research”Cited research reports and a Portfolio Builder, delivered as a PDF. Full details on the Research AI page.
Strategy Agent
Section titled “Strategy Agent”Describe a strategy in plain language; the agent maps it to a built-in template, backtests it on live data, charts the result and gives you the equivalent Pine Script. Send it to a paper agent or export it to TradingView — and check it out-of-sample before risking money.
- AI budget: each plan includes a shared AI allowance (Neural $2/month · Pro $5/day · Institutional $30/day with priority queue); daily budgets reset at 00:00 UTC. Connect your own key (BYOK) or your ChatGPT Plus account on any plan to run calls on your own provider with no platform budget cap.
- Multi-model cross-check: use Compare in AI Chat to run the same question on several models and see where they agree or disagree.
