What goes into the investment decisions?
Candlestick AI reads news from thousands of financial and business publications. Based on the insights extracted from articles selected to be significant, your model will deeply research stocks that will potentially be impacted in order to determine an actionable investing thesis.
How much does Candlestick cost?
Investors pay a monthly management fee of $6/mo. and an annual AUM fee of 1.25%
How do I deposit/withdraw money?
Candlestick partners with Plaid to securely connect your bank account using the same credentials you would normally login with. Once your bank account is connected, you can freely deposit or withdraw funds via ACH transfer at any time. Note that withdrawals will automatically liquidate a portion of your equity holdings.
Are my funds secure?
Brokerage services are provided by Alpaca Securities LLC, a member of SIPC. Your holdings are insured up to $500,000, including up to $250,000 in cash.
What controls will I have over my investments?
You will be able to input your preferences and choose from a selection of portfolios that vary in risk-level. Once your choice is made, Candlestick AI portfolios are fully automatic, meaning that buying and selling will happen in the background.
Who is Candlestick for?
Candlestick is for beginner investors who want to make smart, well-informed decisions with their money without spending hours of their time researching stocks.
Where can I find account statements?
While you have an active Candlestick account, monthly statements will be made available in the app, under the Account tab. We will notify you by email as documents become available.