The AI Chatbot now helps you learn more about your portfolio’s performance, current market news, events, and more - all in one place.
This feature brings together existing AI-powered analysis tools into a single, conversational interface. Instead of browsing through multiple screens, you can simply ask questions in your own words and receive simple explanations based on your portfolio and market data.
What is the AI Chatbot?
The AI Chatbot is an interactive tool designed to help you better understand:
- Your portfolio performance
- Market trends and news
- Events that may impact your investments
- Individual instruments and how they compare
📄 Data Privacy
Your queries are processed in accordance with our Privacy Policy. Please avoid sharing personal or sensitive information.
How do I reach the AI Chatbot?
You can access the AI Chatbot from:
- Your Portfolio screen
- An Instrument details screen
Once opened, you can:
- Ask your own questions
- Use suggested prompts to get started
- Continue previous conversations
📄 Note
Using the chatbot is optional - you can always choose not to use it.
What to expect from the responses?
- Answers, generated based on your query and available market data
- Responses may include:
- Key insights
- Relevant instruments (with quick access)
- Supporting news sources
You can continue the conversation, ask follow-up questions, or explore different topics at any time.
What if I need a human?
The AI Chatbot is fully automated and cannot connect you to a live agent. If you prefer to speak to a person, or if you are struggling with your finances, feeling overwhelmed, or find the information hard to understand, our team is here to help.
You can contact us:
- in the app: Menu → Contact us, or
- by using our official contact form.
❗️ Important
Our team cannot provide investment advice. If you have any specific needs (for example, health issues, a bereavement, or you need us to communicate with you in a particular way), please tell us when you get in touch so we can try to support you in the way that suits you best.
❗️AI Chatbot Analyser: Important information
The AI Chatbot is an optional tool that can help you better understand general information about your existing investments and market developments. By using this tool, you acknowledge the following:
- Automated Responses: Responses are created automatically by AI based on your questions and available market data. They are not reviewed by a human, and may occasionally be incomplete, incorrect or outdated. The AI Chatbot may not cover all relevant factors, including tax implications, fees, and broader market risks. Trading 212 does not guarantee the accuracy, completeness or timeliness of the responses provided.
- Not Investment Advice: The AI Chatbot provides factual information only and does not constitute investment advice, financial advice or recommendations. It does not take into account your personal circumstances, including your financial situation, objectives, or risk tolerance. It cannot tell you what to buy, sell, or hold.
- Personal Responsibility: You should not rely on this tool when making investment decisions. Always conduct your own research or seek advice from a qualified financial advisor. Always ensure you understand the risks involved before buying, selling or holding any investment.
When investing, your capital is at risk.