AI Copilot

Your AI Copilot for portfolio and market intelligence.

Ask in plain language about your portfolio, risk and signals. Copilot brings in market data and news, explains options and finance concepts, and backtests your strategy ideas. It informs your decisions. It never places trades or gives advice.

Your data is private and secure.

Explain Signals

Understand today's signals and the market context behind them.

Risk Analysis

Understand your risk score, exposure and concentration.

Backtest Ideas

Test strategy ideas on historical data. Results are simulations, not forecasts.

Capabilities

What can you ask?

Portfolio Risk

Ask about your risk score, exposure and concentration in plain language.

Signal Explanation

Ask what today's signals mean and the market context behind them.

Backtesting

Turn an idea into rules, review Copilot's proposal, and read the historical results.

Model Comparison

Compare your models and your portfolio against a benchmark such as SPY.

Try It Out

Example questions you can ask Copilot

How QVL Copilot works

01

Connect a Broker

Optional. Link a brokerage account if you want answers about your own holdings.

02

Ask a Question

Ask in plain language, or start from a suggested prompt.

03

Copilot Checks the Data

It pulls from your portfolio data, signals and market data, and tells you when data is stale or missing.

04

Get a Clear Answer

Receive explanations with charts and tables. Numbers come from your data and market sources, not guesses.

05

Decide for Yourself

Use what you learn to refine your own ideas. Copilot never gives trading advice or places trades.

Platform Integration

Built into your trading workflow.

QVL Copilot works alongside your portfolio, model signals, and risk views — so every answer is connected to the information that matters.

  • Portfolio and market context
  • Seamless with QVL models & backtests
  • Answers that help you understand faster
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Explain what implied volatility means
Implied volatility (IV) is the market's estimate of how much a stock or ETF might move, worked out from option prices. Higher IV usually means options cost more. It describes expected movement, not direction, and it is not a forecast.

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Ask about risk, performance, or signals…

QVL Copilot may make mistakes. Not financial advice.

Your data stays protected.

We take privacy and security seriously so you can use Copilot with confidence.

Broker access is encrypted

Broker access tokens are stored in an encrypted vault.

Read-only analysis

Copilot analyzes data without executing trades.

User-controlled connections

You control access and connected accounts, and can disconnect a broker at any time.

Your data only

Copilot answers about your own account. Requests for other users' data or credentials are blocked.

AI Copilot

Start asking better
questions.

Ask about your portfolio, markets and strategies, and backtest your ideas, all in plain language.