Frequently Asked Questions

TradeAnalysis has 14 workflows: 10 research workflows inspired by institutional-style research (stock screening, DCF valuation, risk, earnings and more), most of them AI-powered, and 4 trading bots (Scalper, Basic Day, Advance Day, Swing). The bots apply fixed smart money rules to live market data and return a bias, entry zone, stop-loss, targets and the reasoning. The analysis workflows give you a structured report from the inputs you provide. See how it works.

The trading bots' symbol picker lists 55 symbols checked against the price feed the bots use: forex (EUR/USD, GBP/USD...), crypto (BTC, ETH, SOL...), metals and oil (gold, silver, WTI, Brent) and US stocks (AAPL, MSFT, NVDA...). You can also type a symbol that isn't listed. The research workflows take the market as one of your inputs, for example US or India. See the workflows on Discover.

Head to Sign Up and create an account with email + password, Google, or a magic link. You'll then be asked to claim a username (this doubles as your referral code — you can skip it and set it later), choose a plan, and you're straight into your first workflow.

Basic — $4.99/mo: 150 prompts/month, access to the 4 trading bots only.
Pro — $14.99/mo: 500 prompts/month, all 14 workflows.
Elite — $49.99/mo: unlimited prompts, all 14 workflows, priority support.
All plans are available annually at 2 months free. See full details on Pricing.

Basic only unlocks the 4 trading bots (Scalper, Advance Day, Swing, Basic Day). Pro and Elite unlock all 14 workflows, including the institutional research tools like DCF Valuation, Risk Assessment and Stock Screener. Elite adds unlimited prompts and priority support on top.

Upgrade to a higher tier for a larger (or unlimited, on Elite) allowance, or wait for your allowance to reset at the start of your next billing period. Unused prompts don't roll over.

Yes. Toggle between Monthly and Annual on the Pricing page before checkout — annual plans work out to 2 months free versus paying monthly.

Yes. Enter a promo code on the Pricing page before checkout. A promo code can't be used if you signed up with someone's referral code.

Share your username as a referral code, or your personal invite link. Every third person who signs up with it and starts a paid plan adds 30 days to your own plan. You can see your referral count on your Profile page.

Payments are processed by Razorpay. We never see or store your card details. You can cancel anytime from your account — no lock-in contracts.

Yes, cancel anytime from your account settings. You keep access to paid features until the end of your current billing period — no prorated refunds are issued for early cancellation. Full details are in our Refund Policy.

If you're not satisfied, you can request a refund within 7 days of your initial purchase by emailing billing@tradeanalysis.io. Usage-based charges already consumed aren't refundable. See the full Refund Policy for details.

Goldman Sachs Stock Screener, Morgan Stanley DCF Valuation, Bridgewater Risk Assessment, McKinsey Macro Economic Report, Renaissance Technologies Pattern Finder, Bain & Company Competitive Analysis, Harvard Endowment Dividend Strategy, Citadel Technical Analysis, BlackRock Portfolio Builder, JPMorgan Earnings Analyzer, and the 4 trading bots below. The analysis workflows are named for the style of research they're inspired by; none is affiliated with or endorsed by those institutions.

Scalper (15-minute chart), Basic Day (1-hour), Advance Day (4-hour) and Swing (daily). All four use the same smart money concepts rules on a different chart: they map order block reaction areas (top tier when a liquidity sweep and a structure shift come first) with the higher-timeframe trend. Each is available on every paid plan including Basic.

Every bot answer gives you up to three reaction areas, each with an entry zone (enter anywhere inside it), a trap area, the line where the idea is wrong (your stop), two targets (TP1 at 1x the risk, TP2 at 2x) and a 1 to 4 star rating, plus the trend, liquidity levels and today's range. When price is back in a top-tier zone it says BUY or SELL; otherwise HOLD with the areas to watch. Results are plain: TP1 hit is a +1R win, TP2 hit a +2R win, a stop hit a 1R loss.

The trading bots pull the latest 500 closed candles for your symbol, fresh, on every request, plus the higher-timeframe trend, so signals are based on current market data rather than a demo. The analysis workflows work from the inputs you give them (a ticker, your holdings, your time horizon) against each workflow's criteria. If the price feed is out of date or incomplete, the bots return HOLD instead of guessing.

Email + password, Google sign-in, or a magic link sent to your email — whichever you set up at signup. You can also reset your password from the sign-in page if needed.

We use industry-standard security practices and never sell your data. Full detail on what we collect and how it's used is in our Privacy Policy.

Yes. Email privacy@tradeanalysis.io to request access to, correction of, or deletion of your data.

For general questions, email support@tradeanalysis.io. For billing or refunds, use billing@tradeanalysis.io. Elite plan subscribers get priority support. See the full breakdown on our Contact page.