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Creating Automations with AI

Plato, the AI investing copilot, can assist you throughout the process of setting up your strategy. Here's how:

Setting Up Your Strategy

To prompt Plato to create a new strategy, you can say:
  • "Plato, let's create a new strategy."

Creating a Section

To have Plato create a section for you, you can use prompts like:
  • "Plato, add a new section to my strategy."
Setting up Triggers:
You can prompt Plato to set up a trigger by saying something like:
  • "Plato, set a trigger if the price of AAPL goes above $150 for at least an hour."
Setting up Actions:
You can instruct Plato to set up an action with a statement like:
  • "Plato, add an action to buy 10 shares of AAPL."
Setting the Match Type:
To set the match type, you could say:
  • "Plato, set the match type to 'all'."

Selecting Assets

To select assets, you could ask Plato:
  • "Plato, what assets should I select for this strategy?"

Setting up Shields

You can also have Plato set up shields for you. For example:
  • "Plato, set up a shield to sell the position and stop trading the asset for a week if a trade is down 2%."

Testing and Activating Your Strategy

Finally, to test and activate your strategy, you could say:
  • "Plato, test this strategy from January 1st to December 31st of last year."
  • "Plato, activate this strategy for my live portfolio with an investment of $10,000."
Remember, Plato is there to make the process of creating your strategy as smooth as possible. Feel free to ask for help or clarifications at any point.