User Guide

Everything you need to know about using ACIS AI Platform. From getting started to advanced features.

Getting StartedPortfoliosAPI KeysBillingHow AI WorksFAQ

Getting Started

1

Sign Up

Visit acis-trading.com/signup and enter your email, name, and create a password. All plans include a 30-day free trial.
2

Enter Payment Details

You'll be redirected to our secure payment page (Stripe). Enter your card details. You won't be charged until your trial ends.
3

Check Your Email

After signing up, you'll receive a welcome email with:
  • Your login credentials
  • Your API key (save this - it's only shown once!)
  • Quick start instructions
4

Log In

Go to acis-trading.com/login and sign in with your email and password.
Important: Save your API key from the welcome email! For security, we hash API keys and cannot show them again. If you lose it, you'll need to create a new one.

Portfolio Management

ACIS provides 8 AI-managed master portfolios, updated daily with ML-driven signals. Access depends on your subscription tier:

Core Strategies (Starter & Growth)

Dividend Strategy

Income-focused, large-cap dividend payers. Lower turnover for steady income.

Adaptive Strategy

Growth-oriented, momentum-driven across market caps.

Value Strategy

Undervalued stocks with low P/E and strong fundamentals.

Growth Strategy

High-growth companies with strong momentum signals.

Specialized Strategies (Premium & API Pro)

Large-Cap Value

Blue-chip value stocks ($10B+ market cap).

Large-Cap Growth

Established growth leaders ($10B+ market cap).

Small/Mid-Cap Value

Hidden gem value stocks ($1B-$10B market cap).

Small/Mid-Cap Growth

Emerging growth leaders ($1B-$10B market cap).

How to View Portfolios

1

Go to Portfolio Page

Navigate to Portfolio from the main menu.
2

Select a Strategy

Click on "Dividend Strategy" or "Adaptive Strategy" to expand and see all positions.
3

View Position Details

Each position shows: ticker, weight, current price, and performance since entry.
Prices are automatically refreshed when you load the page. The AI updates positions based on daily analysis - typically 1-2 changes per week.

API Keys

API keys allow programmatic access to ACIS data for trading bots, spreadsheets, or custom applications.

Creating a New Key

1

Go to API Keys

Navigate to API Keys from your dashboard.
2

Click 'Create New Key'

Give your key a descriptive name (e.g., "Trading Bot", "Excel Integration").
3

Copy & Save Your Key

Important: Copy the key immediately and store it securely. For security, we can't show it again after you leave the page.
Never share your API key! Treat it like a password. If you think your key has been compromised, revoke it immediately and create a new one.

Using Your API Key

Include your API key in the request header:

curl -X GET "https://api.acis-trading.com/api/v1/user/portfolios" \ -H "X-API-Key: your_api_key_here"

Revoking a Key

Go to API Keys, find the key you want to revoke, and click "Revoke". The key will stop working immediately.

Billing & Subscription

All billing is handled through Stripe's secure customer portal.

What You Can Do

  • Update payment method
  • View billing history and download invoices
  • Switch between monthly and annual billing
  • Cancel your subscription

Go to Billing and click "Manage Billing" to open the Stripe portal.

How the AI Works

Our AI uses a multi-stage pipeline to select and maintain portfolios with surgical precision.

1. Universe Filtering

We start with 3,000+ stocks and apply strict quality filters:

  • US Common Stocks Only: No ETFs, ADRs, or foreign listings
  • $1B+ Market Cap: Excludes micro-caps and penny stocks
  • P/E & P/B Required: Must have financial data (filters ~40% of stocks)
  • 252+ Trading Days: Requires sufficient price history

2. ML Scoring

Each stock is scored using LightGBM models trained on 10+ years of data:

  • • 51 features: Price momentum, technicals, fundamentals, sector-relative metrics
  • • Strategy-specific models: Each of our 8 strategies has its own trained model
  • • Updated nightly: Models retrained with latest market data

3. Surgical Replacements

We don't rebuild portfolios - we make minimal, high-confidence changes:

Dividend: Max 1 change/week
Adaptive: Max 5 changes/week
Value: Max 3 changes/week
Growth: Max 4 changes/week

Frequently Asked Questions

Still Need Help?

Can't find what you're looking for? Our support team is here to help.

Contact SupportAPI Documentation