User Guide

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

Getting StartedAI PortfoliosMy PortfolioAPI 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 100% Free.
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.

Personal Portfolio Analysis

Track and analyze your existing portfolio with AI-powered insights. Upload your holdings to get health scores, swap suggestions, and return tracking.

Supported Formats

File Upload

Excel (.xlsx, .xls), CSV, TSV, or TXT files with ticker, shares, and optional cost basis.

Paste from Spreadsheet

Copy and paste directly from Google Sheets, Excel, or any spreadsheet.

Required Columns

  • Ticker: Stock symbol (e.g., AAPL, MSFT)
  • Shares: Number of shares owned
  • Cost Basis (optional): Per-share purchase price for return tracking
Download our CSV template for the correct format. Cost basis is optional but enables accurate return tracking.

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