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Step-by-step guide to selecting your AI trading personality. ⏱️ Time: 2 minutes 📱 Platform: iOS only (coming to web) 👤 Best for: First-time users and companion switchers

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🎯 When You Choose

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During Signup (First Time)

After creating your account, you’ll immediately be prompted to choose your companion. Companion Selection Screen

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After Signup (Changing Companion)

You can change your companion anytime in Settings.

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📱 How to Choose (First Time)

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Step 1: Complete Signup

  1. Download Ape AI from App Store
  2. Tap Sign Up
  3. Enter email and password
  4. Verify your email
  5. Log in

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Step 2: Choose Your Companion Screen

You’ll see companion cards (3–4 depending on your app version): Three Companion Cards Each card shows:
  • Companion name and emoji
  • Trading style description
  • Best for who
  • Key focus

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Step 3: Read Each Option

Swipe or scroll to read each:

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💰 Money Monty (Generalist Trader)

  • Style: Balanced fundamentals + technicals
  • Best for: 2–5 trades/week, broad strategies
  • Focus: Risk‑aware, catalyst‑driven ideas

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🚀 Blitz (Day Trader)

  • Style: Fast‑paced, intraday moves (advanced)
  • Best for: Experienced day traders, scalpers
  • Focus: Technical setups, options plays

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📈 Maverick (Momentum Trader)

  • Style: Fast momentum plays, momentum
  • Best for: Swing traders, part-timers
  • Focus: Swing setups, entry/exit timing

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🏦 Sage (Long-Term Investor)

  • Style: Buy & hold, fundamentals
  • Best for: Long-term investors, beginners
  • Focus: Company quality, valuation

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Step 4: Tap Your Choice

Tap the card that matches your trading style. Selected Companion

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Step 5: Confirm

A confirmation screen may appear. Tap Continue or Confirm. That’s it! Your companion is active immediately.

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🔄 How to Change Your Companion

Not happy with your choice? Switch anytime!

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Method 1: Via Profile (Main Way)

📱 iOS:
  1. Tap Profile icon (top left of any screen)
  2. Scroll to “Choose Ape” or “Companion” section
  3. Tap to open companion selection
  4. Select a different companion
  5. Tap Save or Confirm
Your AI adapts instantly!

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Method 2: Via Settings

  1. Tap Profile icon (top left)
  2. Tap Settings
  3. Find “Choose Ape” or “Trading Companion”
  4. Select new companion
  5. Confirm

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🤔 Decision Guide

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Not Sure? Answer These:

Question 1: How often will you trade?
  • Every day, multiple times → Blitz
  • 2–5 times per week → Money Monty
  • 5–15 times per week → Maverick
  • Monthly or less → Sage
Question 2: How long will you hold positions?
  • Close everything daily → Blitz
  • Days to weeks (balanced) → Money Monty
  • Days to weeks (momentum) → Maverick
  • Months to years → Sage
Question 3: What’s your experience level?
  • Experienced day trader → Blitz
  • Some trading experience → Maverick
  • Building skills / balanced → Money Monty
  • Beginner or first-time investor → Sage
Question 4: What matters most to you?
  • Quick profits, technicals → Blitz
  • Balanced risk/reward, clarity → Money Monty
  • Catching trends, momentum → Maverick
  • Company quality, fundamentals → Sage
Question 5: How much time do you have?
  • Watch markets all day → Blitz
  • Check a few times daily → Money Monty
  • Check frequently (active) → Maverick
  • Weekly check‑ins → Sage

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💡 Choosing Tips

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For Beginners

Start with Sage 🏦
  • Most beginner-friendly
  • Teaches fundamentals
  • Lower risk approach
  • Educational responses
  • Less stressful
Why: Learn the basics before trying aggressive strategies. Switch to Maverick or Blitz once you’re comfortable (2-3 months).

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For Part-Time Traders

Choose Maverick 📈
  • Perfect for working professionals
  • Don’t need to watch markets all day
  • Bigger moves than day trading
  • Balanced approach
  • Less time commitment

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For Full-Time Day Traders

Choose Blitz 🚀
  • Only if you’re experienced
  • Can watch markets 9:30am-4pm
  • Understand technical analysis
  • Comfortable with high risk
  • Trade options regularly
Don’t choose Blitz if:
  • You’re new to trading
  • You have a full-time job
  • You can’t handle losses
  • You don’t know technicals

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⚠️ Common Mistakes

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Mistake #1: Choosing Blitz Too Soon

Problem: New traders choose Blitz thinking “I want fast money” Reality: Blitz is for experienced day traders Solution: Start with Sage, learn the ropes, then switch

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Mistake #2: Never Changing

Problem: Pick one and never try others Reality: Your style might change over time Solution: Experiment! Switch companions based on goals

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Mistake #3: Mismatch with Reality

Problem: Choose Blitz but only trade on weekends Reality: Companion doesn’t match your actual trading Solution: Be honest about your time and experience

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🎯 What Changes When You Switch?

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AI Responses Change

Example: Asking about TSLA As Blitz:
“TSLA at 465,keylevel465, key level 470. Break = target $478. Buy calls exp Friday.”
Switch to Sage:
“TSLA Fundamental B-. Great company but valuation stretched. For long-term: Wait for $400-420 entry.”

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Prompts Change

Blitz prompts:
  • Day Trade Options Setup
  • Major Support & Resistance
  • Breakout Setups
Sage prompts:
  • Is [ticker] a good long-term hold?
  • Find undervalued companies
  • Dividend aristocrats

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Chat Tone Changes

  • Blitz: Fast, direct, aggressive
  • Maverick: Balanced, strategic
  • Sage: Patient, educational

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🔄 Switching Strategy

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Use Different Companions for Different Goals

Example Setup:
  1. Main trading account → Maverick (swing trades)
  2. Retirement IRA → Sage (buy & hold)
  3. Small day trading account → Blitz (practice)
How: Switch companion based on which account you’re thinking about!

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Switching Frequency

  • Daily: Too much (pick one and stick)
  • Weekly: Good for learning different styles
  • Monthly: Ideal for most traders
  • When goals change: Perfect time to switch

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✅ After You Choose

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What to Do Next

1. Take a Tour Explore the app with your companion:
  • Go to Chat and see Quick Action cards
  • Ask a question and see how your companion responds
  • Check out suggested prompts
2. Try a Workflow Based on your companion: 3. Test It Out Ask your AI questions:
  • “What should I trade today?”
  • “Is [ticker] a good buy?”
  • “Find me trade ideas”
See if the responses match what you need. 4. Adjust if Needed Not right? Change your companion! No penalty, instant switch.

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❓ FAQ

Q: Can I change my companion after choosing? A: Yes! Anytime, as many times as you want. Go to Profile → Choose Ape. Q: Does changing companion affect my portfolio? A: No! Your positions stay the same. Only the AI’s suggestion style changes. Q: Can I use multiple companions? A: One at a time, but you can switch based on what you’re working on. Q: Which companion do most users choose? A: Beginners: Sage. Part‑time/balanced traders: Money. Active momentum traders: Maverick. Blitz is best for experienced day traders. Q: Does it cost extra to switch? A: No! All companions are included in your subscription. Q: Will my companion choice be remembered? A: Yes! It stays active until you manually change it.

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📱 Platform Note

Current: Companions are iOS only Coming Soon: Web app will get companion selection For now on Web: You’ll get a general AI experience. Your iOS companion selection may influence web responses if you’re logged in on both.

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What’s Next?

Learn About Each Companion: Understand the System: Use Your Companion:
Your companion = Your AI’s personality. Pick one, try it out, switch if needed. No wrong choice! 🎭🚀