Help & Support
How Sestara's AI works, how to read its output, and what it is (and isn't)
Getting started
Two ways in, depending on where you are. Each step is a screen you can open right now.
- 1Build a shortlist on the Screener
Start from Best overall, Undervalued or Quality. Every name has a computed Fundamental Score with enough filing data behind it.
- 2Run the committee on two or three candidates
Six specialists, one explainable verdict. Read the bear case first — that is where the risk lives.
- 3Watch before you buy
Add them to your Watchlist and set an entry-zone alert from the computed fair-value range. Sestara tells you when the price gets there.
- 4Record the decision
When you buy, add the holding to Portfolio and log it in the Journal — followed the committee or went your own way — so your track record starts on day one.
- 1Enter your holdings
Add each position to Portfolio with shares and cost. Entry is manual today — there is no broker import.
- 2Read Portfolio Health
The Fundamental Score of every holding, how concentrated your top three are, the allocation lens and the sector heatmap.
- 3Run the committee on your largest positions first
That is where a verdict matters most. Then set exit-zone or verdict-change alerts on what you hold.
- 4Test changes before you make them
Use What-If to see how a trade shifts your risk and allocation. Turn on the Daily Open brief and check Performance to see how past calls graded against real prices.
Sestara gives you the research and the reasoning. The decision — and how much to invest — is yours.
How the AI Investment Committee works
When you run research on a ticker, Sestara convenes a committee of AI analysts over the company's deterministic financial facts — the ratios and figures computed in code from SEC filings, never invented by the AI.
- Data agents summarize the financials, filings, technicals, and recent news.
- Six analyst personas — Value, Growth, Technical, Risk, Macro, and Behavioral — each weigh in with a stance and confidence.
- A Chief Investment Officer synthesizes every opinion into one recommendation, with a bull case, bear case, and key risks.
Each persona interprets the same underlying numbers through a different lens, so you see where they agree and where they diverge.
How scores are calculated
The Sestara AI Score (0–100) is fully deterministic — computed in code, not by the AI — so every point is explainable and reproducible. It blends four weighted sub-scores:
Each ratio maps through a transparent scoring curve to points. A confidence figure reflects how much real data was available. Explore any ticker's breakdown on the Screener.
How to interpret reports
- Recommendation — the CIO's synthesized call (Strong Buy → Strong Sell). It's a summary of the committee, not a directive.
- Confidence — how strongly the committee agreed. Lower confidence means more disagreement or thinner data.
- Bull & bear cases — read both. The bear case is where the real risk lives.
- Key risks — specific things that could break the thesis. Weigh them against your own tolerance.
- Analyst opinions — the diversity of stances tells you how contested the idea is.
Reports you generate are saved to Reports and can be exported to PDF.
Investment disclaimer
Sestara AI is a research and educational tool. Its scores, reports, and AI-generated commentary are for informational purposes only and do not constitute financial, investment, legal, or tax advice, nor a recommendation, offer, or solicitation to buy or sell any security.
All investing involves risk, including the possible loss of principal. Past performance and AI-generated projections are not indicative of future results. Data may be delayed, incomplete, or inaccurate.
You are solely responsible for your own investment decisions. Always do your own research and consult a qualified, licensed financial advisor before acting on anything you see here. Sestara is not a registered investment adviser or broker-dealer.