Everything you need to manage, analyze and decide — in one place.

Oak AIDIA is an AI-powered investment intelligence platform designed to help investors understand their portfolio, analyse markets and instruments, discover opportunities, evaluate risk and better understand their own trading behaviour.

It brings portfolio analytics, market data, screening, AI analysis, forecasts, trader intelligence and other investment tools together in one place.

Oak AIDIA is designed to support your decisions — not make them for you.

Oak AIDIA is designed for different types of investors and traders — from long-term investors to swing traders and more active market participants.

The platform adapts its analysis to your investor profile and trading style, so the same portfolio or trade can be interpreted differently depending on how you invest.

Yes. Oak AIDIA is designed to connect with your etoro account and use the information available through the authorised connection to personalise your experience.

Your portfolio, positions, profile and other available account information can be used by Oak AIDIA to provide analysis and insights relevant to you.

The exact information available depends on the permissions and data provided by etoro.

The full personalised Oak AIDIA experience is designed around an etoro account connection.

Connecting your account allows Oak AIDIA to understand your portfolio, trading activity and investor profile and use that information across the platform.

Oak AIDIA uses several specialised AI agents, each focused on a different area of investing.

• •Marcus Fundamentals focuses on fundamentals.
• •Alex Technical focuses on technical analysis.
• •Sofia Portfolio focuses on portfolio and risk analysis.
• •Lena Writer focuses on investment content and communication.

These agents can work together to turn market and portfolio data into explanations, analysis and actionable insights.

Oak AIDIA can analyse instruments, identify characteristics that match your criteria and provide AI-generated insights about markets and investments.

However, AI analysis is not a guarantee of future performance and should not be treated as personalised financial advice.

You remain responsible for your own investment decisions.

The Oak Screener lets you describe what you are looking for in natural language instead of forcing you to build complicated filters.

For example:

"Find large European companies with strong dividend growth and a payout ratio below 50%."

Oak AIDIA translates your request into structured criteria, searches the available investment universe and presents instruments that match those criteria.

You can then refine the search or ask the AI to analyse the results.

Oak Forecast combines quantitative forecasting with technical analysis to estimate possible future price ranges for supported instruments and time horizons.

The forecasting engine provides statistical scenarios and uncertainty ranges, while Alex Technical interprets the forecast alongside technical indicators, momentum, trend, support and resistance, volume and relevant market events.

Forecasts are estimates, not guarantees.

Oak AIDIA also records forecasts so their results can be evaluated against what actually happened over time.

Oak Trader Score analyses your closed trading history and evaluates areas such as Performance, Risk Management, Timing, Consistency and Discipline.

The goal is not simply to measure how much money you made.

It is designed to help you understand how you trade, identify strengths and weaknesses and see how your trading behaviour changes over time.

Oak Credits are the monthly usage allowance for AI-powered features inside Oak AIDIA.

Your subscription includes a defined number of credits every billing period. For example:

• •Standard: 5,000 Oak Credits per month
• •Advanced: 10,000 Oak Credits per month

Different AI actions consume different amounts of credits depending on the analysis required.

You can always see your available credits, usage and reset date inside the app.

Both plans provide access to Oak AIDIA's core investment intelligence features.

Standard includes 5,000 Oak Credits per month.

Advanced includes 10,000 Oak Credits per month and access to additional advanced features, including deeper AI analysis, advanced forecast capabilities, advanced trader intelligence and Oak AutoPilot features where available.

Advanced is therefore not simply a larger credit allowance — it also provides access to features that are not included in Standard.

Oak AIDIA is designed with account security and data privacy in mind.

Your etoro connection should use the authorised authentication and permissions provided by the integration.

Sensitive credentials should never be stored or exposed in the frontend.

Oak AIDIA should only request and use the information required for the features you choose to use.

No.

Oak AIDIA combines traditional investment data and analytics with AI-powered features.

You can explore instruments, portfolios, performance and market information without using every AI function.

AI features are available when you want deeper analysis or interpretation.

Oak AIDIA's core investment intelligence features are designed to help you analyse information and make your own decisions.

Advanced versions of the platform may include automation features such as Oak AutoPilot, subject to the available integrations, permissions, risk controls and supported functionality.

Automation should never be presented as a guarantee of profits.