Choosing Your Companion

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

🎯 When You Choose

During Signup (First Time)

After creating your account, you'll immediately be prompted to choose your companion.

Companion Selection Screen

After Signup (Changing Companion)

You can change your companion anytime in Settings.

📱 How to Choose (First Time)

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

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

Step 3: Read Each Option

Swipe or scroll to read each:

💰 Money Monty (Generalist Trader)

  • Style: Balanced fundamentals + technicals

  • Best for: 2–5 trades/week, broad strategies

  • Focus: Risk‑aware, catalyst‑driven ideas

🚀 Blitz (Day Trader)

  • Style: Fast‑paced, intraday moves (advanced)

  • Best for: Experienced day traders, scalpers

  • Focus: Technical setups, options plays

📈 Maverick (Momentum Trader)

  • Style: Fast momentum plays, momentum

  • Best for: Swing traders, part-timers

  • Focus: Swing setups, entry/exit timing

🏦 Sage (Long-Term Investor)

  • Style: Buy & hold, fundamentals

  • Best for: Long-term investors, beginners

  • Focus: Company quality, valuation

Step 4: Tap Your Choice

Tap the card that matches your trading style.

Selected Companion

Step 5: Confirm

A confirmation screen may appear. Tap Continue or Confirm.

That's it! Your companion is active immediately.

🔄 How to Change Your Companion

Not happy with your choice? Switch anytime!

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!

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

🤔 Decision Guide

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

💡 Choosing Tips

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).

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

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

⚠️ Common Mistakes

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

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

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

🎯 What Changes When You Switch?

AI Responses Change

Example: Asking about TSLA

As Blitz:

"TSLA at $465, 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."

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

Chat Tone Changes

  • Blitz: Fast, direct, aggressive

  • Maverick: Balanced, strategic

  • Sage: Patient, educational

🔄 Switching Strategy

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!

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

✅ After You Choose

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.

❓ 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 advice 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.

📱 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.

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! 🎭🚀

PreviousCompanionsNextMeet the Companions

Last updated