Posts on True North Alpha

TradingView's AI Features: What Actually Works for Self-Directed Investors

Tue, 07 Apr 2026 00:00:00 +0000

TradingView is already the default charting tool for most self-directed investors. But over the past year it has added a layer of AI features that most users haven’t touched yet. This week we go through what’s actually there, what it does, and whether any of it changes how you should use the platform.

What TradingView Added

The AI features fall into three buckets:

AI Summary — a natural-language summary of any ticker’s recent price action, fundamentals, and analyst sentiment
Smart Screener filters — screening conditions written in plain English rather than Pine Script
Chart pattern recognition — automatic flagging of classic technical patterns (head and shoulders, cup and handle, etc.)

The AI Summary

This is the most immediately useful feature. Open any ticker, look for the “AI Summary” tab on the right panel, and you get a 3–4 paragraph synthesis of what’s been happening with the stock — price trend, recent earnings, analyst consensus, and any notable news.

Koyfin's AI Earnings Summarizer: Tested Against a Full Quarter of TSX Reports

Fri, 27 Mar 2026 00:00:00 +0000

Koyfin has long been the closest thing retail investors have to a Bloomberg Terminal at a fraction of the cost. Their recent addition of AI-generated earnings call summaries is either the most useful feature they’ve shipped in two years, or another AI gimmick. We spent three weeks finding out.

What the Feature Does

When a company reports earnings, Koyfin now generates a structured AI summary of the earnings call transcript. The summary breaks down into four sections:

Using Claude to Analyze Earnings Calls: A Practical Workflow

Fri, 20 Mar 2026 00:00:00 +0000

Last week we covered Koyfin’s AI earnings summarizer. This week: how to build the same capability yourself using Claude, for a fraction of the cost. This is the kind of workflow that becomes second nature once you’ve run it a few times.

What You’ll Need

A Claude account (claude.ai) — the free tier works; Pro ($20 USD/mo) gives you longer context and more uploads
The earnings call transcript (plain text or PDF)
10 minutes the first time you set this up; 5 minutes per earnings call after that

Getting the Transcript

For TSX-listed companies, transcripts are available through: