Easy Insight – First Use Guide

Easy Insight – First Use Guide

12 September 2025, 08:20
Daniel Stein
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Easy Insight – First Use Guide

Maximize your AI-driven trading from Day One

1. Where to start?

To help you get started, I recommend watching our full Easy Insight Tutorial videos – they walk you through every single step in detail, from setup to export to AI integration:


Start here: Easy Insight – Quick Introduction (11 Min)

Our first Easy Insight version was launched in early 2025. 

The original 11-minute video still offers a great introduction for newcomers.



Then watch: Full Easy Insight 2.x Tutorial incl. AI & Time Lapse (31 Min)

A few months later, we introduced Easy Insight 2.0, expanding the feature set dramatically. 

For the full tutorial, including Time Lapse and AI prompt design, watch this:



2. Beware of High-Impact US Dollar News

Before you start analyzing or trading, always check for upcoming USD-related news events, especially CPI, PPI, NFP, and Fed statements.

These events influence market expectations for interest rates and often cause:

  • Erratic market behavior before the release (markets “wait” → fewer tradeable setups)

  • Extremely wide spreads during the event (leading to unnecessary stop-outs)

  • False moves driven by short-term reactions instead of long-term trends


Pro Tip: Avoid trading within 1–2 hours before and after such events unless you’re running a specific news strategy.

3. Snapshots vs. Timelapse: Understand the AI Input

Easy Insight processes your CSV exports to analyze the market.

You can choose between two approaches:

  • Single Snapshot: One CSV file for a current market overview

  • Time Lapse Export: Upload multiple files to visualize trend evolution over time


 Pro Tip: If you use tools like Perplexity Pro, you can upload up to 10 CSVs for deeper insight. This helps the AI detect gradual changes and predict what’s next.

4. Manual Trading Experience Built-In (Optional Filters)

Easy Insight includes optional filters that simulate real trader experience. You can enable:

  • FX Volume filter: Prioritizes symbols where total market volume is rising, signaling stronger interest and more reliable trends

  • FX Power filter: Adds logic to trend setups – for example:

    • 4H > 1D > 1W → Uptrend structure

    • 4H < 1D < 1W → Downtrend structure

  • IX Power filter: Provides the same structure logic on non-Forex assets like indices, oil, and crypto


Example screenshot of corresponding parameter for FX Volume:

FXV_XP

Pro Tip: These filters act as built-in rules, guiding the AI to avoid false setups and prioritize quality.

5. Customize the Prompts – Make the AI Your Personal Coach

Every AI prompt delivered with Easy Insight can be copied, modified, and refined.


You can:

  • Add your own preferences or strategies

  • Include conditions like market hours, volatility filters, or session timing

  • Define what constitutes a “good” trade for you


Pro Tip: The AI doesn’t just analyze data – it acts as a trading mentor, combining deep technical analysis with vast knowledge from across the internet.

6. Learn by Example – Watch Real Trades in Action

Pro Tip: The best way to understand how Easy Insight works is by watching it in action.

We publish real trades, setup breakdowns, and AI prompt examples in our dedicated YouTube playlist:


👉 AI Trading with Easy Insighthttps://www.youtube.com/playlist?list=PLRyQGGaNZNG4Av3H4hHZX2VYKGJ3f3wIj

7. Join the Easy Insight Community

We host a dedicated Easy Insight group with more than 100 active traders sharing:

  • Strategy ideas

  • Prompt modifications

  • Tips on improving trade quality

  • Real-time discussions on market setups


💬 As a verified Easy Insight user, you’re warmly invited to join!

Just send us a proof of purchase, and you’ll receive your personal access link to the group.

Wishing you great success on your AI-powered trading journey

Your team at Stein Investments