“We do not believe that adding a chatbot to a website makes a financial company an AI company,” said Gennaro Lanza, Chief Executive Officer at DB Investing. “We have spent a long time developing an infrastructure where AI becomes part of the core of the company, its products and eventually the entire customer experience.”
The technology is designed to connect directly with a trader’s account and extends beyond DB Investing through a lightweight connector for compatible MetaTrader 4 and MetaTrader 5 accounts, including accounts held with third-party brokers. This means traders do not need to change brokers to use the technology.
Eligible users receive monthly AI credits, while advanced users can connect supported AI services using their own API credentials.
The system is designed to analyse individual trading behaviour by examining trading history, instruments, holding periods, frequency, position sizing and performance. It also considers risk behaviour, drawdowns, concentration, discipline and changes in behaviour over time.
DB Investing plans to release Wealth Copilot within weeks. The 24/7 AI agent will combine trading activity with market intelligence and portfolio context to identify account changes, unusual risk exposure, concentration, risk-management observations and behavioural or performance patterns.
Wealth Copilot will also surface events and news relevant to open positions. The aim is to organise information around each investor instead of requiring them to search across terminals, calendars, media outlets and statements.
Another planned component, AI Traders University, is built around an AI mentor that analyses how each trader behaves in the market. It is designed to identify patterns such as late entries, increased position sizes after losses, early exits from winning trades and prolonged losing positions.
The system also examines overtrading, activity during volatile periods, disregard for personal risk rules and repeated mistakes, including concentration in correlated markets.
DB Investing intends dbinvesting.ai to serve as the foundation for a broader AI ecosystem. Its roadmap includes Wealth Copilot, AI Traders University, AI financial assistants, portfolio analytics, account connectivity, personalised education as well as trading behaviour, risk and market intelligence.
The company envisions these services ultimately operating on the same AI Core Engine across customer-facing products and internal operations.
“This is not a feature we are adding to DB Investing,” Lanza said. “It is the beginning of changing what DB Investing is. Our objective is an AI infrastructure capable of sitting beside every trader and investor, understanding their behaviour and giving them intelligence that historically required several platforms.”
DB Investing is an international financial services and trading brand providing access to global markets. Through dbinvesting.ai, it is developing fintech, AI and trading technology that connects trading, investing, market intelligence and education.
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