InsightOne Coach
Your Personal AI Investment Coach and Mentor
The InsightOne Coach is an always-available conversational AI coach built specifically for investment learning. It is trained on the proprietary research, frameworks, and teaching content of theinvestmentanalyst.com and its founder, Geoff Robinson, using a secure, continuously updated, ring-fenced vector knowledge database. Through a purpose-built orchestration and pedagogical control layer, the Coach retrieves verified domain-specific knowledge to deliver accurate, explainable guidance rather than generic AI responses.
Beyond answering questions, the Coach also acts as a tailored recommendation engine. It identifies knowledge gaps, suggests relevant videos, case studies, models, and podcasts, and redirects users to the most appropriate content on the platform. This creates personalised learning journeys that adapt to each user’s goals, progress, and interests.
Available 24 hours a day, seven days a week, and speaking 30 languages, the InsightOne Coach transforms institutional-grade investment expertise into an interactive, multilingual learning experience directly from your dashboard.
✅ Conversational AI trained on a proprietary investment knowledge base.
Arabic
Bulgarian
Chinese (Mandarin)
Croatian
Danish
Dutch
English
Filipino (Tagalog)
Finnish
French
German
Greek
Hindi
Hungarian
Indonesian
Italian
Japanese
Korean
Malay
Norwegian
Polish
Portuguese
Romanian
Russian
Slovak
Spanish
Swedish
Tamil
Turkish
Vietnamese
How to use the InsightOne AI Coach
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After logging in, locate the InsightOne Coach on your dashboard.
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Choose how you want to interact:
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Speak directly to the Coach for hands-free conversation.
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Type your question in the chat box for text-based interaction.
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Ask questions naturally, as you would to a human instructor.
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If your request is broad or unclear, the Coach will ask follow-up questions.
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The Coach will provide explanations and recommend relevant content across the platform.
Your Content Discovery Tools
Explore Knowledge, Your Way
InsightOne is designed so users can locate the right learning material instantly, without manually navigating large content libraries. The InsightOne Coach serves as the primary discovery tool, guiding learners through personalised recommendations based on their questions, goals, and progress. Users can simply ask the Coach what they want to learn, and it will explain concepts, identify knowledge gaps, and redirect them to the most relevant videos, case studies, models, and simulations on the platform.
To complement this, InsightOne also features an AI-powered search engine that delivers fast, intelligent content discovery across the platform. The search experience provides real-time results, relevance-ranked suggestions, and tolerance for spelling variations, making it easy to find content even when exact titles or terminology are unknown.
Content discovery tools include:
✅ InsightOne Coach - conversational guidance and personalised content recommendations.
✅ AI-powered search bar - instant, relevance-ranked results across the library.
✅ Filter options - refine content by topic, category, or content type.
✅ Course tile groupings - visually organised collections and pathways for intuitive browsing.
This combination ensures users can either ask for guidance or browse independently, creating flexible and personalised learning journeys.
Learning pathways
Your Personal Route to Expertise (Coming Soon)
InsightOne’s Learning Pathways provide structured, pedagogically designed journeys that guide users through content in the right sequence, from foundational concepts to advanced application. Rather than selecting isolated lessons, users can follow curated pathways built around core investment skills and specific professional roles, ensuring knowledge is developed progressively and coherently. This structured approach removes guesswork, accelerates skill development, and helps learners build real-world analytical competence with confidence.
Core skill learning pathways:
✅ Accounting and Analysis
✅ Data visualisation
✅ Financial modeling
✅ Fixed income and credit
✅ Fundamental valuation
✅ In the markets. Now.
✅ Investing
✅ Global markets and derivatives
✅ M&A
✅ Portfolio management
✅ Private equity and Venture capital
Role-based learning pathways:
✅ Accounting and Analysis
✅ Data visualisation
✅ DCM Banker
✅ ECM Banker
✅ Fixed Income and Credit
✅ Investment management
✅ M&A Banker
✅ Research Analyst
✅ Restructuring
✅ Private equity and Venture capital
Multi-language content delivery
Learn in Your Native Language
InsightOne delivers its video learning experience in 14 different languages, removing language barriers from investment education. Every core lesson is available with native-language audio and synchronised on-screen text, ensuring users can engage with complex financial concepts comfortably and confidently, regardless of location or background.
Delivery languages:
✅ Arabic
✅ English
✅ Hindi
✅ Italian
✅ Japanese
Switching Video Language Settings
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Click the language pill in the bottom-right corner of the video player.
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Select your preferred language from the list.
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The video will immediately switch to the chosen language.
Once selected, the video will play with native-language audio and the visual content on screen translated to match, providing a fully localised learning experience.
Interactive video
Next-Generation Video-Based Learning
InsightOne’s interactive videos transform passive watching into active learning. Each video is designed to reinforce understanding through in-video decision points, end-of-lesson questions, and immediate analyst-written feedback.
Interactive hotspots allow users to choose how they engage with content, explore concepts in greater depth, or move at their own pace. This ensures learning is not only absorbed, but tested, applied, and retained.
Test your understanding as you learn, not after you forget
✅ Check understanding with end-of-video questions and instant expert feedback.
✅ Actively engage through clickable hotspots and guided content choices.
✅ Construct and manage portfolios, adjusting exposures as conditions evolve.
✅ Reinforce key concepts through applied, scenario-based interaction.
✅ Improve retention by turning viewing into participation.
Assess, learn and conquer
Professional-Grade Market Simulation
InsightOne’s Interactive Assessment tool transforms knowledge into measurable progress. Built on a 5,500-question bank spanning accounting, financial analysis, financial modelling, global markets, and company valuation, the system tests the full product spectrum taught across theinvestmentanalyst.com. Each assessment dynamically generates a unique, timed 30-question test that challenges both technical understanding and applied judgement.
Every response receives immediate, analyst-written feedback, allowing users to learn in real time rather than after the fact. Because no two assessments are ever the same, learners can practise continuously without repetition, strengthening mastery, confidence, and real-world analytical skill.
Learn faster with immediate, expert feedback on every answer
✅ Test across accounting, modelling, valuation, and market analysis.
✅ Receive instant, expert-written feedback on every answer.
✅ Practise with endlessly unique, timed assessments.
✅ Track improvement and build lasting analytical confidence.
Learning Accessibility for All
Learning Without Barriers

InsightOne is designed to be accessible to learners of all abilities by integrating advanced accessibility technology that helps make the platform content easier to navigate, understand, and interact with for users with visual, motor, cognitive, or other impairments.
The accessibility layer works behind the scenes to improve compatibility with assistive technologies like screen readers and keyboard navigation, while also offering intuitive UI adjustments users can control to tailor the experience to their needs. Automated scans and ongoing accessibility adjustments help maintain a compliant and inclusive learning environment that conforms to recognised web accessibility principles.
Learn faster with immediate, expert feedback on every answer
✅ Test across accounting, modelling, valuation, and market analysis.
✅ Receive instant, expert-written feedback on every answer.
✅ Practise with endlessly unique, timed assessments.
✅ Track improvement and build lasting analytical confidence.
InsightSim:Pro
Professional-Grade Market Simulation
Understanding markets in theory is one thing. Knowing how to act in them is another. InsightSim:Pro is a full-featured market simulation built into the InsightOne experience that lets you apply investment theory in a real-world environment without risk.
How InsightSim: Pro Helps You Progress
✅ Place trades in real time using live or historical data from global markets.
✅ Experiment with strategies like momentum, value, mean reversion, macro-driven plays and sector rotation.
✅ Construct and manage portfolios, adjusting exposures as conditions evolve.
✅ Analyse your performance with clear, professional-style reporting.
✅ Experience market psychology, including timing, conviction and risk-reward trade-offs.
✅ Ideal image: A trading-style dashboard showing positions, charts, P&L and analytics.
The InsightOne App
Learn Anywhere. Anytime.
InsightOne is available on both the Apple App Store and Google Play, giving users full access to the platform wherever they are. The mobile apps extend the complete InsightOne learning experience to smartphones and tablets, allowing users to follow structured learning pathways, watch interactive videos, and engage with the InsightOne Coach without being tied to a desktop. This ensures continuous learning, whether commuting, travelling, or studying between work commitments.
Extending InsightOne Beyond Desktop
✅ Learn anytime, anywhere with full mobile access.
✅ Watch interactive, multi-language videos on the go.
✅ Follow structured learning pathways from your phone or tablet.
✅ Engage with the AI Coach for instant guidance and recommendations.
InsightOne Rewards
Professional-Grade Market Simulation
InsightOne Rewards promote repeatable learning habits by rewarding consistent engagement, converting time spent learning into points that build over time and unlock real-world rewards like Amazon, Starbucks, and Costa Coffee.
Learn faster with immediate, expert feedback on every answer
✅ Build consistent learning habits that compound over time.
✅ Earn points simply by showing up and engaging.
✅ Turn learning time into real-world rewards.
✅ Stay motivated with visible progress and incentives.
✅ Reinforce daily and weekly learning streaks.
✅ Make continuous improvement rewarding, not optional.

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