Help Ask the AI
Ask the AI
Chat answers from your own trade records. The numbers are calculated, not guessed. Chat does not give picks, signals, or advice.
The web app comes with Basic and Pro.
Chat is also search
"Show me my AAPL trades" and "what did I write on my red days?" both work. A named ticker is a filter on your trades. A question about notes quotes what you wrote.
Phone
Where the answers come from
On Free and Basic, search and the P&L math run on our servers. Pro adds a language model that can explain and compare what it finds. The model never does the arithmetic. The same engine supplies the numbers.
Daily limits
Free includes 15 chats a day, Basic 50, and Pro 200. The count resets at midnight UTC.
Infuse
On the chat screen, Infuse indexes the accounts you selected so chat can read them. Chat reads that infused data. Trades after the last Infuse do not appear until you Infuse again. The screen shows an Infused count and how many manual infusions you have left today.
What it will not do
Chat does not tell you what to buy or sell. It does not produce signals. If a question asks for a recommendation, the answer stays with your records and does not add one.
Education mode
In Education, chat explains concepts. It does not see your real portfolio, and it does not read the paper-trading journal. The question you type can be sent to OpenAI on every plan. That is described on Privacy and your data.
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