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Intelligence
Ask questions over your own trades, then preserve the useful insights
Intelligence chat and AI Live voice share durable history, bounded recall, saved memories, journal context, product and market tools, live-web verification, insights, and feedback.
- Sections
- 8
- Reading time
- 2 min
- Opens in app
- Intelligence
Chats
The app stores typed and voice turns in the same durable chats, allows renaming and deleting them, and supports both normal chat and streaming progress updates. Ask “Give me a summary of what happened in this chat” to recap the full chat, including older turns outside the normal recent-message window.
Evidence tools in chat and voice
Typed chat and Live voice can use the same guarded read tools for trades, positions, tracking, analytics, insights, notes, emotions, goals, accounts, playbooks, backtests, reports, achievements, Community, Mentor Mode, notifications, workspace metadata, Economic Calendar, Market News, Market Monitor analysis, product documentation, and current web facts. The assistant must complete required lookups before making user-specific or time-sensitive claims.
Memory controls
Open Settings → Intelligence to turn automatic saving or proactive recall on or off, search memories, correct their wording, pin important context, forget one item, or clear everything. You can also say “Remember that…” or “Forget…” in either chat or voice. Security credentials, payment secrets, and incidental chatter are excluded from automatic memory.
Deletion and provenance
Saved memories retain a link to their source conversation. Forgetting a memory leaves its transcript intact; deleting a chat removes its transcript, chat summary, searchable episodes, queued indexing work, and any memory supported only by that chat.
Learning status
Intelligence learns from your trades and the feedback you give its answers, so its coaching adapts to you over time.
Insights
Insights surface recurring themes and can be marked read individually or in bulk.
Feedback loop
Message feedback is tracked so the system can measure what worked and what failed in the AI responses.
What Intelligence uses
- Recent trades
- Account context
- Previous feedback
- Relevant earlier chat and voice turns
- User-controlled saved memories
- User-specific learning state
- Current in-app and externally verified evidence returned by tools
AI sections
Intelligence and the learning surfaces behind it.