Using the AI Assistant

The AI Assistant answers questions in plain English, grounded in your actual portfolio and live market data — not generic web text.

What to ask

• "What's driving my portfolio's risk this month?"
• "Summarize NVDA's latest earnings vs. the prior quarter."
• "Which of my holdings have the weakest dividend safety?"
• "Rebalance my portfolio toward lower volatility — what would you sell?"

How it works

• Multi-provider — routes to the best available model with automatic fallback.
• Tool-calling — it can pull your holdings, run analytics, and fetch quotes to answer accurately.
• Streaming — responses stream token-by-token; usage is metered against your plan.
• Retrieval (RAG) — company filings and research are embedded so answers cite real sources.

The terminal's F8 AI pane offers the same assistant with multi-agent telemetry.