Use the Assistant with workspace data

The Assistant can analyze workspace evidence supplied to the current feature, such as selected trades or journal context. Its answer is generated text, not a broker signal or a verified financial recommendation.

Ask a useful question

1. Open Assistant from the sidebar.
2. Select or confirm the account, trades, or period available as context.
3. Ask a specific question, for example: “What repeated execution mistakes appear in these selected trades?”
4. Check which records and dates the response used.
5. Verify important claims against the original trades and reports.

Use the prompts offered in the interface as starting points. A response may be incomplete or wrong, especially when imported data is missing fields. Avoid including secrets or unrelated personal information in a prompt. See AI reviews and saved insights and preferences.