Reference
Cheat sheet
Power-user features that aren't obvious from the UI. Bookmark and skim — the app doesn't use any of these by default.
Chat slash commands
Type / in the chat input to get a popover.
/todayMorning brief — macro regime + portfolio + watchlist + 1 specific action/portfolioPortfolio in one number — total P&L, top weight, conviction, stale thesis count. No per-position detail./diversificationHHI + effective N + sector skew — 'you have 12 positions but really N independent bets'. Ends with one concrete move if concentrated./needsTriage right now — proposals + thesis breaches + bearish-take divergence + earnings this week, ranked by cost-of-ignoring/cleanWatchlist pruning — bearish-take names + zero-activity sits + unfollowed adds. The agent flags what to drop and why. Pros prune./scanFresh agent scan — generate new proposals based on your portfolio/inboxShow pending agent proposals you haven't decided on/regimeMacro regime read — what the tape is doing today/rotationS&P sector rotation across 1d/5d/1mo/3mo — leaders, laggards, cross-horizon divergence/riskTriage — what needs immediate attention in your portfolio/tallyWhat you've done today — UTC-day positions added, closes, proposals decided (mandate vs manual)/attributionWhat's driving today's intraday P&L — total + up/down split + top contributors and detractors with $ each/sectorsSector P&L breakdown — dominant sector + weight, biggest contributor and detractor, flags concentration × loss intersections/drawdownsPeak-to-current drawdown for every held position, sorted deepest first. Flags names >20% off peak as review territory./week7-day recap — closes, hit rate, agent vs manual, biggest realized/aheadWeek ahead — earnings + ex-div + macro catalysts across your portfolio and watchlist/scenariosBeta-weighted projection — what happens to your portfolio under SPY moves of -10/-5/-2/+5/+10%/recastIf-I'd-held calibration — would holding have beaten your exits? By-reason verdicts on stops + targets/calibrationHonest process review across all closes — hit rate by conviction, by reason, patience asymmetry. Ends with one specific process change./incomeDividend income across your portfolio — annual + monthly, current yield, yield on cost, top contributors/alignmentWhere you agree / disagree with Sentifyx — held with bearish take (loudest), watched with bullish take, plus alignment confirmations/news AAPLMaterial news on a ticker, sorted by AI-tagged materiality/preview NVDAPre-earnings dossier — beat-rate, surprise history, consensus EPS band, analyst targets, earnings-tagged news/take NVDACached Sentifyx take — posture, takeaway, what's working, risks, what to watch. Says so honestly if no take is cached yet./research NVDAComposite first-look — take + material news + earnings preview + sentiment, synthesized. Pros' equivalent of a one-page primer./history NVDAYour full timeline with a ticker — watchlist + positions + closes + decided proposals/check NVDACurrent-state snapshot — P&L, thesis status, R:R, days held, last journal, pending proposal, next earnings. Leads with what needs attention./post-mortem AAPLRetrospective on the most recent closed trade — captured thesis vs actual outcome, exit_note quoted, ends with one specific lesson./lifetime AAPLTotal $ on a ticker across every prior close + current unrealized. Verdict + realized/unrealized breakdown./journal AAPL hit targetQuick journal entry — append a dated line to that position's running log without opening /portfolio. Drop the note to just read the recent journal./search dilutionUnified search across all journals + chat threads. Fires search_journal + search_chat_history, synthesizes the pattern across both corpora.
Journal conventions
Write these tokens in any position journal entry. Zero schema, parsed live.
#alert:>200Fires a banner on /portfolio when the live price ≥ $200. Use `<` for less-than. Multiple alerts per position allowed.#review-by:2026-08-05Self-scheduled thesis review. Surfaces in a banner when today ≥ that date — distinct from the auto stale-thesis flag (90d silence).#catalyst-playedAny #tag (lowercase, 2-30 chars) on a journal entry surfaces as a chip on the position row. Tags are filterable from /portfolio.
Keyboard shortcuts
Mac/Windows-friendly.
⌘K / Ctrl-KOpen command palette — search tickers, recently viewed, your positionsEnter (in chat)Send message. Slash commands auto-resolve when picked from the popover.EscapeClose the command palette, slash popover, or revert an inline edit.
Export formats
Every persistent surface in the app exports.
↓ Export CSV (Portfolio)Positions + closed positions in one CSV. Round-trips with Import.↓ Export CSV (Watchlist)Watchlist with tags + notes. Round-trips with Import.↓ md (Company page)Single-company Markdown digest — snapshot, AI take, about. Public + private supported.↓ md (Closed position row)Single-position trade card — outcome, thesis, journal, reflection prompts.↓ md (Chat thread / chat sidebar header)Single thread or all threads in one Markdown digest.↓ 30d md (Agent activity)Last 30 days of agent decisions with source-tag breakdown.
Inline edits
Click any of these to edit in place — no form opens.
Notes (position row)Short caption on each position. Saves on Enter or blur.Shares / Cost basis (position row)Fix typos or adjust after dividends/splits. Auth-scoped server action.Tags + Notes (watchlist card)Update either independently. Tag list capped at 6.Chat thread title (sidebar)Auto-derived titles get ambiguous — rename mid-flight.
Mandate presets
On /settings#mandate, three one-click starter configs.
Conservativewatch only · conf 5 · 1 action/day · no loss capBalanced (recommended)watch + close · conf 4+ · 3 actions/day · $500 loss capAggressivewatch + close · conf 3+ · 5 actions/day · $2,000 loss cap
Missing something obvious? The agent learns the same way — ask it, and if a pattern feels like a shortcut, it probably is one waiting to be added.