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AI chat assistant

What it does

Chat is an AI assistant inside the dashboard. Ask it questions in natural language — about markets, individual stocks, fundamentals, or your own portfolio — and get back a response in seconds. Conversations are saved as sessions so you can pick up where you left off.

When to use it

  • You want a quick answer without navigating to a specific page.
  • You want to compare two stocks side-by-side in plain language.
  • You want to summarise a complex page (e.g., a research report) in a sentence.
  • You want suggestions on what to look at next.

How to use it

  1. Open Chat from the sidebar.
  2. The left panel shows your previous chat sessions, grouped by recency.
  3. Click New chat to start fresh, or click an existing session to continue it.
  4. Pick a model from the dropdown above the conversation if you want to switch.
  5. Type your message. Press Enter to send, or Shift + Enter to add a newline.
  6. Suggested prompts appear when you start a new session — feel free to click one to skip the blank-page problem.
  7. Long-running responses stream in; you can scroll while the model is still typing.

Manage sessions

  • Rename a session by clicking its title.
  • Delete a session from the menu on its row in the sidebar — once deleted, the messages are gone.

Tips & gotchas

  • Be specific. “How is HDFC Bank doing this quarter compared to ICICI?” beats “tell me about banks.”
  • It can be wrong. Treat it as a starting point — verify any number that matters by clicking through to Fundamentals or Stock evaluation.
  • Different models, different strengths. If a response feels off, try a different one from the picker.
  • Sessions are private to your account.
  • For deep analysis, prefer Stock evaluation or a Screener report — those follow a structured workflow.