Your AI: included, your own key or local

Step by step

1. 1Open Your AI (✦ at the top).
2. 2Type your question or tap a suggestion, for example «Summarise my portfolio in 5 lines».
3. 3To pick up a conversation, open History. You can rename or delete them.

What you will see

• Each answer says which AI answered it.
• With the included AI you see how many questions you have left this month and when they renew.
• With a symbol in the conversation, shortcuts for guided analyses appear (if your plan includes them).

Your own key (BYOK)

1. Go to Settings → Your AI.
2. Choose the provider from the list, paste your key and, if you want, the model.
3. Save. The key is stored encrypted and only used for your questions, with no monthly limit.
4. Under Order of use choose: the included AI first and then your key, only your key, or only the included AI.

Local AI

In Settings → Your AI → Local AI you can use a model that runs on your computer. Your browser talks to it directly: nothing leaves your machine. Follow the Setup guide and click Test connection.

Common problems and questions

What does the AI see of my portfolio?

Only when you ask: a summary of your portfolio (totals, weights and returns), never your name, your email or your account numbers. You can turn off the included AI in Settings → Your AI.

I ran out of questions this month.

Add your own key, use a local AI or upgrade your plan.

Does it tell me what to buy?

No. It explains with numbers and gives a reading, never an order. Answers can contain mistakes and are not financial advice.