Anytime you want to create a new automation, ask a new question, or generate a new type of report, you’ll need to create a new analyst.
To create a new analyst, follow these steps:
- Find a suitable analyst from the template library if applicable
- If not applicable, click the + button at the top of your screen
- Make sure you’re using the correct mode (either build mode or fast mode)
- Type in your question or prompt
- Make sure to insert any tools, variables, portfolio/watchlists etc. using the Chip suggestions function
- Click the send icon to finish creating your analyst
Tip: If you want your analyst to continuously update its output when new information comes out, make sure you enable its updates.
Delete an existing analyst
To delete an existing analyst, follow these steps:
- Hover your mouse over the analyst’s name in the left-hand sidebar
- Click the three dots on the right of the analyst’s name
- Choose Delete from the drop-down menu
- Confirm