Use the Chip Suggestions function

The Chip Suggestions function allows you to discover all available/supported portfolios, watchlists, documents, tools, variables, or securities when creating a prompt with Alfa. Using this function also ensures that you’re using the correct entity when creating your prompts.

Tip: Search through available tools to understand the types of possible actions when using Alfa.

To use the Chip Suggestions function, follow these steps:

  1. Navigate to an analyst’s prompt bar
  2. Type @ into the prompt bar
    Screenshot 2025-01-31 at 10.32.07 AM
  3. Either search for an entity across all supported entities
  4. OR click one of the options to search through just the selected entity type
  5. OR click on Var to search through a tree-view of available variables
  6. Click on the entity you want to use
  7. Alfa adds the entity as a chip to your prompt bar

Tip: Hover over any chip in the menu to get information on what it is.