Guides

How the desk works

Drag a symbol into chat, choose a chat mode, use watchlists, and open the command palette.

Drag a symbol into chat

Search for a symbol, then drop that result on the chat composer. PDFs and chart images can be dropped there too. Watchlist rows stay in the sidebar.

One button toggles Fast and Thorough. Fast takes about 15 seconds. Thorough takes about 60 to 90. The globe beside it is Web + X, a separate control.

Watchlists are folders in the sidebar. Technology can hold AAPL, NVDA, and MSFT. Markets is another folder.

Command-K on Mac, or Ctrl-K off Mac, opens the command palette. Search tools and switch workspaces. A slash command opens the next dialog.