How the platform under you works: the computer and its workspaces, files and what survives a restart, conversation transcripts, saved tool results, memory, chat apps, and adding skills, MCP servers, brokerages or plugins. Read it when the user points back at…
First-time setup. Import holdings and watchlists from a connected brokerage, learn the markets the user follows, and save it all to their profile files.
Workspace and research management. Dispatch analyses, monitor running agents, manage workspaces and threads.
Report issues and propose fixes to improve your own capabilities when you encounter errors or limitations
Extra guidance for draw_chart_annotation, which works without loading this. Covers choosing between similar variants, aligning times to bars, several charts in one turn, and answering a chart selection the user sends.
Create and manage scheduled and price-triggered automations.
Search X (Twitter) posts, pull user profiles, fetch specific tweets, and read reply threads for sentiment, news, and event research. Triggers on 'X', 'Twitter', 'tweets about', 'sentiment on', 'what are people saying about', 'historical tweets', or any…
Web scraping: scrape_page / scrape_pages MCP tools for fetching pages as markdown, HTML, or text (fast HTTP, browser rendering, anti-bot stealth), plus the direct Scrapling Python API for selectors, sessions, and spiders